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⚲
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| Donoghue Forlines LLC
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|
|
|---|---|
| CRD # | 285403 |
| SEC # | 801-108564 |
| CIK # | 0001702435 |
| AUM | $370.5 M (2026-03-27) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 800-642-4276 |
| Address | 125 High Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 43.0 | ||
| Bristol Myers Squibb Co | 5.1 | ||
| Edison International | 4.3 | ||
| Principal Financial Group Inc | 4.3 | ||
| Target Corp | 4.3 | ||
| KeyCorp /New/ | 4.3 | ||
| M&T Bank Corp | 4.3 | ||
| Verizon Communications Inc | 4.2 | ||
| Comcast Corp | 4.0 | ||
| Johnson & Johnson | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 0.4 |
| (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 | 20 | 0.4 |
| By Discretionary | ||
| Discretionary | 20 | 0.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 20 | 0.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001702435] |
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|---|---|---|
|
Oak Wealth Advisors LLC
✚
|
IL | 0.4 |
|
Arbor Capital Management Inc
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AK | 0.4 |
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KS | 0.4 |
|
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|
Yosemite Capital Management LLC
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