News + Filings Holdings
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Bellwether Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
SELECT SECTOR SPDR TRUST
| XLY | Common | 120,657 | 120,657 | 20,488,765,000 | 20,488,765,000 | 6.03 | |
Hist
| 06/30/2023 |
VANGUARD WORLD FDS HEALTH CAR
| VHT | STOCK | 57,486 | 57,486 | 14,073,736,000 | 14,073,736,000 | 4.14 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWP | RUSSELL MCP GR | 129,864 | 129,864 | 12,548,758,000 | 12,548,758,000 | 3.69 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VGT | Common | 26,857 | 26,857 | 11,875,091,000 | 11,875,091,000 | 3.49 | |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TRUST
| XLC | Common | 128,644 | 128,644 | 8,372,152,000 | 8,372,152,000 | 2.46 | |
Hist
| 06/30/2023 |
VANGUARD WORLD FUND
| VCR | Common | 16,134 | 16,134 | 4,569,149,000 | 4,569,149,000 | 1.34 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VOT | Common | 9,213 | 9,213 | 1,895,759,000 | 1,895,759,000 | 0.56 | |
Hist
| 06/30/2023 |
Vanguard Telecommunication Services ETF
| VOX | common | 17,542 | 17,542 | 1,864,890,000 | 1,864,890,000 | 0.55 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IBB | CALL | 13,268 | 13,268 | 1,684,505,000 | 1,684,505,000 | 0.50 | |
Hist
| 06/30/2023 |
Verisk Analytics, Inc.
| VRSK | Common | 7,421 | 7,421 | 1,677,369,000 | 1,677,369,000 | 0.49 | 0.00 |
Hist
| 06/30/2023 |
J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 21,796 | 21,796 | 1,205,973,000 | 1,205,973,000 | 0.35 | |
Hist
| 06/30/2023 |
ELECTRONIC ARTS INC.
| EA | Common | 6,312 | 6,312 | 818,666,000 | 818,666,000 | 0.24 | 0.00 |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 892 | 892 | 363,294,000 | 363,294,000 | 0.11 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| LQD | OPTIONS | 2,005 | 2,005 | 216,821,000 | 216,821,000 | 0.06 | |
Hist
| 06/30/2023 |
Ginkgo Bioworks Holdings, Inc.
| DNA | Common | 40,000 | 40,000 | 74,400,000 | 74,400,000 | 0.02 | 0.00 |
Hist
| 06/30/2023 |
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