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| Lafleur & Godfrey LLC
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| |
|---|---|
| CRD # | 168831 |
| SEC # | 801-78536 |
| CIK # | 0001387458 |
| AUM | $870.0 MM (2024-05-22) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 616-942-1580 |
| Address | 625 Kenmoor Ave SE Grand Rapids, MI 49546 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 48.8 | |
| MSFT | 1,918,222.4 | 40.4 | |
| JPM | 340,169.2 | 30.0 | |
| SYK | 74,798.9 | 26.8 | |
| ECL | 43,790.9 | 20.0 | |
| WSO | 9,288.7 | 19.6 | |
| JNJ | 465,600.2 | 19.2 | |
| RTX | 139,471.0 | 18.1 | |
| CAT | 99,975.7 | 17.7 | |
| ALC | 33,644.5 | 15.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 47.3 |
| (b) Individuals (high net worth individuals) | 309 | 783.7 |
| (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 | 6 | 20.1 |
| (h) Charitable organizations | 9 | 18.9 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 777 | 870.0 |
| By Discretionary | ||
| Discretionary | 777 | 870.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 777 | 870.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 869.5 | |
| Total | 777 | 870.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001387458] |
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