Bellwether Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BA Bellwether Advisors, LLC | Institutional Filer | ▼ 5.82% | $590.2M | 159 |
Current Portfolio Holdings
Showing all 159 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | XLK | Technology Select Sector SPDR Fund | — | 336K | $44.7M | 7.57% |
| 2 | IVV | ISHARES TR | — | 57K | $37.2M | 6.31% |
| 3 | XLI | Industrial Select Sector SPDR Fund | — | 230K | $37.2M | 6.31% |
| 4 | XLB | Materials Select Sector SPDR Fund | — | 683K | $34.1M | 5.78% |
| 5 | XLF | Financial Select Sector SPDR Fund | — | 640K | $31.6M | 5.35% |
| 6 | XLY | Consumer Discretionary Select Sector SPDR Fund | — | 191K | $20.8M | 3.52% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 30K | $14.5M | 2.46% |
| 8 | XLV | Health Care Select Sector SPDR Fund | — | 95K | $13.9M | 2.35% |
| 9 | PJAN | INNOVATOR ETFS TRUST | — | 282K | $13.0M | 2.21% |
| 10 | XLC | Communication Services Select Sector SPDR Fund | — | 109K | $12.1M | 2.05% |
| 11 | GLD | SPDR GOLD TR | — | 27K | $11.7M | 1.98% |
| 12 | AVGO | Broadcom Inc. | Technology | 36K | $11.1M | 1.88% |
| 13 | PDEC | INNOVATOR ETFS TRUST | — | 241K | $10.2M | 1.73% |
| 14 | USMV | ISHARES TR | — | 104K | $9.6M | 1.63% |
| 15 | XLP | Consumer Staples Select Sector SPDR Fund | — | 104K | $8.5M | 1.45% |
Showing 1 to 15 of 159 holdings