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| Happy Holidays!! thanks for using AUM13F!! |
| The Kieckhefer Group
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| CRD # | 331128 |
| SEC # | 801-130293 |
| CIK # | 0002051613 |
| AUM | $184.6 M (2025-03-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 414-704-3826 |
| Address | 1323 W Towne Square Road Mequon, WI 53092-5047 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002051613 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 76.1 | ||
| Palantir Technologies Inc | 20.7 | ||
| Exxon Mobil Corp | 7.7 | ||
| Netflix Inc | 7.1 | ||
| Intuitive Surgical Inc | 5.9 | ||
| Babcock & Wilcox Co | 5.1 | ||
| GS Acquisition Holdings Corp | 4.7 | ||
| Cheniere Energy Inc | 4.6 | ||
| Denali Holding Inc | 4.2 | ||
| Hewlett Packard Enterprise Co | 4.2 | ||
| Archer Daniels Midland Co | 2.4 | ||
| Archimedes Tech SPAC Partners Co | 1.9 | ||
| Gigcapital4 Inc | 1.8 | ||
| Copart Inc | 1.7 | ||
| NRG Energy Inc | 1.5 | ||
| Samsara Inc | 1.2 | ||
| Valero Energy Corp/Tx | 1.2 | ||
| Tempur Pedic International Inc | 1.2 | ||
| Ferguson Enterprises Inc /DE/ | 0.9 | ||
| Apple Inc | 0.7 | ||
| Draganfly Inc | 0.6 | ||
| Amazon Com Inc | 0.6 | ||
| Devon Energy Corp/DE | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 11.8 |
| (b) Individuals (high net worth individuals) | 29 | 172.8 |
| (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 | 150 | 184.6 |
| By Discretionary | ||
| Discretionary | 150 | 184.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 150 | 184.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.6 | |
| Total | 150 | 184.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002051613] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Optimize Financial Inc
✚
|
CA | 0.2 |
|
Treetop Wealth Management LLC
✚
|
IL | 0.2 |
|
Kenneth Frenke & Co Inc
✚
|
NC | 0.2 |
|
Kinetic Wealth Investment Advisors LLC
✚
|
OH | 0.2 |
|
Evansbrook LLC
✚
|
0.2 | |
|
Future Financial Wealth Management Group LLC
✚
|
OH | 0.2 |
|
Client First Investment Management LLC
✚
|
WI | 0.2 |
|
Sheridan Capital Management LLC
✚
|
CA | 0.2 |
|
Everest Wealth Management LLC
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|
KS | 0.2 |
|
Frazier Financial Consultants LLC
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|
NC | 0.2 |