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| Howard Capital Management Group LLC
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|---|---|
| CRD # | 310510 |
| SEC # | 801-119502 |
| CIK # | 0001078658, 0001860501, 0001733173 |
| AUM | $1.7 BB (2023-03-21) |
| Employees | 16 (44% Investors, 0% Brokers) |
| Phone | 310-473-9100 |
| Address | 11601 Wilshire Blvd Los Angeles, CA 90025-1766 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001078658 0001860501 0001733173 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 3.3 | |
| Broadcom Inc | 201,282.9 | 2.6 | |
| KLA Tencor Corp | 49,261.0 | 2.4 | |
| Amgen Inc | 130,083.0 | 2.4 | |
| Nvidia Corp | 399,550.0 | 1.7 | |
| Alphabet Inc | 1,475,138.5 | 1.7 | |
| PepsiCo Inc | 226,773.9 | 1.6 | |
| Lilly Eli & Co | 301,789.7 | 1.6 | |
| Amazon Com Inc | 1,092,997.8 | 1.5 | |
| Autozone Inc | 41,417.6 | 1.5 | |
| Electronic Arts Inc | 34,321.1 | 1.3 | |
| Cintas Corp | 38,012.7 | 1.3 | |
| Bank of America Corp /DE/ | 278,315.2 | 1.2 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 0.1 |
| (b) Individuals (high net worth individuals) | 221 | 1.5 |
| (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 | 13 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,375 | 1.7 |
| By Discretionary | ||
| Discretionary | 1,375 | 1.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,375 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 1,375 | 1.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001078658] | |
| 13F-HR | [0001733173] | |
| 13F-HR | [0001860501] |
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