Bellwether Advisors, LLC Purchases in Q3 2024

Bellwether Advisors, LLC

  • $507 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
38.6K
+ 3649.1%
$517.38 - $573.86 $20M - $22.2M
39.7K $22.8M
XLF
Financial Sector Spdr

ETFs
255K
+ 59.02%
$40.84 - $45.74 $10.4M - $11.7M
688K $31.2M
AMP
Ameriprise Financial Inc

Financial Services
14.6K
New
$391.53 - $469.81 $5.73M - $6.88M
14.6K $6.88M
CME
Cme Group Inc.

Financial Services
29.6K
New
$193.43 - $220.62 $5.72M - $6.53M
29.6K $6.53M
MSCI
Msci Inc.

Financial Services
11.1K
New
$479.31 - $584.91 $5.3M - $6.46M
11.1K $6.44M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
27.2K
New
$210.25 - $231.86 $5.71M - $6.3M
27.2K $6.06M
PAUG
Innovator U.S. Equity Power Bu

ETFs
134K
+ 179.67%
$35.57 - $37.86 $4.76M - $5.07M
208K $7.89M
IYK
Ishares U.S. Consumer Staples

ETFs
55.5K
+ 44.32%
$65.27 - $72.12 $3.62M - $4M
181K $12.7M
XLC
Select Sector Spdr Tr Communic

ETFs
41.3K
+ 27.43%
$82.16 - $90.4 $3.39M - $3.73M
192K $17.3M
XLY
Select Sector Spdr Consumer Di

ETFs
11.4K
+ 10.24%
$170.05 - $200.86 $1.93M - $2.28M
122K $24.5M
INTU
Intuit Inc

Technology
6.06K
New
$602.97 - $670.49 $3.65M - $4.06M
6.06K $3.76M
APO
Apollo Global Management, Inc.

Financial Services
28.7K
New
$99.16 - $125.81 $2.85M - $3.61M
28.7K $3.58M
MSFT
Microsoft Corp

Technology
8.83K
+ 27.12%
$395.15 - $467.56 $3.49M - $4.13M
41.4K $17.8M
MCO
Moodys Corp

Financial Services
6.37K
New
$421.49 - $494.67 $2.69M - $3.15M
6.37K $3.02M
ORCL
Oracle Corp

Technology
1.56K
+ 1.9%
$125.9 - $170.35 $197K - $266K
84K $14.3M
AVGO
Broadcom Inc.

Technology
81.8K
+ 1014.12%
$136.27 - $1745.86 $11.1M - $143M
89.9K $15.5M
FAST
Fastenal CO

Industrials
32.3K
+ 142.02%
$62.09 - $71.83 $2.01M - $2.32M
55.1K $3.94M
LEN
Lennar Corp

Consumer Cyclical
12.6K
New
$142.5 - $192.45 $1.8M - $2.43M
12.6K $2.36M
ON
On Semiconductor Corp

Technology
23K
+ 16.7%
$66.39 - $78.74 $1.53M - $1.81M
161K $11.7M
GWW
W.W. Grainger, Inc.

Industrials
1.51K
+ 63.11%
$896.19 - $1044.18 $1.36M - $1.58M
3.91K $4.06M
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.01%
$520.18 - $576.82 $2.6K - $2.88K
60K $34.6M
MNST
Monster Beverage Corp

Consumer Defensive
31.9K
New
$45.01 - $52.47 $1.43M - $1.67M
31.9K $1.66M
CLX
Clorox CO

Consumer Defensive
10.2K
New
$131.73 - $166.97 $1.34M - $1.7M
10.2K $1.66M
MKC
Mccormick & CO Inc

Consumer Defensive
18.9K
New
$69.44 - $84.76 $1.31M - $1.6M
18.9K $1.56M
ROST
Ross Stores, Inc.

Consumer Cyclical
9.44K
+ 66.58%
$136.06 - $155.24 $1.28M - $1.47M
23.6K $3.56M
GOOGL
Alphabet Inc.

Communication Services
8.82K
+ 336.94%
$148.65 - $191.18 $1.31M - $1.69M
11.4K $1.9M
CMCSA
Comcast Corp

Communication Services
31.8K
New
$37.33 - $41.78 $1.19M - $1.33M
31.8K $1.33M
NFLX
Netflix Inc

Communication Services
1.65K
New
$598.55 - $722.26 $988K - $1.19M
1.65K $1.17M
NWS
News Corp New Cl B Com Stk (De

Communication Services
41K
New
$26.33 - $29.43 $1.08M - $1.21M
41K $1.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
494
+ 3.69%
$405.19 - $478.57 $200K - $236K
13.9K $6.39M
EL
Estee Lauder Companies Inc

Consumer Defensive
8.37K
New
$84.18 - $106.5 $704K - $891K
8.37K $834K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
237
+ 0.23%
$83.76 - $91.82 $19.9K - $21.8K
103K $9.43M
TSN
Tyson Foods, Inc.

Consumer Defensive
11.6K
New
$55.91 - $65.87 $650K - $766K
11.6K $692K
PINS
Pinterest, Inc.

Communication Services
18.7K
New
$28.66 - $43.51 $535K - $812K
18.7K $604K
OMC
Omnicom Group Inc.

Communication Services
5.66K
New
$87.69 - $103.9 $496K - $588K
5.66K $585K
ABBV
Abb Vie Inc.

Healthcare
78
+ 0.37%
$163.84 - $199.33 $12.8K - $15.5K
21.1K $4.17M
CSGP
Costar Group, Inc.

Real Estate
7.35K
New
$71.59 - $79.61 $526K - $585K
7.35K $554K
WMT
Walmart Inc.

Consumer Defensive
4.34K
+ 37.57%
$66.91 - $81.4 $291K - $354K
15.9K $1.28M
CTAS
Cintas Corp

Industrials
8.72K
+ 321.42%
$201.38 - $819.83 $1.76M - $7.15M
11.4K $2.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
357
+ 0.38%
$57.32 - $62.65 $20.5K - $22.4K
94.7K $5.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.16K
New
$73.43 - $80.37 $232K - $254K
3.16K $253K
AXP
American Express CO

Financial Services
879
New
$225.92 - $271.17 $199K - $238K
879 $238K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
38
+ 2.02%
$1015.62 - $1159.62 $38.6K - $44.1K
1.92K $2.21M
JPM
Jpmorgan Chase & CO

Financial Services
1.04K
New
$194.9 - $224.8 $202K - $233K
1.04K $218K
AOA
Ishares Tr Core Aggressive All

ETFs
2.76K
New
$72.11 - $79.05 $199K - $218K
2.76K $217K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.08K
New
$36.98 - $41.55 $188K - $211K
5.08K $208K
EMB
Ishares Tr

ETFs
2.21K
New
$87.75 - $93.74 $194K - $207K
2.21K $207K
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.07K
New
$45.78 - $51.72 $186K - $210K
4.07K $207K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.87K
New
$38.51 - $41.69 $187K - $203K
4.87K $202K
Activity Summary
Buys All Purchases 67 New Holdings 30 Increased Positions 37 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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