MCHUGH GROUP, LLC Top 13F Holdings - WhaleWisdom.com

MCHUGH GROUP, LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Mchugh Group is a large advisory firm with 38 clients and discretionary assets under management (AUM) of $279,545,850 (Form ADV from 2024-12-11). Their last reported 13F …

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McHugh Group, LLC 13F Filings

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McHugh Group, LLC reported 68 holdings with total value $134 M as of Q4 2024. Top holdings included NVDA, SPY, MSFT, BRK-B, and AAPL. McHugh Group, LLC 13F Portfolio Filings …

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McHugh Group, Current Portfolio, 13F Holdings (2025-01-27)

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Past Performances and the history of Asset Under Management McHugh Group, LLC. Current Holdings: 68Stocks Top holdings: NVDA(12.76%) SPY(11.68%) MSFT(8.18%) BRK.B(7.94%) …

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McHugh Group, LLC Q4 2024 13F Top Portfolio Holdings

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Dec 31, 2024  · McHugh Group, LLC reported 68 holdings with total value $134 M as of Q4 2024. Top holdings included NVDA, SPY, MSFT, BRK-B, and AAPL. McHugh Group, LLC ... Num …

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Terry McHugh - McHugh Group LLC - Form 13F Portfolio Holdings ...

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List of top 200 securities held by McHugh Group LLC: Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 …

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M3 ADVISORY GROUP, LLC Top 13F Holdings - WhaleWisdom.com

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M3 Advisory Group is based out of Needham Heights. M3 Advisory Group is a large advisory firm with 300 clients and discretionary assets under management (AUM) of $235,000,000 (Form …

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EXECUTIVE WEALTH GROUP LLC Top 13F Holdings

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Executive Wealth Group is based out of Kirkland. Executive Wealth Group is a large advisory firm with 86 clients and discretionary assets under management (AUM) of $394,451,722 (Form …

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ADG WEALTH MANAGEMENT GROUP, LLC Top 13F Holdings

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Dec 31, 2024  · ADG Wealth Management Group is a large advisory firm with 573 clients and discretionary assets under management (AUM) of $221,621,048 (Form ADV from 2024-03 …

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FORTRESS FINANCIAL GROUP, LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Fortress Financial Group is a large advisory firm with 288 clients and discretionary assets under management (AUM) of $250,759,876 (Form ADV from 2024-07-23). Their last …

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CUSHING CAPITAL PARTNERS, LLC Top 13F Holdings

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Dec 31, 2024  · Cushing Capital Partners is based out of Delafield. Their last reported 13F filing for Q4 2024 included $103,900,196 in managed 13F securities and a top 10 holdings …

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VERIDAN WEALTH LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Dec 31, 2024  · Their last reported 13F filing for Q4 2024 included $213,492,242 in managed 13F securities and a top 10 holdings concentration of 51.86%. Veridan Wealth's largest holding is …

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CHUNG WU INVESTMENT GROUP, LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Chung WU Investment Group is based out of Sugar Land. Their last reported 13F filing for Q4 2024 included $99,288,141 in managed 13F securities and a top 10 holdings …

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KELLY FINANCIAL GROUP LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Kelly Financial Group is based out of Wethersfield. Their last reported 13F filing for Q4 2024 included $281,169,602 in managed 13F securities and a top 10 holdings …

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OPULEN FINANCIAL GROUP LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Opulen Financial Group is based out of Arlington. Their last reported 13F filing for Q4 2024 included $110,026,727 in managed 13F securities and a top 10 holdings …

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