Abbrea Capital LLC

Abbrea Capital LLC, also known as ABBREA CAPITAL, LLC, is a Delaware Limited Liability Company that employs six professionals, four of whom hold advisory roles. The firm is known for offering financial services to an undisclosed number of clients and has been deemed approved by the US Securities and Exchange Commission since July 13, 2015.

• DAVID REED HUDSON

  MANAGING DIRECTOR AND MEMBER owns more than 5% but less than 10%

• STEVEN EDWARD CUTCLIFFE

  MANAGING DIRECTOR, MANAGER AND MEMBER owns more than 25% but less than 50%

• WILLIAM CLARK HAGEBOECK

  MANAGING DIRECTOR AND MEMBER owns more than 25% but less than 50%

• WILLIAM DAVID OSHER

  MANAGING DIRECTOR, MANAGER, MEMBER AND CCO owns more than 25% but less than 50%

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• The Changing Faces of Abbrea Capital, LLC: A Q3 2022 vs. Q4 2022 Analysis

• SPDR S&P 500 ETF TR TR UNIT $18,100k
• MICROSOFT CORP $13,350k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $13,157k
• ISHARES $12,865k
• VISA INC COM CL A $12,702k
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• VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $11,422k
• JP MORGAN EXCHANGE TRADED FD $10,127k
• VANGUARD MALVERN FDS $9,603k
• JOHNSON & JOHNSON $9,257k