Infinity-Wealth-Counsel

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GOOGL",
  "AVGO",
  null,
  "DUK",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  null,
  "IVV",
  null,
  "IYR",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "IEFA",
  "SPYG",
  "VNQ",
  "VV",
  "VWO",
  null,
  "VIG",
  "VYM",
  null,
  "VIGI",
  "CLF",
  "IVE",
  null,
  "VGT",
  "VUG",
  "VYMI",
  null,
  "VBK",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  null,
  "DVY",
  null,
  null,
  "BRK-A",
  "BRK-B",
  null,
  "RSP",
  null,
  "QQQ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 57
Total Value: 92630415
Accession Number: 0001172661-25-001719
Form Type: 13F-HR
CIK: infinity-wealth-counsel
Manager Name: Infinity-Wealth-Counsel

Data Enrichment

63% identified

36 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $92.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:4.0K

Value:$2.1M

% of Portfolio:2.2% ($2.1M/$92.6M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:4.2K

Value:$2.0M

% of Portfolio:2.1% ($2.0M/$92.6M)

922908751

VB|922908751

Shares:8.8K

Value:$2.0M

% of Portfolio:2.1% ($2.0M/$92.6M)

464287408

IVE|464287408

Shares:8.4K

Value:$1.6M

% of Portfolio:1.7% ($1.6M/$92.6M)

922042858

VWO|922042858

Shares:33.5K

Value:$1.5M

% of Portfolio:1.6% ($1.5M/$92.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:8.3K

Value:$1.4M

% of Portfolio:1.5% ($1.4M/$92.6M)

922908611

VBR|922908611

Shares:7.2K

Value:$1.3M

% of Portfolio:1.5% ($1.3M/$92.6M)

92203C303

VUSB|92203C303

Shares:25.3K

Value:$1.3M

% of Portfolio:1.4% ($1.3M/$92.6M)

464287168

DVY|464287168

Shares:8.7K

Value:$1.2M

% of Portfolio:1.3% ($1.2M/$92.6M)

25434V203

Shares:31.6K

Value:$986.1K

% of Portfolio:1.1% ($986.1K/$92.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.6K

Value:$916.3K

% of Portfolio:1.0% ($916.3K/$92.6M)

25434V823

Shares:37.0K

Value:$878.8K

% of Portfolio:0.9% ($878.8K/$92.6M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.9% ($798.4K/$92.6M)

72201R833

Shares:7.7K

Value:$771.4K

% of Portfolio:0.8% ($771.4K/$92.6M)

921946794

VYMI|921946794

Shares:9.1K

Value:$671.5K

% of Portfolio:0.7% ($671.5K/$92.6M)

31609A305

Shares:21.1K

Value:$664.6K

% of Portfolio:0.7% ($664.6K/$92.6M)

Apple Inc.

AAPL|037833100

Shares:2.9K

Value:$638.2K

% of Portfolio:0.7% ($638.2K/$92.6M)

25434V666

Shares:20.0K

Value:$611.0K

% of Portfolio:0.7% ($611.0K/$92.6M)

46137V357

RSP|46137V357

Shares:2.9K

Value:$505.8K

% of Portfolio:0.5% ($505.8K/$92.6M)

464287739

IYR|464287739

Shares:4.7K

Value:$454.3K

% of Portfolio:0.5% ($454.3K/$92.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	4.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.1M	2.2% ($2.1M/$92.6M)	QoQ -4.62% (-$99.6K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	4.2K	QoQ +3.34% (-135) YoY-	All Managers (Combined)	$2.0M	2.1% ($2.0M/$92.6M)	QoQ -5.20% (-$107.5K) YoY-
(VBcusip922908751)	8.8K	QoQ -1.41% (-127) YoY-	All Managers (Combined)	$2.0M	2.1% ($2.0M/$92.6M)	QoQ -9.02% (-$193.9K) YoY-
(IVEcusip464287408)	8.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.6M	1.7% ($1.6M/$92.6M)	QoQ -0.15% (-$2.5K) YoY-
(VWOcusip922042858)	33.5K	QoQ +2.74% (+895) YoY-	All Managers (Combined)	$1.5M	1.6% ($1.5M/$92.6M)	QoQ +5.59% (+$80.3K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	8.3K	QoQ -1.31% (-111) YoY-	All Managers (Combined)	$1.4M	1.5% ($1.4M/$92.6M)	QoQ +0.31% (-$4.5K) YoY-
(VBRcusip922908611)	7.2K	QoQ +3.10% (-217) YoY-	All Managers (Combined)	$1.3M	1.5% ($1.3M/$92.6M)	QoQ -3.08% (-$42.8K) YoY-
(VUSBcusip92203C303)	25.3K	QoQ -0.88% (-225) YoY-	All Managers (Combined)	$1.3M	1.4% ($1.3M/$92.6M)	QoQ -0.41% (-$5.2K) YoY-
(DVYcusip464287168)	8.7K	QoQ -0.84% (-75) YoY-	All Managers (Combined)	$1.2M	1.3% ($1.2M/$92.6M)	QoQ +1.41% (-$16.4K) YoY-
(cusip25434V203)✕	31.6K	QoQ +6.60% (+2.0K) YoY-	All Managers (Combined)	$986.1K	1.1% ($986.1K/$92.6M)	QoQ +14.01% (+$121.2K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.6K	QoQ -1.50% (-25) YoY-	All Managers (Combined)	$916.3K	1.0% ($916.3K/$92.6M)	QoQ -5.98% (-$58.4K) YoY-
(cusip25434V823)✕	37.0K	QoQ +6.74% (+2.3K) YoY-	All Managers (Combined)	$878.8K	0.9% ($878.8K/$92.6M)	QoQ +9.03% (+$72.8K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$798.4K	0.9% ($798.4K/$92.6M)	QoQ +17.25% (+$117.5K) YoY-
(cusip72201R833)✕	7.7K	QoQ -1.26% (-98) YoY-	All Managers (Combined)	$771.4K	0.8% ($771.4K/$92.6M)	QoQ -0.98% (-$7.7K) YoY-
(VYMIcusip921946794)	9.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$671.5K	0.7% ($671.5K/$92.6M)	QoQ +8.55% (+$52.9K) YoY-
(cusip31609A305)✕	21.1K	QoQ +2.17% (-450) YoY-	All Managers (Combined)	$664.6K	0.7% ($664.6K/$92.6M)	QoQ -8.97% (-$65.5K) YoY-
Apple Inc.(AAPLcusip037833100)	2.9K	QoQ -2.11% (-62) YoY-	All Managers (Combined)	$638.2K	0.7% ($638.2K/$92.6M)	QoQ -13.17% (-$96.8K) YoY-
(cusip25434V666)✕	20.0K	QoQ +7.67% (+1.4K) YoY-	All Managers (Combined)	$611.0K	0.7% ($611.0K/$92.6M)	QoQ +9.61% (+$53.6K) YoY-
(RSPcusip46137V357)	2.9K	QoQ -4.88% (-150) YoY-	All Managers (Combined)	$505.8K	0.5% ($505.8K/$92.6M)	QoQ -5.97% (-$32.1K) YoY-
(IYRcusip464287739)	4.7K	QoQ -1.04% (-50) YoY-	All Managers (Combined)	$454.3K	0.5% ($454.3K/$92.6M)	QoQ +1.81% (-$8.1K) YoY-