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 > 13F Holdings

Instuitional Investor - Bellwether Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLE 376,090 $71,652,715 10.61%
2.
Ishares Trust
 IEF 58,738 $43,988,375 6.52%
3.
Vanguard Tax-Managed Fds
 461,032 $32,848,530 4.87%
4.
Sector Spdr Trust
 XLE 152,772 $28,297,958 4.19%
5.
Sector Spdr Trust
 XLE 142,132 $22,550,663 3.34%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.