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| Happy Holidays!! thanks for using AUM13F!! |
| Semmax Financial Advisors Inc
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| CRD # | 144978 |
| SEC # | 801-110932 |
| CIK # | 0001767301 |
| AUM | $395.3 M (2025-03-21) |
| Employees | 18 (39% Investors, 0% Brokers) |
| Phone | 336-856-0080 |
| Address | 1447 Trade Mart Blvd Winstonsalem, NC 27127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767301 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 9.9 | ||
| Microsoft Corp | 7.6 | ||
| Facebook Inc | 7.2 | ||
| Exxon Mobil Corp | 7.1 | ||
| Priceline Com Inc | 6.8 | ||
| Wells Fargo & Co/MN | 6.4 | ||
| Enbridge Inc | 6.2 | ||
| Alphabet Inc | 6.1 | ||
| Philip Morris International Inc | 5.8 | ||
| Amazon Com Inc | 5.7 | ||
| Starbucks Corp | 5.7 | ||
| Schwab Charles Corp | 5.7 | ||
| Air Products & Chemicals Inc /DE/ | 5.5 | ||
| Duke Energy Corp | 5.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.2 | ||
| Lamar Advertising Co/New | 5.1 | ||
| BlackRock Inc | 4.9 | ||
| Medtronic Holdings Ltd | 4.8 | ||
| General Dynamics Corp | 4.8 | ||
| Entergy Corp /DE/ | 4.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 686 | 121.5 |
| (b) Individuals (high net worth individuals) | 92 | 273.8 |
| (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 | 2,007 | 395.3 |
| By Discretionary | ||
| Discretionary | 2,007 | 395.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,007 | 395.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 395.3 | |
| Total | 2,007 | 395.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767301] |
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