|
⚲
|
| Oak Associates Ltd
✚
| |
|---|---|
| CRD # | 108874 |
| SEC # | 801-23632 |
| CIK # | 0000836372 |
| AUM | $1.5 BB (2024-03-26) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 330-668-1234 |
| Address | 3800 Embassy Parkway Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 115.5 | |
| GOOG | 1,482,566.4 | 113.4 | |
| KLAC | 49,261.0 | 111.9 | |
| META | 434,852.0 | 82.4 | |
| QCOM | 147,392.0 | 63.3 | |
| CSCO | 178,309.9 | 55.4 | |
| NXPI | 40,492.7 | 51.0 | |
| GOOGL | 1,475,138.5 | 50.7 | |
| MSFT | 1,918,222.4 | 48.0 | |
| NVDA | 399,550.0 | 42.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 44 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 13 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 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 | 7 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 83 | 1.3 |
| By Discretionary | ||
| Discretionary | 83 | 1.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 83 | 1.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.3 | |
| Total | 83 | 1.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000836372] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Barber Financial Group
✚
|
KS | 1.5 |
|
Bitterroot Capital Advisors LLC
✚
|
MT | 1.5 |
|
Novare Capital Management
✚
|
NC | 1.5 |
|
Tom Johnson Investment Management LLC
✚
|
OK | 1.5 |
|
JNBA Financial Advisors LLC
✚
|
MN | 1.5 |
|
UX Wealth Partners LLC
✚
|
CO | 1.5 |
|
Unigestion UK Ltd
✚
|
1.5 | |
|
Cahaba Wealth Management Inc
✚
|
GA | 1.5 |
|
Azzad Asset Management Inc
✚
|
VA | 1.5 |
|
Rather & Kittrell Inc
✚
|
TN | 1.5 |