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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46435G474

Shares:14.5K

Value:$388.5K

% of Portfolio:0.4% ($388.5K/$92.6M)

25434V302

Shares:14.9K

Value:$384.9K

% of Portfolio:0.4% ($384.9K/$92.6M)

MICROSOFT CORP

MSFT|594918104

Shares:994

Value:$373.1K

% of Portfolio:0.4% ($373.1K/$92.6M)

97717W604

Shares:11.1K

Value:$355.7K

% of Portfolio:0.4% ($355.7K/$92.6M)

464287804

IJR|464287804

Shares:2.7K

Value:$279.9K

% of Portfolio:0.3% ($279.9K/$92.6M)

46432F859

Shares:5.8K

Value:$278.5K

% of Portfolio:0.3% ($278.5K/$92.6M)

92204A702

VGT|92204A702

Shares:500

Value:$271.2K

% of Portfolio:0.3% ($271.2K/$92.6M)

Broadcom Inc.

AVGO|11135F101

Shares:1.6K

Value:$262.7K

% of Portfolio:0.3% ($262.7K/$92.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:468

Value:$249.2K

% of Portfolio:0.3% ($249.2K/$92.6M)

78464A409

SPYG|78464A409

Shares:3.0K

Value:$241.1K

% of Portfolio:0.3% ($241.1K/$92.6M)

Duke Energy CORP

DUK|26441C204

Shares:1.9K

Value:$228.9K

% of Portfolio:0.2% ($228.9K/$92.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.4K

Value:$223.5K

% of Portfolio:0.2% ($223.5K/$92.6M)

92206C409

Shares:2.8K

Value:$221.6K

% of Portfolio:0.2% ($221.6K/$92.6M)

NVIDIA CORP

NVDA|67066G104

Shares:2.0K

Value:$215.5K

% of Portfolio:0.2% ($215.5K/$92.6M)

25434V815

Shares:7.4K

Value:$209.2K

% of Portfolio:0.2% ($209.2K/$92.6M)

37954Y483

Shares:10.0K

Value:$166.3K

% of Portfolio:0.2% ($166.3K/$92.6M)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:18.4K

Value:$150.9K

% of Portfolio:0.2% ($150.9K/$92.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G474)✕	14.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$388.5K	0.4% ($388.5K/$92.6M)	QoQ +0.29% (+$1.2K) YoY-
(cusip25434V302)✕	14.9K	QoQ +6.87% (+956) YoY-	All Managers (Combined)	$384.9K	0.4% ($384.9K/$92.6M)	QoQ +9.06% (+$32.0K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	994	QoQ -2.92% (-30) YoY-	All Managers (Combined)	$373.1K	0.4% ($373.1K/$92.6M)	QoQ -13.54% (-$58.5K) YoY-
(cusip97717W604)✕	11.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$355.7K	0.4% ($355.7K/$92.6M)	QoQ -6.95% (-$26.6K) YoY-
(IJRcusip464287804)	2.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$279.9K	0.3% ($279.9K/$92.6M)	QoQ -9.24% (-$28.5K) YoY-
(cusip46432F859)✕	5.8K	QoQ -4.63% (-280) YoY-	All Managers (Combined)	$278.5K	0.3% ($278.5K/$92.6M)	QoQ -3.47% (-$10.0K) YoY-
(VGTcusip92204A702)	500	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$271.2K	0.3% ($271.2K/$92.6M)	QoQ -12.77% (-$39.7K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	1.6K	QoQ -3.44% (-56) YoY-	All Managers (Combined)	$262.7K	0.3% ($262.7K/$92.6M)	QoQ -30.27% (-$114.0K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	468	QoQ -2.29% (-11) YoY-	All Managers (Combined)	$249.2K	0.3% ($249.2K/$92.6M)	QoQ +14.79% (-$32.1K) YoY-
(SPYGcusip78464A409)	3.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$241.1K	0.3% ($241.1K/$92.6M)	QoQ -8.56% (-$22.6K) YoY-
Duke Energy CORP(DUKcusip26441C204)	1.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$228.9K	0.2% ($228.9K/$92.6M)	QoQ +13.20% (+$26.7K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	1.4K	QoQ -3.98% (-60) YoY-	All Managers (Combined)	$223.5K	0.2% ($223.5K/$92.6M)	QoQ -21.56% (-$61.4K) YoY-
(cusip92206C409)✕	2.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$221.6K	0.2% ($221.6K/$92.6M)	QoQ +1.19% (+$2.6K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	2.0K	QoQ -4.74% (-99) YoY-	All Managers (Combined)	$215.5K	0.2% ($215.5K/$92.6M)	QoQ -23.12% (-$64.8K) YoY-
(cusip25434V815)✕	7.4K	QoQ NEW(+7.4K) YoY-	All Managers (Combined)	$209.2K	0.2% ($209.2K/$92.6M)	QoQ NEW(+$209.2K) YoY-
(cusip37954Y483)✕	10.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$166.3K	0.2% ($166.3K/$92.6M)	QoQ -8.72% (-$15.9K) YoY-
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	18.4K	QoQ +0.54% (-100) YoY-	All Managers (Combined)	$150.9K	0.2% ($150.9K/$92.6M)	QoQ -12.07% (-$20.7K) YoY-