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| Beck Bode LLC
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| CRD # | 282611 |
| SEC # | 801-107188 |
| CIK # | 0001790548 |
| AUM | 666.4 M (2026-03-31) |
| Employees | 16 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-209-2224 |
| Address | 858 Washington Street Dedham, MA 02026 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001790548 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 28.4 | ||
| Target Corp | 23.5 | ||
| Cardinal Health Inc | 23.0 | ||
| FPL Group Inc | 22.1 | ||
| Nisource Inc/DE | 21.9 | ||
| XCEL Energy Inc | 21.2 | ||
| Platform Specialty Products Corp | 20.0 | ||
| Ameren Corp | 19.9 | ||
| Consolidated Edison Inc | 19.5 | ||
| Arista Networks Inc | 19.3 | ||
| California Water Service Group | 18.7 | ||
| Constellation Energy Corp | 18.6 | ||
| ROKU Inc | 18.4 | ||
| Public Service Enterprise Group Inc | 18.1 | ||
| National Grid PLC | 18.0 | ||
| Costco Wholesale Corp /NEW | 17.7 | ||
| Hunt J B Transport Services Inc | 17.1 | ||
| CrowdStrike Holdings Inc | 16.9 | ||
| HSBC Holdings PLC | 16.9 | ||
| KeyCorp /New/ | 16.7 | ||
| Vistra Energy Corp | 16.7 | ||
| Five Below Inc | 16.4 | ||
| Freeport McMoran Copper & Gold Inc | 16.1 | ||
| Lilly Eli & Co | 15.1 | ||
| Hershey Co | 14.8 | ||
| CACI International Inc /DE/ | 6.7 | ||
| Wal Mart Stores Inc | 6.7 | ||
| Apple Inc | 6.6 | ||
| Wheaton Precious Metals Corp | 6.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 794 | 235.0 |
| (b) Individuals (high net worth individuals) | 174 | 419.6 |
| (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 | 11 | 8.6 |
| (h) Charitable organizations | 0 | 3.2 |
| (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 | 2,511 | 666.4 |
| By Discretionary | ||
| Discretionary | 2,511 | 666.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,511 | 666.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 665.9 | |
| Total | 2,511 | 666.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001790548] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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|
Purus Wealth Management LLC
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|
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