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Bellwether Advisors, LLC

SEC CIK
0001819815
Latest filing
Aug 13, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
514
+389 vs. Q3 2024
Portfolio value
$559.2M
+$38.6M (+7.4%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Bellwether Advisors, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPDR Index Shs FDS78463X871ST INTL CAP ETF100$3.10K<0.1%+100New–
OSKOshkosh CorpCOM33$3.14K<0.1%+33NewHistory
iShares Tr464287770U.S. FIN SVC ETF42$3.27K<0.1%+42New–
GFFGriffon CorpCOM48$3.42K<0.1%+48NewHistory
CRSPCRISPR Therapeutics AGNAMEN AKT88$3.46K<0.1%+88NewHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF117$3.49K<0.1%+117New–
LABStandard Biotools Inc.COM2,016$3.53K<0.1%+2,016NewHistory
DTMDT Midstream, Inc.COMMON STOCK36$3.58K<0.1%+36NewHistory
SAICScience Applications International CorpCOM33$3.69K<0.1%+33NewHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF46$3.69K<0.1%+46New–
ProShares Bitcoin ETF74347G440ETF166$3.78K<0.1%+166New–
BIDUBaidu, Inc.ADR45$3.79K<0.1%+45NewHistory
RIOTRiot Platforms, Inc.COM375$3.83K<0.1%+375NewHistory
JDJD.com, Inc.SPON ADS CL A111$3.85K<0.1%+111NewHistory
SLBSLB LimitedStock101$3.87K<0.1%+101NewHistory
Barrick Gold Corp067901108COM250$3.88K<0.1%+250New–
FFord Motor CoStock403$3.99K<0.1%+403NewHistory
DOCHealthpeak Properties, Inc.COM200$4.05K<0.1%+200NewHistory
DCODucommun IncCOM65$4.14K<0.1%+65NewHistory
APHAmphenol CorpCL A60$4.17K<0.1%+60NewHistory
HBANHuntington Bancshares IncCOM258$4.20K<0.1%+258NewHistory
HPQHP IncStock129$4.21K<0.1%+129NewHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW71$4.24K<0.1%+71New–
BIIBBiogen Inc.COM28$4.28K<0.1%+28NewHistory
PFEPfizer IncStock163$4.32K<0.1%+163NewHistory
GNLGlobal Net Lease, Inc.COM NEW598$4.37K<0.1%+598NewHistory
iShares Tr464287796U.S. ENERGY ETF98$4.47K<0.1%+98New–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF58$4.56K<0.1%+58New–
VXXBarclays Bank PLCIPATH S&P 500 SH100$4.58K<0.1%+100NewHistory
TDYTeledyne Technologies IncCOM10$4.64K<0.1%+10NewHistory
DOMOHuckleberry.ai, Inc.Stock666$4.71K<0.1%+666NewHistory
SYYSysco CorpStock62$4.74K<0.1%+62NewHistory
ESLTElbit Systems LtdStock19$4.90K<0.1%+19NewHistory
HPEHewlett Packard Enterprise CoCOM233$4.97K<0.1%+233NewHistory
SPGIS&P Global Inc.Stock10$4.98K<0.1%+10NewHistory
DISWalt Disney CoStock45$5.01K<0.1%+45NewHistory
HASHasbro, Inc.COM90$5.03K<0.1%+90NewHistory
LRCXLam Research CorpStock70$5.06K<0.1%+70NewHistory
GLDSPDR Gold TrustETF21$5.08K<0.1%+21NewHistory
MELIMercadolibre IncCOM3$5.10K<0.1%+3NewHistory
SLViShares Silver TrustETF200$5.27K<0.1%+200NewHistory
ICEIntercontinental Exchange, Inc.Stock36$5.36K<0.1%+36NewHistory
PDDPDD Holdings Inc.SPONSORED ADS56$5.43K<0.1%+56NewHistory
FDXFedEx CorpStock20$5.63K<0.1%+20NewHistory
iShares Tr46428951110+ YR INVST GRD117$5.78K<0.1%+117New–
WisdomTree Tr97717W604US SMALLCAP DIVD170$5.84K<0.1%+170New–
MOG.AMoog Inc.CL A30$5.91K<0.1%+30NewHistory
BPBP PLCADR200$5.91K<0.1%+200NewHistory
NRCNRC HealthCOM NEW350$6.17K<0.1%+350NewHistory
PLDPrologis, Inc.REIT59$6.24K<0.1%+59NewHistory
