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| Happy Holidays!! thanks for using AUM13F!! |
| Brooklyn Investment Group LLC
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| CRD # | 316475 |
| SEC # | 801-122390 |
| CIK # | 0001795705 |
| AUM | $522.7 M (2025-05-22) |
| Employees | 21 (29% Investors, 0% Brokers) |
| Phone | 617-319-7229 |
| Address | 370 Jay Street Brooklyn, NY 11201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001795705 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.6 | ||
| Nvidia Corp | 20.9 | ||
| Microsoft Corp | 16.9 | ||
| Amazon Com Inc | 15.5 | ||
| Facebook Inc | 15.3 | ||
| Alphabet Inc | 9.7 | ||
| Alphabet Inc | 7.0 | ||
| Procter & Gamble Co | 7.0 | ||
| Lilly Eli & Co | 6.8 | ||
| Mastercard Inc | 6.8 | ||
| Oracle Corp | 6.6 | ||
| J P Morgan Chase & Co | 6.2 | ||
| VISA Inc | 6.1 | ||
| Broadcom Inc | 6.0 | ||
| Tesla Motors Inc | 5.9 | ||
| Linde PLC | 5.1 | ||
| Exxon Mobil Corp | 5.0 | ||
| United Technologies Corp /DE/ | 4.7 | ||
| AbbVie Inc | 4.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.4 | ||
| Abbott Laboratories | 4.4 | ||
| Morgan Stanley | 4.2 | ||
| General Electric Co | 4.0 | ||
| Costco Wholesale Corp /NEW | 3.9 | ||
| Goldman Sachs Group Inc | 3.9 | ||
| Netflix Inc | 3.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 36 | 522.1 |
| (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 | 132 | 522.7 |
| By Discretionary | ||
| Discretionary | 132 | 522.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 132 | 522.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 522.7 | |
| Total | 132 | 522.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001795705] | |
| D | [0001795705] |
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Castle Rock Wealth Management LLC
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