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| Peddock Capital Advisors LLC
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|
|---|---|
| CRD # | 148216 |
| SEC # | 801-69611 |
| CIK # | 0001597843 |
| AUM | $613.5 MM (2024-07-30) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 781-848-0288 |
| Address | 50 Braintree Hill Office Park Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 54.2 | |
| XOM | 385,508.3 | 30.8 | |
| AAPL | 2,382,844.0 | 23.1 | |
| CVX | 294,604.1 | 9.6 | |
| GOOGL | 1,475,138.5 | 6.3 | |
| JPM | 340,169.2 | 5.8 | |
| MSFT | 1,918,222.4 | 5.8 | |
| PWR | 17,834.3 | 4.7 | |
| STZ | 45,234.3 | 4.7 | |
| MCK | 46,168.4 | 4.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 17.6 |
| (b) Individuals (high net worth individuals) | 88 | 559.8 |
| (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 | 15.1 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 5 | 20.6 |
| (n) Other | 0 | 0.0 |
| Total | 435 | 613.5 |
| By Discretionary | ||
| Discretionary | 433 | 590.8 |
| Non-Discretionary | 2 | 22.8 |
| Total | 435 | 613.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 613.5 | |
| Total | 435 | 613.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001597843] |
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|---|---|---|
|
Sentinus LLC
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|
IL | 0.6 |
|
Silver Heights Capital Management Inc
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0.6 | |
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Front Street Capital Management Inc
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CA | 0.6 |
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PA | 0.6 |
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Newman Dignan & Sheerar Inc
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RI | 0.6 |
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Vantage Financial Partners LLC
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WI | 0.6 |
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Brighton Securities Corp
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NY | 0.6 |
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Regent Peak Wealth Advisors LLC
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GA | 0.6 |