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| Happy Holidays!! thanks for using AUM13F!! |
| Andrew Hill Investment Advisors Inc
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| CRD # | 141590 |
| SEC # | 801-121563 |
| CIK # | 0001897071 |
| AUM | $222.3 M (2025-06-04) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 239-450-3999 |
| Address | 4089 Tamiami Trail North Naples, FL 34103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001897071 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 9.9 | ||
| J P Morgan Chase & Co | 6.0 | ||
| American Superconductor Corp /DE/ | 5.6 | ||
| Netflix Inc | 5.5 | ||
| Uber Technologies Inc | 5.4 | ||
| Microsoft Corp | 5.4 | ||
| Nvidia Corp | 4.9 | ||
| Garmin Ltd | 4.9 | ||
| Constellation Energy Corp | 4.5 | ||
| Duke Energy Corp | 4.4 | ||
| GE Vernova Inc | 4.2 | ||
| Intuitive Surgical Inc | 4.2 | ||
| EQT Corp | 4.0 | ||
| Progressive Corp/Oh/ | 3.8 | ||
| Oneok Inc /New/ | 3.7 | ||
| Vertex Pharmaceuticals Inc / Ma | 3.6 | ||
| Spotify Technology Sa | 3.4 | ||
| Sprouts Farmers Market Inc | 3.1 | ||
| Northern Trust Corp | 2.8 | ||
| Motorola Inc | 2.7 | ||
| Amazon Com Inc | 2.6 | ||
| General Electric Co | 2.4 | ||
| Thermo Fisher Scientific Inc | 2.2 | ||
| Costco Wholesale Corp /NEW | 2.1 | ||
| YETI Holdings Inc | 2.1 | ||
| CME Group Inc | 1.5 | ||
| Realty Income Corp | 1.4 | ||
| Carrier Global Corp | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 42.6 |
| (b) Individuals (high net worth individuals) | 53 | 150.1 |
| (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 | 2 | 3.5 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 9.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 13.5 |
| (n) Other | 2 | 1.9 |
| Total | 487 | 222.3 |
| By Discretionary | ||
| Discretionary | 487 | 222.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 487 | 222.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.3 | |
| Total | 487 | 222.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001897071] |
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|---|---|---|
|
Connecticut Capital Management Group LLC
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CT | 0.2 |
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Equitycompass Investment Management LLC
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MD | 0.2 |
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Entrewealth LLC
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TX | 0.2 |
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Milestone Asset Management Group LLC
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CT | 0.2 |
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Peterson Wealth Management LLC
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NV | 0.2 |
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Sorrento Pacific Financial LLC
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CA | 0.2 |
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Great Northern Asset Management LLC
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WA | 0.2 |
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Estate & Trust Advisors Inc
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IL | 0.2 |
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Portland Private Wealth Management Inc
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OR | 0.2 |
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Bassam Wealth Management LLC
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FL | 0.2 |