MAIN MANAGEMENT LLC Top 13F Holdings - WhaleWisdom.com

MAIN MANAGEMENT LLC Top 13F Holdings - WhaleWisdom.com

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Main Management is based out of San Francisco. Main Management is a hedge fund with 219 clients and discretionary assets under management (AUM) of $1,249,196,485 (Form ADV …

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MAIN MANAGEMENT ETF ADVISORS, LLC Top 13F Holdings

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Jun 30, 2024  · Main Management ETF Advisors is a large advisory firm with 3 clients and discretionary assets under management (AUM) of $1,723,830,486 (Form ADV from 2024-03 …

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MAIN MANAGEMENT FUND ADVISORS LLC Top 13F Holdings

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Jun 30, 2024  · Main Management Fund Advisors is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $370,451,185 (Form ADV from 2024-03 …

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B&L ASSET MANAGEMENT LLC Top 13F Holdings

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Sep 30, 2024  · B&L Asset Management is based out of Boston. Their last reported 13F filing for Q3 2024 included $158,113,284 in managed 13F securities and a top 10 holdings …

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DIVERSIFIED ENTERPRISES, LLC Top 13F Holdings

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Sep 30, 2024  · Diversified Enterprises is a large advisory firm with 1491 clients and discretionary assets under management (AUM) of $1,446,509,912 (Form ADV from 2024-10-14). Their last …

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BROPHY WEALTH MANAGEMENT, LLC Top 13F Holdings

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Sep 30, 2024  · Brophy Wealth Management is based out of Bedford. Their last reported 13F filing for Q3 2024 included $279,409,973 in managed 13F securities and a top 10 holdings …

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CANNON WEALTH MANAGEMENT SERVICES, LLC Top 13F …

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Sep 30, 2024  · Cannon Wealth Management Services is a large advisory firm with 396 clients and discretionary assets under management (AUM) of $172,008,221 (Form ADV from 2024-03 …

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WATERWAY WEALTH MANAGEMENT, LLC Top 13F Holdings

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Waterway Wealth Management is a large advisory firm with 304 clients and discretionary assets under management (AUM) of $566,878,129 (Form ADV from 2024-06-24). Their last reported …

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LPL FINANCIAL LLC Top 13F Holdings - WhaleWisdom.com

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Sep 30, 2024  · LPL Financial is based out of San Diego. LPL Financial is a large advisory firm with 1374922 clients and discretionary assets under management (AUM) of $462,816,589,215 …

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LEGACY WEALTH MANAGMENT, LLC Top 13F Holdings

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Sep 30, 2024  · Legacy Wealth Managment is based out of Boise. Their last reported 13F filing for Q3 2024 included $171,503,312 in managed 13F securities and a top 10 holdings …

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FIRST EAGLE INVESTMENT MANAGEMENT, LLC Top 13F Holdings

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Their last reported 13F filing for Q3 2024 included $48,607,373,247 in managed 13F securities and a top 10 holdings concentration of 32.72%. First Eagle Investment Management's largest …

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PASSAIC PARTNERS LLC Top 13F Holdings - WhaleWisdom.com

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Passaic Partners is based out of Newark. Passaic Partners is a hedge fund with 12 clients and discretionary assets under management (AUM) of $1,268,372,594 (Form ADV from 2024-03 …

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PRUCO SECURITIES, LLC. Top 13F Holdings - WhaleWisdom.com

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Pruco Securities is a large advisory firm with 113575 clients and discretionary assets under management (AUM) of $4,021,144,054 (Form ADV from 2024-06-18). Business Description …

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PRUDENTIAL FINANCIAL INC Top 13F Holdings - WhaleWisdom.com

1 week from now

Prudential Financial is based out of Newark. Prudential Financial is a large advisory firm Their last reported 13F filing for Q2 2024 included $66,606,645,637 in managed 13F securities and a …

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PGIM, INC. Top 13F Holdings - WhaleWisdom.com

1 week from now

Pgim is a hedge fund with 672 clients and discretionary assets under management (AUM) of $1,010,455,663,027 (Form ADV from 2024-03-29). Whalewisdom has at least 1 13D filings, …

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