Apricus Wealth LLC

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Apricus Wealth LLC
CRD #306239
SEC #801-123731
CIK #0001913842
AUM $227.1 MM (2024-05-30)
Employees 6 (67% Investors, 0% Brokers)
Phone610-329-4899
Address2015 Boundary Street
Beaufort, SC 29902
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
2502001501005002009201420192025
CIK Period
0001913842
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
J P Morgan Chase & Co 340,169.2 4.2
Bank of America Corp /DE/ 278,315.2 4.2
Amgen Inc 130,083.0 4.0
Kinder Morgan Inc 39,000.5 4.0
Airbnb Inc 58,166.8 3.9
Chevron Corp 294,604.1 3.8
Apple Inc 2,382,844.0 3.5
UNUM Group 6,925.7 3.4
Unilever PLC 115,645.2 3.4
AbbVie Inc 269,466.6 3.3
Novartis AG 186,234.5 3.2
Mimedx Group Inc 394.5 3.1
State Street Corp 23,675.3 3.1
Tyson Foods Inc 30,955.9 2.9
LyondellBasell Industries NV 28,965.2 2.9
Cabot Oil & Gas Corp 22,312.7 2.9
Pfizer Inc 284,248.0 2.8
Citigroup Inc 91,678.1 2.7
Transcanada Corp 52,659.3 2.6
Merck & Co Inc 232,371.9 2.6
Ace Ltd 82,373.7 2.6
Conocophillips 123,162.3 2.6
Newmont Mining Corp /DE/ 49,968.3 2.5
KT Corp 6,681.7 2.5
Smucker J M Co 13,542.5 2.5
Toyota Motor Corp/ 215,777.8 2.4
Southern Co 75,035.5 2.4
Schlumberger Ltd /NV/ 52,255.6 2.4
Cisco Systems Inc 178,309.9 2.3
CVS Caremark Corp 122,214.0 2.2
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 14 3.0
(b) Individuals (high net worth individuals) 58 224.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 179 227.1
By Discretionary
Discretionary 179 227.1
Non-Discretionary 0 0.0
Total 179 227.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 227.1
Total 179 227.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001913842]
Comparable Firms State AUM ($BB)
Envision Financial LLC
WI 0.2
Wela Strategies Inc
GA 0.2
Massachusetts Wealth Management LLC
MA 0.2
Agate PASS Investment Management LLC
WA 0.2
Spraker West Wealth Management Inc
FL 0.2
Avalon Advisory Group LLC
PA 0.2
Beacon Wealthcare LLC
NC 0.2
Gaddis Premier Wealth Advisors LLC
OK 0.2
GPM Growth Investors Inc
MI 0.2
Fortress Planning Group LLC
WI 0.2
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