0001085146-24-003388.txt : 20240801 0001085146-24-003388.hdr.sgml : 20240801 20240731194701 ACCESSION NUMBER: 0001085146-24-003388 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240801 DATE AS OF CHANGE: 20240731 EFFECTIVENESS DATE: 20240801 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: 241163568 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 06-30-2024 06-30-2024 false Bellwether Advisors, LLC

140 N 8TH STREET SUITE 210 LINCOLN NE 68508

13F HOLDINGS REPORT 028-20498 N Clark Bellin 402-476-8844 /s/Clark Bellin Lincoln NE 07-31-2024 0 119 476821601 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 2182110 21000 SH SOLE 21000 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 3611011 21053 SH SOLE 21000 0 53 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 476869 2618 SH SOLE 2410 0 208 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 217367 1185 SH SOLE 1119 0 66 AMAZON COM INC COM 023135106 BBG001S5PQL7 657437 3402 SH SOLE 2738 0 664 APPLE INC COM 037833100 BBG001S5N8V8 5128447 24349 SH SOLE 13279 0 11070 AT&T INC COM 00206R102 BBG001S5VWH2 510390 26708 SH SOLE 26103 0 605 ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 3867607 21866 SH SOLE 10966 0 10900 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 5449086 13395 SH SOLE 6225 0 7170 BROADCOM INC COM 11135F101 BBG00KHY5SY8 12950196 8066 SH SOLE 3653 0 4413 CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 3090422 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CORP COM 440452100 BBG001S5S0D0 337707 11076 SH SOLE 0 0 11076 HUMANA INC COM 444859102 BBG001S5S1X6 2511907 6723 SH SOLE 3356 0 3367 INNOVATOR ETFS TRUST LADERD ALCTN PWR 45783Y814 BBG00DZWKTV2 359941 8396 SH SOLE 3000 0 5396 INNOVATOR ETFS TRUST PREM INCM 40 BAR 45783Y590 BBG01G43FXX7 201269 8200 SH SOLE 4100 0 4100 INNOVATOR ETFS TRUST US EQT BUFR APR 45782C888 BBG00NR9PT90 223050 5376 SH SOLE 4151 0 1225 INNOVATOR ETFS TRUST US EQT PWR BUF 45782C870 BBG00NR9QB16 7490893 216125 SH SOLE 50756 0 165369 INNOVATOR ETFS TRUST US EQTY BUF DEC 45782C557 BBG00QYNBZV0 938204 22386 SH SOLE 9157 0 13229 INNOVATOR ETFS TRUST US EQTY BUF NOV 45782C581 BBG00QPZ0JC2 369008 9871 SH SOLE 2249 0 7622 INNOVATOR ETFS TRUST US EQTY BUF SEP 45782C664 BBG00Q4023H0 855049 21022 SH SOLE 440 0 20582 INNOVATOR ETFS TRUST US EQTY BUFR FEB 45782C433 BBG00RHZ1235 2773396 68241 SH SOLE 36772 0 31469 INNOVATOR ETFS TRUST US EQTY BUFR JAN 45782C409 BBG00MYXK7W8 1770518 39259 SH SOLE 34489 0 4770 INNOVATOR ETFS TRUST US EQTY BUFR JUL 45782C789 BBG00LNJLCX0 3155309 75522 SH SOLE 44439 0 31083 INNOVATOR ETFS TRUST US EQTY BUFR MAR 45782C391 BBG00S1NCS83 489309 11334 SH SOLE 543 0 10791 INNOVATOR ETFS TRUST US EQTY PWR BF 45782C680 BBG00PVP39R2 2719520 74487 SH SOLE 13674 0 60813 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C383 BBG00S1NDLX9 3316369 87457 SH SOLE 23293 0 64164 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C540 BBG00QYND1G0 2471834 65898 SH SOLE 3454 0 62444 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C656 BBG00Q4028Q9 4858135 129654 SH SOLE 21318 0 108336 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 BBG00LNDTJL3 896503 23076 SH SOLE 21890 0 1186 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C318 BBG00TGM5Q16 718766 21072 SH SOLE 16 0 21056 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C508 BBG00MYXKL20 11168411 277614 SH SOLE 100613 0 177001 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C797 BBG00M4NZTF8 794632 20753 SH SOLE 3654 0 17099 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C748 BBG00PBD6H63 4562388 128085 SH SOLE 86595 0 41490 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C573 BBG00QPZ1F93 3956446 108993 SH SOLE 28236 0 80757 ISHARES BITCOIN TR SHS 46438F101 BBG01KYQ6QS5 896858 26270 SH SOLE 0 0 26270 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 13638947 310470 SH SOLE 154618 0 155852 ISHARES INC MSCI EMERG MRKT 464286533 BBG0025X3FS0 817976 14298 SH SOLE 9091 0 5207 ISHARES INC MSCI GBL MIN VOL 464286525 BBG0025X39Q6 654834 6258 SH SOLE 3369 0 2889 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 1246657 26317 SH SOLE 6558 0 19759 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 228472 3145 SH SOLE 468 0 2677 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 2609764 38629 SH SOLE 11369 0 27260 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 5522315 94366 SH SOLE 40826 0 53540 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 4883618 45787 SH SOLE 16802 0 28985 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 263810 2221 SH SOLE 352 0 1869 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 32840030 60011 SH SOLE 15346 0 44665 ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 418421 9253 SH SOLE 0 0 9253 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1771351 18248 SH SOLE 3775 0 14473 ISHARES TR CRE U S REIT ETF 464288521 BBG001ST7G55 3059883 57130 SH SOLE 24585 0 32545 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 