|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| RD Lewis Holdings Inc
✚
|
|
|---|---|
| CRD # | 156073 |
| SEC # | 801-119654 |
| CIK # | 0002046179 |
| AUM | $215.3 M (2025-03-19) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 407-446-3737 |
| Address | 253 North Orlando Avenue Maitland, FL 32751 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002046179 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taser International Inc | 5.3 | ||
| Amazon Com Inc | 4.3 | ||
| Wal Mart Stores Inc | 4.1 | ||
| Apple Inc | 3.6 | ||
| Nvidia Corp | 3.4 | ||
| Microsoft Corp | 3.3 | ||
| VISA Inc | 3.1 | ||
| McDonalds Corp | 3.0 | ||
| Costco Wholesale Corp /NEW | 2.8 | ||
| Netflix Inc | 2.7 | ||
| Alphabet Inc | 2.6 | ||
| EOG Resources Inc | 2.3 | ||
| ENI Spa | 2.3 | ||
| American Electric Power Co Inc | 2.2 | ||
| Caterpillar Inc | 2.2 | ||
| Atmos Energy Corp | 2.0 | ||
| Commercial Metals Co | 2.0 | ||
| Martin Marietta Materials Inc | 2.0 | ||
| Walt Disney Co | 1.8 | ||
| Mastercard Inc | 1.8 | ||
| Consolidated Edison Inc | 1.7 | ||
| Verizon Communications Inc | 1.7 | ||
| Lilly Eli & Co | 1.7 | ||
| Extra Space Storage Inc | 1.7 | ||
| Canadian Natural Resources Ltd | 1.6 | ||
| Linde PLC | 1.5 | ||
| Abbott Laboratories | 1.5 | ||
| Chevron Corp | 1.5 | ||
| Deere & Co | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 95.4 |
| (b) Individuals (high net worth individuals) | 96 | 119.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 838 | 215.3 |
| By Discretionary | ||
| Discretionary | 838 | 215.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 838 | 215.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.3 | |
| Total | 838 | 215.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002046179] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Deane Retirement Strategies Inc
✚
|
LA | 0.2 |
|
Chancellor Financial Group LP
✚
|
PA | 0.2 |
|
Tempo Wealth LLC
✚
|
OH | 0.2 |
|
Wealth Advisors Group LLC
✚
|
IA | 0.2 |
|
Capital Advisory Group Inc
✚
|
TX | 0.2 |
|
McBroom & Associates LLC
✚
|
NV | 0.2 |
|
Davidson Kahn Capital Management LLC
✚
|
CA | 0.2 |
|
Cutter Financial Group LLC
✚
|
MA | 0.2 |
|
Prevail Wealth Management LLC
✚
|
WA | 0.2 |
|
Conscious Wealth Investments LLC
✚
|
0.2 |