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| Happy Holidays!! thanks for using AUM13F!! |
| Absher Wealth Management LLC
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| CRD # | 304642 |
| SEC # | 801-117177 |
| CIK # | 0001802534 |
| AUM | $1.1 B (2025-03-28) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 919-283-2340 |
| Address | 1450 Raleigh Road, Chapel Hill, NC 27517 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001802534 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| M&T Bank Corp | 48.0 | ||
| Microsoft Corp | 39.2 | ||
| Lincoln Electric Holdings Inc | 38.6 | ||
| Emerson Electric Co | 38.0 | ||
| Analog Devices Inc | 37.1 | ||
| Nike Inc | 34.2 | ||
| Johnson & Johnson | 33.4 | ||
| PepsiCo Inc | 32.9 | ||
| J P Morgan Chase & Co | 32.2 | ||
| VISA Inc | 31.5 | ||
| Deere & Co | 30.5 | ||
| Snap-On Inc | 28.5 | ||
| Fastenal Co | 28.1 | ||
| Starbucks Corp | 27.5 | ||
| Chevron Corp | 27.5 | ||
| Wal Mart Stores Inc | 26.9 | ||
| Polo Ralph Lauren Corp | 26.4 | ||
| Costco Wholesale Corp /NEW | 24.4 | ||
| Alphabet Inc | 22.1 | ||
| Amgen Inc | 21.5 | ||
| Abbott Laboratories | 21.2 | ||
| Boeing Co | 20.5 | ||
| Paychex Inc | 18.8 | ||
| Apple Inc | 18.6 | ||
| McDonalds Corp | 17.1 | ||
| Hershey Co | 3.5 | ||
| Lululemon Athletica Inc | 2.6 | ||
| Facebook Inc | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 353 | 77.2 |
| (b) Individuals (high net worth individuals) | 296 | 987.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 8 | 29.5 |
| (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 | 4 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,430 | 1,095.3 |
| By Discretionary | ||
| Discretionary | 1,657 | 1,007.7 |
| Non-Discretionary | 773 | 87.6 |
| Total | 2,430 | 1,095.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,095.3 | |
| Total | 2,430 | 1,095.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802534] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Diaphanum Americas LLC
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|
1.1 | |
|
Financial Council LLC
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|
MD | 1.1 |
|
Monterey Private Wealth Inc
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CA | 1.1 |
|
Ironvine Capital Partners LLC
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NE | 1.1 |
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Neumeier Poma Investment Counsel LLC
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|
CA | 1.1 |
|
MSH Capital Advisors LLC
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|
AZ | 1.1 |
|
Madison Wealth Partners Inc
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|
WI | 1.1 |
|
Symphony Financial Ltd Co
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|
TX | 1.1 |
|
Platform Technology Partners LLC
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|
NY | 1.1 |
|
TD Capital Management LLC
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|
TN | 1.1 |