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| Happy Holidays!! thanks for using AUM13F!! |
| Range Financial Group LLC
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| CRD # | 290001 |
| SEC # | 801-119404 |
| CIK # | 0001928635, 0002072545 |
| AUM | $321.1 M (2025-04-02) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 503-482-4400 |
| Address | 7307 SW Beveland St Tigard, OR 97223 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.5 | ||
| Royal Caribbean Cruises Ltd | 6.1 | ||
| Seagate Technology PLC | 4.7 | ||
| Priceline Com Inc | 4.5 | ||
| Philip Morris International Inc | 4.5 | ||
| Lilly Eli & Co | 3.9 | ||
| Palantir Technologies Inc | 3.8 | ||
| Netflix Inc | 3.7 | ||
| Home Depot Inc | 3.6 | ||
| McDonalds Corp | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 77.4 |
| (b) Individuals (high net worth individuals) | 118 | 235.7 |
| (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 | 3 | 7.2 |
| (h) Charitable organizations | 1 | 0.7 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,188 | 321.1 |
| By Discretionary | ||
| Discretionary | 1,185 | 313.8 |
| Non-Discretionary | 3 | 7.2 |
| Total | 1,188 | 321.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 321.1 | |
| Total | 1,188 | 321.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001928635] | |
| D | [0002072545] |
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