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ODER Investment Management LLC
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| |
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CRD # | 134506 |
SEC # | 801-110656 |
CIK # | 0001845109 |
AUM | $281.3 MM (2024-03-06) |
Employees | 6 (100% Investors, 0% Brokers) |
Phone | 818-676-0036 |
Address | 21300 Victory Blvd Woodland Hills, CA 91367 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 9.0 | |
AMZN | 1,092,997.8 | 5.4 | |
GOOGL | 1,475,138.5 | 3.6 | |
MSFT | 1,918,222.4 | 3.4 | |
TSLA | 723,390.3 | 2.5 | |
JPM | 340,169.2 | 2.2 | |
FTHY | 528.1 | 2.0 | |
HOOD | 7,728.8 | 1.9 | |
PLTR | 19,053.8 | 1.8 | |
IBM | 127,593.9 | 1.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 123 | 58.5 |
(b) Individuals (high net worth individuals) | 55 | 190.5 |
(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 | 24 | 22.7 |
(h) Charitable organizations | 0 | 6.7 |
(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 | 6 | 2.9 |
(n) Other | 0 | 0.0 |
Total | 583 | 281.3 |
By Discretionary | ||
Discretionary | 574 | 263.2 |
Non-Discretionary | 9 | 18.1 |
Total | 583 | 281.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 281.3 | |
Total | 583 | 281.3 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001845109] |
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|
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MD | 0.3 |
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Palm Valley Capital Management LLC
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Paragon Financial Partners Inc
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Paragon Financial Services
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VA | 0.3 |
Highview Capital Management LLC
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The Money Advisor Group LLC
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GA | 0.3 |
Heritage Financial LLC
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|
VA | 0.3 |
Walpole Financial Advisors LLC
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|
CA | 0.3 |