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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$16.5 Million 2.96% of portfolio
33,948
Q2 2025 Added 143.63%
$127B
$13.7 Million 2.46% of portfolio
49,674
Q2 2025 Reduced 24.06%
$79.9B
$9.66 Million 1.74% of portfolio
30,839
Q2 2025 New
$456B
$9.33 Million 1.68% of portfolio
59,086
Q2 2025 Reduced 30.93%
$70.6B
$8.81 Million 1.58% of portfolio
83,792
Q2 2025 New
$44.8B
$8.49 Million 1.53% of portfolio
283,435
Q2 2025 New
$367B
$8.36 Million 1.5% of portfolio
61,290
Q2 2025 New
$61.8B
$8.2 Million 1.47% of portfolio
36,641
Q2 2025 New
$118B
$8.2 Million 1.47% of portfolio
3,138
Q2 2025 Added 104,500.0%
$22.7B
$7.75 Million 1.39% of portfolio
34,769
Q2 2025 Added 402.15%
$29.2B
$7.71 Million 1.39% of portfolio
22,892
Q2 2025 New
$3.95T
$6.07 Million 1.09% of portfolio
12,199
Q2 2025 Reduced 65.95%
$54.9B
$5.84 Million 1.05% of portfolio
7,049
Q2 2025 New
$30.2B
$5.79 Million 1.04% of portfolio
10,829
Q2 2025 New
$17.1B
$5.61 Million 1.01% of portfolio
17,115
Q2 2025 New
$306B
$5.19 Million 0.93% of portfolio
20,151
Q2 2025 Added 16,417.21%
$351B
$4.2 Million 0.76% of portfolio
22,635
Q2 2025 Added 0.45%
$55.2B
$3.21 Million 0.58% of portfolio
6,011
Q2 2025 Reduced 28.53%
$1.78T
$3.17 Million 0.57% of portfolio
4,290
Q2 2025 Added 701.87%
$545B
$3.16 Million 0.57% of portfolio
2,359
Q2 2025 Added 1,687.12%
$6.14B
$2.89 Million 0.52% of portfolio
52,202
Q2 2025 Added 26,398.48%
$133B
$2.87 Million 0.52% of portfolio
3,744
Q2 2025 New
$229B
$2.86 Million 0.51% of portfolio
21,000
Q1 2025 Reduced 0.17%
$3.68B
$2.84 Million 0.51% of portfolio
7,024
Q2 2025 New
$551B
$2.78 Million 0.5% of portfolio
7,833
Q2 2025 Added 748.65%
$38.7B
$2.74 Million 0.49% of portfolio
11,265
Q2 2025 New
$182B
$2.66 Million 0.48% of portfolio
5,052
Q2 2025 Reduced 30.38%
$548B
$2.65 Million 0.48% of portfolio
4,715
Q2 2025 Added 2,504.97%
$3.69T
$2.01 Million 0.36% of portfolio
9,799
Q2 2025 Added 5.44%
$66.3B
$1.49 Million 0.27% of portfolio
17,609
Q2 2025 Reduced 2.62%
$684B
$939,000 0.17% of portfolio
4,298
Q2 2025 Reduced 81.56%
$2.26T
$880,000 0.16% of portfolio
4,015
Q2 2025 Added 14.94%
$1.21T
$698,000 0.13% of portfolio
3,961
Q2 2025 Reduced 12.68%
$92.8B
$661,000 0.12% of portfolio
1,927
Q2 2025 Added 4.22%
$0
$573,000 0.1% of portfolio
27,645
Q2 2025 Reduced 3.98%
$27.8B
$444,000 0.08% of portfolio
10,588
Q2 2025 Added 95.71%
$36.8B
$425,000 0.08% of portfolio
4,238
Q1 2025 Reduced 3.13%
$48.5B
$429,000 0.08% of portfolio
413
Q2 2025 Reduced 74.72%
$0
$394,000 0.07% of portfolio
8,396
Q2 2025 Reduced 20.76%
$203B
$412,000 0.07% of portfolio
14,270
Q3 2024 Reduced 46.57%
$281B
$347,000 0.06% of portfolio
3,556
Q2 2025 Added 0.4%
$1.75B
$338,000 0.06% of portfolio
12,379
Q4 2024 Added 23.59%
$405B
$357,000 0.06% of portfolio
976
Q2 2025 Reduced 12.62%
$101B
$352,000 0.06% of portfolio
1,613
Q2 2025 Reduced 0.19%
$135B
$333,000 0.06% of portfolio
1,450
Q2 2025 Added 9.6%
$859B
$306,000 0.06% of portfolio
1,057
Q2 2025 Reduced 2.4%
$227B
$300,000 0.05% of portfolio
941
Q2 2025 Added 7.05%
$142B
$238,000 0.04% of portfolio
602
Q2 2025 Added 11.9%
$1.24T
$210,000 0.04% of portfolio
1,184
Q2 2025 Reduced 6.85%

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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