Bellwether Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$41.3M |
| 2 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$37.4M |
| 3 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$19M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$10.2M |
| 5 |
Royal Caribbean
RCL
|
+$7.34M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$27.7M |
| 2 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$18.7M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$17M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$16M |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$15.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.98% |
| 2 | Industrials | 7.52% |
| 3 | Consumer Discretionary | 6.19% |
| 4 | Financials | 5.82% |
| 5 | Communication Services | 3.81% |
Similar funds
Bellwether Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, Bellwether Advisors held 617 positions worth $585M, up 22% from $479M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Bellwether Advisors deployed $39M of net new capital in Q2 2025, opening 103 new positions and adding to 82 existing holdings. Its largest new stake was Royal Caribbean: 30,839 shares worth $9.66M.
By sector, the portfolio is most concentrated in Technology at 9% of assets, down from 11% a quarter earlier, followed by Industrials and Consumer Discretionary.
On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $27.7M trimmed.
- Bellwether Advisors's largest Q2 2025 buy was Royal Caribbean: 30,839 shares worth $9.66M.
- Bellwether Advisors added most to State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025, an estimated $41.3M increase.
- Bellwether Advisors's biggest Q2 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $27.7M.
- Bellwether Advisors fully exited Microchip Technology in Q2 2025, selling an estimated $4.83M.
- Bellwether Advisors's ten largest holdings make up 51% of its $585M portfolio in Q2 2025.
- Bellwether Advisors opened 103 new positions and closed 18 in Q2 2025.
- Bellwether Advisors's portfolio value rose 22% quarter-over-quarter to $585M.
Based on Bellwether Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.