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| Washburn Capital Management Inc
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|
|---|---|
| CRD # | 125708 |
| SEC # | 801-112874 |
| CIK # | 0001793923 |
| AUM | $186.6 MM (2023-03-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 772-564-7291 |
| Address | 70 Royal Palm Pointe Vero Beach, FL 32960 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.5 | |
| V | 419,260.5 | 2.5 | |
| MSFT | 1,918,222.4 | 2.2 | |
| NVDA | 399,550.0 | 1.9 | |
| ABBV | 269,466.6 | 1.7 | |
| UNH | 477,004.0 | 1.6 | |
| HD | 277,648.0 | 1.4 | |
| COST | 207,576.9 | 1.2 | |
| MS | 136,724.0 | 1.2 | |
| AMZN | 1,092,997.8 | 1.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 42.6 |
| (b) Individuals (high net worth individuals) | 52 | 134.4 |
| (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 | 6.9 |
| (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 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 454 | 186.6 |
| By Discretionary | ||
| Discretionary | 454 | 186.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 454 | 186.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.6 | |
| Total | 454 | 186.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001793923] |
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|---|---|---|
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|
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