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| Happy Holidays!! thanks for using AUM13F!! |
| RWQ Financial Management Services Inc
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| CRD # | 297541 |
| SEC # | 801-120734 |
| CIK # | 0001846544 |
| AUM | $255.7 M (2025-05-30) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 732-600-5557 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001846544 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 22.9 | ||
| General Electric Co | 21.9 | ||
| Netflix Inc | 21.7 | ||
| Amazon Com Inc | 20.6 | ||
| Facebook Inc | 19.3 | ||
| Nvidia Corp | 18.8 | ||
| Tesla Motors Inc | 16.4 | ||
| J P Morgan Chase & Co | 16.3 | ||
| Constellation Energy Corp | 12.2 | ||
| Broadcom Inc | 11.4 | ||
| CrowdStrike Holdings Inc | 10.8 | ||
| Alphabet Inc | 9.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.2 | ||
| Palantir Technologies Inc | 5.6 | ||
| ALTC Acquisition Corp | 5.5 | ||
| Advanced Micro Devices Inc | 5.0 | ||
| Coinbase Global Inc | 4.2 | ||
| GE Vernova Inc | 1.9 | ||
| Goldman Sachs Group Inc | 1.9 | ||
| Coreweave Inc | 1.8 | ||
| Apple Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 44.4 |
| (b) Individuals (high net worth individuals) | 133 | 205.4 |
| (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 | 4 | 5.9 |
| (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 | 322 | 255.7 |
| By Discretionary | ||
| Discretionary | 322 | 255.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 322 | 255.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.7 | |
| Total | 322 | 255.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846544] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Freeman Will & Niemeier Inc
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|
IN | 0.3 |
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Heritage Asset Advisors Ltd LLP
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0.3 | |
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Opinicus Capital Inc
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FL | 0.3 |
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Bull Street Advisors LLC
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GA | 0.3 |
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Huber Weakland & Associates Inc
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MD | 0.3 |
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FIG Wealth LLC
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CA | 0.3 |
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Wela Strategies Inc
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GA | 0.3 |
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Birchcreek Wealth Management LLC
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OH | 0.3 |
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BURK Holdings LLC
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OK | 0.3 |
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Cauble & Harre Wealth Management Inc
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|
MO | 0.3 |