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CIK: 0001819815
Total reported value
$675.0M
$675.0M
125 檔
27.4%
During the Q3 2024 filing period, Bellwether Advisors, LLC (CIK: 0001819815) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $675.0M across 125 reported positions.
During Q3 2024, Bellwether Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 13.77% | +3.04% | -0.56% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.65% | +0.21% | +0.01% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 5.99% | -3.57% | +59.02% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 4.71% | -0.19% | +10.24% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.38% | — | +3649.10% | |
| 6 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 3.43% | -0.01% | -27.00% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | -0.14% | +27.12% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.33% | +0.66% | +27.43% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.98% | -1.14% | +1014.12% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 2.83% | -2.12% | -31.20% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 2.75% | -0.02% | +1.90% | |
| 12 | IYK | Ishares US Consumer Staples | ETF-Other | 2.45% | -0.01% | +44.32% | |
| 13 | ON | On Semiconductor | Stock-Tech | 2.24% | -0.24% | EXIT | |
| 14 | PJAN | Innovator U.s. Equity Power | ETF-Other | 2.18% | -0.15% | -1.00% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.81% | -0.12% | +0.23% | |
| 16 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.51% | -0.04% | +179.67% | |
| 17 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.48% | -0.06% | -0.60% | |
| 18 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.32% | — | — | |
| 19 | CME | Cme Group Inc | Stock-Financials | 1.25% | -0.04% | EXIT | |
| 20 | MSCI | Msci Inc | Stock-Financials | 1.24% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.35% | +3.69% | |
| 22 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.16% | — | — | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.13% | +0.04% | +0.38% | |
| 24 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.04% | +0.34% | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | +0.09% | -0.42% | |
| 26 | URI | United Rentals Inc | Stock-Industrials | 0.96% | +0.26% | -0.16% | |
| 27 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.91% | +0.28% | -0.03% | |
| 28 | HUBS | Hubspot Inc | Stock-Tech | 0.80% | — | — | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.07% | +0.37% | |
| 30 | GWW | Ww Grainger Inc | Stock-Industrials | 0.78% | -0.20% | +63.11% | |
| 31 | FAST | Fastenal Co | Stock-Industrials | 0.76% | — | +142.02% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.73% | +0.24% | — | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.72% | — | — | |
| 34 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.72% | -0.06% | -24.92% | |
| 35 | APO | Apollo Global Management Inc | Stock-Financials | 0.69% | — | — | |
| 36 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.68% | — | +66.58% | |
| 37 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.06% | -0.77% | |
| 38 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.63% | -0.04% | — | |
| 39 | MCO | Moody's CORP | Stock-Financials | 0.58% | — | — | |
| 40 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.55% | -0.04% | -28.68% | |
| 41 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.55% | -0.03% | — | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.53% | -0.02% | -1.05% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.37% | -21.46% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.09% | — | |
| 45 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.45% | — | — | |
| 46 | CTAS | Cintas CORP | Stock-Industrials | 0.45% | — | +321.42% | |
| 47 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.42% | — | +2.02% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.38% | -0.13% | -65.46% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | -0.02% | +336.94% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.35% | -0.04% | -0.01% |
According to official SEC Form 13F filings, Bellwether Advisors, LLC reported a total U.S. public equity portfolio value of $675.0M across 125 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including XLK, IVV, XLF) accounted for 27.4% of total reported equity market value during Q3 2024.
During Q3 2024, Bellwether Advisors, LLC's top holdings by market value included XLK (13.8%)、IVV (6.7%)、XLF (6.0%). The largest single position, XLK, represented 13.8% of total portfolio value.
In Q3 2024, Bellwether Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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