Bellwether Advisors, LLC Top Holdings and 13F Report (2025) About Bellwether Advisors, LLCInvestment ActivityBellwether Advisors, LLC has $675.04 million in total holdings as of March 31, 2025.Bellwether Advisors, LLC owns shares of 167 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 29.86% of the portfolio was purchased this quarter.About 29.56% of the portfolio was sold this quarter.This quarter, Bellwether Advisors, LLC has purchased 159 new stocks and bought additional shares in 43 stocks.Bellwether Advisors, LLC sold shares of 49 stocks and completely divested from 37 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $71,652,715iShares Core S&P 500 ETF $43,988,375Vanguard FTSE Developed Markets ETF $32,848,530Industrial Select Sector SPDR Fund $28,297,958Health Care Select Sector SPDR Fund $22,550,663 Largest New Holdings this Quarter 921943858 - Vanguard FTSE Developed Markets ETF $32,848,530 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $19,528,052 Holding92204A405 - Vanguard Financials ETF $7,639,117 Holding92204A306 - Vanguard Energy ETF $6,901,026 Holding66538J241 - NORTHERN LIGHTS FD TR $6,849,078 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 461,032 shares (about $32.85M)iShares Core MSCI Emerging Markets ETF 235,732 shares (about $19.53M)Energy Select Sector SPDR Fund 152,302 shares (about $8.09M)Vanguard Financials ETF 58,048 shares (about $7.64M)Technology Select Sector SPDR Fund 39,965 shares (about $7.61M) Largest Sales this Quarter Materials Select Sector SPDR Fund 534,784 shares (about $27.18M)Financial Select Sector SPDR Fund 414,806 shares (about $22.24M)Industrial Select Sector SPDR Fund 77,426 shares (about $14.34M)Western Digital 20,893 shares (about $13.34M)Broadcom 22,590 shares (about $8.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBellwether Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLKTechnology Select Sector SPDR Fund$71,652,715$7,614,137 ▲11.9%376,09010.6%ETFIVViShares Core S&P 500 ETF$43,988,375$1,288,842 ▲3.0%58,7386.5%ETFVEAVanguard FTSE Developed Markets ETF$32,848,530$32,848,530 ▲New Holding461,0324.9%ETFXLIIndustrial Select Sector SPDR Fund$28,297,958$14,341,618 ▼-33.6%152,7724.2%ETFXLVHealth Care Select Sector SPDR Fund$22,550,663$7,535,239 ▲50.2%142,1323.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$22,480,113$95,466 ▲0.4%191,6793.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$19,528,052$19,528,052 ▲New Holding235,7322.9%ETFXLCCommunication Services Select Sector SPDR Fund$18,314,731$6,639,703 ▲56.9%170,9582.7%ETFBRK.BBerkshire Hathaway$14,232,092$943,736 ▼-6.2%28,4422.1%FinancePJANInnovator U.S. Equity Power Buffer ETF - January$13,872,443$103,533 ▼-0.7%280,3082.1%ETFXLFFinancial Select Sector SPDR Fund$12,048,161$22,237,769 ▼-64.9%224,7371.8%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$10,806,636$246,062 ▼-2.2%235,4901.