President

0001085146-24-002269.txt : 20240506 0001085146-24-002269.hdr.sgml : 20240506 20240506135531 ACCESSION NUMBER: 0001085146-24-002269 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240506 DATE AS OF CHANGE: 20240506 EFFECTIVENESS DATE: 20240506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bellwether Advisors, LLC CENTRAL INDEX KEY: 0001819815 ORGANIZATION NAME: IRS NUMBER: 833629267 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20498 FILM NUMBER: 24916832 BUSINESS ADDRESS: STREET 1: 140 N 8TH STREET STREET 2: SUITE 210 CITY: LINCOLN STATE: NE ZIP: 68508 BUSINESS PHONE: 402-476-8844 MAIL ADDRESS: STREET 1: 140 N 8TH STREET STREET 2: SUITE 210 CITY: LINCOLN STATE: NE ZIP: 68508 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001819815 XXXXXXXX 03-31-2024 03-31-2024 false Bellwether Advisors, LLC

140 N 8TH STREET SUITE 210 LINCOLN NE 68508

13F HOLDINGS REPORT 028-20498 N Clark Bellin President 402-476-8844 /s/Clark Bellin Lincoln NE 05-06-2024 0 118 455184450 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 2386860 21000 SH SOLE 0 0 21000 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 3833751 21053 SH SOLE 0 0 21053 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 398908 2643 SH SOLE 2435 0 208 AMAZON COM INC COM 023135106 BBG001S5PQL7 506507 2808 SH SOLE 2153 0 655 APPLE INC COM 037833100 BBG001S5N8V8 856845 4997 SH SOLE 4396 0 601 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 5594178 13303 SH SOLE 6133 0 7170 BEST BUY INC COM 086516101 BBG001S5P285 3199170 39000 SH SOLE 17829 0 21171 BROADCOM INC COM 11135F101 BBG00KHY5SY8 7678100 5793 SH SOLE 2685 0 3108 BROWN FORMAN CORP CL B 115637209 BBG001S5P4H1 1463365 28349 SH SOLE 12860 0 15489 CARDINAL HEALTH INC COM 14149Y108 BBG001S7PC34 6262036 55961 SH SOLE 25742 0 30219 CENTENE CORP DEL COM 15135B101 BBG001S6T7Q8 2018714 25723 SH SOLE 11309 0 14414 CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 974482 3353 SH SOLE 1532 0 1821 CINTAS CORP COM 172908105 BBG001S7CRG1 3290187 4789 SH SOLE 2175 0 2614 CLOROX CO DEL COM 189054109 BBG001S5PX50 1556574 10166 SH SOLE 4636 0 5530 CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 270317 9120 SH SOLE 0 0 9120 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 208866 1641 SH SOLE 1491 0 150 CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 1698242 6249 SH SOLE 2840 0 3409 COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 1110320 11494 SH SOLE 5253 0 6241 DBX ETF TR XTRACK MSCI EAFE 233051200 BBG001S9Z3V8 770753 18831 SH SOLE 15351 0 3480 ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 600066 4523 SH SOLE 2081 0 2442 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150 BBG001S7RKF1 215232 2950 SH SOLE 2950 0 0 FS KKR CAP CORP COM 302635206 BBG001YCZQ07 612605 32124 SH SOLE 8571 0 23553 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 BBG008748J97 1153232 18256 SH SOLE 656 0 17600 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 2154791 6461 SH SOLE 2929 0 3532 HOME DEPOT INC COM 437076102 BBG001S5RTW7 3134012 8170 SH SOLE 3814 0 4356 HORMEL FOODS CORP COM 440452100 BBG001S5S0D0 386442 11076 SH SOLE 0 0 11076 HUMANA INC COM 444859102 BBG001S5S1X6 1953289 5634 SH SOLE 2466 0 3168 INNOVATOR ETFS TRUST LADERD ALCTN PWR 45783Y814 BBG00DZWKTV2 350449 8396 SH SOLE 3000 0 5396 INNOVATOR ETFS TRUST PREM INCM 40 BAR 45783Y590 BBG01G43FXX7 200982 8200 SH SOLE 4100 0 4100 INNOVATOR ETFS TRUST US EQT BUFR APR 45782C888 BBG00NR9PT90 236316 5902 SH SOLE 4127 0 1775 INNOVATOR ETFS TRUST US EQT PWR BUF 45782C870 BBG00NR9QB16 7256448 216030 SH SOLE 54421 0 161609 INNOVATOR ETFS TRUST US EQTY BUF DEC 45782C557 BBG00QYNBZV0 913342 22494 SH SOLE 9265 0 13229 INNOVATOR ETFS TRUST US EQTY BUF NOV 45782C581 BBG00QPZ0JC2 