Bellwether Advisors, LLC Portfolio Holdings
Bellwether Advisors, LLC
- $507 Million
- Q3 2024
Bellwether Advisors, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $507 Million distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $71.7M, Ishares Core S&P 500 ETF with a value of $34.6M, Financial Sector Spdr with a value of $31.2M, Select Sector Spdr Consumer Di with a value of $24.5M, and Spdr S&P 500 ETF Trust with a value of $22.8M.
Examining the 13F form we can see an increase of $49.9M in the current position value, from $457M to 507M.
Below you can find more details about Bellwether Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$507 Million
ETFs: $345 Million
Technology: $71.9 Million
Financial Services: $40.2 Million
Industrials: $16.4 Million
Consumer Cyclical: $9.26 Million
Consumer Defensive: $8.7 Million
Communication Services: $7.56 Million
Healthcare: $6.57 Million
Other: $2.08 Million