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| Happy Holidays!! thanks for using AUM13F!! |
| Parsons Capital Management LLC
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| CRD # | 114494 |
| SEC # | 801-61362 |
| CIK # | 0001018674 |
| AUM | $803.8 M (2025-03-13) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 908-730-0011 |
| Address | 1 South Sugan Road New Hope, PA 18938 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 118.7 | ||
| 3M Co | 76.7 | ||
| Microsoft Corp | 66.1 | ||
| Amazon Com Inc | 49.3 | ||
| J P Morgan Chase & Co | 40.7 | ||
| International Business Machines Corp | 30.6 | ||
| Exxon Mobil Corp | 26.9 | ||
| Alphabet Inc | 25.5 | ||
| Oracle Corp | 25.4 | ||
| Nvidia Corp | 22.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 404 | 162.7 |
| (b) Individuals (high net worth individuals) | 267 | 627.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.9 |
| (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 | 0 | 8.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,830 | 803.8 |
| By Discretionary | ||
| Discretionary | 1,830 | 803.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,830 | 803.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 803.0 | |
| Total | 1,830 | 803.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001018674] |
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|---|---|---|
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NY | 0.8 |
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OK | 0.8 |
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NJ | 0.8 |
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Fagan Associates Inc
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NY | 0.8 |
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TX | 0.8 |
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Horst & Graben Wealth Management LLC
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Cullen Investment Group Ltd
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LA | 0.8 |
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Snowwater Investment Partners LLC
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0.8 |