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$10,214,272$224,367 ▲2.2%105,8911.5%ETFXLEEnergy Select Sector SPDR Fund$9,928,171$8,088,759 ▲439.7%186,9361.5%ETFIXNiShares Global Tech ETF$9,648,374$336,638 ▲3.6%66,7801.4%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$9,224,076$301,857 ▲3.4%218,5801.4%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$7,964,474$5,703,448 ▲252.3%163,1731.2%ETFIJHiShares Core S&P Mid-Cap ETF$7,788,321$323,861 ▲4.3%101,0031.2%ETFVFHVanguard Financials ETF$7,639,117$7,639,117 ▲New Holding58,0481.1%ETFXLBMaterials Select Sector SPDR Fund$7,510,539$27,183,070 ▼-78.4%147,7581.1%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$7,405,515$2,421,701 ▲48.6%171,3051.1%ETFXLPConsumer Staples Select Sector SPDR Fund$7,387,249$1,272,799 ▼-14.7%88,9281.1%ETFABBVAbbVie$7,374,310$579,275 ▼-7.3%29,3051.1%HealthcareIJRiShares Core S&P Small-Cap ETF$7,263,225$297,363 ▲4.3%48,9731.1%ETFVDEVanguard Energy ETF$6,901,026$6,901,026 ▲New Holding45,9671.0%ETFNORTHERN LIGHTS FD TR$6,849,078$6,849,078 ▲New Holding270,0241.0%TOEWS AGILITY SHMTUMiShares MSCI USA Momentum Factor ETF$6,751,694$359,971 ▲5.6%19,6941.0%ETFMUMicron Technology$6,744,516$1,113,890 ▲19.8%5,8431.0%TechnologyWDCWestern Digital$6,729,554$13,344,777 ▼-66.5%10,5361.0%TechnologyURIUnited Rentals$6,619,4760.0%5,8431.0%IndustrialsSPYSPDR S&P 500 ETF Trust$6,254,079$25,390 ▼-0.4%8,3750.9%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$6,193,689$8,169 ▼-0.1%129,6570.9%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$5,979,6660.0%134,8290.9%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$5,819,2000.0%126,3670.9%ETFHPEHewlett Packard Enterprise$5,460,205$5,460,205 ▲New Holding121,0420.8%TechnologyFSTAFidelity MSCI Consumer Staples Index ETF$5,185,120$635,944 ▼-10.9%98,6890.8%ETFAVGOBroadcom$4,990,623$8,533,659 ▼-63.1%13,2110.7%TechnologyGLDSPDR Gold Shares$4,830,935$5,161,372 ▼-51.7%13,1140.7%ETFGLWCorning$4,357,636$4,357,636 ▲New Holding17,0600.6%TechnologyBJULInnovator U.S. Equity Buffer ETF - July$4,069,122$32,477 ▼-0.8%74,9240.6%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$3,858,0400.0%84,5320.6%ETFIXUSiShares Core MSCI Total International Stock ETF$3,752,006$1,145 ▲0.0%39,3130.6%ETFEMEEMCOR Group$3,678,028$350,209 ▼-8.7%4,4320.5%IndustrialsIAUiShares Gold Trust$3,530,470$2,492,661 ▼-41.4%46,7550.5%ETFSANDISK CORP$3,499,270$3,499,270 ▲New Holding1,5390.5%COMBFEBInnovator U.S. Equity Buffer ETF - February$3,498,225$88,860 ▼-2.5%66,4530.5%ETFCWCurtiss-Wright$3,450,081$3,450,081 ▲New Holding4,5530.5%IndustrialsHUMHumana$3,439,925$3,439,925 ▲New Holding8,6600.5%HealthcareINTCIntel$3,428,754$1,353,573 ▼-28.3%24,5560.5%TechnologyLLYEli Lilly and Company$3,350,008$1,121,467 ▲50.3%2,7930.5%HealthcareFLEXFlex$3,188,565$3,188,565 ▲New Holding19,6740.5%TechnologyDELLDell Technologies$3,175,130$3,175,130 ▲New Holding7,3590.5%TechnologyMSFTMicrosoft$3,157,796$460,706 ▼-12.7%8,4650.5%TechnologyUNHUnitedHealth Group$3,077,325$3,077,325 ▲New Holding7,4040.5%HealthcareXLREReal Estate Select Sector SPDR Fund$3,033,843$3,033,843 ▲New Holding68,9040.4%ETFYNDXYandex$2,947,839$2,947,839 ▲New Holding10,6740.4%TechnologyGOOGAlphabet$2,915,327$2,107,261 ▼-42.0%8,2510.4%Communication ServicesKEYSKeysight Technologies$2,832,766$2,832,766 ▲New