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 Market Cap. of $200 Billions or more
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