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| Bellwether Advisors LLC
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| |
|---|---|
| CRD # | 300012 |
| SEC # | 801-114600 |
| CIK # | 0001819815 |
| AUM | $516.6 MM (2024-08-13) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 402-476-8844 |
| Address | 140 North 8th Street Lincoln, NE 68058 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 14.5 | |
| IAU | 13.6 | ||
| AVGO | 201,282.9 | 13.0 | |
| ORCL | 182,760.6 | 11.6 | |
| ON | 22,946.2 | 9.4 | |
| GLD | 7.6 | ||
| AAPL | 2,382,844.0 | 5.1 | |
| URI | 17,758.9 | 4.0 | |
| TEAM | 48,821.5 | 3.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 337 | 121.4 |
| (b) Individuals (high net worth individuals) | 87 | 355.6 |
| (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 | 10 | 20.6 |
| (h) Charitable organizations | 5 | 10.8 |
| (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 | 10 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,119 | 516.6 |
| By Discretionary | ||
| Discretionary | 1,119 | 516.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,119 | 516.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 515.5 | |
| Total | 1,119 | 516.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001819815] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Roman Butler Fullerton & Co
✚
|
MO | 0.5 |
|
Cassady Schiller Wealth Management LLC
✚
|
OH | 0.5 |
|
Northeast Advisers Inc
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|
PA | 0.5 |
|
Trunorth Wealth Partners LLC
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MN | 0.5 |
|
Compass Advisory Group LLC
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|
NY | 0.5 |
|
The August Group Capital Limited
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|
0.5 | |
|
Wealth Care LLC
✚
|
FL | 0.5 |
|
Global Financial Private Client LLC
✚
|
FL | 0.5 |
|
Sensible Money LLC
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|
AZ | 0.5 |
|
Investment Management Associates Inc
✚
|
CO | 0.5 |