|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| A N Culbertson & Company Inc
✚
|
|
|---|---|
| CRD # | 108341 |
| SEC # | 801-43581 |
| CIK # | 0001224890 |
| AUM | $704.4 M (2025-02-10) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 434-972-7766 |
| Address | One Boars Head Pointe Charlottesville, VA 22903-4612 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 41.9 | ||
| Apple Inc | 37.4 | ||
| J P Morgan Chase & Co | 33.6 | ||
| Goldman Sachs Group Inc | 19.4 | ||
| Oracle Corp | 17.0 | ||
| Caterpillar Inc | 16.0 | ||
| McKesson Corp | 15.4 | ||
| AbbVie Inc | 12.7 | ||
| Abbott Laboratories | 12.5 | ||
| Deere & Co | 12.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 61.3 |
| (b) Individuals (high net worth individuals) | 155 | 638.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.6 |
| (h) Charitable organizations | 2 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 827 | 704.4 |
| By Discretionary | ||
| Discretionary | 822 | 694.1 |
| Non-Discretionary | 5 | 10.3 |
| Total | 827 | 704.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 704.4 | |
| Total | 827 | 704.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001224890] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lighthouse Wealth Strategies LLC
✚
|
WA | 0.7 |
|
The Advocate Group LLC
✚
|
MN | 0.7 |
|
Cooperative Funeral Fund Inc
✚
|
CT | 0.7 |
|
Firestone Capital Management Inc
✚
|
FL | 0.7 |
|
Perspective Wealth Partners LLC
✚
|
ID | 0.7 |
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 0.7 |
|
SLWA LLC
✚
|
CA | 0.7 |
|
Jeppson Wealth Management LLC
✚
|
CA | 0.7 |
|
Valicenti Advisory Services Inc
✚
|
NY | 0.7 |
|
Provident Wealth Management LLC
✚
|
TN | 0.7 |