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| Happy Holidays!! thanks for using AUM13F!! |
| Hager Investment Management Services LLC
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| CRD # | 117097 |
| SEC # | 801-123558 |
| CIK # | 0002026645 |
| AUM | $189.4 M (2025-07-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 603-526-4099 |
| Address | 280 Main Street New London, NH 03257 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 9.7 | ||
| Nvidia Corp | 8.7 | ||
| Microsoft Corp | 8.1 | ||
| Apple Inc | 7.4 | ||
| Palantir Technologies Inc | 5.9 | ||
| Alphabet Inc | 4.9 | ||
| Netflix Inc | 4.8 | ||
| Facebook Inc | 4.4 | ||
| Lilly Eli & Co | 4.3 | ||
| Amazon Com Inc | 4.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 41.7 |
| (b) Individuals (high net worth individuals) | 58 | 138.4 |
| (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 | 6 | 9.3 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 386 | 189.4 |
| By Discretionary | ||
| Discretionary | 385 | 183.1 |
| Non-Discretionary | 1 | 6.3 |
| Total | 386 | 189.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.4 | |
| Total | 386 | 189.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002026645] |
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