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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Homestead Advisers Corp
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| CRD # | 109845 |
| SEC # | 801-37391 |
| CIK # | 0000944804 |
| AUM | $7.7 B (2025-03-28) |
| Employees | 40 (38% Investors, 55% Brokers) |
| Phone | 86667322998002583030 |
| Address | 4301 Wilson Blvd Arlington, VA 22203-1860 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| J P Morgan Chase & Co | 0.2 | ||
| Goldman Sachs Group Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Parker Hannifin Corp | 0.1 | ||
| Abbott Laboratories | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Fiserv Inc | 0.1 | ||
| Deere & Co | 0.1 | ||
| Lam Research Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 2.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.3 |
| Total | 19 | 7.7 |
| By Discretionary | ||
| Discretionary | 19 | 7.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 7.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.7 | |
| Total | 19 | 7.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000944804] | |
| 13F-NT | [0000944804] | |
| SC 13G | [0000944804] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Joel Isaacson & Co LLC
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|
NY | 8.0 |
|
River Road Asset Management LLC
✚
|
KY | 8.0 |
|
Hornor Townsend & Kent LLC
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|
PA | 7.8 |
|
Cadaret Grant & Co Inc
✚
|
NY | 7.7 |
|
Advisor Partners II LLC
✚
|
CA | 7.7 |
|
Guided Choice Asset Management Inc
✚
|
NV | 7.7 |
|
Wedge Capital Management LLP
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|
NC | 7.7 |
|
Stephens Investment Management Group LLC
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|
AR | 7.6 |
|
Harbour Investments Inc
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|
WI | 7.6 |
|
Marshfield Associates Inc
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|
DC | 7.5 |