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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Portfolio Strategies Inc
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|---|---|
| CRD # | 104685 |
| SEC # | 801-18475 |
| CIK # | 0001423282, 0001753271 |
| AUM | $55.4 M (2025-05-05) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 253-383-1676 |
| Address | 621 Pacific Avenue Suite 15 Tacoma, WA 98402 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Microsoft Corp | 2.0 | ||
| Amazon Com Inc | 1.2 | ||
| Alphabet Inc | 1.0 | ||
| Linde PLC | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 354 | 39.7 |
| (b) Individuals (high net worth individuals) | 0 | 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 | 10.4 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 354 | 55.4 |
| By Discretionary | ||
| Discretionary | 354 | 55.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 354 | 55.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 55.4 | |
| Total | 354 | 55.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001423282] | |
| 13F-HR | [0001753271] |
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|---|---|---|
|
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