|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Leelyn Smith LLC
✚
|
|
|---|---|
| CRD # | 110517 |
| SEC # | 801-113460 |
| CIK # | 0001777817 |
| AUM | $722.2 M (2025-04-16) |
| Employees | 21 (95% Investors, 57% Brokers) |
| Phone | 630-232-8995 |
| Address | 10 N Third Street Geneva, IL 60134 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001777817 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.2 | ||
| Amazon Com Inc | 13.3 | ||
| Microsoft Corp | 10.7 | ||
| Apple Inc | 7.5 | ||
| Alphabet Inc | 6.8 | ||
| J P Morgan Chase & Co | 6.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.2 | ||
| McDonalds Corp | 6.1 | ||
| Costco Wholesale Corp /NEW | 6.1 | ||
| KLA Tencor Corp | 6.1 | ||
| Lilly Eli & Co | 5.8 | ||
| Applied Materials Inc /DE | 5.7 | ||
| VISA Inc | 5.5 | ||
| Intercontinentalexchange Group Inc | 5.5 | ||
| Analog Devices Inc | 5.4 | ||
| Facebook Inc | 5.3 | ||
| Mastercard Inc | 5.3 | ||
| Honeywell International Inc | 5.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 593 | 261.8 |
| (b) Individuals (high net worth individuals) | 168 | 439.7 |
| (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 | 15 | 20.6 |
| (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 | 1,539 | 722.2 |
| By Discretionary | ||
| Discretionary | 1,538 | 722.1 |
| Non-Discretionary | 1 | 0.1 |
| Total | 1,539 | 722.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 722.2 | |
| Total | 1,539 | 722.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001777817] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McMill Wealth Inc
✚
|
NE | 0.7 |
|
Pax Financial Group LLC
✚
|
TX | 0.7 |
|
Q3 Asset Management Corporation
✚
|
MI | 0.7 |
|
EQ LLC
✚
|
0.7 | |
|
Premier Financial Group Inc
✚
|
CA | 0.7 |
|
Copperwynd Financial LLC
✚
|
AZ | 0.7 |
|
Compton Wealth Advisory Group LLC
✚
|
VA | 0.7 |
|
Net Worth Advisory Group LLC
✚
|
UT | 0.7 |
|
Montz Harcus Wealth Management LLC
✚
|
LA | 0.7 |
|
Hartford Financial Management Inc
✚
|
CT | 0.7 |