EMREmerson Electric CoStock52$6.44K<0.1%+52NewHistory
Vanguard World FD921910733ESG US STK ETF65$6.82K<0.1%+65New–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS118$6.87K<0.1%+118New–
GEVGE Vernova Inc.Stock21$6.91K<0.1%+21NewHistory
ACNAccenture plcStock21$7.39K<0.1%+21NewHistory
CWCurtiss Wright CorpStock21$7.45K<0.1%+21NewHistory
VETVermilion Energy Inc.COM815$7.66K<0.1%+815NewHistory
SJMJ M SMUCKER CoStock70$7.71K<0.1%+70NewHistory
TMOThermo Fisher Scientific Inc.Stock15$7.80K<0.1%+15NewHistory
TXNTexas Instruments IncStock42$7.88K<0.1%+42NewHistory
LDOSLeidos Holdings, Inc.COM55$7.92K<0.1%+55NewHistory
LINLinde PLCStock19$7.96K<0.1%+19NewHistory
AWKAmerican Water Works Company, Inc.Stock65$8.09K<0.1%+65NewHistory
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF151$8.26K<0.1%+151New–
DRSLeonardo DRS, Inc.Stock267$8.63K<0.1%+267NewHistory
MARMarriott International IncStock31$8.65K<0.1%+31NewHistory
iShares Tr46434V381FUTU EXPO TE ETF150$8.95K<0.1%+150New–
TXTTextron IncCOM118$9.03K<0.1%+118NewHistory
DTEDte Energy CoCOM75$9.06K<0.1%+75NewHistory
MPCMarathon Petroleum CorpStock65$9.07K<0.1%+65NewHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF66$9.08K<0.1%+66New–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW88$9.09K<0.1%+88New–
CMGChipotle Mexican Grill IncCOM151$9.11K<0.1%+151NewHistory
WDAYWorkday, Inc.CL A37$9.55K<0.1%+37NewHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD125$9.75K<0.1%+125New–
iShares Select Dividend ETF464287168ETF77$10.1K<0.1%+77New–
BANCBanc of California, Inc.COM676$10.5K<0.1%+676NewHistory
EBAYeBay IncCOM169$10.5K<0.1%+169NewHistory
FANGDiamondback Energy, Inc.Stock64$10.5K<0.1%+64NewHistory
KVUEKenvue Inc.Stock498$10.6K<0.1%+498NewHistory
CASYCaseys General Stores IncCOM27$10.7K<0.1%+27NewHistory
INGRIngredion IncCOM78$10.7K<0.1%+78NewHistory
EXPEExpedia Group, Inc.Stock59$11.0K<0.1%+59NewHistory
RGAReinsurance Group of America IncCOM NEW52$11.1K<0.1%+52NewHistory
DGXQuest Diagnostics IncCOM75$11.3K<0.1%+75NewHistory
QXOQXO, Inc.COM NEW720$11.4K<0.1%+720NewHistory
NKENIKE, Inc.Stock153$11.6K<0.1%+153NewHistory
IPInternational Paper CoCOM217$11.7K<0.1%+217NewHistory
QSQuantumScape CorpCOM CL A2,280$11.8K<0.1%+2,280NewHistory
MMM3M CoStock92$11.9K<0.1%+92NewHistory
DDDuPont de Nemours, Inc.COM160$12.2K<0.1%+160NewHistory
ADPAutomatic Data Processing IncStock43$12.6K<0.1%+43NewHistory
iShares Tr464287374NORTH AMERN NAT300$12.8K<0.1%+300New–
DDOGDatadog, Inc.CL A COM91$13.0K<0.1%+91NewHistory
MVISMicrovision, Inc.COM NEW10,000$13.1K<0.1%00.0%UnchangedHistory
TMUST-Mobile US, Inc.Stock60$13.2K<0.1%+60NewHistory
Invesco QQQ Trust Series I46090E103ETF26$13.3K<0.1%+26New–
IRMIron Mountain IncCOM128$13.5K<0.1%+128NewHistory
MNSTMonster Beverage CorpCOM256$13.5K<0.1%−31,609−99.2%ReducedHistory
Advisorshares Tr00768Y453PURE US CANN ETF3,534$13.5K<0.1%+3,534New–

Sold out since Q3 2024 (2)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Bellwether Advisors, LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
INTUIntuit Inc.Stock6,055$3.76M0.7%History
TSNTyson Foods, Inc.Stock11,622$692.2K0.1%History