Bellwether Advisors, LLC Purchases in Q1 2025

Bellwether Advisors, LLC

  • $457 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
116K
+ 175077.27%
$137.61 - $149.68 $15.9M - $17.3M
116K $16.9M
IWS
Ishares Russell Midcap Value E

ETFs
128K
New
$122.59 - $135.24 $15.7M - $17.3M
128K $16.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
134K
+ 24226.04%
$114.9 - $139.6 $15.4M - $18.7M
135K $15.8M
SPGI
S&P Global Inc.

Financial Services
7.25K
+ 72470.0%
$478.26 - $543.77 $3.47M - $3.94M
7.26K $3.69M
AJG
Arthur J. Gallagher & Co.

Financial Services
8.66K
+ 109.72%
$275.89 - $345.24 $2.39M - $2.99M
16.6K $5.72M
MRVL
Marvell Technology, Inc.

Technology
81.2K
+ 205.89%
$61.57 - $126.06 $5M - $10.2M
121K $7.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.02K
+ 153.5%
$551.42 - $612.93 $2.77M - $3.08M
8.29K $4.64M
HCA
Hca Healthcare, Inc.

Healthcare
7.12K
New
$296.7 - $345.55 $2.11M - $2.46M
7.12K $2.46M
MCK
Mckesson Corp

Healthcare
3.62K
+ 2044.07%
$566.21 - $672.99 $2.05M - $2.43M
3.8K $2.55M
HUM
Humana Inc

Healthcare
8.73K
New
$249.11 - $303.11 $2.18M - $2.65M
8.73K $2.31M
AON
Aon PLC

Financial Services
4.49K
New
$348.44 - $409.32 $1.57M - $1.84M
4.49K $1.79M
LEN
Lennar Corp

Consumer Cyclical
15.5K
+ 4265.01%
$113.93 - $141.54 $1.76M - $2.19M
15.8K $1.82M
CAH
Cardinal Health Inc

Healthcare
9.7K
+ 3617.91%
$118.02 - $137.77 $1.14M - $1.34M
9.96K $1.37M
WST
West Pharmaceutical Services Inc

Healthcare
5.27K
New
$199.11 - $347.87 $1.05M - $1.83M
5.27K $1.18M
MCO
Moodys Corp

Financial Services
2.66K
+ 26.03%
$437.8 - $527.48 $1.16M - $1.4M
12.9K $6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
27
+ 0.19%
$442.66 - $534.52 $12K - $14.4K
13.9K $7.42M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.7K
New
$634.14 - $744.83 $1.08M - $1.26M
1.7K $1.08M
DHI
Horton D R Inc

Consumer Cyclical
8.76K
+ 136.75%
$125.29 - $147.65 $1.1M - $1.29M
15.2K $1.93M
PFEB
Innovator U.S. Equity Power Bu

ETFs
24.4K
+ 1690.52%
$35.54 - $37.44 $868K - $915K
25.9K $926K
PMAR
Innovator U.S. Equity Power Bu

ETFs
18.2K
+ 21.05%
$39.51 - $41.0 $718K - $745K
104K $4.17M
PHM
Pultegroup Inc

Consumer Cyclical
6.06K
+ 4206.25%
$101.09 - $118.51 $612K - $718K
6.2K $637K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
444
+ 0.43%
$87.68 - $94.52 $38.9K - $42K
103K $9.67M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
62
+ 0.36%
$69.81 - $78.9 $4.33K - $4.89K
17.1K $1.33M
GLD
Spdr Gold Trust

ETFs
422
+ 2009.52%
$243.19 - $288.14 $103K - $122K
443 $127K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
249
+ 3.89%
$107.24 - $116.37 $26.7K - $29K
6.64K $772K
IVE
Ishares S&P 500 Value ETF

ETFs
362
+ 24.02%
$185.78 - $198.58 $67.3K - $71.9K
1.87K $356K
POCT
Innovator U.S. Equity Power Bu

ETFs
2.27K
+ 6.91%
$38.53 - $40.49 $87.4K - $91.8K
35.1K $1.36M
RC
Ready Capital Corp

Real Estate
11.8K
New
$4.9 - $7.05 $58.1K - $83.5K
11.8K $60K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
386
+ 25.2%
$117.4 - $131.02 $45.3K - $50.6K
1.92K $229K
EMB
Ishares Tr

ETFs
326
+ 13.96%
$88.64 - $92.03 $28.9K - $30K
2.66K $241K
EQBK
Equity Bancshares Inc

Financial Services
1K
New
N/A
1K $34K
IYR
Ishares Tr

ETFs
239
+ 19.54%
$89.49 - $98.98 $21.4K - $23.7K
1.46K $139K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
479
+ 3.46%
$50.87 - $51.09 $24.4K - $24.5K
14.3K $731K
ZTS
Zoetis Inc.

Healthcare
135
+ 37.19%
$156.48 - $175.67 $21.1K - $23.7K
498 $81K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
138
+ 0.51%
$47.59 - $48.35 $6.57K - $6.67K
27K $1.3M
HYG
Ishares Tr

ETFs
239
+ 17.98%
$78.51 - $80.11 $18.8K - $19.1K
1.57K $123K
CVX
Chevron Corp

Energy
58
+ 16.62%
$146.71 - $167.97 $8.51K - $9.74K
407 $68K
SLV
I Shares Silver Trust

ETFs
500
+ 250.0%
$26.93 - $31.32 $13.5K - $15.7K
700 $21K
ACWI
Ishares Msci Acwi ETF

ETFs
187
+ 3.61%
$115.16 - $124.13 $21.5K - $23.2K
5.36K $624K
AMGN
Amgen Inc

Healthcare
1
+ 0.36%
$258.59 - $327.36 $259 - $327
275 $85K
CPRT
Copart Inc

Consumer Cyclical
736
+ 2.11%
$52.3 - $59.83 $38.5K - $44K
35.6K $2.02M
IDEV
Ishares Core Msci Intl Develop

ETFs
192
New
$63.77 - $71.36 $12.2K - $13.7K
192 $13K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
409
New
$22.39 - $33.23 $9.16K - $13.6K
409 $12K
PRU
Prudential Financial Inc

Financial Services
83
New
$105.04 - $122.33 $8.72K - $10.2K
83 $9K
XLU
Utilities Sector Spdr

ETFs
125
New
$74.7 - $80.27 $9.34K - $10K
125 $9K
MBLY
Mobileye Global Inc.
468
New
$14.24 - $21.85 $6.66K - $10.2K
468 $6K
PWV
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.71%
$56.58 - $60.89 $170 - $183
427 $25K
AOK
Ishares Tr Core Conservative A

ETFs
34
+ 5.89%
$36.86 - $38.15 $1.25K - $1.3K
611 $22K
SJM
J M Smucker CO

Consumer Defensive
1
+ 1.43%
$100.41 - $118.41 $100 - $118
71 $8K
Activity Summary
Buys All Purchases 71 New Holdings 20 Increased Positions 51 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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