|
⚲
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| Prio Wealth Limited Partnership
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| |
|---|---|
| CRD # | 105058 |
| SEC # | 801-31805 |
| CIK # | 0001008929 |
| AUM | $3.7 BB (2024-02-20) |
| Employees | 28 (50% Investors, 0% Brokers) |
| Phone | 617-224-1900 |
| Address | Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.3 | |
| MSFT | 1,918.2 | 0.2 | |
| NVDA | 399.6 | 0.2 | |
| AVGO | 201.3 | 0.2 | |
| GOOG | 1,482.6 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| WMT | 335.4 | 0.1 | |
| JPM | 340.2 | 0.1 | |
| META | 434.9 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 0.1 |
| (b) Individuals (high net worth individuals) | 464 | 3.1 |
| (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 | 8 | 0.0 |
| (h) Charitable organizations | 33 | 0.4 |
| (i) State or municipal government entities | 1 | 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 | 11 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,765 | 3.7 |
| By Discretionary | ||
| Discretionary | 1,765 | 3.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,765 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 3.7 | |
| Total | 1,765 | 3.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001008929] |
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|---|---|---|
|
Clearwater Advisors LLC
✚
|
ID | 3.8 |
|
Bowen Hanes & Co Inc
✚
|
FL | 3.8 |
|
BPS Capital Management Inc
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|
MN | 3.8 |
|
Dunham & Associates Investment Counsel Inc
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|
CA | 3.8 |
|
New Frontier Advisors LLC
✚
|
MA | 3.7 |
|
Pacific Financial Group Inc
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|
WA | 3.7 |
|
Hood River Capital Management LLC
✚
|
FL | 3.7 |
|
Destination Wealth Management
✚
|
CA | 3.7 |
|
Shapiro Capital Management LLC
✚
|
GA | 3.7 |
|
Nicolet Advisory Services LLC
✚
|
WI | 3.7 |