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| Happy Holidays!! thanks for using AUM13F!! |
| Washington Crossing Advisors LLC
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| CRD # | 281511 |
| SEC # | 801-108807 |
| CIK # | 0001725950 |
| AUM | $2.1 B (2025-06-10) |
| Employees | 10 (50% Investors, 50% Brokers) |
| Phone | 973-549-4052 |
| Address | 305 Madison Avenue Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 3.6 | ||
| Nvidia Corp | 2.9 | ||
| Apple Inc | 2.3 | ||
| Amazon Com Inc | 1.9 | ||
| Broadcom Inc | 1.4 | ||
| VISA Inc | 1.3 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| Wal Mart Stores Inc | 1.0 | ||
| Facebook Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,313 | 1.7 |
| (b) Individuals (high net worth individuals) | 51 | 0.2 |
| (c) Banking or thrift institutions | 6 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 23 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 64 | 0.1 |
| (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 | 15 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,476 | 2.1 |
| By Discretionary | ||
| Discretionary | 3,476 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,476 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3,476 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001725950] |
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|---|---|---|
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Foster Victor Wealth Advisors LLC
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SC | 2.2 |
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Woodley Farra Manion Portfolio Management Inc
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IN | 2.1 |
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CT | 2.1 |
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DDD Partners LLC
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TX | 2.1 |
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Bridgewater Advisors Inc
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|
CornerStone Investment Partners LLC
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GA | 2.1 |
|
Ausdal Financial Partners Inc
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IA | 2.1 |
|
RKL Wealth Management LLC
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PA | 2.1 |
|
Creativeone Securities LLC
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KS | 2.1 |