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| Happy Holidays!! thanks for using AUM13F!! |
| LS Investment Advisors LLC
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| CRD # | 146829 |
| SEC # | 801-69340 |
| CIK # | 0001455845 |
| AUM | $916.0 M (2025-04-30) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 414-459-1759 |
| Address | 39533 Woodward Avenue Bloomfield Hills, MI 48304-5106 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001455845 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 64.7 | ||
| Microsoft Corp | 40.9 | ||
| Alphabet Inc | 27.5 | ||
| VISA Inc | 24.0 | ||
| Nvidia Corp | 21.5 | ||
| Home Depot Inc | 20.8 | ||
| Fiserv Inc | 20.6 | ||
| Ecolab Inc | 18.0 | ||
| Broadcom Inc | 17.6 | ||
| Amazon Com Inc | 17.0 | ||
| Wal Mart Stores Inc | 15.8 | ||
| Caterpillar Inc | 14.7 | ||
| Ace Ltd | 14.4 | ||
| BlackRock Inc | 14.4 | ||
| Facebook Inc | 14.2 | ||
| Grainger W W Inc | 13.7 | ||
| Qualcomm Inc/DE | 13.3 | ||
| Bank of America Corp /DE/ | 12.9 | ||
| Alphabet Inc | 12.0 | ||
| Sherwin Williams Co | 11.6 | ||
| United Technologies Corp /DE/ | 11.4 | ||
| Emerson Electric Co | 11.3 | ||
| Linde PLC | 9.7 | ||
| Walt Disney Co | 9.4 | ||
| Costco Wholesale Corp /NEW | 9.1 | ||
| Danaher Corp /DE/ | 8.8 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 0.0 |
| (b) Individuals (high net worth individuals) | 125 | 0.7 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 8 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 410 | 0.9 |
| By Discretionary | ||
| Discretionary | 410 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 410 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 410 | 0.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001455845] |
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|---|---|---|
|
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