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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) |
|---|
| CIK | Period |
|---|---|
| 0001793923 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 3.5 | |
| VISA Inc | 419,260.5 | 2.5 | |
| Microsoft Corp | 1,918,222.4 | 2.2 | |
| Nvidia Corp | 399,550.0 | 1.9 | |
| AbbVie Inc | 269,466.6 | 1.7 | |
| UnitedHealth Group Inc | 477,004.0 | 1.6 | |
| Home Depot Inc | 277,648.0 | 1.4 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 1.2 | |
| Morgan Stanley | 136,724.0 | 1.2 | |
| Amazon Com Inc | 1,092,997.8 | 1.1 | |
| Chevron Corp | 294,604.1 | 1.0 | |
| Alphabet Inc | 1,482,566.4 | 1.0 | |
| Johnson & Johnson | 465,600.2 | 0.8 | |
| Tesla Motors Inc | 723,390.3 | 0.7 | |
| Devon Energy Corp/DE | 39,243.6 | 0.7 | |
| Lilly Eli & Co | 301,789.7 | 0.7 | |
| Idexx Laboratories Inc /DE | 29,336.2 | 0.6 | |
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| 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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