Filer Name: BELLWETHER ADVISORS, LLC
CIK: 1819815
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 514
Portfolio Value: $0.56B

Bellwether Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
XLK US TECHNOLOGY SELECT SECT SPDR 467,598 $109M 19.44% 47.2% -
XLF US FINANCIAL SELECT SECTOR SPDR 1,201,148 $58M 10.38% 74.6% -
IVV US ISHARES CORE S&P 500 ETF 59,764 $35M 6.29% -0.4% -
XLY US CONSUMER DISCRETIONARY SELT 111,494 $25M 4.47% -8.8% -
AVGO US BROADCOM INC 99,736 $23M 4.13% 11.0% -
MSFT US MICROSOFT CORP 47,352 $20M 3.57% 14.5% -
IYK US ISHARES US CONSUMER STAPLES 208,992 $14M 2.45% 15.7% -
NVDA US NVIDIA CORP 98,294 $13M 2.36% 345.6% -
ORCL US ORACLE CORP 75,688 $13M 2.26% -9.9% -
PJAN US INNOVATOR U.S. EQUITY POWER 276,293 $12M 2.09% 0.5% -
XLC US COMM SERV SELECT SECTOR SPDR 116,397 $11M 2.01% -39.3% -
USMV US ISHARES MSCI USA MIN VOL FAC 102,754 $9M 1.63% -0.5% -
MCHP US MICROCHIP TECHNOLOGY INC 153,032 $9M 1.57% 100.0% -
PAUG US INNOVATOR U.S. EQUITY POWER 208,319 $8M 1.43% 0.0% -
PAPR US INNOVATOR U.S. EQUITY POWER 214,106 $8M 1.41% -0.3% -
AMP US AMERIPRISE FINANCIAL INC 14,212 $8M 1.35% -2.9% -
MSCI US MSCI INC 12,234 $7M 1.31% 10.7% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 13,907 $6M 1.13% 0.1% -
IJH US ISHARES CORE S&P MIDCAP ETF 94,455 $6M 1.05% -0.3% -
IXN US ISHARES GLOBAL TECH ETF 64,828 $5M 0.98% -0.8% -
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