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| Happy Holidays!! thanks for using AUM13F!! |
| First Dallas Securities Inc
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| CRD # | 24549 |
| SEC # | 801-66208 |
| CIK # | 0001378559 |
| AUM | $297.3 M (2024-10-29) |
| Employees | 20 (45% Investors, 80% Brokers) |
| Phone | 214-954-1177 |
| Address | 2905 Maple Ave Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 33.0 | ||
| Texas Pacific Land Corp | 24.5 | ||
| Apple Inc | 14.3 | ||
| Amazon Com Inc | 8.7 | ||
| Microsoft Corp | 8.3 | ||
| Uber Technologies Inc | 7.3 | ||
| Facebook Inc | 7.0 | ||
| Oneok Inc /New/ | 5.8 | ||
| Boeing Co | 5.8 | ||
| Exxon Mobil Corp | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 256 | 74.9 |
| (b) Individuals (high net worth individuals) | 63 | 177.7 |
| (c) Banking or thrift institutions | 2 | 15.6 |
| (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 | 4 | 6.2 |
| (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 | 9 | 22.9 |
| (n) Other | 0 | 0.0 |
| Total | 334 | 297.3 |
| By Discretionary | ||
| Discretionary | 334 | 297.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 334 | 297.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.3 | |
| Total | 334 | 297.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001378559] |
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