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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 $478,735,025
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 349,151 $72,092,723 15.06%
2.
Sector Spdr Trust
 XLB 976,289 $48,628,960 10.16%
3.
Ishares Trust
 IEF 57,553 $32,332,554 6.75%
4.
Sector Spdr Trust
 XLB 115,617 $16,881,238 3.53%
5.
Ishares Trust
 IEF 127,894 $16,110,807 3.37%
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)