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| Happy Holidays!! thanks for using AUM13F!! |
| Signalpoint Asset Management LLC
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| CRD # | 147578 |
| SEC # | 801-69394 |
| CIK # | 0001566414 |
| AUM | $522.3 M (2024-11-27) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 417-869-9980 |
| Address | 1201 E Walnut Street Springfield, MO 65802 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| O Reilly Automotive Inc | 60.1 | |
| Apple Inc | 42.5 | |
| Wal Mart Stores Inc | 8.8 | |
| Microsoft Corp | 8.4 | |
| Nvidia Corp | 7.7 | |
| Amazon Com Inc | 7.1 | |
| Alphabet Inc | 4.5 | |
| Alphabet Inc | 4.0 | |
| ZAIS Financial Corp | 3.1 | |
| Exxon Mobil Corp | 2.9 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 393 | 93.6 |
| (b) Individuals (high net worth individuals) | 133 | 417.4 |
| (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 | 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 | 10 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,512 | 522.3 |
| By Discretionary | ||
| Discretionary | 1,496 | 514.7 |
| Non-Discretionary | 16 | 7.5 |
| Total | 1,512 | 522.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 522.3 | |
| Total | 1,512 | 522.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001566414] | |
| D | [0001566414] |
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|---|---|---|
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Harvey Capital Management Inc
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|
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