St Johns Investment Management Co

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Assets, Funds, Holdings

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St Johns Investment Management Co
CRD #105564
SEC #801-20962
CIK #0001605522
AUM
Employees
Phone904-399-0662
Address1301 Riverplace Blvd
Jacksonville, FL 32207
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4503602701809002001200920172025
Sector Form 13F Holdings Value ($M)
Apple Inc 12.8
SPDR Gold Trust 8.2
Microsoft Corp 7.5
Alphabet Inc 5.1
Nvidia Corp 5.1
Wal Mart Stores Inc 4.9
Amazon Com Inc 4.9
J P Morgan Chase & Co 3.5
American Express Co 3.3
Facebook Inc 3.2
View All
Holdings by Sector ($M)
2502001501005002013201720222027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 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 871 243.4
By Discretionary
Discretionary 811 230.1
Non-Discretionary 60 13.3
Total 871 243.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 243.4
Total 871 243.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001605522]
Firm Profile (Form ADV)
Discretionary AUM$0.3B
ServesInstitutional, Retail
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