Bellwether Advisors, LLC Purchases and Sells in Q2 2025

Bellwether Advisors, LLC

$556 Million
Q2 2025

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLY	202K + 250.18%	$176.34 - $218.59 $35.6M - $44.2M	283K $61.5M
XLI	274K + 5638.98%	$116.42 - $147.52 $31.9M - $40.4M	279K $41.1M
XLC	193K + 2134.45%	$86.13 - $108.53 $16.6M - $20.9M	202K $21.9M
BRK-B	20K + 143.63%	$483.48 - $539.8 $9.68M - $10.8M	33.9K $16.5M
MELI	3.14K + 104500.0%	$1794.73 - $2613.63 $5.63M - $8.19M	3.14K $8.2M
CTAS	27.8K + 402.15%	$190.11 - $227.66 $5.29M - $6.34M	34.8K $7.75M

New Holdings

106 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RCL	30.8K New	$177.93 - $313.14 $5.49M - $9.66M	30.8K $9.66M
RBLX	83.8K New	$51.22 - $105.59 $4.29M - $8.85M	83.8K $8.81M
CPNG	283K New	$19.76 - $30.81 $5.6M - $8.73M	283K $8.49M
PLTR	61.3K New	$74.01 - $144.25 $4.54M - $8.84M	61.3K $8.36M
SNOW	36.6K New	$130.53 - $223.77 $4.78M - $8.2M	36.6K $8.2M
CVNA	22.9K New	$162.57 - $345.64 $3.72M - $7.91M	22.9K $7.71M

Top Sells

Reduced Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLF	-560K - 57.36%	$43.92 - $52.37 $24.6M - $29.3M	416K $21.8M
XLV	-115K - 99.82%	$128.77 - $144.3 $14.9M - $16.7M	211 $28K
IWS	-128K - 99.99%	$110.58 - $132.14 $14.1M - $16.9M	9 $1K
IWP	-134K - 99.89%	$104.34 - $138.68 $14M - $18.6M	150 $20K
MRVL	-120K - 99.91%	$49.38 - $79.97 $5.95M - $9.63M	104 $8K
MSFT	-23.6K - 65.95%	$354.56 - $497.45 $8.38M - $11.8M	12.2K $6.07M

Activity Summary All Purchases 189 New Holdings 106 Increased Positions 83 All Sells 100 Reductions 100 Sold out 0 Calls 0 Puts 0

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