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| Apricus Wealth LLC
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| |
|---|---|
| CRD # | 306239 |
| SEC # | 801-123731 |
| CIK # | 0001913842 |
| AUM | $227.1 MM (2024-05-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 610-329-4899 |
| Address | 2015 Boundary Street Beaufort, SC 29902 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JPM | 340,169.2 | 4.2 | |
| BAC | 278,315.2 | 4.2 | |
| AMGN | 130,083.0 | 4.0 | |
| KMI | 39,000.5 | 4.0 | |
| ABNB | 58,166.8 | 3.9 | |
| CVX | 294,604.1 | 3.8 | |
| AAPL | 2,382,844.0 | 3.5 | |
| UNM | 6,925.7 | 3.4 | |
| UL | 115,645.2 | 3.4 | |
| ABBV | 269,466.6 | 3.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 3.0 |
| (b) Individuals (high net worth individuals) | 58 | 224.0 |
| (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 | 179 | 227.1 |
| By Discretionary | ||
| Discretionary | 179 | 227.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 179 | 227.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.1 | |
| Total | 179 | 227.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001913842] |
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