Investment Strategies LLC

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Assets, Funds, Holdings

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Investment Strategies LLC
CRD #155481
SEC #801-72072
CIK #0001774343
AUM
Employees
Phone361-994-0784
Address8013 St Laurent
Corpus Christi, TX 78414
Source [IAPD] [EDGAR]
Total AUM ($M)
25201510502009201420192025
Sector Form 13F Holdings Value ($M)
Global MOFY Metaverse Ltd 32.2
Alphabet Inc 15.4
Amazon Com Inc 15.1
Progressive Corp/Oh/ 13.6
Factset Research Systems Inc 12.0
J P Morgan Chase & Co 11.0
Ace Ltd 10.8
Capital One Financial Corp 10.4
Berkley W R Corp 9.9
HCA Holdings Inc 9.6
View All
Holdings by Sector ($M)
70056042028014002019202120242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001774343]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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tony@aum13f.com