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Bellwether Advisors, LLC

Portfolio Manager
Bellwether Advisors, LLC
Performance
-0.72% (2025 Q4)
AUM (13F)
$590.18M
# of Holdings
159
Performance Rank
Allocation (Top 20)
58.91%

Bellwether Advisors, LLC Holdings Map

Top 50 Bellwether Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XLK
SELECT SECTOR SPDR TR
7.57%336.1K$44.7M
-31.17%(-152.23K)
2025-Q1: 349.2K shares2025-Q2: 264.9K shares2025-Q3: 265.5K shares2025-Q4: 488.4K shares2026-Q1: 336.1K shares
$88.04(+103.89%)
2026-03-31
IVV
ISHARES TR
6.31%57.0K$37.2M
-0.31%(-180)
2025-Q1: 57.6K shares2025-Q2: 57.8K shares2025-Q3: 57.7K shares2025-Q4: 57.2K shares2026-Q1: 57.0K shares
$359.39(+109.12%)
2026-03-31
XLI
SELECT SECTOR SPDR TR
6.31%230.2K$37.2M
-22.65%(-67.40K)
2025-Q1: 4.9K shares2025-Q2: 278.9K shares2025-Q3: 298.6K shares2025-Q4: 297.6K shares2026-Q1: 230.2K shares
$139.06(+25.49%)
2026-03-31
XLB
SELECT SECTOR SPDR TR
5.78%682.5K$34.1Mnew2025-Q1: 30 shares2025-Q2: 30 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 682.5K shares
$47.66(+8.42%)
2026-03-31
XLF
SELECT SECTOR SPDR TR
5.35%639.5K$31.6M
+2112.11%(+610.63K)
2025-Q1: 976.3K shares2025-Q2: 416.3K shares2025-Q3: 447.9K shares2025-Q4: 28.9K shares2026-Q1: 639.5K shares
$51.62(-0.64%)
2026-03-31
XLY
SELECT SECTOR SPDR TR
3.52%190.9K$20.8M
-57.06%(-253.61K)
2025-Q1: 80.8K shares2025-Q2: 282.9K shares2025-Q3: 193.2K shares2025-Q4: 444.5K shares2026-Q1: 190.9K shares
$101.88(+16.48%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.46%30.3K$14.5M
-5.78%(-1.86K)
2025-Q1: 13.9K shares2025-Q2: 33.9K shares2025-Q3: 0 shares2025-Q4: 32.2K shares2026-Q1: 30.3K shares
$408.56(+18.48%)
2026-03-31
XLV
SELECT SECTOR SPDR TR
2.35%94.6K$13.9M
-12.00%(-12.91K)
2025-Q1: 115.6K shares2025-Q2: 211 shares2025-Q3: 0 shares2025-Q4: 107.5K shares2026-Q1: 94.6K shares
$146.97(-0.23%)
2026-03-31
PJAN
INNOVATOR ETFS TRUST
2.21%282.4K$13.0M
-3.49%(-10.22K)
2025-Q1: 269.1K shares2025-Q2: 269.0K shares2025-Q3: 269.0K shares2025-Q4: 292.6K shares2026-Q1: 282.4K shares
$34.66(+41.99%)
2026-03-31
XLC
SELECT SECTOR SPDR TR
2.05%109.0K$12.1M
-73.25%(-298.47K)
2025-Q1: 9.0K shares2025-Q2: 201.9K shares2025-Q3: 394.7K shares2025-Q4: 407.5K shares2026-Q1: 109.0K shares
$107.28(+9.16%)
2026-03-31

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