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| Happy Holidays!! thanks for using AUM13F!! |
| Baxter Brothers Inc
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| CRD # | 106548 |
| SEC # | 801-1939 |
| CIK # | 0001096783 |
| AUM | $1.0 B (2025-03-24) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 203-637-4559 |
| Address | 1030 East Putnam Avenue Riverside, CT 06878 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001096783 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 67.0 | ||
| Intuit Inc | 46.9 | ||
| VISA Inc | 34.9 | ||
| Exxon Mobil Corp | 29.6 | ||
| Facebook Inc | 27.9 | ||
| American Express Co | 26.5 | ||
| Alphabet Inc | 25.2 | ||
| Automatic Data Processing Inc | 24.4 | ||
| Union Pacific Corp | 23.6 | ||
| J P Morgan Chase & Co | 22.1 | ||
| Alphabet Inc | 18.7 | ||
| Mastercard Inc | 18.3 | ||
| Qualcomm Inc/DE | 17.6 | ||
| Netflix Inc | 16.7 | ||
| Paychex Inc | 14.5 | ||
| Amazon Com Inc | 14.4 | ||
| Procter & Gamble Co | 14.4 | ||
| United Technologies Corp /DE/ | 14.3 | ||
| Morgan Stanley | 13.5 | ||
| General Electric Co | 11.1 | ||
| Goldman Sachs Group Inc | 10.8 | ||
| Chevron Corp | 10.5 | ||
| Schwab Charles Corp | 9.2 | ||
| Home Depot Inc | 8.7 | ||
| Wells Fargo & Co/MN | 8.6 | ||
| Thermo Fisher Scientific Inc | 8.5 | ||
| Honeywell International Inc | 8.3 | ||
| Coca Cola Co | 7.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 68.7 |
| (b) Individuals (high net worth individuals) | 206 | 891.2 |
| (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 | 17 | 10.9 |
| (h) Charitable organizations | 6 | 23.7 |
| (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 | 7 | 13.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,032 | 1,008.3 |
| By Discretionary | ||
| Discretionary | 1,032 | 1,008.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,032 | 1,008.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,008.3 | |
| Total | 1,032 | 1,008.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001096783] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AA Financial Advisors LLC
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|
OH | 1.0 |
|
Cleveland Wealth LLC
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OH | 1.0 |
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Covenant Partners LLC
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TN | 1.0 |
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Allen Mooney & Barnes Investment Advisors LLC
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GA | 1.0 |
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NPA Asset Management LLC
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NJ | 1.0 |
|
Fitzroy Investment Advisors LLC
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FL | 1.0 |
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Strategic Benefit Consultants Inc
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IN | 1.0 |
|
Aspire Capital Advisors LLC
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WA | 1.0 |
|
Lexaurum Advisors LLC
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|
KS | 1.0 |
|
Holt Capital Advisors LLC
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TX | 1.0 |