Bellwether Advisors, LLC Portfolio Holdings
Q3 2025•136 long positions•$604.9M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding604 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $74.8M 12.37% | +$173.3K Bought | — 265.5K shares | 264.9K → 265.5K +$173.3K | +0.23% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $46.7M 7.72% | +$22.8M Bought | — 394.7K shares | 201.9K → 394.7K +$22.8M | +95.49% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $46.3M 7.65% | -$21.5M Sold | — 193.2K shares | 282.9K → 193.2K −$21.5M | -31.71% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $46.1M 7.61% | +$3.0M Bought | — 298.6K shares | 278.9K → 298.6K +$3.0M | +7.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $38.6M 6.39% | -$34.8K Sold | — 57.7K shares | 57.8K → 57.7K −$34.8K | -0.09% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $24.1M 3.99% | +$1.7M Bought | — 447.9K shares | 416.3K → 447.9K +$1.7M | +7.61% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $14.8M 2.45% | -$1.6M Sold | 0.001% 44.9K shares | 49.7K → 44.9K −$1.6M | -9.65% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.3M 2.04% | -$2.2K Sold | — 269.0K shares | 269.0K → 269.0K −$2.2K | -0.02% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $11.3M 1.87% | +$146.8K Bought | 0.003% 62.1K shares | 61.3K → 62.1K +$146.8K | +1.31% | $432.76B Mega Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $11.2M 1.85% | +$190.9K Bought | 0.0% 60.1K shares | 59.1K → 60.1K +$190.9K | +1.73% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Electronic Gaming & Multimedia Technology | $10.1M 1.67% | -$1.5M Sold | 0.011% 73.1K shares | 83.8K → 73.1K −$1.5M | -12.74% | $96.0B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $9.8M 1.63% | +$37.6K Bought | — 103.3K shares | 102.9K → 103.3K +$37.6K | +0.38% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.4M 1.38% | -$238.9K Sold | — 199.0K shares | 204.7K → 199.0K −$238.9K | -2.78% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.0M 1.33% | -$30.5K Sold | — 209.7K shares | 210.5K → 209.7K −$30.5K | -0.38% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.7M 1.1% | -$2.1K Sold | — 64.5K shares | 64.5K → 64.5K −$2.1K | -0.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.1M 1.01% | -$24.8K Sold | — 93.9K shares | 94.3K → 93.9K −$24.8K | -0.4% | — — | Q4 2020 Held for 4y 11m | |
Travel Services Consumer Cyclical | $6.0M 0.988% | -$4.0M Sold | 0.007% 18.5K shares | 30.8K → 18.5K −$4.0M | -40.11% | $87.9B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $5.9M 0.968% | -$465.7K Sold | 0.0% 11.3K shares | 12.2K → 11.3K −$465.7K | -7.37% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.7M 0.944% | +$1.6M Bought | — 133.0K shares | 95.8K → 133.0K +$1.6M | +38.81% | — — | Q4 2020 Held for 4y 11m | |
Rental & Leasing Services Industrials | $5.6M 0.933% | -$107.9K Sold | 0.009% 5.9K shares | 6.0K → 5.9K −$107.9K | -1.88% | $61.4B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.6M 0.928% | +$1.3K Bought | — 8.4K shares | 8.4K → 8.4K +$1.3K | +0.02% | — — | Q4 2020 Held for 4y 11m | |
Entertainment Communication Services | $5.5M 0.916% | +$2.7M Bought | 0.001% 4.6K shares | 2.4K → 4.6K +$2.7M | +95.97% | $509.45B Mega Cap | Q4 2023 Held for 1y 11m | |
