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| Walsky Investment Management Inc
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|---|---|
| CRD # | 106991 |
| SEC # | 801-124822 |
| CIK # | 0002110046 |
| AUM | $130.2 M (2026-03-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-670-6918 |
| Address | 2650 Westview Drive Wyomissing, PA 19610-1187 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002110046 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.5 | ||
| Lilly Eli & Co | 5.2 | ||
| Visa Inc | 5.1 | ||
| McDonalds Corp | 4.0 | ||
| Johnson & Johnson | 3.9 | ||
| Air Products & Chemicals Inc /DE/ | 3.6 | ||
| Procter & Gamble Co | 3.3 | ||
| Union Pacific Corp | 3.3 | ||
| Southern Co | 3.3 | ||
| Texas Instruments Inc | 3.1 | ||
| PNC Financial Services Group Inc | 3.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.9 | ||
| Honeywell International Inc | 2.8 | ||
| Colgate Palmolive Co | 2.8 | ||
| J P Morgan Chase & Co | 2.8 | ||
| UGI Corp /PA/ | 2.7 | ||
| McGraw-Hill Companies Inc | 2.7 | ||
| State Street Corp | 2.6 | ||
| Alphabet Inc | 2.5 | ||
| Apple Inc | 2.5 | ||
| Abbott Laboratories | 2.1 | ||
| Eaton Corp Ltd | 2.0 | ||
| Merck & Co Inc | 2.0 | ||
| Novartis AG | 1.6 | ||
| Lowes Companies Inc | 1.5 | ||
| PepsiCo Inc | 1.5 | ||
| Amgen Inc | 1.5 | ||
| Emerson Electric Co | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 22.2 |
| (b) Individuals (high net worth individuals) | 40 | 99.0 |
| (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 | 2 | 6.1 |
| (h) Charitable organizations | 2 | 1.7 |
| (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 | 2 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 234 | 130.2 |
| By Discretionary | ||
| Discretionary | 234 | 130.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 234 | 130.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.2 | |
| Total | 234 | 130.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110046] |
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|---|---|---|
|
Conscious Capital Wealth Management LLC
✚
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OH | 0.1 |
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0.1 | |
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IL | 0.1 |
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Infinity Advisory Group LLC
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QFC Advisory LLC
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TN | 0.1 |
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Revalue LLC
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Foster Point Capital LLC
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0.1 |