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| Happy Holidays!! thanks for using AUM13F!! |
| CMG Global Holdings LLC
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| CRD # | 307513 |
| SEC # | 801-118163 |
| CIK # | 0001839445 |
| AUM | $342.3 M (2025-01-31) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 469-729-7084 |
| Address | 2500 Dallas Parkway, Suite 400 Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001839445 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Boeing Co | 10.0 | ||
| Apple Inc | 7.0 | ||
| General Electric Co | 5.0 | ||
| Social Capital Hedosophia Holdings Corp V | 4.5 | ||
| Cisco Systems Inc | 4.4 | ||
| Fidelity Wise Origin Bitcoin Fund | 4.0 | ||
| Amazon Com Inc | 3.7 | ||
| SPDR Gold Trust | 3.6 | ||
| GE Vernova Inc | 3.6 | ||
| Microsoft Corp | 3.3 | ||
| Lilly Eli & Co | 3.0 | ||
| United Parcel Service Inc | 2.9 | ||
| Oracle Corp | 2.5 | ||
| Wal Mart Stores Inc | 2.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 51.3 |
| (b) Individuals (high net worth individuals) | 114 | 280.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.5 |
| (h) Charitable organizations | 1 | 0.8 |
| (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 | 7 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 648 | 342.3 |
| By Discretionary | ||
| Discretionary | 614 | 331.3 |
| Non-Discretionary | 34 | 11.0 |
| Total | 648 | 342.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 342.3 | |
| Total | 648 | 342.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001839445] |
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