360143 9871 SH SOLE 2249 0 7622 INNOVATOR ETFS TRUST US EQTY BUF SEP 45782C664 BBG00Q4023H0 825790 21022 SH SOLE 440 0 20582 INNOVATOR ETFS TRUST US EQTY BUFR FEB 45782C433 BBG00RHZ1235 2680506 68241 SH SOLE 36772 0 31469 INNOVATOR ETFS TRUST US EQTY BUFR JAN 45782C409 BBG00MYXK7W8 1709337 39259 SH SOLE 33089 0 6170 INNOVATOR ETFS TRUST US EQTY BUFR JUL 45782C789 BBG00LNJLCX0 3045802 75522 SH SOLE 44439 0 31083 INNOVATOR ETFS TRUST US EQTY BUFR MAR 45782C391 BBG00S1NCS83 472258 11334 SH SOLE 543 0 10791 INNOVATOR ETFS TRUST US EQTY PWR BF 45782C680 BBG00PVP39R2 2750760 77749 SH SOLE 16229 0 61520 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C656 BBG00Q4028Q9 4855814 133036 SH SOLE 20978 0 112058 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C508 BBG00MYXKL20 10848332 277380 SH SOLE 98569 0 178811 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C540 BBG00QYND1G0 2417285 66050 SH SOLE 3454 0 62596 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C797 BBG00M4NZTF8 902759 24080 SH SOLE 3654 0 20426 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C573 BBG00QPZ1F93 3874701 108993 SH SOLE 28236 0 80757 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C383 BBG00S1NDLX9 3256802 88476 SH SOLE 26542 0 61934 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C748 BBG00PBD6H63 3743521 108445 SH SOLE 69375 0 39070 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C318 BBG00TGM5Q16 748018 23037 SH SOLE 0 0 23037 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 BBG00LNDTJL3 1325540 34901 SH SOLE 33715 0 1186 ISHARES BITCOIN TR SHS 46438F101 BBG01KYQ6QS5 1063147 26270 SH SOLE 0 0 26270 ISHARES INC MSCI EMERG MRKT 464286533 BBG0025X3FS0 788947 13941 SH SOLE 8983 0 4958 ISHARES INC MSCI GBL MIN VOL 464286525 BBG0025X39Q6 628718 5972 SH SOLE 3351 0 2621 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 1243329 26208 SH SOLE 6445 0 19763 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 233294 3143 SH SOLE 466 0 2677 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 2637114 38861 SH SOLE 11351 0 27510 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 5627696 92652 SH SOLE 39477 0 53175 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 5041365 45615 SH SOLE 16753 0 28862 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 234636 2035 SH SOLE 93 0 1942 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 31590479 60089 SH SOLE 15452 0 44637 ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 459866 10087 SH SOLE 0 0 10087 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1946777 19877 SH SOLE 3714 0 16163 ISHARES TR CRE U S REIT ETF 464288521 BBG001ST7G55 3076338 57181 SH SOLE 23586 0 33595 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 249348 2169 SH SOLE 700 0 1469 ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 699323 13696 SH SOLE 5732 0 7964 ISHARES TR GLOBAL TECH ETF 464287291 BBG001S60KQ0 4898185 65475 SH SOLE 9727 0 55748 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 1681768 12256 SH SOLE 1635 0 10621 ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 514609 4673 SH SOLE 2832 0 1841 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 364037 4558 SH SOLE 4558 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 1294252 18260 SH SOLE 10846 0 7414 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 8565292 102480 SH SOLE 18183 0 84297 ISHARES TR MSCI USA MMENTM 46432F396 BBG004FPV022 3480963 18580 SH SOLE 4732 0 13848 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 5214714 45687 SH SOLE 20689 0 24998 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 1382129 16368 SH SOLE 10041 0 6327 ISHARES TR U S EQUITY FACTR 46434V282 BBG008LNYFB5 525864 9773 SH SOLE 9773 0 0 ISHARES TR U.S. ENERGY ETF 