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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 $406,745,046
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 269,599 $51,892,416 12.75%
2.
Ishares Trust
 IEF 122,429 $35,044,077 8.61%
3.
Ishares Trust
 IEF 60,064 $28,688,422 7.05%
4.
Sector Spdr Trust
 XLB 109,299 $19,543,754 4.8%
5.
Sector Spdr Trust
 XLB 441,910 $16,615,800 4.08%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)