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| Happy Holidays!! thanks for using AUM13F!! |
| Minot Deblois Advisors LLC
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| CRD # | 140170 |
| SEC # | 801-69950 |
| CIK # | 0001475933 |
| AUM | $1.8 B (2025-03-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 617-557-7413 |
| Address | One Federal Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001475933 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.9 | ||
| Apple Inc | 3.2 | ||
| Alphabet Inc | 3.1 | ||
| Amazon Com Inc | 3.0 | ||
| Nvidia Corp | 2.3 | ||
| Automatic Data Processing Inc | 1.8 | ||
| Accenture PLC | 1.7 | ||
| Northern Trust Corp | 1.6 | ||
| Abbott Laboratories | 1.6 | ||
| Ecolab Inc | 1.5 | ||
| American Express Co | 1.5 | ||
| Facebook Inc | 1.5 | ||
| Walt Disney Co | 1.4 | ||
| Union Pacific Corp | 1.4 | ||
| Danaher Corp /DE/ | 1.3 | ||
| Ace Ltd | 1.3 | ||
| Cisco Systems Inc | 1.1 | ||
| PepsiCo Inc | 1.1 | ||
| Novartis AG | 1.1 | ||
| Salesforce Com Inc | 1.1 | ||
| TJX Companies Inc /DE/ | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 193 | 1,556.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 13 | 275.7 |
| (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 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 606 | 1,833.7 |
| By Discretionary | ||
| Discretionary | 193 | 177.1 |
| Non-Discretionary | 413 | 1,656.6 |
| Total | 606 | 1,833.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,833.7 | |
| Total | 606 | 1,833.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001475933] |
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|---|---|---|
|
Traphagen Investment Advisors LLC
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NJ | 1.9 |
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Capwealth Advisors LLC
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TN | 1.9 |
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MA | 1.9 |
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Keystone Financial Group LLC
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KY | 1.9 |
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Trumbower Financial Advisors LLC
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MD | 1.8 |
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Avalor Investment AG
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1.8 | |
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Unison Advisors LLC
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RI | 1.8 |
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Terry McDaniel & Company
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TX | 1.8 |
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Adell Harriman & Carpenter Inc
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TX | 1.8 |
|
Tortoise Investment Management LLC
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NY | 1.7 |