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CIK: 0001819815
Total reported value
$675.0M
$675.0M
514 檔
37.0%
The Q4 2024 SEC filing reveals that Bellwether Advisors, LLC held a total portfolio value of $675.0M, covering 514 public equity positions.
During Q4 2024, Bellwether Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including XLK, XLF, IVV) accounted for 37.0% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 514 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 19.44% | +3.04% | +47.21% | |
| 2 | XLF | Ss Financial Select Sector | ETF-Other | 10.38% | -3.57% | +74.61% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.29% | +0.21% | -0.42% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 4.47% | -0.19% | -8.80% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.13% | -1.14% | +10.98% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.57% | -0.14% | +14.45% | |
| 7 | IYK | Ishares US Consumer Staples | ETF-Other | 2.45% | -0.01% | +15.72% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | -0.37% | +345.62% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.26% | -0.02% | -9.94% | |
| 10 | PJAN | Innovator U.s. Equity Power | ETF-Other | 2.09% | -0.15% | +0.53% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.01% | +0.66% | -39.34% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.63% | -0.12% | -0.49% | |
| 13 | MCHP | Microchip Technology Inc | Stock-Tech | 1.57% | — | — | |
| 14 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.43% | -0.04% | -0.00% | |
| 15 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.41% | -0.06% | -0.33% | |
| 16 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.35% | — | -2.92% | |
| 17 | MSCI | Msci Inc | Stock-Financials | 1.31% | — | +10.71% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.35% | +0.13% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.05% | +0.04% | -0.28% | |
| 20 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.98% | +0.34% | -0.84% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.93% | +0.09% | -0.71% | |
| 22 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.90% | — | -12.70% | |
| 23 | CME | Cme Group Inc | Stock-Financials | 0.88% | -0.04% | EXIT | |
| 24 | MCO | Moody's CORP | Stock-Financials | 0.87% | — | +60.37% | |
| 25 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.86% | +0.28% | -0.02% | |
| 26 | MRVL | Marvell Technology Inc | Stock-Tech | 0.78% | +0.20% | NEW | |
| 27 | URI | United Rentals Inc | Stock-Industrials | 0.77% | +0.26% | -1.21% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | -0.07% | +6.63% | |
| 29 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.69% | +0.24% | -1.15% | |
| 30 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.68% | -0.06% | -0.49% | |
| 31 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.04% | +24.15% | |
| 32 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.62% | -0.06% | -0.59% | |
| 33 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.60% | -0.04% | — | |
| 34 | GWW | Ww Grainger Inc | Stock-Industrials | 0.55% | -0.20% | -24.84% | |
| 35 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.53% | -0.03% | — | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.45% | -0.02% | -0.76% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.09% | +0.17% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | -0.02% | +9.42% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.42% | -0.13% | +10.36% | |
| 40 | APO | Apollo Global Management Inc | Stock-Financials | 0.41% | — | -51.51% | |
| 41 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.40% | — | — | |
| 42 | FAST | Fastenal Co | Stock-Industrials | 0.40% | — | -43.60% | |
| 43 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.38% | — | +508.67% | |
| 44 | CPRT | Copart Inc | Stock-Industrials | 0.36% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | — | -91.76% | |
| 46 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.33% | -0.01% | — | |
| 47 | CTAS | Cintas CORP | Stock-Industrials | 0.32% | — | -14.21% | |
| 48 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.32% | — | — | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.32% | +0.05% | +0.50% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.31% | -0.04% | -0.42% |
According to official SEC Form 13F filings, Bellwether Advisors, LLC reported a total U.S. public equity portfolio value of $675.0M across 514 disclosed positions in Q4 2024.
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During Q4 2024, Bellwether Advisors, LLC's top holdings by market value included XLK (19.4%)、XLF (10.4%)、IVV (6.3%). The largest single position, XLK, represented 19.4% of total portfolio value.
In Q4 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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