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| Happy Holidays!! thanks for using AUM13F!! |
| CPR Investments Inc
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|---|---|
| CRD # | 139067 |
| SEC # | 801-112038 |
| CIK # | 0001775053 |
| AUM | $213.3 M (2025-07-17) |
| Employees | 28 (100% Investors, 18% Brokers) |
| Phone | 800-213-1164 |
| Address | 1600 Parkdale Road Rochester, MI 48307 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001775053 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 8.4 | ||
| iShares Comex Gold Trust | 4.2 | ||
| Valkyrie Bitcoin Fund | 2.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,265 | 138.9 |
| (b) Individuals (high net worth individuals) | 32 | 70.2 |
| (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 | 6 | 4.0 |
| (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 | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,946 | 213.3 |
| By Discretionary | ||
| Discretionary | 1,946 | 213.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,946 | 213.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.3 | |
| Total | 1,946 | 213.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001775053] |
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