Bellwether Advisors LLC

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Assets, Funds, Holdings

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Bellwether Advisors LLC
CRD #300012
SEC #801-114600
CIK #0001819815
AUM $516.6 MM (2024-08-13)
Employees 11 (36% Investors, 0% Brokers)
Phone402-476-8844
Address140 North 8th Street
Lincoln, NE 68058
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
60048036024012002009201420192025
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 ($MM)
50040030020010002020202120232025
AUM Breakdown Accounts AUM ($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
PA 0.5
Trunorth Wealth Partners LLC
MN 0.5
Compass Advisory Group LLC
NY 0.5
The August Group Capital Limited
0.5
Wealth Care LLC
FL 0.5
Global Financial Private Client LLC
FL 0.5
Sensible Money LLC
AZ 0.5
Investment Management Associates Inc
CO 0.5
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