Navellier & Associates Inc

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Assets, Funds, Holdings

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Navellier & Associates Inc
CRD #107568
SEC #801-30582
CIK #0000872163
AUM $967.7 MM (2024-08-06)
Employees 24 (17% Investors, 0% Brokers)
Phone775-785-2300
AddressOne E Liberty, Suite 504
Reno, NV 89501-2107
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
NVDA 399.6 0.1
SMCI 2.2 0.0
MSFT 1,918.2 0.0
AAPL 2,382.8 0.0
LLY 301.8 0.0
XOM 385.5 0.0
EME 5.3 0.0
PWR 17.8 0.0
SPEM 0.0
NVO 245.3 0.0
View All
Holdings by Sector ($BB)
7.56.04.53.01.50.02011201520202025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 48 0.0
(b) Individuals (high net worth individuals) 1,211 0.8
(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 30 0.0
(n) Other 1 0.1
Total 1,290 1.0
By Discretionary
Discretionary 1,289 0.9
Non-Discretionary 1 0.1
Total 1,290 1.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.0
Total 1,290 1.0
EDGAR Form CIK 2011 - 2024
13F-HR [0000872163]
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O'Brien Wealth Partners LLC
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Live Oak Private Wealth LLC
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