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| Happy Holidays!! thanks for using AUM13F!! |
| Washburn Capital Management Inc
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| CRD # | 125708 |
| SEC # | 801-112874 |
| CIK # | 0001793923 |
| AUM | $237.3 M (2025-02-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 772-564-7291 |
| Address | 70 Royal Palm Pointe Vero Beach, FL 32960 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.4 | ||
| Microsoft Corp | 4.5 | ||
| Facebook Inc | 4.1 | ||
| VISA Inc | 3.6 | ||
| Amazon Com Inc | 3.3 | ||
| Costco Wholesale Corp /NEW | 3.1 | ||
| Apple Inc | 3.1 | ||
| GE Vernova Inc | 2.4 | ||
| Palo Alto Networks Inc | 2.0 | ||
| Lilly Eli & Co | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 41.1 |
| (b) Individuals (high net worth individuals) | 65 | 183.8 |
| (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 | 3 | 8.5 |
| (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 | 4 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 513 | 237.3 |
| By Discretionary | ||
| Discretionary | 513 | 237.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 513 | 237.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.3 | |
| Total | 513 | 237.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001793923] |
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