Bellwether Advisors, LLC Purchases in Q3 2025

Bellwether Advisors, LLC

  • $572 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
193K
+ 95.49%
$105.99 - $119.41 $20.4M - $23M
395K $46.7M
XLK
Technology Sector Spdr

ETFs
615
+ 0.23%
$250.97 - $282.66 $154K - $174K
266K $74.8M
XLI
Industrial Sector Spdr

ETFs
19.7K
+ 7.08%
$147.94 - $154.99 $2.92M - $3.06M
299K $46.1M
ORCL
Oracle Corp

Technology
12.9K
+ 300.07%
$218.96 - $328.33 $2.82M - $4.23M
17.2K $4.84M
UI
Ubiquiti Inc.

Technology
5.19K
New
$388.83 - $660.58 $2.02M - $3.43M
5.19K $3.43M
PLTR
Palantir Technologies Inc.

Technology
805
+ 1.31%
$130.68 - $186.97 $105K - $151K
62.1K $11.3M
GOOG
Alphabet Inc.

Communication Services
11.1K
+ 939.95%
$175.16 - $255.24 $1.95M - $2.84M
12.3K $3M
TTWO
Take Two Interactive Software Inc

Communication Services
9.84K
+ 87.31%
$217.37 - $259.96 $2.14M - $2.56M
21.1K $5.45M
CHKP
Check Point Software Technologies LTD

Technology
13.1K
+ 1311300.0%
$180.73 - $231.23 $2.37M - $3.03M
13.1K $2.71M
EA
Electronic Arts Inc.

Communication Services
12.4K
+ 621950.0%
$147.79 - $202.05 $1.84M - $2.51M
12.4K $2.51M
NFLX
Netflix Inc

Communication Services
2.26K
+ 95.97%
$1147.87 - $1297.18 $2.6M - $2.94M
4.62K $5.54M
XLF
Financial Sector Spdr

ETFs
31.7K
+ 7.61%
$51.37 - $54.25 $1.63M - $1.72M
448K $24.1M
CAT
Caterpillar Inc

Industrials
4.83K
+ 3448.57%
$390.92 - $477.15 $1.89M - $2.3M
4.97K $2.37M
SPOT
Spotify Technology S.A.

Communication Services
3.68K
+ 98.37%
$620.01 - $738.53 $2.28M - $2.72M
7.43K $5.18M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
20.5K
+ 1268.15%
$89.32 - $107.82 $1.83M - $2.22M
22.2K $2.39M
ROK
Rockwell Automation, Inc

Industrials
6.4K
New
$328.67 - $358.52 $2.1M - $2.3M
6.4K $2.24M
FAST
Fastenal CO

Industrials
43.8K
+ 413.69%
$42.47 - $50.39 $1.86M - $2.21M
54.4K $2.67M
NOC
Northrop Grumman Corp

Industrials
3.6K
+ 5064.79%
$498.9 - $609.32 $1.79M - $2.19M
3.67K $2.23M
EBAY
Ebay Inc

Consumer Cyclical
22.1K
+ 13076.92%
$75.33 - $100.77 $1.66M - $2.23M
22.3K $2.03M
MTCH
Match Group, Inc.

Communication Services
55.6K
New
$31.83 - $38.77 $1.77M - $2.15M
55.6K $1.96M
NVDA
Nvidia Corp

Technology
1.02K
+ 1.73%
$153.3 - $186.58 $157K - $191K
60.1K $11.2M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
22.8K
New
$71.0 - $90.32 $1.62M - $2.06M
22.8K $1.76M
SCHW
Schwab Charles Corp

Financial Services
11.6K
+ 491.75%
$91.03 - $98.69 $1.06M - $1.15M
14K $1.33M
BX
Blackstone Inc.

Financial Services
6.39K
+ 561.65%
$152.77 - $188.68 $976K - $1.2M
7.52K $1.29M
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.08%
$184.85 - $231.54 $3.33K - $4.17K
22.7K $5.25M
KKR
Kkr & Co. Inc.

Financial Services
7.76K
New
$129.95 - $152.16 $1.01M - $1.18M
7.76K $1.01M
PAUG
Innovator U.S. Equity Power Bu

ETFs
20.4K
+ 31.67%
$40.45 - $42.49 $826K - $868K
84.9K $3.61M
MCO
Moodys Corp

Financial Services
2.04K
+ 17016.67%
$472.69 - $521.32 $965K - $1.06M
2.05K $978K
NDAQ
Nasdaq, Inc.

Financial Services
10.8K
New
$86.73 - $96.94 $939K - $1.05M
10.8K $957K
PJUL
Innovator U.S. Equity Power Bu

ETFs
14K
+ 44.46%
$43.83 - $45.64 $612K - $637K
45.4K $2.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.02%
$617.65 - $666.84 $1.24K - $1.33K
8.42K $5.61M
IVW
Ishares S&P 500 Growth ETF

ETFs
451
+ 2.67%
$108.97 - $121.65 $49.1K - $54.9K
17.3K $2.09M
IXUS
Ishares Tr

ETFs
146
+ 0.39%
$76.35 - $82.58 $11.1K - $12.1K
37.9K $3.13M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
395
+ 0.38%
$92.18 - $95.14 $36.4K - $37.6K
103K $9.83M
TSLA
Tesla, Inc.

Consumer Cyclical
51
+ 8.13%
$293.94 - $444.72 $15K - $22.7K
678 $301K
POCT
Innovator U.S. Equity Power Bu

ETFs
100
+ 0.23%
$41.27 - $43.1 $4.13K - $4.31K
43.5K $1.88M
ACWI
Ishares Msci Acwi ETF

ETFs
192
+ 3.48%
$128.32 - $138.41 $24.6K - $26.6K
5.72K $790K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
509
+ 7.48%
$116.29 - $120.92 $59.2K - $61.5K
7.32K $877K
IVE
Ishares S&P 500 Value ETF

ETFs
179
+ 8.98%
$194.44 - $206.51 $34.8K - $37K
2.17K $448K
LRGF
Ishares Tr

ETFs
83
+ 0.81%
$64.13 - $69.24 $5.32K - $5.75K
10.3K $713K
JPM
Jpmorgan Chase & CO

Financial Services
63
+ 5.96%
$282.78 - $316.06 $17.8K - $19.9K
1.12K $353K
AOA
Ishares Tr Core Aggressive All

ETFs
291
+ 6.65%
$82.71 - $88.14 $24.1K - $25.6K
4.67K $411K
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 1.23%
$357.4 - $423.42 $4.29K - $5.08K
988 $400K
UAL
United Airlines Holdings, Inc.

Industrials
3
+ 0.12%
$80.05 - $109.36 $240 - $328
2.42K $233K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
229
+ 1.33%
$97.75 - $100.75 $22.4K - $23.1K
17.4K $1.75M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
163
+ 7.95%
$122.57 - $132.57 $20K - $21.6K
2.21K $287K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
562
+ 2.03%
$48.31 - $48.93 $27.2K - $27.5K
28.2K $1.38M
IEFA
Ishares Tr

ETFs
227
+ 7.23%
$81.7 - $87.53 $18.5K - $19.9K
3.37K $293K
AOR
Ishares Tr Core Growth Allocat

ETFs
280
+ 6.07%
$60.99 - $64.39 $17.1K - $18K
4.89K $315K
Activity Summary
Buys All Purchases 70 New Holdings 8 Increased Positions 62 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bellwether Advisors, LLC Portfolio

Follow Bellwether Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bellwether Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellwether Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email