Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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
Fund Holdings Sector Distribution
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
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)