WEDGEWOOD INVESTORS INC
Adviser information for WEDGEWOOD INVESTORS INC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Pennsylvania, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 263 | $202.7M |
Non-Discretionary | 22 | $1.2M |
Total | 285 | $203.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 109 | $15.3M |
HNW Individuals | 158 | $131.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 10 | $28.2M |
Charitable organizations | 5 | $3.4M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $25.7M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
---|---|
Compensation | % of AUM |
Principal Office
100 STATE STREET, SUITE 506ERIE
PA
United States
Monday - Friday, 9:00AM-5:00PM
Tel: [814]456-3651, Fax: [814]459-9343
Websites
Chief Compliance Officer
DANIEL J. TEED
PRESIDENT
100 STATE STREET
SUITE 506
ERIE
PA
United States
Tel:
(814) 456-3651
Fax:
(814) 459-9343
D**@****************M
(Full email address available in API data)
Regulatory Contact
DANIEL J. TEED
PRESIDENT
100 STATE STREET, SUITE 506
ERIE
PA
United States
Tel:
814-456-3651
Fax:
814-459-9343
D**@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
TEED, DANIEL, JOSEPH | Individual | – | PRESIDENT AND CCO | 01/2011 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M Company | COM | 292K | 3K | 0 |
Abbvie Inc | COM | 383K | 2K | 0 |
Adobe Inc | COM | 479K | 862 | 0 |
Alphabet Inc. Class A | COM | 1M | 8K | 0 |
Alphabet Inc. Class C | COM | 2M | 11K | 0 |
Altria Group Inc | COM | 1M | 26K | 0 |
Amazon.Com | COM | 589K | 3K | 0 |
Apple Inc. | COM | 3M | 12K | 0 |
AT&T Corp. | COM | 307K | 16K | 0 |
Automatic Data Processing | COM | 225K | 943 | 0 |
Becton Dickinson | COM | 428K | 2K | 0 |
Berkshire Hathaway Inc. Class B | COM | 2M | 4K | 0 |
Berkshire Htwy Cl A 1/100 | COM | 612K | 100 | 0 |
Bristol Myers Squibb Co | COM | 230K | 6K | 0 |
Caterpillar | COM | 311K | 933 | 0 |
Chevron Corporation | COM | 798K | 5K | 0 |
Church & Dwight Co Inc | COM | 943K | 9K | 0 |
ConocoPhillips | COM | 741K | 6K | 0 |
Consolidated Edison | COM | 204K | 2K | 0 |
Corning Inc | COM | 384K | 10K | 0 |
Deere & Co | COM | 949K | 3K | 0 |
Discover Financial Services | COM | 330K | 3K | 0 |
Eaton Corp PLC | COM | 722K | 2K | 0 |
Eli Lilly & Co | COM | 814K | 899 | 0 |
Emerson Electric | COM | 243K | 2K | 0 |
Equifax Inc | COM | 430K | 2K | 0 |
Erie Indemnity Co | COM | 11M | 30K | 0 |
Exxon Mobil Corp | COM | 1M | 10K | 0 |
Fedex Corp | COM | 346K | 1K | 0 |
General Mills | COM | 659K | 10K | 0 |
Home Depot Inc | COM | 1M | 3K | 0 |
Honeywell International | COM | 266K | 1K | 0 |
HP Inc. | COM | 450K | 13K | 0 |
Illinois Tool Works | COM | 468K | 2K | 0 |
Intel Corp | COM | 530K | 17K | 0 |
