Bellwether Advisors, LLC Portfolio Holdings
Bellwether Advisors, LLC
- $457 Million
- Q1 2025
Bellwether Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $457 Million distributed in 514 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $72.1M, Financial Sector Spdr with a value of $48.6M, Ishares Core S&P 500 ETF with a value of $32.3M, Select Sector Spdr Fund Health with a value of $16.9M, and Ishares Russell Midcap Value E with a value of $16.1M.
Examining the 13F form we can see an decrease of $84.7M in the current position value, from $542M to 457M.
Below you can find more details about Bellwether Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$457 Million
ETFs: $321 Million
Technology: $51.8 Million
Financial Services: $40 Million
Healthcare: $19.4 Million
Industrials: $9.49 Million
Consumer Cyclical: $8.74 Million
Consumer Defensive: $2.52 Million
Communication Services: $1.96 Million
Other: $2.85 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 514
- Current Value $457 Million
- Prior Value $542 Million
- Filing
- Period Q1 2025
- Filing Date May 07, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 20 stocks
- Additional Purchases 51 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks