BCU Wealth Advisors, LLC

Q1 2025 13F Combination Report, Stock Holdings

Signature - Title
Scott L. Comeau - Chief Compliance Officer
Location
Vernon Hills, IL
Holdings as of
March 31, 2025
Value $
$192M
Num holdings
50
Date filed
4/17/2025, 04:15 PM
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP code, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.
Previous filing
Q4 2024 - Jan 30, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Scott L. Comeau Chief Compliance Officer Vernon Hills, Illinois 4/17/2025

List of Other Managers Reporting for BCU Wealth Advisors, LLC:

Name Holdings Value Location File Number
LPL Financial LLC $246B San Diego, CA 028-12526
NATIXIS ADVISORS, LLC $53.5B Boston, MA 028-05788
Clark Capital Management Group, Inc. $14.3B Philadelphia, PA 028-11680
Madison Asset Management, LLC $8.87B Madison, WI 028-10986
MANAGED ASSET PORTFOLIOS, LLC $675M Rochester, MI 028-16090

Other Included Managers (1):

Num Name Location File Number
1 Baxter Credit Union Vernon Hills, IL 028-23706