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Bellwether Advisors, LLC

CIK:0001819815
Investment Adviser
$585M AUM
597 holdings
Lincoln, NE, USA
Founded:2001
10 employees
Latest filing:Jun 30, 2025

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
X
XLYSELECT SECTOR SPDR TR
+$45.5M
X
XLISELECT SECTOR SPDR TR
+$40.5M
X
XLCSELECT SECTOR SPDR TR
+$21.0M
R
RCLROYAL CARIBBEAN GROUP
+$9.7M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+$9.1M
Top Sells
X
XLFSELECT SECTOR SPDR TR
-$26.8M
X
XLVSELECT SECTOR SPDR TR
-$16.9M
I
IWSISHARES TR
-$16.1M
I
IWPISHARES TR
-$15.8M
M
MRVLMARVELL TECHNOLOGY INC
-$7.4M

Top Holdings

X
XLKSELECT SECTOR SPDR TR
+11.5%$67.1M
X
XLYSELECT SECTOR SPDR TR
+10.5%$61.5M
X
XLISELECT SECTOR SPDR TR
+7.0%$41.1M
I
IVVISHARES TR
+6.1%$35.9M
X
XLCSELECT SECTOR SPDR TR
+3.7%$21.9M

Equity Positions (591)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SELECT SECTOR SPDR TR11.46%$67.1M264,908$184.93$253.23-$5.0M
SELECT SECTOR SPDR TR10.50%$61.5M282,911$204.90$217.33+$45.5M
SELECT SECTOR SPDR TR7.03%$41.1M278,857$146.85$147.52+$40.5M
ISHARES TR6.13%$35.9M57,796$378.27$620.90+$3.6M
SELECT SECTOR SPDR TR3.74%$21.9M201,883$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%