Kingsman-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AXP",
  "BLK",
  "AVGO",
  "BSX",
  "GD",
  "HD",
  "ISRG",
  "HWM",
  "META",
  null,
  null,
  "LHX",
  null,
  "MA",
  "MSFT",
  "MS",
  "TMUS",
  "EQT",
  "GE",
  "IJR",
  "ANET",
  "ORCL",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "LMT",
  "PG",
  "IEFA",
  null,
  "RTX",
  "IBM",
  "UBER",
  "UNM",
  "VIG",
  "TSM",
  "VRT",
  "FTNT",
  "BKR",
  "AMZN",
  null,
  "MGK",
  "MGV",
  "VTV",
  "V",
  "WMT",
  "SCHD",
  "ET",
  "SO",
  "CRM",
  "BK",
  "BRK-B",
  "COST",
  "CRWD",
  "USMV",
  "QQQ",
  "GOOG",
  "LLY",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 64
Total Value: 136784158
Accession Number: 0002066184-25-000003
Form Type: 13F-HR
CIK: kingsman-wealth-management
Manager Name: Kingsman-Wealth-Management

Data Enrichment

91% identified

58 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $136.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Baker Hughes Co

BKR|05722G100

Shares:10.1K

Value:$442.1K

% of Portfolio:0.3% ($442.1K/$136.8M)

922908744

VTV|922908744

Shares:2.5K

Value:$437.6K

% of Portfolio:0.3% ($437.6K/$136.8M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.8K

Value:$435.5K

% of Portfolio:0.3% ($435.5K/$136.8M)

Salesforce, Inc.

CRM|79466L302

Shares:1.5K

Value:$414.2K

% of Portfolio:0.3% ($414.2K/$136.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.5K

Value:$392.6K

% of Portfolio:0.3% ($392.6K/$136.8M)

BlackRock, Inc.

BLK|09290D101

Shares:388

Value:$366.9K

% of Portfolio:0.3% ($366.9K/$136.8M)

MORGAN STANLEY

MS|617446448

Shares:3.1K

Value:$365.3K

% of Portfolio:0.3% ($365.3K/$136.8M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.0K

Value:$354.3K

% of Portfolio:0.3% ($354.3K/$136.8M)

Broadcom Inc.

AVGO|11135F101

Shares:2.1K

Value:$344.8K

% of Portfolio:0.3% ($344.8K/$136.8M)

Vertiv Holdings Co

VRT|92537N108

Shares:4.7K

Value:$338.9K

% of Portfolio:0.2% ($338.9K/$136.8M)

NETFLIX INC

NFLX|64110L106

Shares:363

Value:$338.5K

% of Portfolio:0.2% ($338.5K/$136.8M)

81369Y605

Shares:6.8K

Value:$337.8K

% of Portfolio:0.2% ($337.8K/$136.8M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:2.0K

Value:$333.3K

% of Portfolio:0.2% ($333.3K/$136.8M)

921908844

VIG|921908844

Shares:1.7K

Value:$328.2K

% of Portfolio:0.2% ($328.2K/$136.8M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.1K

Value:$299.3K

% of Portfolio:0.2% ($299.3K/$136.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.7K

Value:$292.2K

% of Portfolio:0.2% ($292.2K/$136.8M)

464287515

Shares:3.2K

Value:$282.5K

% of Portfolio:0.2% ($282.5K/$136.8M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.0K

Value:$273.9K

% of Portfolio:0.2% ($273.9K/$136.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:579

Value:$271.3K

% of Portfolio:0.2% ($271.3K/$136.8M)

921910816

MGK|921910816

Shares:816

Value:$252.1K

% of Portfolio:0.2% ($252.1K/$136.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Baker Hughes Co(BKRcusip05722G100)	10.1K	QoQ- YoY-	All Managers (Combined)	$442.1K	0.3% ($442.1K/$136.8M)	QoQ- YoY-
(VTVcusip922908744)	2.5K	QoQ- YoY-	All Managers (Combined)	$437.6K	0.3% ($437.6K/$136.8M)	QoQ- YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.8K	QoQ- YoY-	All Managers (Combined)	$435.5K	0.3% ($435.5K/$136.8M)	QoQ- YoY-
Salesforce, Inc.(CRMcusip79466L302)	1.5K	QoQ- YoY-	All Managers (Combined)	$414.2K	0.3% ($414.2K/$136.8M)	QoQ- YoY-
Alphabet Inc.(GOOGLcusip02079K305)	2.5K	QoQ- YoY-	All Managers (Combined)	$392.6K	0.3% ($392.6K/$136.8M)	QoQ- YoY-
BlackRock, Inc.(BLKcusip09290D101)	388	QoQ- YoY-	All Managers (Combined)	$366.9K	0.3% ($366.9K/$136.8M)	QoQ- YoY-
MORGAN STANLEY(MScusip617446448)	3.1K	QoQ- YoY-	All Managers (Combined)	$365.3K	0.3% ($365.3K/$136.8M)	QoQ- YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.0K	QoQ- YoY-	All Managers (Combined)	$354.3K	0.3% ($354.3K/$136.8M)	QoQ- YoY-
Broadcom Inc.(AVGOcusip11135F101)	2.1K	QoQ- YoY-	All Managers (Combined)	$344.8K	0.3% ($344.8K/$136.8M)	QoQ- YoY-
Vertiv Holdings Co(VRTcusip92537N108)	4.7K	QoQ- YoY-	All Managers (Combined)	$338.9K	0.2% ($338.9K/$136.8M)	QoQ- YoY-
NETFLIX INC(NFLXcusip64110L106)	363	QoQ- YoY-	All Managers (Combined)	$338.5K	0.2% ($338.5K/$136.8M)	QoQ- YoY-
(cusip81369Y605)✕	6.8K	QoQ- YoY-	All Managers (Combined)	$337.8K	0.2% ($337.8K/$136.8M)	QoQ- YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	2.0K	QoQ- YoY-	All Managers (Combined)	$333.3K	0.2% ($333.3K/$136.8M)	QoQ- YoY-
(VIGcusip921908844)	1.7K	QoQ- YoY-	All Managers (Combined)	$328.2K	0.2% ($328.2K/$136.8M)	QoQ- YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	1.1K	QoQ- YoY-	All Managers (Combined)	$299.3K	0.2% ($299.3K/$136.8M)	QoQ- YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.7K	QoQ- YoY-	All Managers (Combined)	$292.2K	0.2% ($292.2K/$136.8M)	QoQ- YoY-
(cusip464287515)✕	3.2K	QoQ- YoY-	All Managers (Combined)	$282.5K	0.2% ($282.5K/$136.8M)	QoQ- YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	1.0K	QoQ- YoY-	All Managers (Combined)	$273.9K	0.2% ($273.9K/$136.8M)	QoQ- YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	579	QoQ- YoY-	All Managers (Combined)	$271.3K	0.2% ($271.3K/$136.8M)	QoQ- YoY-
(MGKcusip921910816)	816	QoQ- YoY-	All Managers (Combined)	$252.1K	0.2% ($252.1K/$136.8M)	QoQ- YoY-