|
⚲
|
| David Vaughan Investments LLC
✚
| |
|---|---|
| CRD # | 105990 |
| SEC # | 801-12642 |
| CIK # | 0001063571 |
| AUM | $4.3 BB (2024-03-28) |
| Employees | 44 (100% Investors, 0% Brokers) |
| Phone | 309-685-0033 |
| Address | 5823 N Forest Park Drive Peoria, IL 61614-3559 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| ORCL | 182.8 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| UNH | 477.0 | 0.0 | |
| LRCX | 60.8 | 0.0 | |
| DE | 94.5 | 0.0 | |
| ETN | 51.6 | 0.0 | |
| APO | 29.5 | 0.0 | |
| BAH | 11.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 660 | 0.3 |
| (b) Individuals (high net worth individuals) | 717 | 3.1 |
| (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 | 50 | 0.3 |
| (h) Charitable organizations | 22 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,778 | 4.3 |
| By Discretionary | ||
| Discretionary | 3,778 | 4.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,778 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 3,778 | 4.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001063571] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Applied Finance Capital Management LLC
✚
|
PR | 4.4 |
|
Mariner Platform Solutions LLC
✚
|
KS | 4.3 |
|
Bridgeway Capital Management LLC
✚
|
TX | 4.3 |
|
Eulav Asset Management
✚
|
NY | 4.3 |
|
Kovack Advisors Inc
✚
|
FL | 4.3 |
|
Moran Wealth Management LLC
✚
|
FL | 4.3 |
|
NFJ Investment Group LLC
✚
|
TX | 4.2 |
|
Hamilton Capital LLC
✚
|
OH | 4.2 |
|
BC Advisors LLC
✚
|
NJ | 4.2 |
|
Peregrine Capital Management LLC
✚
|
MN | 4.2 |