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Oak Associates Ltd
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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) |
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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] |
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Barber Financial Group
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KS | 1.5 |
Bitterroot Capital Advisors LLC
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MT | 1.5 |
Novare Capital Management
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NC | 1.5 |
Tom Johnson Investment Management LLC
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OK | 1.5 |
JNBA Financial Advisors LLC
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MN | 1.5 |
UX Wealth Partners LLC
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CO | 1.5 |
Unigestion UK Ltd
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|
1.5 | |
Cahaba Wealth Management Inc
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|
GA | 1.5 |
Azzad Asset Management Inc
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|
VA | 1.5 |
Rather & Kittrell Inc
✚
|
TN | 1.5 |