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

Identifiers

SEC RIA File Number 801-29144
SEC ERA File Number 801-29144
SEC CIK Numbers 1125243
SEC CRD Numbers 104834
Legal Entity Identifier None

Principal Office

100 STATE STREET, SUITE 506
ERIE
PA
United States
Monday - Friday, 9:00AM-5:00PM
Tel: [814]456-3651, Fax: [814]459-9343

Chief Compliance Officer

DANIEL J. TEED
PRESIDENT
100 STATE STREET
SUITE 506
ERIE
PA
United States
Tel: (814) 456-3651
Fax: (814) 459-9343
(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
(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

10502020202120222023202420252 on 3/24/20202 on 6/18/20204 on 3/29/20214 on 3/31/20224 on 4/6/20234 on 3/22/2024

RAUM, Historic

300M150M0202020212022202320242025196531882 on 3/24/2020196531882 on 6/18/2020210668986 on 3/29/2021216242677 on 3/31/2022195423083 on 4/6/2023203860849 on 3/22/2024

No. Clients, Historic

4002000202020212022202320242025305 on 3/24/2020305 on 6/18/2020300 on 3/29/2021288 on 3/31/2022283 on 4/6/2023285 on 3/22/2024

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