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| Happy Holidays!! thanks for using AUM13F!! |
| JT Stratford LLC
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| CRD # | 155629 |
| SEC # | 801-101474 |
| CIK # | 0001689013 |
| AUM | $814.9 M (2025-03-31) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 770-534-6046 |
| Address | 311 Green Street Gainesville, GA 30501 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 23.4 | ||
| Microsoft Corp | 14.1 | ||
| Facebook Inc | 13.3 | ||
| Amazon Com Inc | 12.6 | ||
| Apple Inc | 11.1 | ||
| Alphabet Inc | 10.8 | ||
| Johnson & Johnson | 8.5 | ||
| Netflix Inc | 7.7 | ||
| Tesla Motors Inc | 7.0 | ||
| J P Morgan Chase & Co | 6.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 949 | 305.7 |
| (b) Individuals (high net worth individuals) | 202 | 464.1 |
| (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 | 17 | 43.2 |
| (h) Charitable organizations | 5 | 1.4 |
| (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 | 3 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,552 | 814.9 |
| By Discretionary | ||
| Discretionary | 2,550 | 814.9 |
| Non-Discretionary | 2 | 0.0 |
| Total | 2,552 | 814.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 814.9 | |
| Total | 2,552 | 814.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001689013] |
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|---|---|---|
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Oak Root LLC
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Investmark Advisory Group LLC
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CT | 0.8 |