|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| ICW Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 135081 |
| SEC # | 801-64460 |
| CIK # | 0001794820 |
| AUM | $336.4 M (2025-03-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 480-951-2900 |
| Address | 16427 North Scottsdale Road Scottsdale, AZ 85254-1595 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001794820 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.7 | ||
| Mastercard Inc | 5.7 | ||
| VISA Inc | 5.7 | ||
| Costco Wholesale Corp /NEW | 5.5 | ||
| Apple Inc | 5.3 | ||
| O Reilly Automotive Inc | 4.8 | ||
| Broadcom Inc | 4.8 | ||
| Lilly Eli & Co | 4.6 | ||
| Caseys General Stores Inc | 4.6 | ||
| AbbVie Inc | 4.5 | ||
| Automatic Data Processing Inc | 3.9 | ||
| Amazon Com Inc | 3.9 | ||
| Wal Mart Stores Inc | 3.9 | ||
| Amerisourcebergen Corp | 3.9 | ||
| Abbott Laboratories | 3.8 | ||
| Home Depot Inc | 3.6 | ||
| Nvidia Corp | 3.4 | ||
| Sherwin Williams Co | 3.4 | ||
| Linde PLC | 3.3 | ||
| TJX Companies Inc /DE/ | 3.2 | ||
| Northrop Grumman Corp /DE/ | 3.0 | ||
| Fastenal Co | 3.0 | ||
| McDonalds Corp | 3.0 | ||
| ResMed Inc | 3.0 | ||
| Novo Nordisk A S | 2.9 | ||
| PepsiCo Inc | 2.9 | ||
| Alphabet Inc | 2.7 | ||
| Lockheed Martin Corp | 2.7 | ||
| YUM Brands Inc | 2.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 8.1 |
| (b) Individuals (high net worth individuals) | 80 | 313.8 |
| (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 | 2 | 5.5 |
| (h) Charitable organizations | 2 | 9.0 |
| (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 | 315 | 336.4 |
| By Discretionary | ||
| Discretionary | 315 | 336.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 315 | 336.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.4 | |
| Total | 315 | 336.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001794820] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lifeway Financial Corporation
✚
|
TX | 0.3 |
|
Sentinel Wealth Management Inc
✚
|
VA | 0.3 |
|
Aletheian Wealth Advisors LLC
✚
|
WA | 0.3 |
|
Ranch Capital Advisors Inc
✚
|
FL | 0.3 |
|
Prospera Capital Management LLC
✚
|
0.3 | |
|
The Mathes Company Inc
✚
|
NY | 0.3 |
|
Glassy Mountain Advisors Inc
✚
|
MD | 0.3 |
|
Family Wealth Advisory Group LLC
✚
|
OH | 0.3 |
|
MB Generational Wealth LLC
✚
|
WA | 0.3 |
|
Novak & Powell Financial Services Inc
✚
|
FL | 0.3 |