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Bellwether Advisors, LLC
CIK:0001819815
Investment Adviser
$585M AUM
597 holdings
Lincoln, NE, USA
Bellwether Advisors, LLC is an investment management firm that provides investment advice and services.
Latest 13F Filing Activity
Bellwether Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 591 equity positions with a total 13F market value of $585M. The fund increased holdings in Select Sector SPDR TR, Select Sector SPDR TR, Select Sector SPDR TR among other positions. Bellwether Advisors, LLC reduced exposure to Select Sector SPDR TR, Select Sector SPDR TR, Ishares TR among others.
Top Buys
Top Holdings
Equity Positions (591)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | SELECT SECTOR SPDR TR | 11.46% | $67.1M | 264,908 | $184.93 | $253.23 | -$5.0M |
X XLY | SELECT SECTOR SPDR TR | 10.50% | $61.5M | 282,911 | $204.90 | $217.33 | +$45.5M |
X XLI | SELECT SECTOR SPDR TR | 7.03% | $41.1M | 278,857 | $146.85 | $147.52 | +$40.5M |
I IVV | ISHARES TR | 6.13% | $35.9M | 57,796 | $378.27 | $620.90 | +$3.6M |
X XLC | SELECT SECTOR SPDR TR | 3.74% | $21.9M | 201,883 | $106.98 | $108.53 | +$21.0M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+7.1%
SEMICONDUCTORS & RELATED DEVICES
+4.3%
SERVICES-BUSINESS SERVICES, NEC
+2.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.9%
WATER TRANSPORTATION
+1.3%
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