Holding8,0920.4%TechnologyIVWiShares S&P 500 Growth ETF$2,782,268$168,339 ▲6.4%20,2300.4%ETFSTXSeagate Technology$2,663,400$2,663,400 ▲New Holding2,7600.4%TechnologyPFEBInnovator U.S. Equity Power Buffer ETF - February$2,563,362$918,212 ▼-26.4%59,5300.4%ETFMETAMeta Platforms$2,529,172$2,148,388 ▲564.2%4,4900.4%Communication ServicesPMAYInnovator U.S. Equity Power Buffer ETF - May$2,508,769$1,721,508 ▲218.7%60,7450.4%ETFPWRQuanta Services$2,443,204$2,443,204 ▲New Holding3,3930.4%IndustrialsFIXComfort Systems USA$2,437,799$4,806,230 ▼-66.3%1,2300.4%IndustrialsPOCTInnovator U.S. Equity Power Buffer ETF - October$2,357,489$200,538 ▼-7.8%50,7970.3%ETFBJANInnovator U.S. Equity Buffer ETF - January$2,265,3180.0%38,4800.3%ETFVNQVanguard Real Estate ETF$2,261,604$2,261,604 ▲New Holding23,4530.3%ETFXLUUtilities Select Sector SPDR Fund$2,200,713$479,743 ▼-17.9%48,5380.3%ETFAMZNAmazon.com$2,178,666$1,466,029 ▲205.7%9,1410.3%Consumer DiscretionaryIBBiShares Biotechnology ETF$2,175,964$27,768 ▼-1.3%11,4410.3%ETFAAPLApple$2,167,306$840,301 ▼-27.9%7,4900.3%TechnologyABTAbbott Laboratories$1,905,5400.0%21,0000.3%HealthcareTSLATesla$1,886,812$1,638,658 ▲660.3%4,4860.3%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$1,785,040$23,954 ▲1.4%18,0340.3%ETFREDDIT INC$1,712,367$1,712,367 ▲New Holding9,8650.3%CL AEBAYeBay$1,599,478$1,599,478 ▲New Holding14,3130.2%Consumer DiscretionaryCAHCardinal Health$1,578,824$782,523 ▼-33.1%6,6460.2%HealthcareEFAViShares MSCI EAFE Min Vol Factor ETF$1,563,575$22,015 ▲1.4%17,8270.2%ETFEXPEExpedia Group$1,561,636$1,561,636 ▲New Holding6,1030.2%Consumer DiscretionaryUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,550,823$16,413 ▲1.1%30,2360.2%ETFCOSTCostco Wholesale$1,536,042$1,344,271 ▲701.0%1,6420.2%Consumer StaplesCICigna Group$1,527,543$1,527,543 ▲New Holding5,5410.2%HealthcareFUTYFidelity MSCI Utilities Index ETF$1,515,707$264,526 ▼-14.9%25,9450.2%ETFNFLXNetflix$1,515,394$1,515,394 ▲New Holding21,2240.2%Communication ServicesECHOSTAR CORP$1,496,821$2,397,431 ▼-61.6%14,7470.2%CL ALAM RESEARCH CORP$1,492,822$1,492,822 ▲New Holding3,4450.2%COM NEWTMUST-Mobile US$1,480,050$1,480,050 ▲New Holding8,8240.2%Communication ServicesCMICummins$1,457,801$739,599 ▼-33.7%2,0440.2%IndustrialsUTHRUnited Therapeutics$1,446,144$1,446,144 ▲New Holding2,6690.2%HealthcareISTBiShares Core 1-5 Year USD Bond ETF$1,442,033$52,013 ▲3.7%29,8870.2%ETFMARMarriott International$1,433,072$1,433,072 ▲New Holding3,8670.2%Consumer DiscretionaryRCLRoyal Caribbean Cruises$1,428,567$1,428,567 ▲New Holding4,4990.2%Consumer DiscretionaryCATCaterpillar$1,409,928$5,681,243 ▼-80.1%1,3240.2%IndustrialsBKNGBooking$1,405,779$1,405,779 ▲New Holding7,8870.2%Consumer DiscretionaryGE VERNOVA INC$1,402,783$1,402,783 ▲New Holding1,1940.2%COMMRVLMarvell Technology$1,382,805$1,382,805 ▲New Holding4,6420.2%TechnologyVOOVanguard S&P 500 ETF$1,369,757$916,377 ▲202.1%1,9940.2%ETFTJXTJX Companies$1,246,542$1,246,542 ▲New Holding8,2280.2%Consumer DiscretionaryTTTrane Technologies$1,211,692$1,211,692 ▲New Holding2,4670.2%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.