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Home > Institutional Investor > Bellwether Advisors, Llc > Profile

Instuitional Investor - Bellwether Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bellwether Advisors, Llc
Portfolio Value $559,227,366
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 467,598 $108,725,911 19.44%
2.
Sector Spdr Trust
 XLB 1,201,148 $58,051,469 10.38%
3.
Ishares Trust
 IEF 59,764 $35,181,911 6.29%
4.
Sector Spdr Trust
 XLB 111,494 $25,013,664 4.47%
5.
Broadcom Inc.
 AVGO 99,736 $23,122,794 4.13%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)