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| 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) |
|---|
| CIK | Period |
|---|---|
| 0001378559 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 33.0 | |
| Texas Pacific Land Corp | 24.5 | |
| Apple Inc | 14.3 | |
| Amazon Com Inc | 8.7 | |
| Microsoft Corp | 8.3 | |
| Uber Technologies Inc | 7.3 | |
| Facebook Inc | 7.0 | |
| Oneok Inc /New/ | 5.8 | |
| Boeing Co | 5.8 | |
| Exxon Mobil Corp | 5.3 | |
| Freeport McMoran Copper & Gold Inc | 4.8 | |
| DraftKings Inc | 4.3 | |
| J P Morgan Chase & Co | 4.1 | |
| Caterpillar Inc | 3.9 | |
| International Business Machines Corp | 3.8 | |
| Vistra Energy Corp | 3.7 | |
| Lilly Eli & Co | 3.5 | |
| Wynn Resorts Ltd | 3.4 | |
| Home Depot Inc | 3.4 | |
| Sharkninja Inc | 3.4 | |
| Kirby Corp | 3.3 | |
| Eagle Materials Inc | 3.2 | |
| AbbVie Inc | 3.1 | |
| Grayscale Ethereum MINI Trust ETH | 3.0 | |
| Chesapeake Energy Corp | 3.0 | |
| Wal Mart Stores Inc | 2.8 | |
| Costco Wholesale Corp /NEW | 2.7 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 2.6 | |
| AT&T Inc | 2.5 | |
| Citigroup Inc | 2.4 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
EGI Financial Inc
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|
OH | 0.3 |
|
Siligmueller & Norvid Wealth Advisors LLC
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|
IL | 0.3 |
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Vestura LLC
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WI | 0.3 |
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Addington Financial Group LLC
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0.3 | |
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Fairfield Financial Advisors Ltd
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|
MA | 0.3 |
|
Arcadia Investment Advisors LLC
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ID | 0.3 |
|
FPC Investment Advisory Inc
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|
CA | 0.3 |
|
BAC Capital Advisors LLC
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|
WA | 0.3 |
|
Miramontes Capital LLC
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|
CA | 0.3 |
|
Monorail Securities LLC
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|
FL | 0.3 |