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| Allied Investment Advisors LLC
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| |
|---|---|
| CRD # | 159103 |
| SEC # | 801-79202 |
| CIK # | 0001729869 |
| AUM | $911.8 MM (2024-02-21) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 406-839-2037 |
| Address | 3409 Transtech Way Billings, MT 59102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001729869 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 27.5 | |
| Apple Inc | 2,382,844.0 | 17.6 | |
| J P Morgan Chase & Co | 340,169.2 | 14.7 | |
| Caterpillar Inc | 99,975.7 | 14.1 | |
| Royal Dutch Shell PLC | 196,226.7 | 12.4 | |
| Wells Fargo & Co/MN | 152,296.4 | 12.1 | |
| Exxon Mobil Corp | 385,508.3 | 12.1 | |
| Fedex Corp | 62,226.1 | 12.1 | |
| Bank of America Corp /DE/ | 278,315.2 | 11.7 | |
| Lowes Companies Inc | 111,668.6 | 11.5 | |
| Chevron Corp | 294,604.1 | 11.4 | |
| Emerson Electric Co | 48,422.9 | 11.0 | |
| AAON Inc | 2,775.6 | 10.5 | |
| Goldman Sachs Group Inc | 102,858.9 | 10.5 | |
| United Technologies Corp /DE/ | 139,471.0 | 10.4 | |
| Merck & Co Inc | 232,371.9 | 10.4 | |
| Total Sa | 138,067.2 | 10.1 | |
| Procter & Gamble Co | 338,108.9 | 10.0 | |
| Otis Worldwide Corp | 29,506.8 | 9.8 | |
| Deere & Co | 94,490.3 | 9.6 | |
| Kimberly Clark Corp | 44,656.1 | 9.3 | |
| US Bancorp de | 69,666.4 | 8.9 | |
| PepsiCo Inc | 226,773.9 | 8.9 | |
| Johnson & Johnson | 465,600.2 | 8.9 | |
| State Street Corp | 23,675.3 | 8.7 | |
| Lockheed Martin Corp | 111,953.9 | 8.7 | |
| Abbott Laboratories | 187,298.3 | 8.6 | |
| Target Corp | 67,013.4 | 8.6 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 518 | 126.6 |
| (b) Individuals (high net worth individuals) | 262 | 518.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 61 | 173.8 |
| (h) Charitable organizations | 13 | 63.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 29.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,893 | 911.8 |
| By Discretionary | ||
| Discretionary | 1,883 | 895.8 |
| Non-Discretionary | 10 | 16.1 |
| Total | 1,893 | 911.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 911.8 | |
| Total | 1,893 | 911.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001729869] |
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|---|---|---|
|
FORM Wealth Advisors LLC
✚
|
WI | 0.9 |
|
Wealthshield Partners LLC
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NC | 0.9 |
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IMA Advisory Services Inc
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KS | 0.9 |
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Woodard & Co Asset Management Group Inc
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NC | 0.9 |
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Hengehold Capital Management LLC
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OH | 0.9 |
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Lucid Advisors Inc
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WA | 0.9 |
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Consolidated Portfolio Review Corp
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NY | 0.9 |
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Fuse Partners LLC
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TX | 0.9 |
|
Strategic Wealth Investment Group LLC
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KY | 0.9 |
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Portland Global Advisors LLC
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ME | 0.9 |