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| Happy Holidays!! thanks for using AUM13F!! |
| Vaughan and Company Securities Inc
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| CRD # | 18826 |
| SEC # | 801-118757 |
| CIK # | 0000805870 |
| AUM | $280.0 M (2025-02-18) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 201-444-1361 |
| Address | 68 Passaic Street Ridgewood, NJ 07450-9901 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.2 | ||
| Philip Morris International Inc | 1.5 | ||
| International Business Machines Corp | 1.0 | ||
| CVS Caremark Corp | 0.9 | ||
| Verizon Communications Inc | 0.8 | ||
| Bank of Montreal /Can/ | 0.8 | ||
| Valley National Bancorp | 0.8 | ||
| VICI Properties Inc | 0.7 | ||
| Brookfield Infrastructure Corp | 0.7 | ||
| OGE Energy Corp | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 70.0 |
| (b) Individuals (high net worth individuals) | 60 | 180.0 |
| (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 | 10 | 30.0 |
| (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 | 458 | 280.0 |
| By Discretionary | ||
| Discretionary | 448 | 180.0 |
| Non-Discretionary | 10 | 100.0 |
| Total | 458 | 280.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 279.8 | |
| Total | 458 | 280.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000805870] |
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