|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Hudson Portfolio Management LLC
✚
|
|
|---|---|
| CRD # | 130021 |
| SEC # | 801-62646 |
| CIK # | 0001847700 |
| AUM | $173.9 M (2025-03-18) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 845-424-4567 |
| Address | 27 Garrisons Landing Garrison, NY 10524-0344 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001847700 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 5.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.1 | ||
| McKesson Corp | 4.1 | ||
| Allstate Corp | 2.7 | ||
| Infosys Ltd | 2.5 | ||
| Oracle Corp | 2.1 | ||
| Bank of New York Mellon Corp | 2.0 | ||
| CNA Financial Corp | 1.9 | ||
| CVS Caremark Corp | 1.8 | ||
| Apple Inc | 1.8 | ||
| Verizon Communications Inc | 1.7 | ||
| Old Republic International Corp | 1.7 | ||
| Toronto Dominion Bank | 1.7 | ||
| Kinder Morgan Inc | 1.6 | ||
| Comcast Corp | 1.5 | ||
| Total Sa | 1.4 | ||
| Honda Motor Co Ltd | 1.4 | ||
| Restaurant Brands International Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 15.2 |
| (b) Individuals (high net worth individuals) | 44 | 145.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 12.9 |
| (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 | 87 | 173.9 |
| By Discretionary | ||
| Discretionary | 87 | 173.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 87 | 173.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.6 | |
| United States Persons | 163.3 | |
| Total | 87 | 173.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001847700] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smith Partners Wealth Management LLC
✚
|
NC | 0.2 |
|
Red Mountain Financial LLC
✚
|
CO | 0.2 |
|
Sandia Wealth Management LLC
✚
|
NM | 0.2 |
|
Renaud & Company LLC
✚
|
MO | 0.2 |
|
Kleinhenz & Associates Ltd
✚
|
0.2 | |
|
Wealth Management Group Inc
✚
|
NC | 0.2 |
|
Certified Planners Inc
✚
|
CA | 0.2 |
|
Silverberg Bernstein Capital Management LLC
✚
|
NY | 0.2 |
|
High Point Wealth Management LLC
✚
|
NJ | 0.2 |
|
Tetley Investments LLC
✚
|
IL | 0.2 |