Bellwether Advisors, LLC Portfolio Holdings

Bellwether Advisors, LLC

  • $556 Million
  • Q2 2025

Bellwether Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $556 Million distributed in 599 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $67.1M, Select Sector Spdr Consumer Di with a value of $61.5M, Industrial Sector Spdr with a value of $41.1M, Ishares Core S&P 500 ETF with a value of $35.9M, and Select Sector Spdr Tr Communic with a value of $21.9M.

Examining the 13F form we can see an increase of $98.9M in the current position value, from $457M to 556M.

Below you can find more details about Bellwether Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $556 Million
ETFs: $361 Million
Technology: $52.5 Million
Industrials: $38.1 Million
Consumer Cyclical: $36.2 Million
Financial Services: $33.8 Million
Communication Services: $22.3 Million
Healthcare: $8.23 Million
Consumer Defensive: $2.18 Million
Other: $2.32 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$67.1 Million 12.06% of portfolio
264,908
Q2 2025 Reduced 24.13%
$0
$61.5 Million 11.05% of portfolio
282,911
Q2 2025 Added 250.18%
$0
$41.1 Million 7.39% of portfolio
278,857
Q2 2025 Added 5,638.98%
$0
$35.9 Million 6.45% of portfolio
57,796
Q2 2025 Added 0.42%
$0
$21.9 Million 3.94% of portfolio
201,883
Q2 2025 Added 2,134.45%
$0
$21.8 Million 3.92% of portfolio
416,277
Q2 2025 Reduced 57.36%
$650B
$16.5 Million 2.96% of portfolio
33,948
Q2 2025 Added 143.63%
$140B
$13.7 Million 2.46% of portfolio
49,674
Q2 2025 Reduced 24.06%
$0
$11.8 Million 2.13% of portfolio
269,012
Q2 2025 Reduced 0.02%
$89.5B
$9.66 Million 1.74% of portfolio
30,839
Q2 2025 New
$0
$9.66 Million 1.74% of portfolio
102,923
Q2 2025 Reduced 0.27%
$419B
$9.33 Million 1.68% of portfolio
59,086
Q2 2025 Reduced 30.93%
$70.1B
$8.81 Million 1.58% of portfolio
83,792
Q2 2025 New
$50.1B
$8.49 Million 1.53% of portfolio
283,435
Q2 2025 New
$307B
$8.36 Million 1.5% of portfolio
61,290
Q2 2025 New
$72.5B
$8.2 Million 1.47% of portfolio
36,641
Q2 2025 New
$0
$7.85 Million 1.41% of portfolio
210,492
Q2 2025 Reduced 0.73%
$20.6B
$7.75 Million 1.39% of portfolio
34,769
Q2 2025 Added 402.15%
$31.5B
$7.71 Million 1.39% of portfolio
22,892
Q2 2025 New
$3.71T
$6.07 Million 1.09% of portfolio
12,199
Q2 2025 Reduced 65.95%
$0
$5.96 Million 1.07% of portfolio
64,519
Q2 2025 Reduced 0.37%
$52.6B
$5.84 Million 1.05% of portfolio
7,049
Q2 2025 New
$0
$5.85 Million 1.05% of portfolio
94,282
Q2 2025 Reduced 0.51%
$29.6B
$5.79 Million 1.04% of portfolio
10,829
Q2 2025 New
$17.5B
$5.61 Million 1.01% of portfolio
17,115
Q2 2025 New
$0
$5.2 Million 0.94% of portfolio
8,422
Q2 2025 Added 1.57%
$302B
$5.19 Million 0.93% of portfolio
20,151
Q2 2025 Added 16,417.21%
$0
$5.07 Million 0.91% of portfolio
127,427
Q2 2025 Added 17.9%
$0
$4.94 Million 0.89% of portfolio
45,238
Q2 2025 Reduced 0.51%
$67.2B
$4.54 Million 0.82% of portfolio
6,025
Q2 2025 Reduced 1.44%
$0
$4.43 Million 0.8% of portfolio
18,451
Q2 2025 Reduced 0.31%
$0
$4.41 Million 0.79% of portfolio
104,429
Q1 2025 Added 21.05%
$371B
$4.2 Million 0.76% of portfolio
22,635
Q2 2025 Added 0.45%
$0
$3.56 Million 0.64% of portfolio
75,522
Q1 2024 Reduced 0.16%
$52.5B
$3.21 Million 0.58% of portfolio
6,011
Q2 2025 Reduced 28.53%
$1.69T
$3.17 Million 0.57% of portfolio
4,290
Q2 2025 Added 701.87%
$554B
$3.16 Million 0.57% of portfolio
2,359
Q2 2025 Added 1,687.12%
$5.55B
$2.89 Million 0.52% of portfolio
52,202
Q2 2025 Added 26,398.48%
$0
$2.92 Million 0.52% of portfolio
37,748
Q2 2025 Reduced 0.2%
$139B
$2.87 Million 0.52% of portfolio
3,744
Q2 2025 New
$232B
$2.86 Million 0.51% of portfolio
21,000
Q1 2025 Reduced 0.17%
$3.08B
$2.84 Million 0.51% of portfolio
7,024
Q2 2025 New
$560B
$2.78 Million 0.5% of portfolio
7,833
Q2 2025 Added 748.65%
$41.4B
$2.74 Million 0.49% of portfolio
11,265
Q2 2025 New
$178B
$2.66 Million 0.48% of portfolio
5,052
Q2 2025 Reduced 30.38%
$560B
$2.65 Million 0.48% of portfolio
4,715
Q2 2025 Added 2,504.97%
$0
$2.61 Million 0.47% of portfolio
64,504
Q2 2025 Reduced 0.1%
$0
$2.04 Million 0.37% of portfolio
53,542
Q2 2025 Added 106.94%
$3.82T
$2.01 Million 0.36% of portfolio
9,799
Q2 2025 Added 5.44%

Summary

  • Portfolio
  • No. of Stocks 599
  • Current Value $556 Million
  • Prior Value $457 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 106 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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