SOL CAPITAL MANAGEMENT CO

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}

Adviser Profile

As of Date:

03/25/2024

Adviser Type:

- Large advisory firm


Number of Employees:

28 3.70%

of those in investment advisory functions:

9 12.50%


Registration:

SEC, Approved, 6/19/1987

AUM:

2,662,612,008 11.56%

of that, discretionary:

2,662,612,008 11.56%

GAV:

0

Avg Account Size:

2,413,973 9.34%

% High Net Worth:

37.41% 2.31%


SMA’s:

YES

Private Funds:

0

Contact Info

301 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 2B 1B 816M 408M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Top 5 4th Quarter Trades of SOL Capital Management CO
01/24/2023

Related Stocks: AAXJ, PDO, DFAE, CGXU, PDI,

gurufocus.com

Top 5 3rd Quarter Trades of SOL Capital Management CO
10/12/2022

Related Stocks: CGXU, PDO, MINT, QQQM, DFAE,

gurufocus.com

SOL Capital Management CO Buys 4, Sells 1 in 2nd Quarter
07/21/2022

Related Stocks: PDO, AAPL, EMQQ, CGXU, CXSE,

gurufocus.com

SOL Capital Management CO Buys PIMCO Enhanced Short Maturity Active Exchange-Trad, Stellantis ...
07/20/2021

Related Stocks: MINT, GLD, VOO, ROBO, VNQ, JPST, STLA, MDYV, ARKK, SLV, PEJ, IQLT, CAR, FCAM, SHV,

gurufocus.com

SOL Capital Management CO Buys PIMCO Enhanced Short Maturity Active Exchange-Trad, Vanguard ...
04/22/2021

Related Stocks: MINT, VTV, VNQI, BAM, IVV, VNQ, FCAM, VTRS, ROBO, RVT, AAXJ,

gurufocus.com

Filo del Sol copper-gold-silver advanced exploration
03/23/2021

Hopes to take a big leap forward with infill and step-out drilling during this season's programme at its Filo del Sol copper-gold-silver exploration project in San Juan, Argentina. The company ...

mining-journal.com

Private Funds

No private funds

Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
14019w109 Capital Group International Fo $23,374 3.00% 11.00% 3.00%
78464A854 SPDR Portfolio S&P 500 ETF $19,896 3.00% 94.00% 76.00%
922908629 Vanguard Mid-Cap ETF $22,407 3.00% 8.00% 1.00%
46090e103 Invesco QQQ Trust Series 1 $18,948 2.00% 8.00% 0.00%
46138G649 Invesco NASDAQ 100 ETF $14,520 2.00% 98.00% 82.00%
46138e628 Invesco KBW Bank ETF $18,904 2.00% 1.00% -7.00%
922908652 Vanguard Extended Market Index $13,203 2.00% 9.00% 2.00%
922908744 Vanguard Value ETF $13,618 2.00% 4.00% -4.00%
69355M107 PIMCO Dynamic Income Opportuni $13,221 2.00% 24.00% 16.00%
72203T100 PIMCO Access Income Fund $12,621 2.00% 36.00% 24.00%