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| Happy Holidays!! thanks for using AUM13F!! |
| Eastover Investment Advisors LLC
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| CRD # | 150821 |
| SEC # | 801-70406 |
| CIK # | 0001472800 |
| AUM | $370.2 M (2025-02-20) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 704-336-6818 |
| Address | 509 Fenton Place Charlotte, NC 28207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001472800 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 15.4 | ||
| Jabil Circuit Inc | 13.5 | ||
| Nvidia Corp | 12.8 | ||
| Microsoft Corp | 12.0 | ||
| Apple Inc | 10.9 | ||
| Amazon Com Inc | 9.9 | ||
| United Technologies Corp /DE/ | 9.0 | ||
| Alphabet Inc | 8.9 | ||
| Citigroup Inc | 8.5 | ||
| Republic Services Inc | 8.1 | ||
| VISA Inc | 7.6 | ||
| American Electric Power Co Inc | 7.5 | ||
| Royal Dutch Shell PLC | 7.5 | ||
| Costco Wholesale Corp /NEW | 7.3 | ||
| United Rentals Inc /DE | 7.2 | ||
| Intuitive Surgical Inc | 7.2 | ||
| Eaton Corp Ltd | 7.1 | ||
| Fidelity National Financial Inc | 7.0 | ||
| AbbVie Inc | 7.0 | ||
| Procter & Gamble Co | 6.9 | ||
| Public Storage | 6.7 | ||
| Johnson & Johnson | 6.6 | ||
| Horton D R Inc /DE/ | 6.6 | ||
| Lowes Companies Inc | 6.5 | ||
| Salesforce Com Inc | 6.4 | ||
| Chipotle Mexican Grill Inc | 2.0 | ||
| BB&T Corp | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 17.9 |
| (b) Individuals (high net worth individuals) | 206 | 292.5 |
| (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 | 26.2 |
| (h) Charitable organizations | 8 | 33.4 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 597 | 370.2 |
| By Discretionary | ||
| Discretionary | 594 | 344.2 |
| Non-Discretionary | 3 | 26.0 |
| Total | 597 | 370.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 370.0 | |
| Total | 597 | 370.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001472800] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Eastover Investment Advisors LLC
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NC | 0.4 |
|
Myers Park Capital Management LLC
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|
NC | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RFG Holdings Inc
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|
TX | 0.4 |
|
Wakefield Asset Management LLLP
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|
CO | 0.4 |
|
NBZ Investment Advisors LLC
✚
|
TN | 0.4 |
|
Fiat Wealth Management LLC
✚
|
MN | 0.4 |
|
Nikulski Financial Inc
✚
|
IA | 0.4 |
|
Plan A Wealth LLC
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|
NE | 0.4 |
|
Spectrum Wealth Advisory Group LLC
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|
CA | 0.4 |
|
O'Boyle Wealth Management Inc
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|
CA | 0.4 |
|
Global Wealth Strategies and Associates LLC
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|
CO | 0.4 |
|
L K Benson & Company PC
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|
MD | 0.4 |