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Bellwether Advisors, LLC13F | |
| Bellwether Advisors, LLC | |
| Last update 2025-05-07 | 514 Stocks (19 new) |
| Value $479.00 Mil | Turnover 19 % |
Bellwether Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLK | Technology Select Sector SPDR ETF | 349,151 | 72,092.7 | -25.33% | 15.060 | -4.92% | 0.110 | +29.20% | +10.41% | 80,440.0 | ||
XLF | Financial Select Sector SPDR | 976,289 | 48,629.0 | -18.72% | 10.160 | -1.94% | 0.100 | +12.15% | +8.69% | 49,640.7 | ||
IVV | iShares Core S&P 500 ETF | 57,553 | 32,332.5 | -3.70% | 6.750 | -0.23% | 0.010 | +17.02% | +7.08% | 622,054.4 | ||
XLV | Health Care Select Sector SPDR | 115,617 | 16,881.2 | +175,077.27% | 3.530 | +3.53% | 0.040 | -0.76% | -0.88% | 34,402.1 | ||
IWS | iShares Russell Mid-Cap Value ETF | 127,894 | 16,110.8 | New Holding | 3.370 | +3.37% | 0.130 | +15.55% | +5.02% | 14,441.7 | ||
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 80,790 | 15,952.8 | -27.54% | 3.330 | -1.23% | 0.080 | +16.96% | -0.82% | 23,007.1 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 134,523 | 15,805.1 | +24,226.04% | 3.300 | +3.29% | 0.100 | +22.32% | +8.60% | 21,905.6 | ||
MSFT | Microsoft Corp | 35,823 | 13,447.7 | -24.35% | 2.810 | -0.87% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
PJAN |
Innovator U.S. Equity Power Buffer ETF - January
Innovator U.S. Equity Power Buffer ETF - January
| 269,059 | 11,157.9 | -2.62% | 2.330 | -0.05% | 0.910 | +9.71% | +4.52% | 1,301.6 | ||
AVGO | Broadcom Inc | 65,411 | 10,951.8 | -34.42% | 2.290 | -1.42% | 0.000 | +51.16% | +18.99% | 1,290,538.4 | Semiconductors |
Bellwether Advisors, LLC's Historical Top Holdings Breakdowns
Bellwether Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Reduce Reduce | -4.92% | 206.38 ($226.74) 242.18 | $255.85 | 12.84% | Reduce -25.33% | 349,151 | -118,447 | |
XLV | Health Care Select Sector SPDR | 2025-03-31 | Add Add | +3.53% | 137.61 ($145.27) 149.68 | $135.19 | -6.94% | Add 175077.27% | 115,617 | 115,551 | |
IWS | iShares Russell Mid-Cap Value ETF | 2025-03-31 | New Buy New Buy | +3.37% | 122.59 ($130.21) 135.24 | $134.84 | 3.56% | New holding | 127,894 | 127,894 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-03-31 | Add Add | +3.29% | 114.9 ($128.55) 139.6 | $137.51 | 6.97% | Add 24226.04% | 134,523 | 133,970 | |
IYK | iShares U.S. Consumer Staples ETF | 2025-03-31 | Reduce Reduce | -2.35% | 63.29 ($67.9) 71.8 | $70.05 | 3.17% | Reduce -96.12% | 8,109 | -200,883 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Reduce Reduce | -1.94% | 47.32 ($50.16) 52.19 | $52.16 | 3.99% | Reduce -18.72% | 976,289 | -224,859 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-03-31 | Reduce Reduce | -1.85% | 94.84 ($99.87) 105.31 | $106.01 | 6.15% | Reduce -92.24% | 9,035 | -107,362 | |
ORCL | Oracle Corp | 2025-03-31 | Reduce Reduce | -1.56% | 139.81 ($162.81) 186.47 | $230.56 | 41.61% | Reduce -69.21% | 23,308 | -52,380 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -1.42% | 167.43 ($211.65) 244.7 | $274.38 | 29.64% | Reduce -34.42% | 65,411 | -34,325 | |
PDEC |
Innovator U.S. Equity Power Buffer ETF - December
Innovator U.S. Equity Power Buffer ETF - December
| 2025-03-31 | Add Add | +1.26% | 37.32 ($38.55) 39.45 | $40.17 | 4.20% | Add 393.05% | 201,633 | 160,738 |
Bellwether Advisors, LLC Total Holding History ($B)
Bellwether Advisors, LLC's Asset Allocation
Bellwether Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Bellwether Advisors, LLC's Hypothetical Growth since 2025-03-31
Bellwether Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bellwether Advisors, LLC's Holdings Heat Map
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Bellwether Advisors, LLC's Holdings Bubble Chart
Bellwether Advisors, LLC News
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