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| Happy Holidays!! thanks for using AUM13F!! |
| Ramsay Stattman Vela & Price Inc
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| CRD # | 105156 |
| SEC # | 801-11769 |
| CIK # | 0001541399 |
| AUM | $764.6 M (2025-02-04) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 719-473-6925 |
| Address | 2 N Cascade Ave, Ste 810 Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 53.8 | ||
| Apple Inc | 35.5 | ||
| Nvidia Corp | 27.3 | ||
| VISA Inc | 19.4 | ||
| Stryker Corp | 19.1 | ||
| Alphabet Inc | 18.3 | ||
| Automatic Data Processing Inc | 17.2 | ||
| Amazon Com Inc | 17.1 | ||
| Abbott Laboratories | 14.7 | ||
| Fiserv Inc | 14.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 44.3 |
| (b) Individuals (high net worth individuals) | 230 | 608.8 |
| (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 | 17 | 111.4 |
| (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 | 390 | 764.6 |
| By Discretionary | ||
| Discretionary | 387 | 756.2 |
| Non-Discretionary | 3 | 8.4 |
| Total | 390 | 764.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.1 | |
| United States Persons | 760.5 | |
| Total | 390 | 764.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001541399] |
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