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| Happy Holidays!! thanks for using AUM13F!! |
| Nordwand Advisors LLC
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| CRD # | 322936 |
| SEC # | 801-126490 |
| CIK # | 0001962713 |
| AUM | $3.8 B (2025-03-21) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 484-630-2510 |
| Address | 150 N Radnor Chester Rd Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001962713 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 51.3 | ||
| Broadcom Inc | 33.0 | ||
| Microsoft Corp | 23.2 | ||
| Oracle Corp | 16.6 | ||
| Eaton Corp Ltd | 13.2 | ||
| J P Morgan Chase & Co | 11.0 | ||
| Ameriprise Financial Inc | 10.1 | ||
| United Technologies Corp /DE/ | 10.0 | ||
| GS Acquisition Holdings Corp | 9.2 | ||
| Apple Inc | 9.1 | ||
| Waste Management Inc | 8.9 | ||
| AbbVie Inc | 8.6 | ||
| Lilly Eli & Co | 8.5 | ||
| United Rentals Inc /DE | 8.0 | ||
| Air Products & Chemicals Inc /DE/ | 7.8 | ||
| Cisco Systems Inc | 7.8 | ||
| Morgan Stanley | 7.7 | ||
| Union Pacific Corp | 7.6 | ||
| Chevron Corp | 7.4 | ||
| Tyco Electronics Ltd | 7.2 | ||
| Amgen Inc | 6.9 | ||
| CDW Corp | 6.9 | ||
| Caseys General Stores Inc | 6.5 | ||
| Palo Alto Networks Inc | 6.4 | ||
| Phillips 66 | 6.4 | ||
| Abbott Laboratories | 6.2 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 1.9 |
| (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 | 9 | 1.9 |
| (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 | 120 | 3.8 |
| By Discretionary | ||
| Discretionary | 116 | 2.5 |
| Non-Discretionary | 4 | 1.3 |
| Total | 120 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 120 | 3.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001962713] |
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|---|---|---|
|
Sand Hill Global Advisors LLC
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|
CA | 3.9 |
|
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IA | 3.9 |
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Arkadios Wealth Advisors LLC
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GA | 3.9 |
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ZWJ Investment Counsel Inc
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GA | 3.9 |
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Nicolet Advisory Services LLC
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WI | 3.8 |
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Salem Investment Counselors Inc
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Azimuth Capital Investment Management LLC
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MI | 3.8 |
|
IPG Investment Advisors LLC
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|
CA | 3.8 |
|
Carlson Capital Management LLC
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MN | 3.8 |
|
Southstate Advisory Inc
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SC | 3.8 |