Bellwether-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "PKST", "PINS", "LTH", null, "OSK", "PBR-A", null, null, "HUM", "PCG", "RF", "BPT", null, "PLAB", "BKE", "NXRT", "ACN", "OTTR", "MMM", "ABT", "ABBV", "ADBE", "BABA", null, "VONG", "ALL", "MOG-A", "GOOGL", "RIOT", null, null, "AXP", "UNIT", null, null, "MODG", "T", "BLK", null, "CAT", "AVGO", "LOW", "BIDU", "BSX", "HRB", null, null, "DBEF", "CMI", "DUK", "NRC", "NAVI", "OPRA", "REZI", "ERJ", "EBAY", "QS", "RC", "UMH", "EXPE", null, "IBKR", null, "GD", "GILD", "GIS", "HON", "VXX", "HD", "HPQ", "AZN", null, "MCD", "UNP", "QCOM", null, null, null, "HUBS", null, "LEN", null, null, null, null, "INGR", null, null, null, "RIVN", "EMR", null, null, "BKNG", null, null, null, null, null, "ICE", null, null, null, null, null, null, null, null, null, "META", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "MVIS", "HEFA", "IVW", null, "IJH", null, "LAB", null, null, null, "SVM", null, "LHX", "LRCX", "IWS", null, null, "LIN", null, null, null, "MPC", "MMC", "MRVL", "DRS", "MA", "QXO", "MDT", "MSFT", "MAA", "MDLZ", "TMUS", "EXC", "GE", "HXL", "NI", "HAS", "HRL", "NVS", null, "OMC", "ORLY", "ADM", null, "PCAR", "BX", "AMP", "FAST", "DG", "IJR", "EFG", "KR", "ORCL", "KHC", "NOC", "PAYX", null, null, null, "AMH", "IRT", "DOC", null, null, null, null, "PYPL", "PEP", "IRM", null, null, null, "VGSH", "IEMG", null, "IVV", null, null, null, "IYR", "PHM", "DOW", "UNH", "AAPL", "SPY", "EFAV", null, null, null, "HLN", "NVDA", "GS", "HPE", "INTC", "LDOS", "OGN", "GEHC", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", "KEYS", null, "MKC", "AMGN", "KVUE", "DGX", "REGN", null, "SLVM", "IEFA", "SPGI", "RELX", "SCHX", null, null, "NOW", "SHW", "SLB", "ROST", "RTX", "SPDW", "GLD", null, null, null, null, null, "BP", null, "RSG", "SPLG", "SYK", "TXN", "TGT", "UAL", "UPS", "VNQ", "VO", "VSEC", "DTM", "VXF", "AGNC", "VV", "RKLB", "MBLY", "SCHW", "MNST", "ACWV", "VWO", "LKQ", "VSS", null, null, null, "VCIT", null, null, null, "LOAN", null, "TXT", "XLB", "WY", "GNL", "IEF", "VIAV", null, null, null, "FSK", "GFF", "DD", "VRTX", "EA", "GPK", "SLM", "SLGN", "SAIC", "AON", "HAL", "AVY", "APH", "AMD", "EL", "FI", "WAB", "WSO", "IP", "F", "AJG", "WM", "IWP", "CAH", "AEP", "EQBK", "DCO", null, null, null, "INVH", "UA", "DHI", null, "AMZN", null, null, "IVE", "NWS", "HCA", "LUV", null, "ESGD", null, "HII", null, "AAON", "ELS", "HBAN", "PDD", "RGA", null, "DKNG", "USB", "ESGV", null, null, "MGV", "BND", "VOO", "VET", "VERU", "VLTO", "VTV", "VTRS", "V", "WBD", "WMT", "WERN", "WFC", "WST", "WLK", "WMK", "WHR", "WMB", null, null, "XEL", "WDAY", null, null, null, "SOLV", "DTE", "SCHD", "BIIB", "DVY", "CHKP", "SCHG", null, "SCHF", "JD", "LW", "MSCI", "EIX", "KDP", "ESLT", null, "SO", "TAK", "SJM", null, "PSX", "TCOM", "CRM", "SWKS", "SNAP", null, "TDY", "SYY", null, null, null, null, null, "IXUS", "MTUM", null