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| Happy Holidays!! thanks for using AUM13F!! |
| Apricus Wealth LLC
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| CRD # | 306239 |
| SEC # | 801-123731 |
| CIK # | 0001913842 |
| AUM | $272.4 M (2025-02-06) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 610-329-4899 |
| Address | 2015 Boundary Street Beaufort, SC 29902 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 4.7 | ||
| State Street Corp | 4.7 | ||
| Merck & Co Inc | 4.7 | ||
| Bunge Global Sa | 4.4 | ||
| Citigroup Inc | 4.1 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Chesapeake Energy Corp | 4.1 | ||
| KT Corp | 3.9 | ||
| Bank of America Corp /DE/ | 3.9 | ||
| AbbVie Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 3.6 |
| (b) Individuals (high net worth individuals) | 68 | 268.9 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 224 | 272.4 |
| By Discretionary | ||
| Discretionary | 224 | 272.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 224 | 272.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.4 | |
| Total | 224 | 272.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001913842] |
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Trace Wealth Advisors LLC
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0.3 | |
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AL | 0.3 |
|
Kapstone Financial Advisors LLC
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OH | 0.3 |
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Evolution Advisers Inc
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VA | 0.3 |