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| Happy Holidays!! thanks for using AUM13F!! |
| RPG Investment Advisory LLC
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| CRD # | 172173 |
| SEC # | 801-80481 |
| CIK # | 0001666664, 0000166666 |
| AUM | $858.5 M (2025-01-15) |
| Employees | 9 (22% Investors, 0% Brokers) |
| Phone | 925-384-0071 |
| Address | 6600 Koll Center Pkwy Pleasanton, CA 94566 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001666664 0000166666 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 59.3 | |
| Microsoft Corp | 30.8 | |
| Amazon Com Inc | 29.4 | |
| Alphabet Inc | 29.2 | |
| Palantir Technologies Inc | 27.7 | |
| Super Micro Computer Inc | 25.1 | |
| Apple Inc | 25.1 | |
| Quanta Services Inc | 23.5 | |
| United Technologies Corp /DE/ | 23.4 | |
| Babcock & Wilcox Co | 22.5 | |
| Fortinet Inc | 22.4 | |
| Granite Construction Inc | 22.2 | |
| Cloudflare Inc | 22.0 | |
| ServiceNow Inc | 20.3 | |
| Advanced Micro Devices Inc | 18.8 | |
| Tyco International Ltd /Ber/ | 18.4 | |
| Intuitive Surgical Inc | 18.0 | |
| Xylem Inc | 17.3 | |
| Chevron Corp | 16.6 | |
| Powell Industries Inc | 16.5 | |
| Freeport McMoran Copper & Gold Inc | 14.6 | |
| International Business Machines Corp | 14.5 | |
| Harris Corp /DE/ | 14.1 | |
| Zscaler Inc | 13.9 | |
| Medtronic Holdings Ltd | 13.6 | |
| J P Morgan Chase & Co | 13.2 | |
| Salesforce Com Inc | 13.2 | |
| Stratasys Ltd | 12.7 | |
| Goldman Sachs Group Inc | 11.8 | |
| Cisco Systems Inc | 10.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 899 | 858.5 |
| (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 | 899 | 858.5 |
| By Discretionary | ||
| Discretionary | 899 | 858.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 899 | 858.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 858.5 | |
| Total | 899 | 858.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001666664] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lugano Financial Advisors Sa
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|
0.9 | |
|
Maryland Financial Group Inc
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|
0.9 | |
|
The Pacific Center for Financial Services
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CA | 0.9 |
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Altiora Financial Group LLC
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|
0.9 | |
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Aufman Associates Inc
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PA | 0.9 |
|
Pettyjohn Wood & White Inc
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VA | 0.9 |
|
Baseline Wealth Management Ltd
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|
0.9 | |
|
Jamison Private Wealth Management Inc
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|
GA | 0.9 |
|
Avion Wealth LLC
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|
TX | 0.8 |
|
JLB & Associates Inc
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|
MI | 0.8 |