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| Happy Holidays!! thanks for using AUM13F!! |
| Eagle Bluffs Wealth Management LLC
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| CRD # | 306311 |
| SEC # | 801-120565 |
| CIK # | 0001906547 |
| AUM | $230.9 M (2025-02-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 573-507-9084 |
| Address | 2201 Old 63 South Columbia, MO 65201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001906547 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BlackRock Taxable Municipal Bond Trust | 30.6 | ||
| Nuveen Taxable Municipal Income Fund | 11.9 | ||
| Nvidia Corp | 10.0 | ||
| Netflix Inc | 5.5 | ||
| GS Acquisition Holdings Corp | 5.5 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 5.0 | ||
| Microsoft Corp | 4.5 | ||
| KLA Tencor Corp | 4.5 | ||
| Broadcom Inc | 4.3 | ||
| Wal Mart Stores Inc | 3.8 | ||
| Tortoise Energy Infrastructure Corp | 3.7 | ||
| Schwab Charles Corp | 3.6 | ||
| Alphabet Inc | 3.6 | ||
| J P Morgan Chase & Co | 3.5 | ||
| Marvell Technology Inc | 3.2 | ||
| Facebook Inc | 3.0 | ||
| Tesla Motors Inc | 2.9 | ||
| ITT Corp | 2.9 | ||
| Capital One Financial Corp | 2.8 | ||
| Ecofin Sustainable & Social Impact Term Fund | 2.7 | ||
| Cisco Systems Inc | 2.5 | ||
| Walt Disney Co | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 33.1 |
| (b) Individuals (high net worth individuals) | 63 | 189.5 |
| (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 | 5 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 487 | 230.9 |
| By Discretionary | ||
| Discretionary | 485 | 230.8 |
| Non-Discretionary | 2 | 0.1 |
| Total | 487 | 230.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.9 | |
| Total | 487 | 230.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906547] |
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