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| Happy Holidays!! thanks for using AUM13F!! |
| Carrera Capital Advisors LLC
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| CRD # | 330834 |
| SEC # | 801-130197 |
| CIK # | 0002035329 |
| AUM | $647.7 M (2025-03-31) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 248-362-5009 |
| Address | 901 Wilshire Drive Troy, MI 48084-5611 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Silver Trust | 14.5 | ||
| Verizon Communications Inc | 5.5 | ||
| Telefonica S A | 5.4 | ||
| KT Corp | 4.9 | ||
| Nomura Holdings Inc | 4.8 | ||
| Ventas Inc | 4.6 | ||
| Fresh del Monte Produce Inc | 4.1 | ||
| Colgate Palmolive Co | 3.9 | ||
| Amazon Com Inc | 3.9 | ||
| ETFS Platinum Trust | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 416 | 133.9 |
| (b) Individuals (high net worth individuals) | 156 | 400.2 |
| (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 | 70 | 40.3 |
| (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 | 11 | 71.3 |
| (n) Other | 300 | 2.0 |
| Total | 1,461 | 647.7 |
| By Discretionary | ||
| Discretionary | 1,461 | 647.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,461 | 647.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 646.7 | |
| Total | 1,461 | 647.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002035329] |
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0.6 | |
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