Bellwether Advisors, LLC Portfolio Holdings
Bellwether Advisors, LLC
- $542 Million
- Q4 2024
Bellwether Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $542 Million distributed in 514 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $109M, Financial Sector Spdr with a value of $58.1M, Ishares Core S&P 500 ETF with a value of $35.2M, Select Sector Spdr Consumer Di with a value of $25M, and Broadcom Inc. with a value of $23.1M.
Examining the 13F form we can see an increase of $34.8M in the current position value, from $507M to 542M.
Below you can find more details about Bellwether Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$542 Million
ETFs: $359 Million
Technology: $87.3 Million
Financial Services: $43.3 Million
Industrials: $14.4 Million
Consumer Defensive: $11.3 Million
Communication Services: $7.81 Million
Consumer Cyclical: $7.7 Million
Healthcare: $7.41 Million
Other: $3.67 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 514
- Current Value $542 Million
- Prior Value $507 Million
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 392 stocks
- Additional Purchases 44 stocks
- Sold out of 0 stocks
- Reduced holdings in 48 stocks