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 4 of 26
Shares:5.3K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$478.7M)
389637109
Shares:18.1K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$478.7M)
46641Q332
Shares:19.4K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$478.7M)
Shares:1.7K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$478.7M)
45782C417
Shares:25.9K
Value:$926.8K
% of Portfolio:0.2% ($926.8K/$478.7M)
45782C813
Shares:21.8K
Value:$874.1K
% of Portfolio:0.2% ($874.1K/$478.7M)
81369Y852
Shares:9.0K
Value:$871.4K
% of Portfolio:0.2% ($871.4K/$478.7M)
464287762
Shares:13.3K
Value:$807.5K
% of Portfolio:0.2% ($807.5K/$478.7M)
45782C557
Shares:17.9K
Value:$747.9K
% of Portfolio:0.2% ($747.9K/$478.7M)
46429B655
Shares:14.3K
Value:$731.9K
% of Portfolio:0.2% ($731.9K/$478.7M)
45782C318
Shares:19.2K
Value:$688.0K
% of Portfolio:0.1% ($688.0K/$478.7M)
81369Y704
Shares:4.9K
Value:$636.9K
% of Portfolio:0.1% ($636.9K/$478.7M)
464288257
Shares:5.4K
Value:$623.9K
% of Portfolio:0.1% ($623.9K/$478.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
5.3K | QoQ NEW(+5.3K) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$478.7M) | QoQ NEW(+$1.2M) | |
(cusip389637109)✕ | 18.1K | QoQ +0.17% (-31)YoY -0.95% (-174) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$478.7M) | |
(cusip46641Q332)✕ | 19.4K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$478.7M) | ||
1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$478.7M) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
(cusip45782C417)✕ | 25.9K | YoY NEW(+25.9K) | All Managers (Combined) | $926.8K | 0.2% ($926.8K/$478.7M) | YoY NEW(+$926.8K) |
(cusip45782C813)✕ | 21.8K | All Managers (Combined) | $874.1K | 0.2% ($874.1K/$478.7M) | ||
(cusip81369Y852)✕ | 9.0K | All Managers (Combined) | $871.4K | 0.2% ($871.4K/$478.7M) | ||
18.8K | All Managers (Combined) | $815.4K | 0.2% ($815.4K/$478.7M) | |||
(cusip464287762)✕ | 13.3K | All Managers (Combined) | $807.5K | 0.2% ($807.5K/$478.7M) | ||
6.6K | All Managers (Combined) | $771.0K | 0.2% ($771.0K/$478.7M) | |||
(cusip45782C557)✕ | 17.9K | QoQ 0.00% (-0) | All Managers (Combined) | $747.9K | 0.2% ($747.9K/$478.7M) | |
(cusip46429B655)✕ | 14.3K | QoQ +3.45% (+479)YoY +4.68% (+642) | All Managers (Combined) | $731.9K | 0.2% ($731.9K/$478.7M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 4.5K | All Managers (Combined) | $701.4K | 0.1% ($701.4K/$478.7M) | ||
(cusip45782C318)✕ | 19.2K | All Managers (Combined) | $688.0K | 0.1% ($688.0K/$478.7M) | ||
AMAZON COM INC(AMZNcusip023135106) | 3.5K | All Managers (Combined) | $664.6K | 0.1% ($664.6K/$478.7M) | ||
1.8K | QoQ 0.00% (+0)YoY -0.05% (-1) | All Managers (Combined) | $645.7K | 0.1% ($645.7K/$478.7M) | ||
6.2K | YoY NEW(+6.2K) | All Managers (Combined) | $637.5K | 0.1% ($637.5K/$478.7M) | YoY NEW(+$637.5K) | |
(cusip81369Y704)✕ | 4.9K | All Managers (Combined) | $636.9K | 0.1% ($636.9K/$478.7M) | ||
(cusip464288257)✕ | 5.4K | All Managers (Combined) | $623.9K | 0.1% ($623.9K/$478.7M) | ||
28.8K | All Managers (Combined) | $603.1K | 0.1% ($603.1K/$478.7M) |