Invesco QQQ Nasdaq 100 | ETF | 431K | 900 | 0 |
iShares 20 Yr Treasury Bond ETF | ETF | 481K | 5K | 0 |
iShares Core S&P 500 ETF | ETF | 2M | 4K | 0 |
iShares Core U.S. Agg Bond ETF | ETF | 220K | 2K | 0 |
iShares IBoxx Inv Gr Corp Bd | ETF | 219K | 2K | 0 |
iShares Russell 2000 ETF | ETF | 269K | 1K | 0 |
iShares Russell 2000 Value ETF | ETF | 281K | 2K | 0 |
iShares Russell MC Growth ETF | ETF | 834K | 8K | 0 |
iShares Russell MC Index ETF | ETF | 350K | 4K | 0 |
iShares Russell MC Value ETF | ETF | 891K | 7K | 0 |
JM Smucker Co | COM | 253K | 2K | 0 |
Johnson & Johnson | COM | 1M | 10K | 0 |
JPMorgan Chase & Co. | COM | 514K | 3K | 0 |
L3 Harris Technologies Inc. | COM | 1M | 5K | 0 |
Lowe's Companies Inc | COM | 289K | 1K | 0 |
Marriott International - CL A | COM | 868K | 4K | 0 |
Mastercard Inc | COM | 715K | 2K | 0 |
McDonald's Corp. | COM | 536K | 2K | 0 |
Merck & Co. | COM | 258K | 2K | 0 |
Metlife Inc. | COM | 367K | 5K | 0 |
Microsoft Corp | COM | 6M | 13K | 0 |
Nestle S.A. ADR | COM | 277K | 3K | 0 |
Nextera Energy Inc Co | COM | 444K | 6K | 0 |
Norfolk Southern Corp. | COM | 803K | 4K | 0 |
Nvidia Corp | COM | 2M | 18K | 0 |
Oneok Inc. | COM | 640K | 8K | 0 |
Oracle Corp | COM | 570K | 4K | 0 |
Parker-Hannifin Corp | COM | 937K | 2K | 0 |
Pepsico Inc | COM | 701K | 4K | 0 |
Pfizer Inc | COM | 327K | 12K | 0 |
Philip Morris Int'l | COM | 2M | 16K | 0 |
Phillips 66 Co | COM | 480K | 3K | 0 |
PNC Financial Svcs | COM | 264K | 2K | 0 |
PPG Industries Inc. | COM | 566K | 4K | 0 |
Procter & Gamble Co | COM | 2M | 12K | 0 |
Qualcomm Inc | COM | 394K | 2K | 0 |
Raytheon Technologies Co | COM | 582K | 6K | 0 |
Republic Services Inc. | COM | 1M | 5K | 0 |
Schwab US Small Cap ETF | ETF | 222K | 5K | 0 |
SchwabUS LCap ETF | ETF | 2M | 34K | 0 |
Seagate Technology Holdings PLC | COM | 255K | 2K | 0 |
Shell PLC ADR | COM | 217K | 3K | 0 |
Southern Co | COM | 268K | 3K | 0 |
SPDR Gold Trust ETF | ETF | 989K | 5K | 0 |
SPDR S&P 500 ETF | ETF | 2M | 4K | 0 |
The Coca Cola Company | COM | 217K | 3K | 0 |
Thermo Fisher Scientific Inc. | COM | 387K | 700 | 0 |
Travelers Cos Inc | COM | 207K | 1K | 0 |
Union Pacific Corp. | COM | 2M | 11K | 0 |
Unitedhealth Group Inc | COM | 301K | 591 | 0 |
US Bancorp Del Com New | COM | 288K | 7K | 0 |
Vanguard Large Cap ETF | ETF | 321K | 1K | 0 |
Vanguard TTL Stock Mkt ETF | ETF | 293K | 1K | 0 |
Verizon Communications | COM | 411K | 10K | 0 |
Vertex Pharmaceuticals | COM | 469K | 1K | 0 |
Visa Inc. | COM | 975K | 4K | 0 |
W. W. Grainger Inc. | COM | 564K | 625 | 0 |
Wabtec Corp | COM | 2M | 13K | 0 |
WalMart Inc. | COM | 405K | 6K | 0 |
Waste Management Inc. | COM | 1M | 6K | 0 |
Wells Fargo & Co | COM | 231K | 4K | 0 |