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| Happy Holidays!! thanks for using AUM13F!! |
| Lafleur & Godfrey LLC
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| CRD # | 168831 |
| SEC # | 801-78536 |
| CIK # | 0001387458 |
| AUM | $927.4 M (2025-03-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 616-942-1580 |
| Address | 625 Kenmoor Ave SE Grand Rapids, MI 49546 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001387458 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 45.5 | ||
| Microsoft Corp | 43.6 | ||
| J P Morgan Chase & Co | 40.3 | ||
| Stryker Corp | 29.8 | ||
| Broadcom Inc | 24.3 | ||
| United Technologies Corp /DE/ | 23.1 | ||
| Johnson & Johnson | 21.9 | ||
| Palantir Technologies Inc | 21.7 | ||
| Caterpillar Inc | 21.0 | ||
| Ecolab Inc | 20.8 | ||
| Zscaler Inc | 18.7 | ||
| Constellation Energy Corp | 18.1 | ||
| Watsco Inc | 17.4 | ||
| Woodward Governor Co | 17.2 | ||
| Alcon Inc | 16.5 | ||
| Paychex Inc | 16.2 | ||
| Vulcan Materials Co | 16.0 | ||
| AbbVie Inc | 14.6 | ||
| Amazon Com Inc | 13.3 | ||
| Thermo Fisher Scientific Inc | 12.6 | ||
| Honeywell International Inc | 12.4 | ||
| Abbott Laboratories | 12.3 | ||
| American Express Co | 11.5 | ||
| Exxon Mobil Corp | 11.0 | ||
| Curtiss Wright Corp | 10.9 | ||
| GE Vernova Inc | 10.9 | ||
| Copart Inc | 10.4 | ||
| Steris PLC | 10.0 | ||
| Chevron Corp | 9.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 52.6 |
| (b) Individuals (high net worth individuals) | 307 | 820.4 |
| (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 | 8 | 26.0 |
| (h) Charitable organizations | 9 | 28.3 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 811 | 927.4 |
| By Discretionary | ||
| Discretionary | 811 | 927.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 811 | 927.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 926.5 | |
| Total | 811 | 927.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001387458] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cooper/Haims Advisors LLC
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|
NY | 0.9 |
|
One Charles Private Wealth Services LLC
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|
MA | 0.9 |
|
Black Coral Financial Advisors LLC
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|
NJ | 0.9 |
|
KFG Wealth Management LLC
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|
IN | 0.9 |
|
FORM Wealth Advisors LLC
✚
|
WI | 0.9 |
|
Insight Wealth Strategies LLC
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|
CA | 0.9 |
|
The Financial Consulate Inc
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|
MD | 0.9 |
|
Coyle Financial Counsel LLC
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|
IL | 0.9 |
|
Sikich Capital Management LLC
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|
IL | 0.9 |
|
Sharkey Howes & Javer Inc
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|
CO | 0.9 |