|
⚲
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| Pettee Investors Inc
✚
| |
|---|---|
| CRD # | 105553 |
| SEC # | 801-34750 |
| CIK # | 0001596901 |
| AUM | $232.3 MM (2024-03-28) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 203-957-8880 |
| Address | 137 Rowayton Avenue Rowayton, CT 06853 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001596901 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| J P Morgan Chase & Co | 340,169.2 | 12.5 | |
| Johnson & Johnson | 465,600.2 | 8.4 | |
| Apple Inc | 2,382,844.0 | 7.7 | |
| Microsoft Corp | 1,918,222.4 | 7.7 | |
| Nvidia Corp | 399,550.0 | 5.6 | |
| Procter & Gamble Co | 338,108.9 | 4.3 | |
| Applied Materials Inc /DE | 82,662.4 | 4.1 | |
| Alphabet Inc | 1,482,566.4 | 3.8 | |
| Quanta Services Inc | 17,834.3 | 3.7 | |
| United Rentals Inc /DE | 17,758.9 | 3.6 | |
| Amazon Com Inc | 1,092,997.8 | 3.6 | |
| American Express Co | 107,077.6 | 3.4 | |
| Schwab Charles Corp | 121,688.8 | 3.3 | |
| Home Depot Inc | 277,648.0 | 3.2 | |
| Waste Management Inc | 61,816.0 | 3.1 | |
| International Business Machines Corp | 127,593.9 | 3.1 | |
| McGraw-hill Companies Inc | 113,084.7 | 3.1 | |
| Horton D R Inc /DE/ | 23,191.8 | 3.0 | |
| Dover Corp | 17,556.2 | 3.0 | |
| Synopsys Inc | 46,452.5 | 3.0 | |
| Icon PLC /Adr/ | 17,857.7 | 2.9 | |
| Reliance Steel & Aluminum Co | 10,707.7 | 2.8 | |
| Pfizer Inc | 284,248.0 | 2.7 | |
| Exxon Mobil Corp | 385,508.3 | 2.7 | |
| Chevron Corp | 294,604.1 | 2.6 | |
| Abbott Laboratories | 187,298.3 | 2.5 | |
| Walt Disney Co | 174,716.7 | 2.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 3.1 |
| (b) Individuals (high net worth individuals) | 30 | 212.7 |
| (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 | 0 | 5.4 |
| (h) Charitable organizations | 0 | 10.9 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 73 | 232.3 |
| By Discretionary | ||
| Discretionary | 73 | 232.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 73 | 232.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.3 | |
| Total | 73 | 232.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001596901] |
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|---|---|---|
|
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|
FL | 0.2 |
|
PWA Financial
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PA | 0.2 |
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Demars Financial Group LLC
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Semus Wealth Partners LLC
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Portico Wealth Advisors LLC
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APS Wealth Management LLC
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NY | 0.2 |
|
Accretive Wealth Management LLC
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|
Security First Advisors Inc
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OR | 0.2 |
|
LPF Advisors LLC
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FL | 0.2 |