464287796 BBG001SFGXW8 5305165 107392 SH SOLE 44412 0 62980 ISHARES TR U.S. UTILITS ETF 464287697 BBG001SFGXG6 2966229 35095 SH SOLE 14403 0 20692 ISHARES TR US CONSM STAPLES 464287812 BBG001SF7V89 12563896 185774 SH SOLE 76451 0 109323 ISHARES TR US HLTHCARE ETF 464287762 BBG001SFGXR4 35031364 565935 SH SOLE 233556 0 332379 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 348518 15306 SH SOLE 0 0 15306 ISHARES TR USD INV GRDE ETF 464288620 BBG001SSD876 1708632 33654 SH SOLE 5619 0 28035 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 1122079 19393 SH SOLE 16120 0 3273 KLA CORP COM NEW 482480100 BBG001S5SLM4 7334985 10500 SH SOLE 4789 0 5711 LAMB WESTON HLDGS INC COM 513272104 BBG003CVMLR1 316608 2972 SH SOLE 8 0 2964 LOWES COS INC COM 548661107 BBG001S5SVL3 2043988 8024 SH SOLE 3663 0 4361 MANHATTAN BRDG CAP INC COM 562803106 BBG001SCRDM8 161375 161375 SH SOLE 161375 0 0 MCCORMICK & CO INC COM NON VTG 579780206 BBG001S79S19 1712744 22298 SH SOLE 10135 0 12163 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 6777194 12624 SH SOLE 5726 0 6898 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1262042 2599 SH SOLE 1347 0 1252 MICROSOFT CORP COM 594918104 BBG001S5TD05 5087146 12092 SH SOLE 7024 0 5068 MICROVISION INC DEL COM NEW 594960304 BBG001S74TH5 18400 10000 SH SOLE 0 0 10000 MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 886982 14963 SH SOLE 7388 0 7575 NETFLIX INC COM 64110L106 BBG001SF6L46 1055737 1738 SH SOLE 789 0 949 NIKE INC CL B 654106103 BBG001S6NTK2 2650501 28203 SH SOLE 12621 0 15582 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2843514 3147 SH SOLE 1660 0 1487 ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 6563528 89239 SH SOLE 40640 0 48599 ORACLE CORP COM 68389X105 BBG001S5SJG6 8539973 67988 SH SOLE 31010 0 36978 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 15376660 188301 SH SOLE 77674 0 110627 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 17924542 425559 SH SOLE 168394 0 257165 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 11982953 95133 SH SOLE 37714 0 57419 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 22367816 121637 SH SOLE 48476 0 73161 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 3280503 35316 SH SOLE 13870 0 21446 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 60595471 290947 SH SOLE 115448 0 175499 SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 642561 1850 SH SOLE 491 0 1359 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 490473 938 SH SOLE 165 0 773 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 2900036 33223 SH SOLE 13797 0 19426 THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 2700572 30892 SH SOLE 13993 0 16899 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 294286 1803 SH SOLE 829 0 974 TYSON FOODS INC CL A 902494103 BBG001S871D5 801223 13642 SH SOLE 5992 0 7650 UNION PAC CORP COM 907818108 BBG001S5X2M0 292903 1191 SH SOLE 554 0 637 UNITED RENTALS INC COM 911363109 BBG001SBGZ25 4439874 6157 SH SOLE 388 0 5769 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 4010260 8106 SH SOLE 3793 0 4313 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 262297 1094 SH SOLE 9 0 1085 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 428784 892 SH SOLE 0 0 892 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 273802 6555 SH SOLE 5080 0 1475 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 4297143 10280 SH SOLE 4757 0 5523 VISA INC COM CL A 92826C839 BBG001SRCFY3 238334 854 SH SOLE 523 0 331 WERNER ENTERPRISES INC COM 950755108 BBG001S5XDR1 421948 10786 SH SOLE 0 0 10786 WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 2373073 5997 SH SOLE 2864 0 3133 ZOETIS INC CL A 98978V103 BBG0039320P7 1983397 11722 SH SOLE 5540 0 6182