13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001819815
Total reported value
$675.0M
$675.0M
514 檔
27.6%
In Q1 2025, Bellwether Advisors, LLC's U.S. equity holdings reached a combined market value of $675.0M, distributed across 514 disclosed stock positions.
In Q1 2025, Bellwether Advisors, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
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 | 15.06% | +3.04% | -25.33% | |
| 2 | XLF | Ss Financial Select Sector | ETF-Other | 10.16% | -3.57% | -18.72% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.75% | +0.21% | -3.70% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 3.53% | +0.99% | +175077.27% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.37% | — | — | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.33% | -0.19% | -27.54% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.30% | — | +24226.04% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.14% | -24.35% | |
| 9 | PJAN | Innovator U.s. Equity Power | ETF-Other | 2.33% | -0.15% | -2.62% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.29% | -1.14% | -34.42% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.02% | -0.12% | +0.43% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.94% | -0.37% | -12.97% | |
| 13 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.58% | -0.13% | +393.05% | |
| 14 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.58% | -0.06% | -0.96% | |
| 15 | MRVL | Marvell Technology Inc | Stock-Tech | 1.55% | +0.20% | NEW | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | -0.35% | +0.19% | |
| 17 | MSCI | Msci Inc | Stock-Financials | 1.27% | — | -12.07% | |
| 18 | MCO | Moody's CORP | Stock-Financials | 1.25% | — | +26.03% | |
| 19 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.19% | — | +109.72% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.15% | +0.04% | +0.33% | |
| 21 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.02% | +0.34% | -0.11% | |
| 22 | MCHP | Microchip Technology Inc | Stock-Tech | 1.01% | — | -34.82% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.99% | +0.09% | +0.44% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | -0.07% | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | — | +153.50% | |
| 26 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.87% | -0.06% | +21.05% | |
| 27 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.85% | — | -40.82% | |
| 28 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.84% | +0.28% | -15.58% | |
| 29 | URI | United Rentals Inc | Stock-Industrials | 0.80% | +0.26% | — | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.78% | +0.24% | -0.04% | |
| 31 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.78% | -0.06% | -0.27% | |
| 32 | SPGI | S&p Global Inc | Stock-Financials | 0.77% | — | +72470.00% | |
| 33 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.77% | -0.04% | +2.19% | |
| 34 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.68% | -0.04% | — | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.02% | -69.21% | |
| 36 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.59% | -0.03% | — | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.09% | -0.17% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.55% | -0.02% | -0.28% | |
| 39 | MCK | Mckesson CORP | Stock-Healthcare | 0.53% | — | +2044.07% | |
| 40 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.51% | -0.32% | EXIT | |
| 41 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.51% | -0.04% | -69.00% | |
| 42 | HUM | Humana Inc | Stock-Healthcare | 0.48% | +0.51% | NEW | |
| 43 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.46% | -0.01% | +489.56% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.43% | -0.13% | +0.13% | |
| 45 | CPRT | Copart Inc | Stock-Industrials | 0.42% | — | +2.11% | |
| 46 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.40% | — | +136.75% | |
| 47 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.38% | — | +4265.01% | |
| 48 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.37% | -0.01% | -0.56% | |
| 49 | AON | Aon plc | Stock-Financials | 0.37% | — | — | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.36% | -0.04% | -3.15% |
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 Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLK, XLF, IVV) accounted for 27.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
XLK
市值: $72.1M
During Q1 2025, Bellwether Advisors, LLC's top holdings by market value included XLK (15.1%)、XLF (10.2%)、IVV (6.8%). The largest single position, XLK, represented 15.1% of total portfolio value.
In Q1 2025, Bellwether Advisors, LLC made 200 total portfolio adjustments, initiating 200 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.