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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| L Roy PAPP & Associates LLP
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| CRD # | 105130 |
| SEC # | 801-35594 |
| CIK # | 0000809339 |
| AUM | $1.5 B (2025-02-03) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 602-956-0980 |
| Address | 2201 E Camelback Road Phoenix, AZ 85016 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 59.8 | ||
| Apple Inc | 49.4 | ||
| BlackRock Inc | 39.2 | ||
| VISA Inc | 36.1 | ||
| Accenture PLC | 33.1 | ||
| O Reilly Automotive Inc | 32.3 | ||
| Alphabet Inc | 31.0 | ||
| Costco Wholesale Corp /NEW | 26.1 | ||
| Stryker Corp | 24.9 | ||
| EOG Resources Inc | 22.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 123.4 |
| (b) Individuals (high net worth individuals) | 322 | 1,205.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 42.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 37.5 |
| (h) Charitable organizations | 25 | 73.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 50 | 51.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,833 | 1,534.1 |
| By Discretionary | ||
| Discretionary | 1,365 | 1,282.3 |
| Non-Discretionary | 468 | 251.8 |
| Total | 1,833 | 1,534.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,534.1 | |
| Total | 1,833 | 1,534.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000809339] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HS Management Partners LLC
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|
NY | 1.5 |
|
Tritonpoint Wealth LLC
✚
|
MD | 1.5 |
|
Patton Albertson Miller Group LLC
✚
|
TN | 1.5 |
|
Raffa Wealth Management LLC
✚
|
1.5 | |
|
TFC Financial Management Inc
✚
|
MA | 1.5 |
|
Wealthstream Advisors Inc
✚
|
NY | 1.5 |
|
Amplius Wealth Advisors LLC
✚
|
PA | 1.5 |
|
St Denis J Villere & Co LLC
✚
|
LA | 1.5 |
|
YCG LLC
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|
TX | 1.5 |
|
US Bancorp Advisors LLC
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|
CA | 1.5 |