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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Proffitt & Goodson Inc
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|---|---|
| CRD # | 105278 |
| SEC # | 801-28292 |
| CIK # | 0001123812 |
| AUM | $680.2 M (2025-03-31) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 865-584-1850 |
| Address | 4800 Old Kingston Pike, Ste 200 Knoxville, TN 37919-6424 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.6 | ||
| Global MOFY Metaverse Ltd | 4.7 | ||
| Nvidia Corp | 4.6 | ||
| Apple Inc | 4.2 | ||
| Amazon Com Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 32.4 |
| (b) Individuals (high net worth individuals) | 149 | 610.2 |
| (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 | 12.6 |
| (h) Charitable organizations | 6 | 24.3 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 838 | 680.2 |
| By Discretionary | ||
| Discretionary | 809 | 663.7 |
| Non-Discretionary | 29 | 16.5 |
| Total | 838 | 680.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 680.2 | |
| Total | 838 | 680.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001123812] |
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KFA Private Wealth Group LLC
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VA | 0.7 |
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Transatlantique Private Wealth LLC
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