Trust & Investment Advisors Inc
- Assets, Funds, Holdings
| Trust & Investment Advisors Inc
|
| CRD # | 105330 |
| SEC # | 801-30680 |
| CIK # | 0001597690, 0001766226, 0001766909, 0001640420, 0001332748 |
| AUM |
|
| Employees |
6 (67% Investors, 0% Brokers)
|
| Phone | 317-253-2000 |
| Address | 8440 Woodfield Crossing Blvd
Indianapolis, IN 46240 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|
Apple Inc
|
2,382,844.0 |
9.3 |
|
Microsoft Corp
|
1,918,222.4 |
7.1 |
|
Lilly Eli & Co
|
301,789.7 |
6.2 |
|
Rio Tinto PLC
|
102,512.8 |
2.5 |
|
Tractor Supply Co /DE/
|
21,844.9 |
2.5 |
|
UnitedHealth Group Inc
|
477,004.0 |
2.2 |
|
Taiwan Semiconductor Manufacturing Co Ltd
|
437,370.3 |
2.0 |
|
Caterpillar Inc
|
99,975.7 |
1.9 |
|
Advanced Micro Devices Inc
|
131,458.5 |
1.8 |
|
Palo Alto Networks Inc
|
49,011.6 |
1.7 |
|
Chevron Corp
|
294,604.1 |
1.7 |
|
Broadcom Inc
|
201,282.9 |
1.7 |
|
Home Depot Inc
|
277,648.0 |
1.7 |
|
Sanofi
|
130,210.1 |
1.7 |
|
TJX Companies Inc /DE/
|
67,345.6 |
1.6 |
|
AbbVie Inc
|
269,466.6 |
1.6 |
|
Cisco Systems Inc
|
178,309.9 |
1.6 |
|
Ingersoll-Rand PLC
|
30,146.9 |
1.5 |
|
Motorola Inc
|
35,172.5 |
1.5 |
|
Morgan Stanley
|
136,724.0 |
1.5 |
|
Nike Inc
|
161,751.8 |
1.5 |
|
NXP Semiconductors NV
|
40,492.7 |
1.5 |
|
Boeing Co
|
82,059.9 |
1.5 |
|
Eaton Corp Ltd
|
51,598.7 |
1.5 |
|
United Technologies Corp /DE/
|
139,471.0 |
1.5 |
|
Qualcomm Inc/DE
|
147,392.0 |
1.4 |
|
Oneok Inc /New/
|
25,448.2 |
1.4 |
|
International Business Machines Corp
|
127,593.9 |
1.4 |
|
J P Morgan Chase & Co
|
340,169.2 |
1.4 |
|
Alphabet Inc
|
1,482,566.4 |
1.4 |
Prev |
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|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
157
|
42.2 |
| (b) Individuals (high net worth individuals) |
25
|
64.7 |
| (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 |
0.0 |
| (h) Charitable organizations |
9 |
21.0 |
| (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 |
3.6 |
| (n) Other |
0 |
0.0 |
| Total |
322 |
131.5 |
| By Discretionary |
| Discretionary |
322 |
131.5 |
| Non-Discretionary |
0 |
0.0 |
| Total |
322 |
131.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
131.5 |
| Total |
322 |
131.5 |
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False
93381142