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| Woodley Farra Manion Portfolio Management Inc
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| |
|---|---|
| CRD # | 107660 |
| SEC # | 801-50387 |
| CIK # | 0001165805 |
| AUM | $1.8 BB (2024-07-11) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 317-269-0224 |
| Address | 8555 N River Road Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 88.7 | |
| PGR | 67,509.2 | 84.0 | |
| GOOGL | 1,475,138.5 | 80.5 | |
| MSI | 35,172.5 | 72.5 | |
| AJG | 34,278.9 | 71.3 | |
| FI | 71.1 | ||
| AVGO | 201,282.9 | 70.7 | |
| HON | 119,775.0 | 68.5 | |
| ACN | 179,517.0 | 65.9 | |
| DOV | 17,556.2 | 61.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 550 | 40.4 |
| (b) Individuals (high net worth individuals) | 771 | 1,558.1 |
| (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 | 5 | 13.7 |
| (h) Charitable organizations | 48 | 138.8 |
| (i) State or municipal government entities | 1 | 48.0 |
| (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 | 1,375 | 1,799.0 |
| By Discretionary | ||
| Discretionary | 1,370 | 1,758.7 |
| Non-Discretionary | 5 | 40.3 |
| Total | 1,375 | 1,799.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,799.0 | |
| Total | 1,375 | 1,799.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001165805] |
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|---|---|---|
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Redhawk Wealth Advisors Inc
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MN | 1.8 |
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DDD Partners LLC
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PA | 1.8 |
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OH | 1.8 |
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1.8 | |
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TX | 1.8 |