|
⚲
|
| Hedges Asset Management LLC
✚
|
|
|---|---|
| CRD # | 313637 |
| SEC # | 801-121018 |
| CIK # | 0001906202 |
| AUM | $195.4 M (2025-01-16) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 775-843-2069 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Glacier Bancorp Inc | 12.5 | ||
| General Electric Co | 6.2 | ||
| Boeing Co | 5.4 | ||
| Royal Dutch Shell PLC | 4.0 | ||
| Gaming & Leisure Properties Inc | 3.7 | ||
| Penn National Gaming Inc | 3.3 | ||
| Southwest Airlines Co | 3.0 | ||
| Verizon Communications Inc | 2.4 | ||
| BP PLC | 2.3 | ||
| Barclays PLC | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 11 | 194.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 195.4 |
| By Discretionary | ||
| Discretionary | 34 | 195.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 34 | 195.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.4 | |
| Total | 34 | 195.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906202] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hall Retirement Planning Services LLC
✚
|
TN | 0.2 |
|
Northland Capital Management LLC
✚
|
MN | 0.2 |
|
Patrick Mauro Investment Advisor Inc
✚
|
0.2 | |
|
Bull Oak Capital LLC
✚
|
CA | 0.2 |
|
Higley James W
✚
|
0.2 | |
|
Carlin Wealth Management Group LLC
✚
|
TX | 0.2 |
|
Mentor Capital Management Inc
✚
|
IL | 0.2 |
|
Para Wealth Advisors Inc
✚
|
WA | 0.2 |
|
Disciplined Portfolio Solutions LLC
✚
|
0.2 | |
|
Allstreet Capital LLC
✚
|
CA | 0.2 |