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| Happy Holidays!! thanks for using AUM13F!! |
| Marco Investment Management LLC
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| CRD # | 108170 |
| SEC # | 801-55605 |
| CIK # | 0001080493 |
| AUM | $1.6 B (2025-03-28) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 404-504-8600 |
| Address | 1100 Atlanta Financial Center Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001080493 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 103.6 | ||
| Apple Inc | 56.1 | ||
| J P Morgan Chase & Co | 46.1 | ||
| Microsoft Corp | 44.0 | ||
| Costco Wholesale Corp /NEW | 39.8 | ||
| Goldman Sachs Group Inc | 32.8 | ||
| Qualcomm Inc/DE | 32.4 | ||
| Palo Alto Networks Inc | 28.5 | ||
| Caterpillar Inc | 28.0 | ||
| Oracle Corp | 27.4 | ||
| AbbVie Inc | 26.0 | ||
| Wal Mart Stores Inc | 25.7 | ||
| Lowes Companies Inc | 23.8 | ||
| Cigna Corp | 23.7 | ||
| American Express Co | 22.7 | ||
| Stryker Corp | 22.5 | ||
| KLA Tencor Corp | 21.7 | ||
| Cisco Systems Inc | 21.4 | ||
| Home Depot Inc | 21.0 | ||
| Coca Cola Co | 18.5 | ||
| Alphabet Inc | 17.4 | ||
| UnitedHealth Group Inc | 17.4 | ||
| NXP Semiconductors NV | 16.9 | ||
| Enterprise Products Partners L P | 16.4 | ||
| Salesforce Com Inc | 15.1 | ||
| Union Pacific Corp | 13.4 | ||
| Amgen Inc | 12.0 | ||
| United Parcel Service Inc | 11.5 | ||
| Honeywell International Inc | 11.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 34.7 |
| (b) Individuals (high net worth individuals) | 177 | 1,211.4 |
| (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 | 106.6 |
| (i) State or municipal government entities | 0 | 104.7 |
| (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 | 101.2 |
| (n) Other | 0 | 3.2 |
| Total | 661 | 1,561.9 |
| By Discretionary | ||
| Discretionary | 661 | 1,561.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 661 | 1,561.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,561.9 | |
| Total | 661 | 1,561.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001080493] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthplan Investment Management LLC
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|
NE | 1.6 |
|
Schaper Benz & Wise Investment Counsel Inc
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|
WI | 1.6 |
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Financial Security Advisory Inc
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VA | 1.6 |
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Financial Synergies Wealth Advisors Inc
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TX | 1.6 |
|
A&M Private Wealth Partners LLC
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FL | 1.6 |
|
XP Advisory US Inc
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|
FL | 1.6 |
|
Rebalance LLC
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|
CA | 1.6 |
|
TIDE Cycle Resources LLC
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|
NH | 1.6 |
|
Inscription Capital LLC
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|
TX | 1.6 |
|
HS Management Partners LLC
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|
NY | 1.5 |