Allied Investment Advisors LLC

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Assets, Funds, Holdings

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Allied Investment Advisors LLC
CRD #159103
SEC #801-79202
CIK #
AUM $333.5 MM (99% Disc, 100% US)
Employees7 (71% Investors, 0% Brokers)
Phone406-839-2035
Address3409 Transtech Way
Billings, MT 59102
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VHT 9.1
MSFT 865,660.0 8.2
VGT 6.4
CAT 76,610.0 6.3
JPM 341,670.0 5.7
JNJ 369,000.0 5.5
AAPL 843,560.0 5.4
STT 26,010.0 5.2
WMT 286,110.0 4.9
DE 51,090.0 4.6
View All
Holdings by Sector ($BB)
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