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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Patrick Mauro Investment Advisor Inc
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| CRD # | 122742 |
| SEC # | 801-113346 |
| CIK # | 0001953787 |
| AUM | $196.2 M (2025-02-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 630-789-3374 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CME Group Inc | 12.5 | ||
| Watsco Inc | 11.4 | ||
| Pfizer Inc | 10.7 | ||
| Microsoft Corp | 10.3 | ||
| Verizon Communications Inc | 9.8 | ||
| Lockheed Martin Corp | 8.3 | ||
| Alphabet Inc | 6.8 | ||
| CNA Financial Corp | 6.6 | ||
| Linde PLC | 6.4 | ||
| AES Corp | 6.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 17.9 |
| (b) Individuals (high net worth individuals) | 60 | 178.4 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 289 | 196.2 |
| By Discretionary | ||
| Discretionary | 289 | 196.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 289 | 196.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 196.0 | |
| Total | 289 | 196.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001953787] |
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|---|---|---|
|
Dobson Asset Management - Northern California
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|
CA | 0.2 |
|
Red Mountain Financial Partners LLC
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|
CO | 0.2 |
|
LIG Capital Management LLC
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OK | 0.2 |
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Hall Retirement Planning Services LLC
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TN | 0.2 |
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Northland Capital Management LLC
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MN | 0.2 |
|
Bull Oak Capital LLC
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CA | 0.2 |
|
Higley James W
✚
|
0.2 | |
|
Carlin Wealth Management Group LLC
✚
|
TX | 0.2 |
|
Hedges Asset Management LLC
✚
|
0.2 | |
|
Mentor Capital Management Inc
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|
IL | 0.2 |