Bellwether Advisors, LLC Purchases in Q2 2025

Bellwether Advisors, LLC

  • $556 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACWV
Ishares Msci Global Min Vol Fa

ETFs
164
+ 2.47%
$107.61 - $119.09 $17.6K - $19.5K
6.81K $806K
CRM
Salesforce, Inc.

Technology
119
+ 195.08%
$236.26 - $291.15 $28.1K - $34.6K
180 $49K
IVE
Ishares S&P 500 Value ETF

ETFs
124
+ 6.63%
$168.34 - $195.42 $20.9K - $24.2K
1.99K $389K
PANW
Palo Alto Networks Inc

Technology
161
New
$152.44 - $204.64 $24.5K - $32.9K
161 $32K
PM
Philip Morris International Inc.

Consumer Defensive
149
+ 96.13%
$149.23 - $184.95 $22.2K - $27.6K
304 $55K
FISV
Fiserv Inc

Technology
240
+ 233.01%
N/A
343 $42K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
124
New
$141.37 - $228.57 $17.5K - $28.3K
124 $28K
SNPS
Synopsys Inc

Technology
53
New
$380.9 - $517.66 $20.2K - $27.4K
53 $27K
ASML
Asml Holding Nv

Technology
34
New
$595.37 - $815.24 $20.2K - $27.7K
34 $27K
LPLA
Lpl Financial Holdings Inc.

Financial Services
74
New
$283.31 - $388.96 $21K - $28.8K
74 $27K
WDAY
Workday, Inc.

Technology
108
+ 291.89%
$210.47 - $274.71 $22.7K - $29.7K
145 $34K
WRB
Berkley W R Corp

Financial Services
344
New
$64.28 - $75.17 $22.1K - $25.9K
344 $25K
IEFA
Ishares Tr

ETFs
2
+ 0.06%
$67.83 - $84.09 $136 - $168
3.14K $262K
FAST
Fastenal CO

Industrials
5.18K
+ 95.71%
$40.65 - $83.16 $210K - $431K
10.6K $444K
BSY
Bentley Systems Inc

Technology
468
New
$38.62 - $53.97 $18.1K - $25.3K
468 $25K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
132
+ 6.88%
$103.88 - $123.68 $13.7K - $16.3K
2.05K $253K
MNST
Monster Beverage Corp

Consumer Defensive
353
+ 137.89%
$55.01 - $64.24 $19.4K - $22.7K
609 $38K
EQIX
Equinix Inc

Real Estate
31
New
$740.07 - $914.43 $22.9K - $28.3K
31 $24K
WFC
Wells Fargo & Company

Financial Services
157
+ 12.71%
$60.98 - $80.12 $9.57K - $12.6K
1.39K $111K
LLY
Eli Lilly & CO

Healthcare
35
+ 41.18%
$713.71 - $898.95 $25K - $31.5K
120 $93K
CRWD
Crowd Strike Holdings, Inc.

Technology
23
+ 31.08%
$321.63 - $509.31 $7.4K - $11.7K
97 $49K
ACN
Accenture PLC

Technology
76
+ 361.9%
$279.23 - $323.21 $21.2K - $24.6K
97 $28K
UPRO
Proshares Trust Proshares Ultr

ETFs
250
New
$50.65 - $91.44 $12.7K - $22.9K
250 $22K
OLED
Universal Display Corp Pa

Technology
148
New
$106.6 - $161.02 $15.8K - $23.8K
148 $22K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
200
New
$66.89 - $111.18 $13.4K - $22.2K
200 $22K
UNP
Union Pacific Corp

Industrials
127
+ 9.6%
$208.27 - $238.46 $26.5K - $30.3K
1.45K $333K
ALLE
Allegion PLC

Industrials
152
New
$118.52 - $145.64 $18K - $22.1K
152 $21K
ABNB
Airbnb, Inc.

Consumer Cyclical
159
New
$105.69 - $140.64 $16.8K - $22.4K
159 $21K
TDY
Teledyne Technologies Inc

Technology
39
+ 390.0%
$435.54 - $512.31 $17K - $20K
49 $25K
ROL
Rollins Inc

Consumer Cyclical
388
New
$50.65 - $58.58 $19.7K - $22.7K
388 $21K
EFX
Equifax Inc

Industrials
78
New
$205.5 - $280.54 $16K - $21.9K
78 $20K
LII
Lennox International Inc

Industrials
34
New
$508.76 - $605.77 $17.3K - $20.6K
34 $19K
ZWS
Zurn Water Solutions Corp

Industrials
532
New
$28.5 - $37.54 $15.2K - $20K
532 $19K
JKHY
Henry Jack & Associates Inc

Technology
101
New
$163.54 - $186.02 $16.5K - $18.8K
101 $18K
POOL
Pool Corp

Industrials
62
New
$285.0 - $325.66 $17.7K - $20.2K
62 $18K
NDSN
Nordson Corp

Industrials
84
New
$167.51 - $223.5 $14.1K - $18.8K
84 $18K
ZBRA
Zebra Technologies Corp

Technology
59
New
$213.54 - $309.26 $12.6K - $18.2K
59 $18K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
130
New
$110.23 - $131.5 $14.3K - $17.1K
130 $16K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
157
New
$107.83 - $119.94 $16.9K - $18.8K
157 $16K
SHW
Sherwin Williams CO

Basic Materials
78
+ 4.22%
$313.51 - $363.51 $24.5K - $28.4K
1.93K $661K
EMB
Ishares Tr

ETFs
119
+ 4.47%
$86.54 - $92.62 $10.3K - $11K
2.78K $257K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
123
New
$103.49 - $133.44 $12.7K - $16.4K
123 $16K
SBUX
Starbucks Corp

Consumer Cyclical
178
New
$79.69 - $99.41 $14.2K - $17.7K
178 $16K
TMO
Thermo Fisher Scientific Inc.

Healthcare
38
New
$390.26 - $489.06 $14.8K - $18.6K
38 $15K
CHH
Choice Hotels International Inc

Consumer Cyclical
124
New
$117.49 - $134.0 $14.6K - $16.6K
124 $15K
SAIA
Saia Inc

Industrials
48
New
$236.65 - $374.8 $11.4K - $18K
48 $13K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
253
+ 1.76%
$50.1 - $51.02 $12.7K - $12.9K
14.6K $744K
NVO
Novo Nordisk A S

Healthcare
189
New
$58.08 - $81.05 $11K - $15.3K
189 $13K
TJX
Tjx Companies Inc

Consumer Cyclical
106
New
$119.13 - $135.03 $12.6K - $14.3K
106 $13K
Activity Summary
Buys All Purchases 189 New Holdings 106 Increased Positions 83 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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