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| Happy Holidays!! thanks for using AUM13F!! |
| MV Capital Management Inc
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|---|---|
| CRD # | 139034 |
| SEC # | 801-65709 |
| CIK # | 0001633366 |
| AUM | $1.3 B (2025-04-10) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 301-656-6545 |
| Address | 3 Bethesda Metro Center Bethesda, MD 20814-6336 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 50.2 | ||
| Abbott Laboratories | 38.3 | ||
| Nvidia Corp | 19.1 | ||
| Apple Inc | 17.3 | ||
| Microsoft Corp | 15.2 | ||
| J P Morgan Chase & Co | 8.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 49.3 |
| (b) Individuals (high net worth individuals) | 297 | 823.1 |
| (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 | 48 | 270.3 |
| (h) Charitable organizations | 21 | 126.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,169 | 1,269.1 |
| By Discretionary | ||
| Discretionary | 1,165 | 1,267.8 |
| Non-Discretionary | 4 | 1.3 |
| Total | 1,169 | 1,269.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,269.1 | |
| Total | 1,169 | 1,269.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633366] |
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|---|---|---|
|
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✚
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NY | 1.3 |
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|
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MN | 1.2 |
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