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| Happy Holidays!! thanks for using AUM13F!! |
| PGIM Custom Harvest LLC
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| CRD # | 290235 |
| SEC # | 801-114622 |
| CIK # | 0001845793 |
| AUM | $5.4 B (2025-03-28) |
| Employees | 71 (14% Investors, 28% Brokers) |
| Phone | 800-210-0118 |
| Address | 655 Broad Street Newark, NJ 07102 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001845793 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 4.0 | ||
| Microsoft Corp | 3.9 | ||
| Apple Inc | 3.2 | ||
| Amazon Com Inc | 2.1 | ||
| Facebook Inc | 1.7 | ||
| Broadcom Inc | 1.5 | ||
| Alphabet Inc | 1.1 | ||
| Alphabet Inc | 0.9 | ||
| Tesla Motors Inc | 0.8 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Lilly Eli & Co | 0.6 | ||
| VISA Inc | 0.6 | ||
| Netflix Inc | 0.6 | ||
| Mastercard Inc | 0.6 | ||
| Exxon Mobil Corp | 0.5 | ||
| Health Care REIT Inc /DE/ | 0.4 | ||
| Oracle Corp | 0.4 | ||
| Cisco Systems Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6,017 | 5.2 |
| (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 | 154 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 6,171 | 5.4 |
| By Discretionary | ||
| Discretionary | 6,171 | 5.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,171 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 6,171 | 5.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845793] | |
| 13F-NT | [0001845793] |
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|---|---|---|
|
Pentegra Investors Inc
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|
NY | 5.5 |
|
Confluence Wealth Services Inc
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PA | 5.5 |
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WCG Wealth Advisors LLC
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NV | 5.4 |
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First Foundation Advisors
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CA | 5.4 |
|
Truepoint Inc
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OH | 5.4 |
|
CUSO Financial Services LP
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CA | 5.4 |
|
Horizon Investments LLC
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NC | 5.4 |
|
Janney Capital Management LLC
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PA | 5.3 |
|
Exencial Wealth Advisors LLC
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|
OK | 5.3 |
|
Snyder Capital Management LP
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|
CA | 5.3 |