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WD Rutherford LLC
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CRD # | 167545 |
SEC # | 801-117368 |
CIK # | 0001841015 |
AUM | $173.4 MM (2024-07-09) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 503-452-1210 |
Address | 10300 SW Greenburg Road Portland, OR 97223 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 16.1 | |
MSFT | 1,918,222.4 | 7.8 | |
AAPL | 2,382,844.0 | 7.0 | |
GOOGL | 1,475,138.5 | 5.7 | |
AMZN | 1,092,997.8 | 5.5 | |
COST | 207,576.9 | 5.4 | |
ANET | 29,365.2 | 5.3 | |
CRWD | 40,424.6 | 5.3 | |
AMD | 131,458.5 | 4.9 | |
JPM | 340,169.2 | 4.7 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 16 | 7.6 |
(b) Individuals (high net worth individuals) | 42 | 145.8 |
(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 | 1 | 18.0 |
(g) Pension and profit sharing plans | 3 | 1.9 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 1 | 0.1 |
(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 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 114 | 173.4 |
By Discretionary | ||
Discretionary | 114 | 173.4 |
Non-Discretionary | 0 | 0.0 |
Total | 114 | 173.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 173.4 | |
Total | 114 | 173.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001841015] |
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Approach Retirement Advisors LLC
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AL | 0.2 |
The Holben Group LLC
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CO | 0.2 |
DH Hill Advisors Inc
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Keene & Associates Inc
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TX | 0.2 |
Sunstate Wealth Management LLC
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FL | 0.2 |
Robinson Value Management Ltd
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TX | 0.2 |
Brown Wealth Management LLC
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IL | 0.2 |
Terraform Wealth LLC
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TX | 0.2 |
Kohlhepp Investment Advisors Ltd
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|
PA | 0.2 |
ACME Jack Investments LLC
✚
|
OH | 0.2 |