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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Everett Harris & Co
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| CRD # | 106830 |
| SEC # | 801-853 |
| CIK # | 0001009254 |
| AUM | $10.9 B (2025-02-06) |
| Employees | 18 (72% Investors, 0% Brokers) |
| Phone | 213-625-2677 |
| Address | 801 South Figueroa Street Los Angeles, CA 90017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.9 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| Microsoft Corp | 0.7 | ||
| Novo Nordisk A S | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Amazon Com Inc | 0.2 | ||
| Abbott Laboratories | 0.2 | ||
| Walt Disney Co | 0.1 | ||
| TJX Companies Inc /DE/ | 0.1 | ||
| Bank of America Corp /DE/ | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 681 | 10.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 36 | 0.2 |
| (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 | 1,884 | 10.9 |
| By Discretionary | ||
| Discretionary | 1,744 | 10.6 |
| Non-Discretionary | 140 | 0.3 |
| Total | 1,884 | 10.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.9 | |
| Total | 1,884 | 10.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001009254] |
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|---|---|---|
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State Farm Investment Management Corp
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IL | 11.3 |
|
Jensen Investment Management Inc
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OR | 11.2 |
|
Mercury Advisory LLC
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CA | 11.1 |
|
Greenhaven Associates Inc
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NY | 10.9 |
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Stonebridge Advisors LLC
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CT | 10.8 |
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Fondsmaeglerselskabet MAJ Invest A/S
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10.7 | |
|
Frontier Capital Management Co LLC
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|
MA | 10.7 |
|
Asset Preservation Advisors LLC
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|
GA | 10.7 |
|
United Planners' Financial Services of America A Limited Partner
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AZ | 10.6 |
|
James Hambro & Partners LLP
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|
10.6 |