Qtr-Family-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, "RCS", null, null, null, null, null, null, null, null, "HYT", "INTS", null, "ABL", null, "HIO", "ONON", "MU", "MMM", "ABT", "ABBV", "ADBE", "GOOGL", "T", "BLK", "CAT", "AVGO", "APP", "LOW", "GILD", "GIS", "HON", "HD", null, "QCOM", "META", "IVW", null, "KMI", "MA", "MSFT", "BX", "FAST", null, "IWD", "ORCL", "PAYX", null, null, null, null, null, "IWF", "PGR", "IVV", "UNH", "AAPL", "SPY", "EFAV", "BXSL", "NVDA", "PLTR", "LMT", "PG", "MRK", "AMGN", null, "MSTR", "IOT", "IEFA", null, "SLB", "RTX", "GLD", null, "IBM", "SYK", "SBUX", "TXN", "TGT", "TRV", "UBER", "UPS", "VOE", null, null, null, null, null, null, "AMD", "F", null, null, "AMZN", null, null, "CHY", null, null, null, null, null, "VUG", "VLO", "VOT", "VOO", null, "VTV", "VTRS", "V", "WMT", "WFC", "WELL", null, "BHVN", null, "NSC", "PSX", "CRM", null, "SYY", "DIA", null, null, null, "MELI", null, null, null, "BAC", "BRK-B", "BCRX", "BA", "BMY", "CVX", "CSCO", "COP", "COST", "CRDO", "CRWD", "DLR", "USMV", "MAR", "QQQ", "IWM", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 162
- Total Value
- 132632286
- Accession Number
- 0002067954-25-000001
- Form Type
- 13F-HR
- Manager Name
- Qtr-Family-Wealth
Data Enrichment
67% identified108 identified54 unidentified
Holdings
162 positions • $132.6M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
16.5K | QoQ- YoY- | All Managers (Combined) | $102.9K | 0.1% ($102.9K/$132.6M) | QoQ- YoY- | |
17.4K | QoQ- YoY- | All Managers (Combined) | $34.3K | 0.0% ($34.3K/$132.6M) | QoQ- YoY- |