Bellwether Advisors, LLC Purchases in Q4 2024

Bellwether Advisors, LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
150K
+ 47.21%
$220.26 - $241.44 $33M - $36.2M
468K $109M
XLF
Financial Sector Spdr

ETFs
513K
+ 74.61%
$44.89 - $51.34 $23M - $26.3M
1.2M $58.1M
NVDA
Nvidia Corp

Technology
76.2K
+ 345.62%
$117.0 - $148.88 $8.92M - $11.4M
98.3K $13.2M
MCHP
Microchip Technology Inc

Technology
153K
New
$55.51 - $79.05 $8.49M - $12.1M
153K $8.78M
AVGO
Broadcom Inc.

Technology
9.87K
+ 10.98%
$159.67 - $250.0 $1.58M - $2.47M
99.7K $23.1M
MRVL
Marvell Technology, Inc.

Technology
39.4K
New
$70.31 - $124.78 $2.77M - $4.92M
39.4K $4.35M
AJG
Arthur J. Gallagher & Co.

Financial Services
7.9K
New
$278.49 - $315.16 $2.2M - $2.49M
7.9K $2.24M
MSFT
Microsoft Corp

Technology
5.98K
+ 14.45%
$406.35 - $454.46 $2.43M - $2.72M
47.4K $20M
CPRT
Copart Inc

Consumer Cyclical
34.9K
New
$51.36 - $63.8 $1.79M - $2.23M
34.9K $2M
MCO
Moodys Corp

Financial Services
3.85K
+ 60.37%
$454.04 - $500.88 $1.75M - $1.93M
10.2K $4.84M
HRL
Hormel Foods Corp

Consumer Defensive
56.3K
+ 508.67%
$29.21 - $33.55 $1.65M - $1.89M
67.4K $2.11M
DG
Dollar General Corp

Consumer Defensive
12.8K
New
$73.27 - $84.47 $936K - $1.08M
12.8K $968K
IYK
Ishares U.S. Consumer Staples

ETFs
28.4K
+ 15.72%
$65.32 - $70.92 $1.85M - $2.01M
209K $13.7M
MSCI
Msci Inc.

Financial Services
1.18K
+ 10.71%
$569.09 - $635.99 $674K - $753K
12.2K $7.34M
DHI
Horton D R Inc

Consumer Cyclical
6.41K
New
$137.24 - $194.56 $879K - $1.25M
6.41K $895K
EL
Estee Lauder Companies Inc

Consumer Defensive
14.3K
+ 171.24%
$62.74 - $97.24 $899K - $1.39M
22.7K $1.7M
EA
Electronic Arts Inc.

Communication Services
5.52K
New
$140.69 - $167.97 $777K - $928K
5.52K $808K
AZO
Autozone Inc

Consumer Cyclical
250
New
$2981.19 - $3370.27 $745K - $843K
250 $800K
POCT
Innovator U.S. Equity Power Bu

ETFs
13.6K
+ 71.05%
$38.63 - $40.03 $526K - $546K
32.8K $1.3M
GOOGL
Alphabet Inc.

Communication Services
1.08K
+ 9.42%
$161.86 - $196.66 $174K - $212K
12.5K $2.37M
ED
Consolidated Edison Inc

Utilities
4.38K
New
$88.87 - $107.38 $389K - $470K
4.38K $390K
AAPL
Apple Inc.

Technology
871
+ 10.36%
$221.69 - $259.02 $193K - $226K
9.28K $2.32M
SCHW
Schwab Charles Corp

Financial Services
4.77K
New
$63.31 - $82.85 $302K - $395K
4.77K $353K
BOCT
Innovator U.S. Equity Buffer E

ETFs
8.15K
New
$42.04 - $44.04 $342K - $359K
8.15K $352K
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.45K
+ 0.53%
$41.16 - $42.25 $59.5K - $61.1K
276K $11.7M
CSGP
Costar Group, Inc.

Real Estate
4.63K
+ 63.09%
$69.7 - $81.97 $323K - $380K
12K $857K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.44K
New
$86.65 - $94.9 $298K - $326K
3.44K $298K
PINS
Pinterest, Inc.

Communication Services
10.8K
+ 57.73%
$28.24 - $34.15 $304K - $368K
29.5K $854K
UAL
United Airlines Holdings, Inc.

Industrials
2.56K
New
$55.62 - $102.44 $143K - $263K
2.56K $248K
NWS
News Corp New Cl B Com Stk (De

Communication Services
3.5K
+ 8.54%
$27.03 - $32.79 $94.6K - $115K
44.5K $1.35M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.34K
New
$25.93 - $105.3 $190K - $773K
7.34K $204K
COST
Costco Wholesale Corp

Consumer Defensive
219
New
$873.59 - $994.69 $191K - $218K
219 $200K
PEP
Pepsico Inc

Consumer Defensive
1.3K
New
$151.29 - $176.1 $196K - $228K
1.3K $196K
BX
Blackstone Inc.

Financial Services
1.14K
New
$148.45 - $199.05 $169K - $226K
1.14K $196K
LUV
Southwest Airlines CO

Industrials
5.82K
New
$28.99 - $34.84 $169K - $203K
5.82K $195K
SYK
Stryker Corp

Healthcare
538
New
$345.14 - $392.15 $186K - $211K
538 $193K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2.88K
New
$62.09 - $82.32 $179K - $237K
2.88K $192K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.53K
New
$121.89 - $135.52 $187K - $208K
1.53K $191K
AAON
Aaon, Inc.

Industrials
1.58K
New
$106.25 - $140.75 $168K - $222K
1.58K $185K
TSLA
Tesla, Inc.

Consumer Cyclical
457
New
$213.65 - $479.86 $97.6K - $219K
457 $184K
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.54K
New
$32.65 - $33.68 $181K - $186K
5.54K $181K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.44K
New
$51.33 - $53.74 $177K - $185K
3.44K $177K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.26K
New
$134.53 - $150.65 $170K - $190K
1.26K $170K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.51K
New
$106.56 - $113.11 $161K - $171K
1.51K $161K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
1.28K
New
$125.4 - $135.42 $161K - $173K
1.28K $160K
ROK
Rockwell Automation, Inc

Industrials
553
New
$264.65 - $302.92 $146K - $168K
553 $158K
MCD
Mcdonalds Corp

Consumer Cyclical
542
New
$288.47 - $316.54 $156K - $172K
542 $157K
NEAR
Blackrock Short Maturity Bond

ETFs
3.04K
New
$50.28 - $51.08 $153K - $155K
3.04K $153K
ODFL
Old Dominion Freight Line, Inc.

Industrials
872
New
$176.4 - $231.84 $154K - $202K
872 $153K
Activity Summary
Buys All Purchases 436 New Holdings 392 Increased Positions 44 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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