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| Happy Holidays!! thanks for using AUM13F!! |
| Second Line Capital LLC
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| CRD # | 324386 |
| SEC # | 801-127790 |
| CIK # | 0001992879 |
| AUM | $723.0 M (2025-03-27) |
| Employees | 23 (91% Investors, 17% Brokers) |
| Phone | 504-321-0923 |
| Address | 2800 Veterans Memorial Blvd Metairie, LA 70002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001992879 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 10.0 | ||
| Applovin Corp | 9.5 | ||
| Microsoft Corp | 8.8 | ||
| Facebook Inc | 7.7 | ||
| Nvidia Corp | 6.8 | ||
| J P Morgan Chase & Co | 6.5 | ||
| Apple Inc | 5.6 | ||
| Amazon Com Inc | 5.0 | ||
| Exxon Mobil Corp | 4.8 | ||
| Wal Mart Stores Inc | 4.3 | ||
| VISA Inc | 3.9 | ||
| Quanta Services Inc | 3.8 | ||
| Celestica Inc | 3.7 | ||
| Verve Ventures Inc | 3.7 | ||
| American Tower Corp /MA/ | 3.7 | ||
| Ocular Therapeutix Inc | 3.6 | ||
| Marvell Technology Inc | 3.5 | ||
| Progressive Corp/Oh/ | 3.5 | ||
| Broadridge Financial Solutions Inc | 3.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 973 | 189.5 |
| (b) Individuals (high net worth individuals) | 279 | 321.4 |
| (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 | 80 | 172.5 |
| (h) Charitable organizations | 3 | 0.3 |
| (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 | 43 | 36.5 |
| (n) Other | 7 | 2.9 |
| Total | 2,502 | 723.0 |
| By Discretionary | ||
| Discretionary | 2,502 | 723.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,502 | 723.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 723.0 | |
| Total | 2,502 | 723.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001992879] |
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|---|---|---|
|
Goehring & Rozencwajg Associates LLC
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NY | 0.7 |
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Torray Investment Partners LLC
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MD | 0.7 |
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Nesteggs Retirement Plan Services Inc
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FL | 0.7 |
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Trubee Wealth Advisors Inc
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NY | 0.7 |
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Park Place Capital Corporation
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AL | 0.7 |
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Atlas Wealth LLC
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OH | 0.7 |
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AssetBuilder Inc
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TX | 0.7 |
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New World Advisors LLC
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MA | 0.7 |
|
Harfst and Associates Inc
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WY | 0.7 |
|
Benchmark Financial Wealth Advisors LLC
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FL | 0.7 |