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| Happy Holidays!! thanks for using AUM13F!! |
| Bellwether Investment Group LLC
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| CRD # | 148114 |
| SEC # | 801-69529 |
| CIK # | 0001682454 |
| AUM | $137.1 M (2025-02-13) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 423-698-6256 |
| Address | 5502 Hixson Pike Hixson, TN 37343 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001682454 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 1.2 | ||
| Johnson & Johnson | 1.0 | ||
| Microsoft Corp | 0.8 | ||
| Gabelli Dividend & Income Trust | 0.8 | ||
| UnitedHealth Group Inc | 0.7 | ||
| Apple Inc | 0.7 | ||
| Salesforce Com Inc | 0.5 | ||
| Pfizer Inc | 0.5 | ||
| Coca Cola Co | 0.5 | ||
| First Trust Enhanced Equity Income Fund | 0.5 | ||
| Becton Dickinson & Co | 0.4 | ||
| McDonalds Corp | 0.4 | ||
| Lockheed Martin Corp | 0.4 | ||
| Enterprise Products Partners L P | 0.4 | ||
| Alibaba Group Holding Ltd | 0.3 | ||
| AT&T Inc | 0.3 | ||
| Altria Group Inc | 0.3 | ||
| Texas Instruments Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 57.6 |
| (b) Individuals (high net worth individuals) | 31 | 78.3 |
| (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 | 0 | 0.4 |
| (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 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 304 | 137.1 |
| By Discretionary | ||
| Discretionary | 304 | 137.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 304 | 137.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 134.5 | |
| Total | 304 | 137.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001682454] |
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