St Johns Investment Management Company LLC

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Assets, Funds, Holdings

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St Johns Investment Management Company LLC
CRD #169538
SEC #801-78956
CIK #0001605522
AUM $312.2 MM (2024-06-22)
Employees 5 (80% Investors, 0% Brokers)
Phone904-379-7903
Address4500 Salisbury Rd
Jacksonville, FL 32216
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3502802101407002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 12.2
MSFT 1,918,222.4 7.7
GLD 5.8
AMZN 1,092,997.8 4.6
GOOGL 1,475,138.5 4.2
NVDA 399,550.0 4.0
BAC 278,315.2 3.9
META 434,852.0 2.8
WMT 335,434.5 2.8
KO 269,985.6 2.5
View All
Holdings by Sector ($MM)
2502001501005002012201620202025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 118 29.1
(b) Individuals (high net worth individuals) 97 273.0
(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 10.1
(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 564 312.2
By Discretionary
Discretionary 563 311.9
Non-Discretionary 1 0.3
Total 564 312.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 312.2
Total 564 312.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001605522]
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NY 0.3
Hutchens & Kramer Investment Management Group LLC
IN 0.3
Valiant Wealth LLC
IA 0.3
Altruist Financial Advisors LLC
MI 0.3
ADE LLC
MD 0.3
Jackson Financial Services LLC
SC 0.3
Integrity Wealth Advisors LLC
CA 0.3
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