|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Hilltop Securities Inc
✚
|
|
|---|---|
| CRD # | 6220 |
| SEC # | 801-55529 |
| CIK # | 0000891055 |
| AUM | $2.3 B (2025-03-26) |
| Employees | 91 (100% Investors, 99% Brokers) |
| Phone | 214-953-4000 |
| Address | 717 N Harwood Street Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000891055 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 64.0 | ||
| Nvidia Corp | 33.3 | ||
| SPDR Gold Trust | 28.5 | ||
| Broadcom Inc | 23.8 | ||
| VISA Inc | 22.5 | ||
| J P Morgan Chase & Co | 21.8 | ||
| Home Depot Inc | 16.7 | ||
| Facebook Inc | 15.5 | ||
| Alphabet Inc | 15.0 | ||
| Chevron Corp | 14.4 | ||
| Mastercard Inc | 13.6 | ||
| Eaton Corp Ltd | 11.6 | ||
| Philip Morris International Inc | 10.8 | ||
| Oracle Corp | 10.6 | ||
| Alphabet Inc | 10.1 | ||
| AbbVie Inc | 10.0 | ||
| Accenture PLC | 9.9 | ||
| Union Pacific Corp | 9.8 | ||
| Apple Inc | 9.2 | ||
| Exxon Mobil Corp | 9.0 | ||
| Wal Mart Stores Inc | 8.8 | ||
| Cisco Systems Inc | 8.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,338 | 1.3 |
| (b) Individuals (high net worth individuals) | 871 | 0.9 |
| (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 | 3 | 0.0 |
| (h) Charitable organizations | 1 | 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 | 28 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,181 | 2.3 |
| By Discretionary | ||
| Discretionary | 3,811 | 1.6 |
| Non-Discretionary | 1,370 | 0.6 |
| Total | 5,181 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 5,181 | 2.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000891055] | |
| D | [0000891055] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Hilltop Securities Inc
✚
|
TX | 2.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LarrainVial Asset Management Administradora General de Fondos Sa
✚
|
2.3 | |
|
Embree Financial Group
✚
|
IL | 2.3 |
|
Phillips and Company Advisors LLC
✚
|
OR | 2.3 |
|
EFS Advisors LLC
✚
|
MN | 2.3 |
|
Mitchell McLeod Pugh & Williams Inc
✚
|
2.3 | |
|
Stonebridge Capital Advisors LLC
✚
|
MN | 2.3 |
|
Garde Capital Inc
✚
|
WA | 2.3 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
✚
|
IL | 2.2 |
|
Multnomah Group Inc
✚
|
OR | 2.2 |
|
Phillips Financial Management LLC
✚
|
IN | 2.2 |