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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| H L Ormond & Company LLC
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|---|---|
| CRD # | 313593 |
| SEC # | 801-120841 |
| CIK # | 0001909569 |
| AUM | $359.7 M (2025-03-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 252-756-4010 |
| Address | 1001 Conference Drive Greenville, NC 27858 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.2 | ||
| PepsiCo Inc | 1.8 | ||
| Diageo PLC | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| Fastenal Co | 1.5 | ||
| Berkley W R Corp | 1.2 | ||
| Oracle Corp | 1.1 | ||
| Lowes Companies Inc | 1.0 | ||
| Starbucks Corp | 1.0 | ||
| Thermo Fisher Scientific Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 59.2 |
| (b) Individuals (high net worth individuals) | 81 | 262.2 |
| (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 | 22.8 |
| (h) Charitable organizations | 0 | 5.4 |
| (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 | 0 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,167 | 359.7 |
| By Discretionary | ||
| Discretionary | 1,122 | 345.0 |
| Non-Discretionary | 45 | 14.8 |
| Total | 1,167 | 359.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.7 | |
| Total | 1,167 | 359.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909569] |
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UT | 0.4 |
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TX | 0.4 |
|
Altus Wealth Management LLC
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KY | 0.4 |
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Prosperity Financial Group Inc
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CA | 0.4 |