|
⚲
|
| Owen Larue LLC
✚
| |
|---|---|
| CRD # | 289436 |
| SEC # | 801-111041 |
| CIK # | 0001965328 |
| AUM | $272.9 MM (2024-05-28) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 270-769-9995 |
| Address | 109 W Poplar Street Elizabethtown, KY 42701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001965328 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 11.4 | |
| Nvidia Corp | 399,550.0 | 8.2 | |
| J P Morgan Chase & Co | 340,169.2 | 7.6 | |
| Microsoft Corp | 1,918,222.4 | 6.8 | |
| Lilly Eli & Co | 301,789.7 | 4.9 | |
| Amazon Com Inc | 1,092,997.8 | 2.9 | |
| Palantir Technologies Inc | 19,053.8 | 2.6 | |
| Constellation Energy Corp | 18,974.7 | 2.4 | |
| Wal Mart Stores Inc | 335,434.5 | 2.3 | |
| Goldman Sachs Group Inc | 102,858.9 | 2.1 | |
| CrowdStrike Holdings Inc | 40,424.6 | 1.8 | |
| General Electric Co | 72,511.8 | 1.8 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 464 | 86.3 |
| (b) Individuals (high net worth individuals) | 42 | 119.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 53.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 13.7 |
| (n) Other | 0 | 0.0 |
| Total | 951 | 272.9 |
| By Discretionary | ||
| Discretionary | 940 | 219.9 |
| Non-Discretionary | 11 | 53.0 |
| Total | 951 | 272.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.9 | |
| Total | 951 | 272.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965328] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Personal Financial Profiles Inc
✚
|
FL | 0.3 |
|
Vista Investment Management LLC
✚
|
PA | 0.3 |
|
The Eideard Group LLC
✚
|
NH | 0.3 |
|
Two Point Capital Management Inc
✚
|
NY | 0.3 |
|
RFG Holdings Inc
✚
|
TX | 0.3 |
|
Wealth Pro Advisors Inc
✚
|
FL | 0.3 |
|
Cosner Financial Group LLC
✚
|
CO | 0.3 |
|
Brooklyn Investment Group LLC
✚
|
NY | 0.3 |
|
Alliance Wealth Strategies LLC
✚
|
VA | 0.3 |
|
Altamont Capital Management LLC
✚
|
NC | 0.3 |