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| Happy Holidays!! thanks for using AUM13F!! |
| McIntyre Freedman & Flynn Investment Advisers Inc
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| CRD # | 105522 |
| SEC # | 801-126216 |
| CIK # | 0001015877 |
| AUM | $148.3 M (2025-03-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 508-255-1651 |
| Address | 4 Main Street Orleans, MA 02653 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001015877 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.5 | ||
| Blackstone Group LP | 8.9 | ||
| Marathon Petroleum Corp | 8.5 | ||
| Applied Materials Inc /DE | 7.5 | ||
| United Technologies Corp /DE/ | 5.4 | ||
| National Fuel Gas Co | 5.2 | ||
| Newmont Mining Corp /DE/ | 4.6 | ||
| Cisco Systems Inc | 4.2 | ||
| Corteva Inc | 3.8 | ||
| Enterprise Products Partners L P | 3.5 | ||
| Enbridge Inc | 3.4 | ||
| Altria Group Inc | 3.4 | ||
| Novartis AG | 3.4 | ||
| Hewlett Packard Enterprise Co | 3.1 | ||
| DowDupont Inc | 3.0 | ||
| Suncor Energy Inc | 2.6 | ||
| Merck & Co Inc | 2.5 | ||
| Medtronic Holdings Ltd | 2.5 | ||
| PepsiCo Inc | 2.5 | ||
| VISA Inc | 2.4 | ||
| Conocophillips | 2.4 | ||
| Corning Inc /NY | 2.3 | ||
| Schlumberger Ltd /NV/ | 2.2 | ||
| M&T Bank Corp | 2.1 | ||
| Johnson & Johnson | 1.9 | ||
| Diageo PLC | 1.6 | ||
| Dow Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 12.2 |
| (b) Individuals (high net worth individuals) | 27 | 119.4 |
| (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 | 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 | 16.7 |
| (n) Other | 0 | 0.0 |
| Total | 116 | 148.3 |
| By Discretionary | ||
| Discretionary | 116 | 148.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 116 | 148.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.3 | |
| Total | 116 | 148.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001015877] |
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|---|---|---|
|
Wolfstich Capital LLC
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MA | 0.1 |
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Peachcap Tax & Advisory LLC
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DWV Advisors LLC
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Emeth Value Capital LLC
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Morman Kaplan Brilliant and Fransko LLC
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Strategas Asset Management LLC
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Chancellor Wealth Management Inc
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Keenan LLC
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Brooktree Capital Management Inc
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