Waters Parkerson & Co LLC

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Assets, Funds, Holdings

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CAFR Data
Waters Parkerson & Co LLC
CRD #3711
SEC #801-8754
CIK #1222993
AUM $1.5 BB (100% Disc, 100% US)
Employees11 (45% Investors, 0% Brokers)
Phone504-581-2022
Address601 Poydras Street
New Orleans, LA 70130-6013
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
16751340100567033502000200620132020
Sector Holding Cap ($MM) Value ($MM)
V341,210.047.4
TMO101,470.044.5
HD206,070.038.3
ABT136,670.037.1
JPM341,670.036.4
DWDP125,320.032.2
ACN104,720.032.2
XOM337,850.030.6
CVX234,890.027.6
NKE135,060.026.9
View All
Holdings by Sector ($)
1.21.00.70.50.20.02014201620182020
Comparable Firms State AUM ($BB)
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VA 1.7
Farmhouse Investment Management LLC
CA 1.7
Nichols & Pratt Advisers LLP
MA 1.6
Polaris Greystone Financial Group LLC
CA 1.6
Signia Wealth Limited
1.6
Avalor Investment AG
1.5
Northeast Investment Management Inc
MA 1.5
Marshfield Associates
DC 1.5
Heritage Financial Services LLC
MA 1.4
Singer & Xenos Inc
FL 1.4
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