Bellwether Advisors, LLC Purchases in Q4 2024

Bellwether Advisors, LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
661
New
$202.84 - $236.0 $134K - $156K
661 $149K
KO
Coca Cola CO

Consumer Defensive
2.41K
New
$61.74 - $71.71 $149K - $173K
2.41K $149K
PG
Procter & Gamble CO

Consumer Defensive
857
New
$161.05 - $179.7 $138K - $154K
857 $143K
WSO
Watsco Inc

Industrials
300
New
$466.57 - $568.78 $140K - $171K
300 $142K
MKC
Mccormick & CO Inc

Consumer Defensive
3.33K
+ 17.59%
$73.97 - $84.09 $246K - $280K
22.2K $1.7M
DHR
Danaher Corp

Healthcare
589
New
$226.16 - $274.52 $133K - $162K
589 $135K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.72K
New
$75.65 - $83.47 $130K - $143K
1.72K $130K
ETN
Eaton Corp PLC

Industrials
371
New
$326.96 - $377.52 $121K - $140K
371 $123K
BJUN
Innovator U.S. Equity Buffer E

ETFs
3.08K
New
N/A
3.08K $120K
WMB
Williams Companies, Inc.

Energy
2.13K
New
$46.37 - $59.74 $98.9K - $127K
2.13K $115K
IYR
Ishares Tr

ETFs
1.22K
New
$90.74 - $102.87 $111K - $126K
1.22K $113K
IVW
Ishares S&P 500 Growth ETF

ETFs
87
+ 0.5%
$94.43 - $105.47 $8.22K - $9.18K
17.5K $1.78M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
3.4K
New
$31.36 - $32.75 $106K - $111K
3.4K $109K
RWR
Spdr Dow Jones Reit ETF

ETFs
1.11K
New
$97.84 - $108.61 $109K - $120K
1.11K $109K
UPS
United Parcel Service Inc

Industrials
850
New
$122.65 - $138.35 $104K - $118K
850 $107K
BNOV
Innovator U.S. Equity Buffer E

ETFs
2.71K
New
$38.08 - $39.98 $103K - $109K
2.71K $106K
MRK
Merck & Co., Inc.

Healthcare
1.06K
New
$96.31 - $114.76 $102K - $121K
1.06K $105K
KAPR
Innovator U.S. Small Cap Power

ETFs
3.22K
New
$32.06 - $34.27 $103K - $110K
3.22K $105K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
2.2K
+ 26.2%
$43.97 - $45.33 $96.7K - $99.7K
10.6K $475K
XOM
Exxon Mobil Corp

Energy
969
New
$105.51 - $125.37 $102K - $121K
969 $104K
HYG
Ishares Tr

ETFs
1.33K
New
$78.09 - $80.04 $104K - $106K
1.33K $104K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.72K
New
$26.93 - $84.95 $100K - $316K
3.72K $101K
BAC
Bank Of America Corp

Financial Services
2.3K
New
$39.22 - $47.77 $90K - $110K
2.3K $100K
MCK
Mckesson Corp

Healthcare
177
New
$482.27 - $628.5 $85.4K - $111K
177 $100K
VTI
Vanguard Total Stock Market Et

ETFs
342
New
$280.04 - $302.45 $95.8K - $103K
342 $99K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.68K
New
$26.63 - $30.23 $97.9K - $111K
3.68K $97K
JNJ
Johnson & Johnson

Healthcare
673
New
$143.34 - $165.86 $96.5K - $112K
673 $97K
CTVA
Corteva, Inc.

Basic Materials
1.7K
New
$55.21 - $64.13 $93.6K - $109K
1.7K $96K
MA
Mastercard Inc

Financial Services
181
New
$491.3 - $536.15 $88.9K - $97K
181 $95K
USB
Us Bancorp \De\

Financial Services
1.98K
New
$43.98 - $53.66 $87.1K - $106K
1.98K $94K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.18K
New
$78.43 - $87.17 $92.8K - $103K
1.18K $94K
IEMG
Ishares Inc

ETFs
1.64K
New
N/A
1.64K $88K
WFC
Wells Fargo & Company

Financial Services
1.24K
New
$54.98 - $77.35 $67.9K - $95.5K
1.24K $86K
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.52K
New
$33.93 - $38.37 $85.3K - $96.5K
2.52K $86K
CSCO
Cisco Systems, Inc.

Technology
1.36K
New
$52.45 - $60.02 $71.2K - $81.4K
1.36K $80K
EEM
Ishares Msci Emerging Markets

ETFs
1.91K
New
$41.82 - $47.36 $79.8K - $90.4K
1.91K $79K
ADBE
Adobe Inc.

Technology
176
New
$437.39 - $552.96 $77K - $97.3K
176 $78K
IEF
Ishares Barclays

ETFs
854
New
$92.08 - $98.18 $78.6K - $83.8K
854 $78K
AEP
American Electric Power CO Inc

Utilities
838
New
$90.91 - $102.21 $76.2K - $85.7K
838 $77K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
1.23K
New
$62.71 - $68.47 $76.8K - $83.9K
1.23K $77K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.25K
New
$59.25 - $72.99 $74.2K - $91.5K
1.25K $74K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
1.34K
New
$50.52 - $56.61 $67.6K - $75.7K
1.34K $71K
AMGN
Amgen Inc

Healthcare
274
New
$258.78 - $328.31 $70.9K - $90K
274 $71K
C
Citigroup Inc

Financial Services
1.02K
New
$61.31 - $72.5 $62.5K - $73.9K
1.02K $71K
IWP
Ishares Russell Mid Cap Growth

ETFs
553
New
$116.4 - $138.52 $64.4K - $76.6K
553 $70K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
1.45K
New
$46.38 - $48.42 $67.4K - $70.4K
1.45K $67K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.21K
New
$54.54 - $61.04 $65.8K - $73.6K
1.21K $67K
IJS
Ishares S&P Smallcap 600 Value

ETFs
615
New
$104.59 - $118.05 $64.3K - $72.6K
615 $66K
UNH
Unitedhealth Group Inc

Healthcare
129
New
$485.52 - $625.25 $62.6K - $80.7K
129 $65K
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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