|
⚲
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| Beck Bode LLC
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| |
|---|---|
| CRD # | 282611 |
| SEC # | 801-107188 |
| CIK # | 0001790548 |
| AUM | $556.4 MM (2024-03-28) |
| Employees | 17 (76% Investors, 0% Brokers) |
| Phone | 617-209-2224 |
| Address | 858 Washington Street Dedham, MA 02026 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 22.6 | |
| PODD | 15,685.3 | 18.8 | |
| MSFT | 1,918,222.4 | 17.9 | |
| PDD | 79,605.7 | 16.1 | |
| ANET | 29,365.2 | 15.1 | |
| LLY | 301,789.7 | 15.0 | |
| COST | 207,576.9 | 13.6 | |
| AWK | 26,372.4 | 13.4 | |
| DTE | 24,262.0 | 13.4 | |
| CRWD | 40,424.6 | 13.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,020 | 231.1 |
| (b) Individuals (high net worth individuals) | 148 | 320.0 |
| (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 | 15 | 5.3 |
| (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 | 2,876 | 556.4 |
| By Discretionary | ||
| Discretionary | 2,876 | 556.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,876 | 556.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 556.4 | |
| Total | 2,876 | 556.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001790548] |
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|---|---|---|
|
Allium Financial Advisors LLC
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|
OR | 0.6 |
|
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NE | 0.6 |
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|
Asset Strategy Advisors LLC
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MA | 0.6 |
|
G2 Capital Management LLC
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OH | 0.6 |
|
Independent Family Office LLC
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|
SFG Wealth Management LLC
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MD | 0.6 |