Electronic Gaming & Multimedia Technology | $5.5M 0.901% | +$2.5M Bought | 0.011% 21.1K shares | 11.3K → 21.1K +$2.5M | +87.31% | $47.7B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $5.4M 0.887% | -$9.3K Sold | — 45.2K shares | 45.2K → 45.2K −$9.3K | -0.17% | — — | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $5.2M 0.867% | +$4.2K Bought | 0.001% 22.7K shares | 22.6K → 22.7K +$4.2K | +0.08% | $409.03B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.2M 0.867% | -$1.2K Sold | — 127.4K shares | 127.4K → 127.4K −$1.2K | -0.02% | — — | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $5.2M 0.857% | +$2.6M Bought | 0.004% 7.4K shares | 3.7K → 7.4K +$2.6M | +98.37% | $143.63B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $4.8M 0.8% | +$3.6M Bought | 0.001% 17.2K shares | 4.3K → 17.2K +$3.6M | +300.07% | $801.76B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.7M 0.782% | -$1.5K Sold | — 18.4K shares | 18.5K → 18.4K −$1.5K | -0.03% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.6M 0.758% | — | — 104.4K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
Renewable Utilities Utilities | $4.4M 0.734% | -$2.3M Sold | 0.003% 7.2K shares | 11.0K → 7.2K −$2.3M | -34.43% | $167.39B Large Cap | Q4 2024 Held for 11 months | |
Specialty Business Services Industrials | $4.4M 0.729% | -$2.7M Sold | 0.005% 21.5K shares | 34.8K → 21.5K −$2.7M | -38.19% | $82.7B Large Cap | Q3 2023 Held for 2y 2m | |
Engineering & Construction Industrials | $4.4M 0.724% | -$2.7M Sold | 0.015% 6.7K shares | 10.8K → 6.7K −$2.7M | -37.78% | $29.1B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $4.3M 0.707% | -$4.8M Sold | 0.007% 132.9K shares | 283.4K → 132.9K −$4.8M | -53.13% | $58.7B Large Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $4.3M 0.704% | -$798.0K Sold | 0.008% 5.9K shares | 7.0K → 5.9K −$798.0K | -15.78% | $56.3B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $4.2M 0.701% | -$3.1M Sold | 0.004% 1.8K shares | 3.1K → 1.8K −$3.1M | -42.19% | $118.48B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $4.2M 0.699% | -$1.3M Sold | 0.009% 13.1K shares | 17.1K → 13.1K −$1.3M | -23.47% | $44.9B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $4.1M 0.681% | -$4.5M Sold | 0.008% 10.9K shares | 22.9K → 10.9K −$4.5M | -52.29% | $52.1B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $3.9M 0.65% | -$111.6K Sold | — 95.8K shares | 98.5K → 95.8K −$111.6K | -2.76% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.8M 0.62% | — | — 75.5K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.6M 0.596% | +$867.7K Bought | — 84.9K shares | 64.5K → 84.9K +$867.7K | +31.67% | — — | Q4 2020 Held for 4y 11m | |
Communication Equipment Technology | $3.4M 0.567% | +$3.4M New | 0.009% 5.2K shares | 0 → 5.2K +$3.4M | New | $40.0B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $3.2M 0.533% | — | — 68.2K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.1M 0.517% | +$12.1K Bought | — 37.9K shares | 37.7K → 37.9K +$12.1K | +0.39% | — — | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $3.0M 0.496% | +$2.7M Bought | 0.0% 12.3K shares | 1.2K → 12.3K +$2.7M | +939.95% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $2.7M 0.449% | +$2.7M Bought | 0.012% 13.1K shares | 1.0 → 13.1K +$2.7M | +1,311,300.0% | $22.2B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Distribution Industrials | $2.7M 0.441% | +$2.1M Bought | 0.005% 54.4K shares | 10.6K → 54.4K +$2.1M | +413.69% | $56.3B Large Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $2.6M 0.423% | -$589.7K Sold | 0.0% 3.5K shares | 4.3K → 3.5K −$589.7K | -18.72% | $1.84T Mega Cap | Q4 2020 Held for 4y 11m | |
Asset Management Financial Services | $2.5M 0.419% | -$416.6K Sold | 0.005% 5.2K shares | 6.0K → 5.2K −$416.6K | -14.11% | $46.3B Large Cap | Q3 2024 Held for 1y 2m | |
Electronic Gaming & Multimedia Technology | $2.5M 0.415% | +$2.5M Bought | 0.005% 12.4K shares | 2.0 → 12.4K +$2.5M | +621,950.0% | $50.3B Large Cap | Q4 2024 Held for 11 months |
