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| Meritage Portfolio Management Inc
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| |
|---|---|
| CRD # | 107177 |
| SEC # | 801-39348 |
| CIK # | 0000881432 |
| AUM | $2.4 BB (2024-03-12) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 913-345-7000 |
| Address | 7500 College Blvd Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.1 | |
| MSFT | 1,918,222.4 | 0.1 | |
| GOOGL | 1,475,138.5 | 0.1 | |
| AVGO | 201,282.9 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| NVO | 245,328.6 | 0.0 | |
| ASML | 197,439.9 | 0.0 | |
| XOM | 385,508.3 | 0.0 | |
| CDNS | 41,396.9 | 0.0 | |
| FTNT | 45,169.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 0.0 |
| (b) Individuals (high net worth individuals) | 384 | 1.4 |
| (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 | 2 | 0.1 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 18 | 0.1 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 1 | 0.1 |
| (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 | 6 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,415 | 1.9 |
| By Discretionary | ||
| Discretionary | 1,306 | 1.8 |
| Non-Discretionary | 109 | 0.1 |
| Total | 1,415 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 1,415 | 1.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000881432] |
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