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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Owen Larue LLC
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| CRD # | 289436 |
| SEC # | 801-111041 |
| CIK # | 0001965328 |
| AUM | $343.1 M (2025-03-22) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 270-769-9995 |
| Address | 109 W Poplar Street Elizabethtown, KY 42701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965328 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 11.9 | ||
| J P Morgan Chase & Co | 11.0 | ||
| Apple Inc | 10.8 | ||
| Microsoft Corp | 8.7 | ||
| Nvidia Corp | 8.0 | ||
| Wal Mart Stores Inc | 4.7 | ||
| DNP Select Income Fund Inc | 3.5 | ||
| Constellation Energy Corp | 3.3 | ||
| CrowdStrike Holdings Inc | 2.9 | ||
| DMY Technology Group Inc III | 2.7 | ||
| Goldman Sachs Group Inc | 2.6 | ||
| Kinder Morgan Inc | 2.5 | ||
| Amazon Com Inc | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 538 | 112.5 |
| (b) Individuals (high net worth individuals) | 45 | 147.9 |
| (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 | 1 | 0.1 |
| (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 | 8 | 21.0 |
| (n) Other | 13 | 61.6 |
| Total | 1,064 | 343.1 |
| By Discretionary | ||
| Discretionary | 1,051 | 281.5 |
| Non-Discretionary | 13 | 61.6 |
| Total | 1,064 | 343.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.1 | |
| Total | 1,064 | 343.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965328] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bull Harbor Capital LLC
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|
MD | 0.3 |
|
Jackson Creek Investment Advisors LLC
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CO | 0.3 |
|
Peregrine Investment Advisors LLC
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MS | 0.3 |
|
Keating Investment Counselors Inc
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FL | 0.3 |
|
JMK & Associates LLC
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WA | 0.3 |
|
IAMS Wealth Management LLC
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NE | 0.3 |
|
Fortiter Wealth Management LLC
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|
TX | 0.3 |
|
St Johns Investment Management Company LLC
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|
FL | 0.3 |
|
Burns Matteson Capital Management LLC
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|
NY | 0.3 |
|
Leclair Wealth Partners LLC
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|
OH | 0.3 |