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| Happy Holidays!! thanks for using AUM13F!! |
| Ceeto Capital Group LLC
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| CRD # | 286538 |
| SEC # | 801-109001 |
| CIK # | 0001722439 |
| AUM | $439.4 M (2025-03-25) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 786-477-6445 |
| Address | 114 Alhambra Cir Coral Gables, FL 33134 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001722439 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Salesforce Com Inc | 3.1 | ||
| Walt Disney Co | 3.0 | ||
| Mastercard Inc | 2.4 | ||
| Procter & Gamble Co | 2.4 | ||
| Bank of America Corp /DE/ | 2.2 | ||
| McDonalds Corp | 2.2 | ||
| Abbott Laboratories | 2.2 | ||
| Amgen Inc | 2.2 | ||
| Kroger Co | 2.1 | ||
| Merck & Co Inc | 2.1 | ||
| Johnson & Johnson | 2.1 | ||
| Broadcom Inc | 2.0 | ||
| Wells Fargo & Co/MN | 2.0 | ||
| Oracle Corp | 2.0 | ||
| Exxon Mobil Corp | 1.9 | ||
| Comcast Corp | 1.8 | ||
| Lowes Companies Inc | 1.8 | ||
| 3M Co | 1.7 | ||
| Costco Wholesale Corp /NEW | 1.7 | ||
| Regeneron Pharmaceuticals Inc | 1.7 | ||
| Chevron Corp | 1.6 | ||
| UnitedHealth Group Inc | 1.6 | ||
| Pfizer Inc | 1.6 | ||
| Denali Holding Inc | 1.6 | ||
| Micron Technology Inc | 1.6 | ||
| Bristol Myers Squibb Co | 1.5 | ||
| Alphabet Inc | 1.5 | ||
| Adobe Systems Inc | 1.5 | ||
| PepsiCo Inc | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 323.1 |
| (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 | 1 | 12.6 |
| (i) State or municipal government entities | 1 | 103.7 |
| (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 | 41 | 439.4 |
| By Discretionary | ||
| Discretionary | 32 | 381.5 |
| Non-Discretionary | 9 | 57.9 |
| Total | 41 | 439.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 439.4 | |
| Total | 41 | 439.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001722439] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Trust Asset Management LLC
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|
FL | 0.4 |
|
ARC Advisory LLC
✚
|
CA | 0.4 |
|
AGH Wealth Advisors LLC
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|
KS | 0.4 |
|
BG Investment Services Inc
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|
0.4 | |
|
Essential Planning LLC
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|
NH | 0.4 |
|
Foguth Wealth Management LLC
✚
|
MI | 0.4 |
|
Argent Wealth LLC
✚
|
MS | 0.4 |
|
Stiles Financial Services Incorporated
✚
|
MN | 0.4 |
|
Steadtrust LLC
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|
0.4 | |
|
Elevatus Wealth Management LLC
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|
NY | 0.4 |