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:

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LOCKHEED MARTIN CORP

LMT|539830109

Shares:549

Value:$245.1K

% of Portfolio:0.2% ($245.1K/$136.8M)

921910840

MGV|921910840

Shares:1.9K

Value:$244.3K

% of Portfolio:0.2% ($244.3K/$136.8M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.0K

Value:$211.1K

% of Portfolio:0.2% ($211.1K/$136.8M)

00162Q452

Shares:3.9K

Value:$200.1K

% of Portfolio:0.1% ($200.1K/$136.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOCKHEED MARTIN CORP(LMTcusip539830109)	549	QoQ- YoY-	All Managers (Combined)	$245.1K	0.2% ($245.1K/$136.8M)	QoQ- YoY-
(MGVcusip921910840)	1.9K	QoQ- YoY-	All Managers (Combined)	$244.3K	0.2% ($244.3K/$136.8M)	QoQ- YoY-
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.0K	QoQ- YoY-	All Managers (Combined)	$211.1K	0.2% ($211.1K/$136.8M)	QoQ- YoY-
(cusip00162Q452)✕	3.9K	QoQ- YoY-	All Managers (Combined)	$200.1K	0.1% ($200.1K/$136.8M)	QoQ- YoY-