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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| NFSG Corporation
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| CRD # | 130814 |
| SEC # | 801-68448 |
| CIK # | 0001879757 |
| AUM | $813.5 M (2025-05-15) |
| Employees | 89 (74% Investors, 69% Brokers) |
| Phone | 954-334-3450 |
| Address | 1200 North Federal Highway Boca Raton, FL 33432 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 42.8 | ||
| Amazon Com Inc | 18.2 | ||
| Microsoft Corp | 16.9 | ||
| Apple Inc | 16.3 | ||
| Palantir Technologies Inc | 15.4 | ||
| CrowdStrike Holdings Inc | 13.9 | ||
| Facebook Inc | 13.5 | ||
| Broadcom Inc | 12.1 | ||
| Tesla Motors Inc | 10.0 | ||
| ARM Holdings PLC /UK | 8.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,243 | 438.2 |
| (b) Individuals (high net worth individuals) | 594 | 340.1 |
| (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 | 21 | 8.9 |
| (h) Charitable organizations | 5 | 3.5 |
| (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 | 36 | 22.2 |
| (n) Other | 0 | 0.6 |
| Total | 3,587 | 813.5 |
| By Discretionary | ||
| Discretionary | 2,902 | 735.8 |
| Non-Discretionary | 685 | 77.7 |
| Total | 3,587 | 813.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 811.4 | |
| Total | 3,587 | 813.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001879757] |
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