You're signed outSign in or to get full access.
Brick & Kyle, Associates
Brick & Kyle Associates, Inc. is an SEC-registered investment adviser headquartered in Newtown, Pennsylvania. Founded in 1990, the firm provides investment advisory and comprehensive financial planning services focused on pre-retirees and retirees. With a team of about 6 financial advisors, Brick & Kyle serves over 340 clients by developing prudent investment and retirement strategies tailored to individual risk profiles and financial goals. The firm emphasizes personal client attention, long-term planning, and customized portfolio management.
Investment Strategy
Brick & Kyle Associates develops detailed financial profiles for clients to inform investment strategy, integrating asset reviews, income sources, and client objectives. Investment decisions consider risk tolerance, time horizon, and income requirements, resulting in more aggressive allocations for long-term goals and conservative strategies for income and retirement needs. The firm tailors portfolios to minimize risk for older clients and addresses wealth accumulation, tax impact, cashflow, and longevity factors, with an ongoing commitment to prudent, personalized planning.
Latest 13F Filing Activity
Brick & Kyle, Associates filed their most recent 13F report on Jun 30, 2025 disclosing 58 equity positions with a total 13F market value of $225M. The fund increased holdings in Nvidia Corp., Dell Technologies Inc., Microsoft Corp. among other positions. Brick & Kyle, Associates reduced exposure to Alphabet Inc., Phillips66, Newmont Corp. among others.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 11.26% | $25.4M | 165,666 | $6.08 | $157.99 | +$7.4M |
M MSFT | MICROSOFT CORP | 6.09% | $13.7M | 27,882 | $129.25 | $497.41 | +$3.2M |
A AAPL | APPLE INC | 5.63% | $12.7M | 60,103 | $81.38 | $205.17 | -$624.0K |
A AMZN | AMAZON.COM INC | 4.63% | $10.4M | 47,256 | $80.56 | $219.39 | +$1.2M |
J JPM | J P MORGAN CHASE & CO | 4.22% | $9.5M | 32,813 | $107.02 | $289.91 | +$1.6M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more