|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Peddock Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 148216 |
| SEC # | 801-69611 |
| CIK # | 0001597843 |
| AUM | $731.5 M (2025-07-25) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 781-848-0288 |
| Address | 50 Braintree Hill Office Park Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001597843 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 62.8 | ||
| Exxon Mobil Corp | 28.9 | ||
| Apple Inc | 21.6 | ||
| Chevron Corp | 8.8 | ||
| J P Morgan Chase & Co | 8.1 | ||
| Quanta Services Inc | 6.6 | ||
| Microsoft Corp | 6.5 | ||
| Alphabet Inc | 5.9 | ||
| McKesson Corp | 5.8 | ||
| SPDR Gold Trust | 5.0 | ||
| Mastercard Inc | 4.8 | ||
| Wal Mart Stores Inc | 4.6 | ||
| Lilly Eli & Co | 4.0 | ||
| Amazon Com Inc | 3.8 | ||
| Fiserv Inc | 3.8 | ||
| Bank of America Corp /DE/ | 3.8 | ||
| Darden Restaurants Inc | 3.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 23.2 |
| (b) Individuals (high net worth individuals) | 87 | 661.7 |
| (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 | 0 | 18.1 |
| (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 | 0 | 28.0 |
| (n) Other | 0 | 0.0 |
| Total | 461 | 731.5 |
| By Discretionary | ||
| Discretionary | 457 | 704.7 |
| Non-Discretionary | 4 | 26.8 |
| Total | 461 | 731.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 731.5 | |
| Total | 461 | 731.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001597843] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AF Advisors Inc
✚
|
CA | 0.7 |
|
Vance Wealth Inc
✚
|
CA | 0.7 |
|
American Money Management LLC
✚
|
CA | 0.7 |
|
Smith Thornton Advisors LLC
✚
|
AL | 0.7 |
|
SFAM LLC
✚
|
IL | 0.7 |
|
Droms Strauss Advisors Inc
✚
|
MO | 0.7 |
|
Apeiron RIA LLC
✚
|
TX | 0.7 |
|
Custos Family Office LLC
✚
|
TX | 0.7 |
|
Roof Eidam Maycock Peralta LLC
✚
|
CA | 0.7 |
|
Goehring & Rozencwajg Associates LLC
✚
|
NY | 0.7 |