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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hardy Reed LLC
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|---|---|
| CRD # | 141024 |
| SEC # | 801-66976 |
| CIK # | 0001761871 |
| AUM | $2.4 B (2025-03-11) |
| Employees | 19 (68% Investors, 0% Brokers) |
| Phone | 662-823-4722 |
| Address | 101 S Front Street Tupelo, MS 38804 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 116.1 | ||
| Apple Inc | 26.9 | ||
| Microsoft Corp | 13.4 | ||
| Alphabet Inc | 9.5 | ||
| Amazon Com Inc | 7.7 | ||
| Nvidia Corp | 7.5 | ||
| Alphabet Inc | 5.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 0.1 |
| (b) Individuals (high net worth individuals) | 154 | 1.3 |
| (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 | 26 | 0.7 |
| (h) Charitable organizations | 14 | 0.3 |
| (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 | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 365 | 2.4 |
| By Discretionary | ||
| Discretionary | 365 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 365 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 365 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001761871] |
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