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| Leelyn Smith LLC
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| |
|---|---|
| CRD # | 110517 |
| SEC # | 801-113460 |
| CIK # | 0001777817 |
| AUM | $603.4 MM (2024-03-24) |
| Employees | 19 (89% Investors, 74% Brokers) |
| Phone | 630-232-8995 |
| Address | 10 N Third Street Geneva, IL 60134 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 13.2 | |
| AMZN | 1,092,997.8 | 11.5 | |
| MSFT | 1,918,222.4 | 9.1 | |
| LLY | 301,789.7 | 7.8 | |
| AAPL | 2,382,844.0 | 7.3 | |
| GOOGL | 1,475,138.5 | 7.1 | |
| AMAT | 82,662.4 | 7.0 | |
| ADBE | 172,760.2 | 6.5 | |
| KLAC | 49,261.0 | 5.6 | |
| COST | 207,576.9 | 5.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 603 | 256.9 |
| (b) Individuals (high net worth individuals) | 131 | 343.6 |
| (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 | 11 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1,416 | 603.4 |
| By Discretionary | ||
| Discretionary | 1,413 | 602.0 |
| Non-Discretionary | 3 | 1.3 |
| Total | 1,416 | 603.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 603.4 | |
| Total | 1,416 | 603.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001777817] |
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