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.
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)
| 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
+6.6%
SEMICONDUCTORS & RELATED DEVICES
+3.9%
FIRE, MARINE & CASUALTY INSURANCE
+2.8%
SERVICES-BUSINESS SERVICES, NEC
+2.4%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+1.9%