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| FDX Advisors Inc
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|
|---|---|
| CRD # | 104601 |
| SEC # | 801-29775 |
| CIK # | 0001566601 |
| AUM | $3.6 BB (2023-03-31) |
| Employees | 51 (20% Investors, 0% Brokers) |
| Phone | 312-827-2800 |
| Address | 35 East Wacker Drive, Suite 2400 Chicago, IL 60601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001566601 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Amazon Com Inc | 1,093.0 | 0.0 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Netflix Inc | 79.8 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
| Adobe Systems Inc | 172.8 | 0.0 | |
| Mastercard Inc | 309.6 | 0.0 | |
| UnitedHealth Group Inc | 477.0 | 0.0 | |
| Abbott Laboratories | 187.3 | 0.0 | |
| Accenture PLC | 179.5 | 0.0 | |
| ServiceNow Inc | 94.9 | 0.0 | |
| Salesforce Com Inc | 170.6 | 0.0 | |
| Autodesk Inc | 38.4 | 0.0 | |
| Gartner Inc | 19.3 | 0.0 | |
| Thermo Fisher Scientific Inc | 209.7 | 0.0 | |
| Airbnb Inc | 58.2 | 0.0 | |
| Illumina Inc | 29.4 | 0.0 | |
| Merck & Co Inc | 232.4 | 0.0 | |
| Zoetis Inc | 80.1 | 0.0 | |
| Paypal Holdings Inc | 83.2 | 0.0 | |
| Broadcom Inc | 201.3 | 0.0 | |
| Nike Inc | 161.8 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 5.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,396 | 5.1 |
| By Discretionary | ||
| Discretionary | 12,396 | 5.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12,396 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 12,396 | 5.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001566601] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kovack Advisors Inc
✚
|
FL | 3.7 |
|
Cannell & Co
✚
|
NY | 3.6 |
|
Clearwater Advisors LLC
✚
|
ID | 3.6 |
|
Weaver C Barksdale & Associates Inc
✚
|
TN | 3.6 |
|
Bolton Securities Corp
✚
|
MA | 3.6 |
|
Security Capital Research & Management Incorporated
✚
|
IL | 3.6 |
|
Kingsview Wealth Management LLC
✚
|
OR | 3.6 |
|
Financial Advocates Investment Management
✚
|
WA | 3.6 |
|
New Frontier Advisors LLC
✚
|
MA | 3.6 |
|
Advance Capital Management Inc
✚
|
MI | 3.6 |