Bellwether Advisors, LLC Purchases in Q4 2024

Bellwether Advisors, LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
85
New
$727.2 - $932.06 $61.8K - $79.2K
85 $65K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.64K
New
$24.94 - $26.14 $65.9K - $69K
2.64K $65K
EFV
Msci Eafe Value ETF

ETFs
1.24K
New
$51.78 - $57.15 $64.4K - $71.1K
1.24K $65K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.56K
New
$40.82 - $45.39 $63.5K - $70.6K
1.56K $64K
DE
Deere & CO

Industrials
152
New
$389.45 - $466.0 $59.2K - $70.8K
152 $64K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
725
New
$84.34 - $95.14 $61.1K - $69K
725 $63K
PCAR
Paccar Inc

Industrials
597
New
$97.92 - $118.41 $58.5K - $70.7K
597 $62K
ALL
Allstate Corp

Financial Services
326
New
$181.25 - $208.2 $59.1K - $67.9K
326 $62K
GD
General Dynamics Corp

Industrials
239
New
$260.28 - $314.03 $62.2K - $75.1K
239 $62K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.88K
New
$33.39 - $37.66 $62.8K - $70.8K
1.88K $62K
KOMP
Spdr S&P Kensho New Economies

ETFs
1.18K
New
$48.59 - $54.76 $57.3K - $64.6K
1.18K $59K
ZTS
Zoetis Inc.

Healthcare
363
New
$162.24 - $194.42 $58.9K - $70.6K
363 $59K
ITA
Ishares Tr

ETFs
400
New
$144.31 - $157.31 $57.7K - $62.9K
400 $58K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
651
New
$89.9 - $100.66 $58.5K - $65.5K
651 $58K
WERN
Werner Enterprises Inc

Industrials
2.36K
+ 23.59%
$35.64 - $41.8 $84.2K - $98.8K
12.4K $444K
BND
Vanguard Bd Index Fd Inc Total

ETFs
804
New
$71.75 - $75.11 $57.7K - $60.4K
804 $57K
AMH
American Homes 4 Rent

Real Estate
1.49K
New
$35.02 - $39.25 $52.1K - $58.4K
1.49K $55K
NI
Nisource Inc.

Utilities
1.51K
New
$33.74 - $38.25 $50.8K - $57.6K
1.51K $55K
GOOG
Alphabet Inc.

Communication Services
121
+ 9.38%
$163.08 - $198.16 $19.7K - $24K
1.41K $268K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.45K
New
$35.94 - $36.85 $51.9K - $53.2K
1.45K $53K
V
Visa Inc.

Financial Services
47
+ 5.1%
$273.87 - $320.91 $12.9K - $15.1K
968 $305K
JPM
Jpmorgan Chase & CO

Financial Services
88
+ 8.5%
$205.18 - $250.29 $18.1K - $22K
1.12K $269K
CAT
Caterpillar Inc

Industrials
140
New
$360.37 - $416.88 $50.5K - $58.4K
140 $50K
CVX
Chevron Corp

Energy
349
New
$141.15 - $162.53 $49.3K - $56.7K
349 $50K
PH
Parker Hannifin Corp

Industrials
78
New
$621.74 - $709.46 $48.5K - $55.3K
78 $49K
AOR
Ishares Tr Core Growth Allocat

ETFs
1K
+ 25.31%
$57.32 - $59.66 $57.5K - $59.9K
4.97K $284K
AOA
Ishares Tr Core Aggressive All

ETFs
710
+ 25.73%
$76.61 - $79.88 $54.4K - $56.7K
3.47K $265K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
569
New
N/A
569 $48K
CMI
Cummins Inc

Industrials
137
New
$324.93 - $383.42 $44.5K - $52.5K
137 $47K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.73K
New
$27.54 - $83.04 $47.6K - $143K
1.73K $47K
TGT
Target Corp

Consumer Defensive
347
New
$121.59 - $160.69 $42.2K - $55.8K
347 $46K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
2.07K
New
$22.4 - $29.88 $46.3K - $61.7K
2.07K $46K
MLM
Martin Marietta Materials Inc

Basic Materials
89
New
$516.5 - $619.58 $46K - $55.1K
89 $45K
BKE
Buckle Inc

Consumer Cyclical
849
New
$41.32 - $54.08 $35.1K - $45.9K
849 $43K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.18K
New
$34.42 - $35.88 $40.8K - $42.5K
1.18K $41K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
215
New
$170.03 - $192.78 $36.6K - $41.4K
215 $39K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
477
New
$81.68 - $82.93 $39K - $39.6K
477 $39K
NVS
Novartis Ag

Healthcare
389
New
$96.78 - $117.18 $37.6K - $45.6K
389 $37K
MO
Altria Group, Inc.

Consumer Defensive
722
New
$49.06 - $57.74 $35.4K - $41.7K
722 $37K
CRWD
Crowd Strike Holdings, Inc.

Technology
109
New
$275.15 - $388.2 $30K - $42.3K
109 $37K
PSX
Phillips 66

Energy
329
New
$110.35 - $138.93 $36.3K - $45.7K
329 $37K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.06K
New
$34.13 - $37.35 $36.3K - $39.7K
1.06K $36K
IBKR
Interactive Brokers Group, Inc.

Financial Services
197
New
$138.3 - $192.95 $27.2K - $38K
197 $34K
NOC
Northrop Grumman Corp

Industrials
71
New
$466.52 - $543.88 $33.1K - $38.6K
71 $33K
EIX
Edison International

Utilities
420
New
$77.93 - $88.36 $32.7K - $37.1K
420 $33K
VXF
Vanguard Extended Market ETF

ETFs
176
New
$179.17 - $207.15 $31.5K - $36.5K
176 $33K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
631
New
$51.54 - $52.55 $32.5K - $33.2K
631 $32K
EFG
Msci Eafe Growth ETF

ETFs
337
New
$96.83 - $106.88 $32.6K - $36K
337 $32K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.38K
New
$22.4 - $68.28 $31K - $94.4K
1.38K $32K
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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