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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Chartist Inc
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|---|---|
| CRD # | 105072 |
| SEC # | 801-11714 |
| CIK # | 0001129770 |
| AUM | $179.1 M (2025-01-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 562-596-2385 |
| Address | 6621 E Pacific Coast Hwy 240 Long Beach, CA 90803 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Sherwin Williams Co | 49.4 | |
| Amazon Com Inc | 1.1 | |
| Home Depot Inc | 0.5 | |
| Allstate Corp | 0.5 | |
| TJX Companies Inc /DE/ | 0.5 | |
| Equinix Inc | 0.5 | |
| Public Service Enterprise Group Inc | 0.4 | |
| New Jersey Resources Corp | 0.4 | |
| Apple Inc | 0.3 | |
| VISA Inc | 0.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 479 | 179.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 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 | 479 | 179.1 |
| By Discretionary | ||
| Discretionary | 479 | 179.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 479 | 179.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.1 | |
| Total | 479 | 179.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001129770] |
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|---|---|---|
|
Locker Financial Services LLC
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NJ | 0.2 |
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Pacific Financial Strategies Inc
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CA | 0.2 |
|
Blue Marble Investments LLC
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CA | 0.2 |
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WH CornerStone Investments Inc
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Enspyre Wealth Advisors Inc
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MN | 0.2 |
|
RMDR Advisors Inc
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0.2 | |
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Donalies Financial Planning LLC
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0.2 | |
|
Macroclimate LLC
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|
0.2 | |
|
Schmidt Jacob Aaron
✚
|
IN | 0.2 |
|
Daner Wealth Management LLC
✚
|
GA | 0.2 |