Bellwether Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$34.9M |
| 2 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$24.8M |
| 3 |
Microchip Technology
MCHP
|
+$10.5M |
| 4 |
NVIDIA
NVDA
|
+$10.5M |
| 5 |
Marvell Technology
MRVL
|
+$3.66M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$21.5M |
| 2 |
iShares US Healthcare ETF
IYH
|
+$16.1M |
| 3 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$14.1M |
| 4 |
ON Semiconductor
ON
|
+$10.5M |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$7.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.31% |
| 2 | Financials | 8.1% |
| 3 | Industrials | 2.95% |
| 4 | Consumer Staples | 2.2% |
| 5 | Communication Services | 1.4% |
Similar funds
Bellwether Advisors's Q4 2024 Portfolio in Review
As of Q4 2024, Bellwether Advisors held 516 positions worth $559M, up 7.4% from $521M the previous quarter. Its ten largest holdings account for 57% of the portfolio.
Bellwether Advisors deployed $25.4M of net new capital in Q4 2024, opening 390 new positions and adding to 43 existing holdings. Its largest new stake was Microchip Technology: 153,032 shares worth $8.78M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $21.5M trimmed.
- Bellwether Advisors's largest Q4 2024 buy was Microchip Technology: 153,032 shares worth $8.78M.
- Bellwether Advisors added most to State Street Technology Select Sector SPDR ETF in Q4 2024, an estimated $34.9M increase.
- Bellwether Advisors's biggest Q4 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $21.5M.
- Bellwether Advisors fully exited Intuit in Q4 2024, selling an estimated $3.76M.
- Bellwether Advisors's ten largest holdings make up 57% of its $559M portfolio in Q4 2024.
- Bellwether Advisors opened 390 new positions and closed 2 in Q4 2024.
- Bellwether Advisors's portfolio value rose 7.4% quarter-over-quarter to $559M.
Based on Bellwether Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.