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| Happy Holidays!! thanks for using AUM13F!! |
| Widmann Financial Services Inc
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| CRD # | 289106 |
| SEC # | 801-111962 |
| CIK # | 0001906640 |
| AUM | $385.7 M (2025-03-21) |
| Employees | 14 (64% Investors, 43% Brokers) |
| Phone | 301-262-2919 |
| Address | 4321 Northview Drive Bowie, MD 20716 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.0 | ||
| Apple Inc | 5.8 | ||
| International Business Machines Corp | 4.4 | ||
| Exxon Mobil Corp | 3.7 | ||
| McDonalds Corp | 2.9 | ||
| Home Depot Inc | 2.6 | ||
| Johnson & Johnson | 2.4 | ||
| United Technologies Corp /DE/ | 2.4 | ||
| Procter & Gamble Co | 2.3 | ||
| Nvidia Corp | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 410 | 162.3 |
| (b) Individuals (high net worth individuals) | 99 | 212.0 |
| (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 | 4.4 |
| (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 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,020 | 385.7 |
| By Discretionary | ||
| Discretionary | 1,019 | 384.6 |
| Non-Discretionary | 1 | 1.1 |
| Total | 1,020 | 385.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.7 | |
| Total | 1,020 | 385.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906640] |
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