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| Happy Holidays!! thanks for using AUM13F!! |
| Slagle Financial LLC
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| CRD # | 149976 |
| SEC # | 801-113986 |
| CIK # | 0001984918 |
| AUM | $315.0 M (2025-03-21) |
| Employees | 21 (33% Investors, 0% Brokers) |
| Phone | 618-692-1657 |
| Address | 419 St Louis Street Edwardsville, IL 62025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001984918 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.9 | ||
| Apple Inc | 11.0 | ||
| Microsoft Corp | 9.0 | ||
| J P Morgan Chase & Co | 6.5 | ||
| Coca Cola Co | 6.3 | ||
| Broadcom Inc | 5.1 | ||
| Exxon Mobil Corp | 4.9 | ||
| PepsiCo Inc | 4.7 | ||
| VISA Inc | 4.6 | ||
| Altria Group Inc | 4.6 | ||
| Microchip Technology Inc | 4.5 | ||
| Cisco Systems Inc | 4.4 | ||
| Chevron Corp | 4.4 | ||
| Hershey Co | 4.4 | ||
| International Business Machines Corp | 4.3 | ||
| Wells Fargo & Co/MN | 4.1 | ||
| Philip Morris International Inc | 3.8 | ||
| CME Group Inc | 3.5 | ||
| Bank of America Corp /DE/ | 3.4 | ||
| Oasis Petroleum Inc | 3.2 | ||
| EOG Resources Inc | 3.2 | ||
| Lockheed Martin Corp | 3.2 | ||
| Blackstone Group LP | 3.1 | ||
| US Bancorp de | 3.0 | ||
| Southern Co | 2.9 | ||
| Realty Income Corp | 2.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,362 | 305.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 33 | 6.5 |
| (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 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,992 | 315.0 |
| By Discretionary | ||
| Discretionary | 2,992 | 315.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,992 | 315.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.0 | |
| Total | 2,992 | 315.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001984918] |
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