258805 2169 SH SOLE 700 0 1469 ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 714807 13991 SH SOLE 5851 0 8140 ISHARES TR GLOBAL TECH ETF 464287291 BBG001S60KQ0 5414523 65377 SH SOLE 9943 0 55434 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 206807 3672 SH SOLE 881 0 2791 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 1668533 12156 SH SOLE 1635 0 10521 ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 559528 4978 SH SOLE 2840 0 2138 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 338204 4318 SH SOLE 4317 0 1 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 1196549 17253 SH SOLE 11014 0 6239 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 8649559 103020 SH SOLE 18686 0 84334 ISHARES TR MSCI USA MMENTM 46432F396 BBG004FPV022 3650305 18732 SH SOLE 4884 0 13848 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 5333805 44176 SH SOLE 21751 0 22425 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 1571230 16979 SH SOLE 9941 0 7038 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 227801 1252 SH SOLE 1023 0 229 ISHARES TR U S EQUITY FACTR 46434V282 BBG008LNYFB5 550755 9890 SH SOLE 9889 0 1 ISHARES TR U.S. ENERGY ETF 464287796 BBG001SFGXW8 5411136 112732 SH SOLE 48028 0 64704 ISHARES TR U.S. UTILITS ETF 464287697 BBG001SFGXG6 3106031 35344 SH SOLE 15110 0 20234 ISHARES TR US CONSM STAPLES 464287812 BBG001SF7V89 8227889 125139 SH SOLE 53632 0 71507 ISHARES TR US HLTHCARE ETF 464287762 BBG001SFGXR4 23059075 376352 SH SOLE 161629 0 214723 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 333246 14765 SH SOLE 0 0 14765 ISHARES TR USD INV GRDE ETF 464288620 BBG001SSD876 1588688 31641 SH SOLE 5705 0 25936 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 1099195 19393 SH SOLE 16120 0 3273 LAMB WESTON HLDGS INC COM 513272104 BBG003CVMLR1 242234 2881 SH SOLE 8 0 2873 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 232149 497 SH SOLE 85 0 412 MANHATTAN BRDG CAP INC COM 562803106 BBG001SCRDM8 135074 135074 SH SOLE 135073 0 1 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 2570944 4402 SH SOLE 2196 0 2206 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 202233 401 SH SOLE 257 0 144 MICROSOFT CORP COM 594918104 BBG001S5TD05 14546834 32547 SH SOLE 16287 0 16260 MICROVISION INC DEL COM NEW 594960304 BBG001S74TH5 10600 10000 SH SOLE 0 0 10000 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3469517 28084 SH SOLE 15576 0 12508 OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 2823101 15986 SH SOLE 7983 0 8003 ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 9438238 137684 SH SOLE 69043 0 68641 ORACLE CORP COM 68389X105 BBG001S5SJG6 11646035 82479 SH SOLE 40921 0 41558 OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 1984290 1879 SH SOLE 937 0 942 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 1431973 5202 SH SOLE 2599 0 2603 ROSS STORES INC COM 778296103 BBG001S5VRS1 2061238 14184 SH SOLE 7104 0 7080 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 12898511 150578 SH SOLE 64708 0 85870 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 17783600 432586 SH SOLE 179880 0 252706 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 19262041 158054 SH SOLE 65451 0 92603 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 20227419 110896 SH SOLE 46305 0 64591 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 3123436 35369 SH SOLE 14413 0 20956 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 72264210 319428 SH SOLE 132648 0 186780 SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 551797 1849 SH SOLE 490 0 1359 SOUTHWEST AIRLS CO COM 844741108 BBG001S5SXC9 2937086 102659 SH SOLE 51815 0 50844 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 7595692 35327 SH SOLE 15041 0 20286 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 576305 1059 SH SOLE 286 0 773 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 2839113 38924 SH SOLE 16471 0 22453 TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 2435179 1906 SH SOLE 945 0 961 UNION PAC CORP COM 907818108 BBG001S5X2M0 301605 1333 SH SOLE 554 0 779 UNITED AIRLS HLDGS INC COM 910047109 BBG001SQ87W0 2553945 52486 SH SOLE 25820 0 26666 UNITED RENTALS INC COM 911363109 BBG001SBGZ25 4008433 6198 SH SOLE 429 0 5769 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1612037 3165 SH SOLE 1627 0 1538 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 273084 1094 SH SOLE 9 0 1085 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 348090 696 SH SOLE 0 0 696 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 286847 6555 SH SOLE 5080 0 1475 VISA INC COM CL A 92826C839 BBG001SRCFY3 249609 951 SH SOLE 620 0 331 WALMART INC COM 931142103 BBG001S5XH92 782909 11563 SH SOLE 5280 0 6283 WATSCO INC COM 942622200 BBG001S82CQ2 1291930 2789 SH SOLE 1392 0 1397 WERNER ENTERPRISES INC COM 950755108 BBG001S5XDR1 386462 10786 SH SOLE 0 0 10786 WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 746051 2265 SH SOLE 1125 0 1140