, null, "GEV", "MELI", "MCK", "GWW", null, "ESGU", "FDX", "KMB", "ADP", "AZO", "BAC", null, "BANC", "BK", "BRK-B", "BAX", "BBY", "BA", "BRT", "BF-B", "CAE", "CPB", "CDNS", "CPT", "CDW", "CBZ", "CASY", "CVX", "CHTR", "CMG", "CTAS", "CSCO", "C", "CLX", "CME", "KO", "COIN", "CMCSA", "CTSH", "CL", "CAG", "COP", "CRK", "CPRT", "ED", "COST", "CTVA", "CSGP", "CROX", "CRSP", "CRWD", "CW", "DHR", "DDOG", "DK", "DELL", "DE", "FANG", "DXCM", null, "DOMO", null, "IJT", "IJJ", "MCO", "VOD", "USMV", "NEE", "NKE", "MAR", "STT", "QQQ", null, "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, "APO", "MO", "MLM", "XLK", "ITOT", "URI", "MCHP", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 514
- Total Value
- 478735025
- Accession Number
- 0001946654-25-000004
- Form Type
- 13F-HR
- Manager Name
- Bellwether-Advisors
Data Enrichment
73% identified373 identified141 unidentified
Holdings
514 positions • $478.7M total value
Manager:
Search and click to pin securities to the top
Page 26 of 26
78468R663
Shares:1
Value:$92
% of Portfolio:0.0% ($92/$478.7M)
38964R203
Shares:5
Value:$86
% of Portfolio:0.0% ($86/$478.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip78468R663)✕ | 1 | QoQ NEW(+1) YoY NEW(+1) | All Managers (Combined) | $92 | 0.0% ($92/$478.7M) | QoQ NEW(+$92) YoY NEW(+$92) |
Medtronic plc(MDTcusipG5960L103) | 1 | QoQ NEW(+1) YoY NEW(+1) | All Managers (Combined) | $90 | 0.0% ($90/$478.7M) | QoQ NEW(+$90) YoY NEW(+$90) |
Organon & Co.(OGNcusip68622V106) | 6 | QoQ 0.00% (-0)YoY NEW(+6) | All Managers (Combined) | $89 | 0.0% ($89/$478.7M) | QoQ -1.11% (-$1)YoY NEW(+$89) |
| 5 | QoQ 0.00% (-0)YoY NEW(+5) | All Managers (Combined) | $88 | 0.0% ($88/$478.7M) | YoY NEW(+$88) | |
(cusip38964R203)✕ | 5 | QoQ -73.68% (-14)YoY NEW(+5) | All Managers (Combined) | $86 | 0.0% ($86/$478.7M) | YoY NEW(+$86) |
| 4 | QoQ 0.00% (-0)YoY NEW(+4) | All Managers (Combined) | $72 | 0.0% ($72/$478.7M) | YoY NEW(+$72) | |
| 1 | QoQ 0.00% (-0)YoY NEW(+1) | All Managers (Combined) | $65 | 0.0% ($65/$478.7M) | YoY NEW(+$65) | |
H&R BLOCK INC(HRBcusip093671105) | 1 | QoQ 0.00% (+0)YoY NEW(+1) | All Managers (Combined) | $55 | 0.0% ($55/$478.7M) | QoQ +3.77% (+$2)YoY NEW(+$55) |
| 1 | QoQ 0.00% (+0)YoY NEW(+1) | All Managers (Combined) | $48 | 0.0% ($48/$478.7M) | QoQ +2.12% (+$1)YoY NEW(+$48) | |
| 1 | QoQ NEW(+1) YoY NEW(+1) | All Managers (Combined) | $43 | 0.0% ($43/$478.7M) | QoQ NEW(+$43) YoY NEW(+$43) | |
| 3 | QoQ -50.00% (-3)YoY NEW(+3) | All Managers (Combined) | $34 | 0.0% ($34/$478.7M) | YoY NEW(+$34) | |
| 1 | QoQ 0.00% (-0)YoY NEW(+1) | All Managers (Combined) | $15 | 0.0% ($15/$478.7M) | QoQ -16.66% (-$3)YoY NEW(+$15) | |
| 0 | QoQ -(+0) YoY NEW(+0) | All Managers (Combined) | $3 | 0.0% ($3/$478.7M) | QoQ 0.00% (+$0)YoY NEW(+$3) | |
| 1 | QoQ 0.00% (+0)YoY NEW(+1) | All Managers (Combined) | $0 | 0.0% ($0/$478.7M) | QoQ -(+$0) YoY NEW(+$0) |