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| Happy Holidays!! thanks for using AUM13F!! |
| Gamma Investing LLC
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| CRD # | 312573 |
| SEC # | 801-127959 |
| CIK # | 0002010235 |
| AUM | $1.4 B (2025-03-10) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 888-585-1755 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002010235 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 80.7 | ||
| Microsoft Corp | 77.4 | ||
| Apple Inc | 57.0 | ||
| Amazon Com Inc | 39.9 | ||
| Facebook Inc | 32.8 | ||
| Broadcom Inc | 31.7 | ||
| J P Morgan Chase & Co | 31.2 | ||
| Alphabet Inc | 20.8 | ||
| Alphabet Inc | 17.6 | ||
| VISA Inc | 16.4 | ||
| Tesla Motors Inc | 15.3 | ||
| Netflix Inc | 14.2 | ||
| Lilly Eli & Co | 14.0 | ||
| Home Depot Inc | 11.3 | ||
| Wal Mart Stores Inc | 11.0 | ||
| AbbVie Inc | 9.7 | ||
| Costco Wholesale Corp /NEW | 9.6 | ||
| Mastercard Inc | 9.4 | ||
| Exxon Mobil Corp | 8.9 | ||
| Cisco Systems Inc | 8.1 | ||
| Oracle Corp | 7.9 | ||
| Procter & Gamble Co | 7.6 | ||
| Johnson & Johnson | 7.5 | ||
| General Electric Co | 7.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 13.2 |
| (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 | 3 | 1,403.6 |
| (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 | 1,375 | 1,416.8 |
| By Discretionary | ||
| Discretionary | 1,375 | 1,416.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,375 | 1,416.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,416.8 | |
| Total | 1,375 | 1,416.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010235] |
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|---|---|---|
|
Summit Financial Wealth Advisors LLC
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LA | 1.4 |
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First Trust Direct Indexing LP
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Continuum Advisory LLC
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Trinitypoint Wealth LLC
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GPS Wealth Strategies Group LLC
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CO | 1.4 |
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Sapient Private Wealth Management Services LLC
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OR | 1.4 |
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GF International Investment Management Limited
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1.4 | |
|
Nevastar Finance Ltd
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|
1.4 | |
|
Stephens Group Asset Management LLC
✚
|
AR | 1.4 |
|
HHM Wealth Advisors LLC
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|
TN | 1.4 |