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| Texas Yale Capital Corp
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| |
|---|---|
| CRD # | 126992 |
| SEC # | 801-64116 |
| CIK # | 0001332342 |
| AUM | $3.5 BB (2024-03-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 727-823-0006 |
| Address | 6475 1st Ave South St Petersburg, FL 33707 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| JBL | 7.5 | 0.7 | |
| CTAS | 38.0 | 0.1 | |
| EPD | 54.0 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| HD | 277.6 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| ET | 31.9 | 0.0 | |
| NKE | 161.8 | 0.0 | |
| BX | 69.1 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 101 | 3.5 |
| (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 | 101 | 3.5 |
| By Discretionary | ||
| Discretionary | 101 | 3.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 101 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 101 | 3.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001332342] |
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|---|---|---|
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Strategic Wealth Partners Group LLC
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|
IL | 3.5 |
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SC | 3.4 |