Cobiz Wealth LLC

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Assets, Funds, Holdings

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Cobiz Wealth LLC
CRD #125910
SEC #801-62035
CIK #0001324659
AUM$968.2 MM
Employees21
Phone303-291-4700
Address1401 Lawrence Street Suite 1200
Denver, CO 80202-2521
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SDY 23.8
IJR 20.8
AAPL 843,560.0 15.7
AMZN 820,610.0 12.3
JPM 341,670.0 12.2
GOOGL 819,810.0 12.0
JNJ 369,000.0 10.7
MA 250,210.0 9.9
HON 111,690.0 8.7
ACN 104,720.0 8.0
View All
Holdings by Sector ($BB)