Broadleaf Partners LLC

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Assets, Funds, Holdings

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Broadleaf Partners LLC
CRD #137433
SEC #801-71143
CIK #1712686
AUM $236.3 MM (99% Disc, 100% US, 2020-02-21)
Employees5 (40% Investors, 0% Brokers)
Phone330-650-0921
Address9 Aurora Street, Suite 5
Hudson, OH 44236
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
240192144964802008201220162021
Sector Issuer Cap ($MM) Value ($MM)
MSFT 1,376,930.0 8.0
GOOG 967,290.0 7.2
AAPL 1,372,810.0 6.6
AMZN 1,207,970.0 6.4
SCHF 4.8
CRM 158,670.0 4.3
PYPL 172,580.0 4.0
ADBE 181,460.0 3.9
BA 81,670.0 3.8
FB 661,560.0 3.7
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
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Brendel & Fisher Wealth Management LLC
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Redwood Wealth Management Group LLC
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Uhler and Vertich Financial Planners LLC
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