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| Happy Holidays!! thanks for using AUM13F!! |
| Fragasso Financial Advisors Inc
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| CRD # | 123255 |
| SEC # | 801-77097 |
| CIK # | 0001613331 |
| AUM | $2.4 B (2025-04-16) |
| Employees | 35 (71% Investors, 54% Brokers) |
| Phone | 412-227-3200 |
| Address | 2200 Georgetown Drive Sewickley, PA 15143 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 55.0 | ||
| Microsoft Corp | 25.9 | ||
| Nvidia Corp | 18.1 | ||
| Amazon Com Inc | 13.7 | ||
| Alphabet Inc | 13.5 | ||
| Broadcom Inc | 8.6 | ||
| Facebook Inc | 8.4 | ||
| J P Morgan Chase & Co | 7.1 | ||
| VISA Inc | 6.0 | ||
| Parker Hannifin Corp | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,393 | 0.5 |
| (b) Individuals (high net worth individuals) | 608 | 1.7 |
| (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 | 80 | 0.2 |
| (h) Charitable organizations | 30 | 0.1 |
| (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 | 15 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,442 | 2.4 |
| By Discretionary | ||
| Discretionary | 5,442 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,442 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 5,442 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001613331] |
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|---|---|---|
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ValueQuest Investment Advisors Private Ltd
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2.4 | |
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Elevation Point Wealth Partners LLC
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CO | 2.4 |
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Anchor Capital Advisors LLC
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MA | 2.4 |
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Sarofim International Management Company LLC
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Cincinnati Asset Management Inc
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Meritage Portfolio Management Inc
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KS | 2.4 |
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Stegner Investment Associates Inc
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KY | 2.4 |
|
Swan Global Investments LLC
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CO | 2.4 |
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Potomac Fund Management Inc
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MD | 2.4 |