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| Happy Holidays!! thanks for using AUM13F!! |
| Beck Bode LLC
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| CRD # | 282611 |
| SEC # | 801-107188 |
| CIK # | 0001790548 |
| AUM | $615.9 M (2025-04-16) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 617-209-2224 |
| Address | 858 Washington Street Dedham, MA 02026 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001790548 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 29.8 | |
| Constellation Energy Corp | 22.5 | |
| Netflix Inc | 22.3 | |
| CrowdStrike Holdings Inc | 21.2 | |
| Cardinal Health Inc | 20.9 | |
| Vistra Energy Corp | 20.4 | |
| Hasbro Inc | 19.3 | |
| Nisource Inc/DE | 19.3 | |
| XCEL Energy Inc | 19.0 | |
| Arista Networks Inc | 18.7 | |
| ROKU Inc | 18.4 | |
| Aqua America Inc | 18.1 | |
| Idacorp Inc | 18.1 | |
| California Water Service Group | 18.0 | |
| CMS Energy Corp | 17.9 | |
| Aflac Inc | 17.5 | |
| Costco Wholesale Corp /NEW | 17.3 | |
| Mosaic Co | 17.0 | |
| FPL Group Inc | 17.0 | |
| Thomson Reuters Corp /Can/ | 16.5 | |
| Delphi Automotive PLC | 16.4 | |
| American Tower Corp /MA/ | 16.3 | |
| Astrazeneca PLC | 15.1 | |
| PG&E Corp | 14.3 | |
| Lululemon Athletica Inc | 11.9 | |
| Urban Outfitters Inc | 7.9 | |
| CACI International Inc /DE/ | 7.1 | |
| Carnival Corp | 6.9 | |
| Applovin Corp | 6.2 | |
| Wal Mart Stores Inc | 6.2 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 817 | 211.3 |
| (b) Individuals (high net worth individuals) | 175 | 398.3 |
| (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 | 12 | 6.4 |
| (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 | 2,544 | 615.9 |
| By Discretionary | ||
| Discretionary | 2,544 | 615.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,544 | 615.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 615.9 | |
| Total | 2,544 | 615.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001790548] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Saxon Interests Inc
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|
TX | 0.6 |
|
Hughes Financial Services LLC
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|
VA | 0.6 |
|
Oak Grove Capital LLC
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|
0.6 | |
|
Bryant Woods Investment Advisors LLC
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|
NY | 0.6 |
|
Bond & Devick Financial Network Inc
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|
MN | 0.6 |
|
Fortress Wealth Planning LLC
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|
FL | 0.6 |
|
ABS Legacy Partners LLC
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|
NC | 0.6 |
|
Clarity Capital KCPS Ltd
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|
0.6 | |
|
Lifelong Wealth Advisors Inc
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|
MN | 0.6 |
|
WMG Financial Advisors LLC
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|
TN | 0.6 |