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| Happy Holidays!! thanks for using AUM13F!! |
| McDonough Capital Management Inc
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| CRD # | 143767 |
| SEC # | 801-121364 |
| CIK # | 0001912128 |
| AUM | $205.8 M (2025-03-31) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 407-248-9647 |
| Address | 6000 Turkey Lake Road Orlando, FL 32819 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001912128 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 27.8 | ||
| Nvidia Corp | 16.4 | ||
| Apple Inc | 16.3 | ||
| Alphabet Inc | 14.9 | ||
| Microsoft Corp | 14.5 | ||
| VISA Inc | 9.1 | ||
| Mastercard Inc | 7.3 | ||
| Waste Management Inc | 6.8 | ||
| Tesla Motors Inc | 6.0 | ||
| Home Depot Inc | 5.9 | ||
| Costco Wholesale Corp /NEW | 5.4 | ||
| Facebook Inc | 3.6 | ||
| Lockheed Martin Corp | 3.5 | ||
| Broadcom Inc | 3.1 | ||
| Palantir Technologies Inc | 2.8 | ||
| Northrop Grumman Corp /DE/ | 2.1 | ||
| Netflix Inc | 1.7 | ||
| FPL Group Inc | 1.5 | ||
| J P Morgan Chase & Co | 1.4 | ||
| Extra Space Storage Inc | 1.1 | ||
| American Water Works Company Inc | 0.8 | ||
| Palo Alto Networks Inc | 0.8 | ||
| United Technologies Corp /DE/ | 0.8 | ||
| Lilly Eli & Co | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 22.8 |
| (b) Individuals (high net worth individuals) | 158 | 168.8 |
| (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 | 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 | 4 | 14.2 |
| (n) Other | 0 | 0.0 |
| Total | 544 | 205.8 |
| By Discretionary | ||
| Discretionary | 544 | 205.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 544 | 205.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 205.1 | |
| Total | 544 | 205.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001912128] |
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|---|---|---|
|
MUNN Wealth Management LLC
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OH | 0.2 |
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Mission Hills Financial Advisory LLC
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CA | 0.2 |
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Sustainable Advisors Alliance LLC
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OK | 0.2 |
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Tevis Investment Management LLC
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TX | 0.2 |
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Madden Funds Management Ltd
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IL | 0.2 |
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Professional Financial Strategies Inc
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NY | 0.2 |
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Mariaca Wealth Management LLC
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Total Wealth Planning and Management Inc
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0.2 | |
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Urban Wealth Management Group LLC
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CA | 0.2 |
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Essential Investment Partners LLC
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CO | 0.2 |