|
⚲
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| Dupree Financial Group LLC
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| |
|---|---|
| CRD # | 131091 |
| SEC # | 801-71497 |
| CIK # | 0001989251 |
| AUM | $283.3 MM (2024-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 859-233-0400 |
| Address | 237 East Main Street Lexington, KY 40507 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ENB | 86,202.3 | 17.9 | |
| AGNC | 5,966.3 | 17.6 | |
| BTI | 99,730.8 | 12.0 | |
| CINF | 18,864.2 | 8.5 | |
| CVX | 294,604.1 | 7.9 | |
| NLY | 9,662.7 | 7.7 | |
| TSM | 437,370.3 | 6.9 | |
| ORI | 6,828.9 | 6.4 | |
| MELI | 33,501.4 | 6.2 | |
| T | 147,547.0 | 6.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 595 | 121.2 |
| (b) Individuals (high net worth individuals) | 102 | 147.7 |
| (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 | 697 | 268.9 |
| By Discretionary | ||
| Discretionary | 697 | 268.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 697 | 268.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.9 | |
| Total | 697 | 268.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001989251] |
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|---|---|---|
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