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| America First Investment Advisors LLC
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|---|---|
| CRD # | 106984 |
| SEC # | 801-41702 |
| CIK # | 0001308778 |
| AUM | $425.1 MM (2023-02-03) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 402-991-3388 |
| Address | 10050 Regency Circle, Suite 515 Omaha, NE 68114-3721 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001308778 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Royal Gold Inc | 7,239.3 | 20.6 | |
| Franco Nevada Corp | 26,328.7 | 20.0 | |
| Alphabet Inc | 1,475,138.5 | 20.0 | |
| Automatic Data Processing Inc | 89,423.0 | 19.7 | |
| Berkley W R Corp | 18,322.2 | 17.9 | |
| CME Group Inc | 74,083.9 | 17.8 | |
| Diageo PLC | 102,395.2 | 17.2 | |
| Abbott Laboratories | 187,298.3 | 16.8 | |
| Palantir Technologies Inc | 19,053.8 | 16.5 | |
| Pfizer Inc | 284,248.0 | 16.5 | |
| Enbridge Inc | 86,202.3 | 16.4 | |
| Amazon Com Inc | 1,092,997.8 | 16.3 | |
| Johnson & Johnson | 465,600.2 | 16.1 | |
| VISA Inc | 419,260.5 | 16.0 | |
| Mastercard Inc | 309,583.1 | 16.0 | |
| Clorox Co /DE/ | 16,854.6 | 11.9 | |
| US Bancorp de | 69,666.4 | 1.8 | |
| Apple Inc | 2,382,844.0 | 1.4 | |
| Coca Cola Co | 269,985.6 | 1.0 | |
| Hershey Co | 44,908.2 | 0.9 | |
| Microsoft Corp | 1,918,222.4 | 0.8 | |
| Phillips 66 | 42,745.7 | 0.7 | |
| Procter & Gamble Co | 338,108.9 | 0.7 | |
| Chevron Corp | 294,604.1 | 0.6 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 58.0 |
| (b) Individuals (high net worth individuals) | 130 | 365.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 425.1 |
| By Discretionary | ||
| Discretionary | 557 | 425.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 557 | 425.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 425.1 | |
| Total | 557 | 425.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001308778] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Family Investment Center Inc
✚
|
MO | 0.4 |
|
True Wealth Design LLC
✚
|
OH | 0.4 |
|
Outlook Wealth Advisors LLC
✚
|
TX | 0.4 |
|
Perceptive Edge Investment Management Inc
✚
|
MN | 0.4 |
|
Creekside Partners Financial Advisers LLC
✚
|
CA | 0.4 |
|
Asset Management Corporation
✚
|
IL | 0.4 |
|
Riggs Asset Management Co Inc
✚
|
PA | 0.4 |
|
360 Financial Inc
✚
|
MN | 0.4 |
|
Francis Financial Inc
✚
|
NY | 0.4 |
|
CornerStone Planning Group
✚
|
NJ | 0.4 |