HoldingsChannel.com
Bellwether Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the Bellwether Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Bellwether Advisors LLC. In the Bellwether Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Bellwether Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Bellwether Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
UTILITIES SELECT SECTOR SPDR FUND (XLU) 423,046 +166,715 $29,668
     XLU423,046+166,715$29,668
ISHARES CORE S&P 500 ETF (IVV) 71,733 -13,411 $27,197
     IVV71,733-13,411$27,197
HEALTH CARE SELECT SECTOR SPDR FUND (XLV) 184,438 +49,106 $23,652
     XLV184,438+49,106$23,652
CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP) 321,839 +148,689 $23,230
     XLP321,839+148,689$23,230
VANGUARD HEALTH CARE INDEX FUND (VHT) 61,674 +4,653 $14,524
     VHT61,674+4,653$14,524
FINANCIAL SELECT SECTOR SPDR FUND (XLF) 290,820 +97,687 $9,146
     XLF290,820+97,687$9,146
ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) 127,063 -17,540 $8,921
     USMV127,063-17,540$8,921
INNOVATOR U.S. EQUITY POWER BUFFER ETF APRIL (PAPR) 217,831 +3,899 $5,882
     PAPR217,831+3,899$5,882
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 55,486 -4,137 $5,641
     AGG55,486-4,137$5,641
ISHARES S&P SMALL CAP FUND (IJR) 60,028 -10,936 $5,547
     IJR60,028-10,936$5,547
ISHARES S&P MIDCAP FUND (IJH) 22,989 -3,986 $5,200
     IJH22,989-3,986$5,200
ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) 36,501 -7,282 $4,977
     MTUM36,501-7,282$4,977
INNOVATOR U.S. EQUITY POWER BUFFER ETF JANUARY (PJAN) 163,202 +14,126 $4,900
     PJAN163,202+14,126$4,900
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG) 93,869 -12,276 $4,784
     USIG93,869-12,276$4,784
ISHARES CORE 1 5 YEAR USD BOND ETF (ISTB) 99,680 -8,306 $4,724
     ISTB99,680-8,306$4,724
ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV) 73,526 -9,528 $4,654
     EFAV73,526-9,528$4,654
WILLIAMS COS INC COM 139,964 +139,848 $4,368
     WMB139,964+139,848$4,368
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) 75,012 -10,043 $4,277
     IXUS75,012-10,043$4,277
INNOVATOR U.S EQUITY POWER BUFFER ETF A SEPTEMBER (PSEP) 137,917 +2,142 $3,877
     PSEP137,917+2,142$3,877
MGP INGREDIENTS INC NEW COM 37,198 +37,198 $3,723
     MGPI37,198+37,198$3,723
ISHARES GLOBAL TECH ETF (IXN) 76,884 -9,666 $3,513
     IXN76,884-9,666$3,513
BERKSHIRE HATHAWAY INC DEL CL B NEW      $3,442
     BRK.B12,609-39$3,442
ABBVIE INC COM 21,077 -204 $3,228
     ABBV21,077-204$3,228
INNOVATOR U.S. EQUITY POWER BUFFER ETF JUNE (PJUN) 109,972 +12,679 $3,197
     PJUN109,972+12,679$3,197
SEMPRA COM 19,733 +12,395 $2,965
     SRE19,733+12,395$2,965
INNOVATOR U.S. EQUITY POWER BUFFER ETF FEBRUARY (PFEB) 108,681 -1,221 $2,932
     PFEB108,681-1,221$2,932
CHENIERE ENERGY INC COM NEW 21,587 -4,695 $2,871
     LNG21,587-4,695$2,871
CONSTELLATION ENERGY CORP COM 50,025 +50,025 $2,864
     CEGVV50,025+50,025$2,864
INNOVATOR U.S. EQUITY POWER BUFFER ETF JULY (PJUL) 92,649 +88,612 $2,722
     PJUL92,649+88,612$2,722
CAL MAINE FOODS INC COM NEW 51,694 +51,694 $2,554
     CALM51,694+51,694$2,554
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF (EEMV) 45,763 -3,651 $2,536
     EEMV45,763-3,651$2,536
BRISTOL MYERS SQUIBB CO COM 31,431 -491 $2,420
     BMY31,431-491$2,420
INNOVATOR U.S. EQUITY BUFFER ETF JULY (BJUL) 77,052 +77,052 $2,323
     BJUL77,052+77,052$2,323
INNOVATOR U.S. EQUITY POWER BUFFER ETF A NOVEMBER (PNOV) 81,875 +1,628 $2,318
     PNOV81,875+1,628$2,318
ABBOTT LABS COM 21,017 UNCH $2,283
     ABT21,017UNCH$2,283
INNOVATOR U.S. EQUITY POWER BUFFER ETF AUGUST (PAUG) 77,516 +8,937 $2,208
     PAUG77,516+8,937$2,208
INNOVATOR U.S. EQUITY POWER BUFFER ETF A DECEMBER (PDEC) 75,728 +701 $2,177
     PDEC75,728+701$2,177
ENERGY SELECT SECTOR SPDR FUND (XLE) 29,354 +1,747 $2,099
     XLE29,354+1,747$2,099
ISHARES BIOTECHNOLOGY FUND (IBB) 15,098 -1,789 $1,775
     IBB15,098-1,789$1,775
ISHARES NATIONAL MUNI BOND ETF (MUB) 15,844 UNCH $1,685
     MUB15,844UNCH$1,685
ISHARES FLOATING RATE BOND ETF (FLOT) 32,744 +1,914 $1,634
     FLOT32,744+1,914$1,634
UNITED RENTALS INC COM 6,513 -161 $1,582
     URI6,513-161$1,582
INNOVATOR U.S. EQUITY BUFFER ETF A DECEMBER (BDEC) 50,648 UNCH $1,541
     BDEC50,648UNCH$1,541
INNOVATOR U.S. EQUITY POWER BUFFER ETF MARCH (PMAR) 51,553 +1,500 $1,521
     PMAR51,553+1,500$1,521
FIRSTENERGY CORP COM 39,025 +38,943 $1,498
     FE39,025+38,943$1,498
CONSOLIDATED EDISON INC COM 15,642 +2,421 $1,487
     ED15,642+2,421$1,487
ENTERGY CORP NEW COM 13,195 +13,195 $1,486
     ETR13,195+13,195$1,486
BERKLEY W R CORP COM 21,408 +21,185 $1,461
     WRB21,408+21,185$1,461
ISHARES S&P 500 GROWTH ETF (IVW) 23,269 -7,622 $1,404
     IVW23,269-7,622$1,404
INNOVATOR U.S. EQUITY BUFFER ETF FEBRUARY (BFEB) 46,702 UNCH $1,338
     BFEB46,702UNCH$1,338

See Full List: All Stocks Held By Bellwether Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Bellwether Advisors LLC

Size ($ in 1000's)
At 06/30/2022: $310,903
At 03/31/2022: $335,840

Bellwether Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bellwether Advisors LLC 13F filings. Link to 13F filings: SEC filings

Bellwether Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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