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| Happy Holidays!! thanks for using AUM13F!! |
| Dupree Financial Group LLC
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| CRD # | 131091 |
| SEC # | 801-71497 |
| CIK # | 0001989251 |
| AUM | $330.2 M (2025-03-05) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 859-233-0400 |
| Address | 237 East Main Street Lexington, KY 40507 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001989251 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| American Capital Agency Corp | 20.3 | ||
| Enbridge Inc | 15.1 | ||
| British American Tobacco PLC | 14.9 | ||
| Kinder Morgan Inc | 11.4 | ||
| Cincinnati Financial Corp | 11.3 | ||
| MercadoLibre Inc | 9.7 | ||
| Verizon Communications Inc | 9.7 | ||
| Old Republic International Corp | 8.1 | ||
| Chevron Corp | 7.3 | ||
| Cummins Inc | 7.3 | ||
| Synchrony Financial | 7.1 | ||
| EOG Resources Inc | 7.0 | ||
| Realty Income Corp | 6.9 | ||
| Macy's Inc | 6.1 | ||
| HJ Heinz Holding Corp | 6.1 | ||
| Annaly Capital Management Inc | 5.9 | ||
| Illinois Tool Works Inc | 5.9 | ||
| BP PLC | 5.6 | ||
| Capital Trust Inc | 5.5 | ||
| Academy Sports & Outdoors Inc | 5.5 | ||
| Horton D R Inc /DE/ | 5.3 | ||
| Carey W P & Co LLC | 5.2 | ||
| AT&T Inc | 5.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.4 | ||
| Facebook Inc | 4.3 | ||
| Canadian Natural Resources Ltd | 4.2 | ||
| Apple Inc | 3.9 | ||
| Franklin Resources Inc | 3.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 666 | 163.2 |
| (b) Individuals (high net worth individuals) | 90 | 167.0 |
| (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 | 1,615 | 330.2 |
| By Discretionary | ||
| Discretionary | 1,615 | 330.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,615 | 330.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.2 | |
| Total | 1,615 | 330.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001989251] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
T Anton Investment House Inc
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|
WI | 0.3 |
|
Olde Wealth Management LLC
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|
0.3 | |
|
Cascade Investment Advisors Inc
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OR | 0.3 |
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Catalyst Private Wealth LLC
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CA | 0.3 |
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Professional Financial Solutions LLC
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VA | 0.3 |
|
Lauer Capital Management Ltd
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SD | 0.3 |
|
CODE Waechter LLC
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|
FL | 0.3 |
|
Evexia Wealth LLC
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|
WI | 0.3 |
|
Aull & Monroe Investment Management Corp
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|
AL | 0.3 |
|
Agnello Financial Group Inc
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|
FL | 0.3 |