Chugh, LLP's EIN is 47-3050556.
Download the official 2024 Form 5500 (PDF) for Chugh, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chugh, LLP's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | BROKERAGE | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| THE PABRAI INVESTMENT FUND IV, L.P. | Other securities | — | — | $2.2M | 18.2% | |
| LOTUS INVESTMENTS 2021 LLC | Other securities | — | — | $805K | 6.5% | |
| PCB FINANCIAL INC | Common Stocks | — | — | $500K | 4.1% | |
| DHANDO HOLDINGS LP | Common Stocks | — | — | $462K | 3.7% | |
| AMAZON COM INC COM | Common Stocks | — | $154K | $439K | 3.6% | |
| APPLE INC CURRENT YIELD .399% | Common Stocks | — | $130K | $280K | 2.3% | |
| MICROSOFT CORP CURRENT YIELD .787% | Common Stocks | — | $156K | $276K | 2.2% | |
| WALMART INC CURRENT YIELD 1.579% | Bonds / Notes | — | $89K | $271K | 2.2% | |
| NVIDIA CURRENT YIELD .029% | Other securities | — | $67K | $266K | 2.2% | |
| COSTCO WHOLESALE CRP DEL CURRENT YIELD 0.506% | Bonds / Notes | — | $60K | $252K | 2.0% | |
| STARBUCKS CORP CURRENT YIELD 2.137% | Bonds / Notes | — | $117K | $187K | 1.5% | |
| ALPHABET INS SHS CL A CURRENT YIELD .422% | Common Stocks | — | $86K | $164K | 1.3% | |
| SPDR PORTFOLIO S&P 500H DIFID ETF SHS CURRENT YIELD 4.30 | Common Stocks | — | $163K | $154K | 1.2% | |
| BLACKROCK INC CURRENT YIELD 1.990% | Bonds / Notes | — | $95K | $149K | 1.2% | |
| WALMART INC CURRENT YIELD .918% | Common Stocks | — | $76K | $138K | 1.1% | |
| JP MORGAN CHASE & CO CURRENT YIELD 2.085% | Bonds / Notes | — | $78K | $136K | 1.1% | |
| PARKER HANNIFIN CORP CURRENT YIELD 1.025% | Bonds / Notes | — | $70K | $128K | 1.0% | |
| INTL BUSINESS MACHINES CORP IBM CURRENT YIELD 3.038% | Bonds / Notes | — | $90K | $127K | 1.0% | |
| WILLIAMS COMPANIES DEL CURRENT YIELD 3.510% | Bonds / Notes | — | $79K | $127K | 1.0% | |
| JP MORGAN CHASE & CO CURRENT YIELD 2.085% | Bonds / Notes | — | $75K | $126K | 1.0% | |
| AMAZON COM INC COM | Common Stocks | — | $57K | $124K | 1.0% | |
| THE SOCAL ANGELS FUND II LLC | Other securities | — | — | $120K | 1.0% | |
| KINDER MORGAN INC. KEL CURRENT YIELD 4.197% | Bonds / Notes | — | $80K | $119K | 1.0% | |
| DIGITAL RLTY TR INC CURRENT YIELD 2.751% | Bonds / Notes | — | $76K | $118K | 1.0% | |
| VISA INC CL A SHRS CURRENT YIELD 0.746% | Bonds / Notes | — | $83K | $118K | 1.0% | |
| COSTCO WHOLESALE CRP DEL CURRENT YIELD .506% | Other securities | — | $56K | $116K | 0.9% | |
| TRUIST FINL CORP CURRENT YIELD 4.794% | Bonds / Notes | — | $91K | $114K | 0.9% | |
| EXXON MOBIL CORP COM CURRENT YIELD 3.681% | Bonds / Notes | — | $106K | $113K | 0.9% | |
| BLACKROCK INC REG SHS CURRENT YIELD 1.990% | Bonds / Notes | — | $81K | $112K | 0.9% | |
| EMERSON ELEC CO CURRENT YIELD 1.702% | Bonds / Notes | — | $76K | $104K | 0.8% | |
| EXXON MOBIL CORP COM CURRENT YIELD 3.681% | Bonds / Notes | — | $95K | $101K | 0.8% | |
| BOSTON SCIENTIFIC CORP | Common Stocks | — | $59K | $100K | 0.8% | |
| S&P GLOBAL INC CURRENT YIELD .730% | Common Stocks | — | $82K | $97K | 0.8% | |
| BROADCOM INC CURRENT YIELD 1.017% | Bonds / Notes | — | $28K | $93K | 0.8% | |
| ISA TOYOTA FINANCIAL | Other securities | — | $87K | $87K | 0.7% | |
| WELLTOWER INC CURRENT YIELD 2.126% | Bonds / Notes | — | $61K | $87K | 0.7% | |
| ALLSTATE CORP DEL COM CURRENT YIELD 1.908% | Bonds / Notes | — | $64K | $85K | 0.7% | |
| TARGET CORP COM CURRENT YIELD 3.314% | Bonds / Notes | — | $99K | $83K | 0.7% | |
| SIMON PROPERTY GROUP DEL REIT CURRENT YIELD 4.877 | Common Stocks | — | $70K | $81K | 0.7% | |
| ZOETIS INC CURRENT YIELD 1.227% | Bonds / Notes | — | $83K | $81K | 0.7% | |
| PROGRESSIVE CRP OHIO CURRENT YIELD 1.66% | Bonds / Notes | — | $43K | $79K | 0.6% | |
| XCEL ENERGY INC | Common Stocks | — | $72K | $75K | 0.6% | |
| SERVICENOW INC | Common Stocks | — | $36K | $74K | 0.6% | |
| GILEAD SCIENCES INC COM CURRENT YIELD 3.334% | Bonds / Notes | — | $70K | $73K | 0.6% | |
| HEWLETT PACKARD ENTERPRISE CO CURRENT YIELD 2.435% | Bonds / Notes | — | $54K | $71K | 0.6% | |
| HOME DEPOT INC CURRENT YIELD 2.313% | Bonds / Notes | — | $62K | $71K | 0.6% | |
| CONSOLIDATED EDISON INC CURRENT YIELD 3.720% | Bonds / Notes | — | $72K | $70K | 0.6% | |
| HOWMET AEROSPACE INC ISSUED CURRENT YIELD .292% | Common Stocks | — | $37K | $69K | 0.6% | |
| AMPHENOL CORP CL A NEW CURRENT YIELD .95% | Common Stocks | — | $50K | $69K | 0.6% | |
| NETFLIX COM INC | Common Stocks | — | $31K | $67K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
