Bellwether Advisors, LLC Purchases in Q2 2025

Bellwether Advisors, LLC

  • $556 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
9
New
N/A
9 $1K
VCR
Vanguard Consumer Discretionar

ETFs
3
New
$290.42 - $364.35 $871 - $1.09K
3 $1K
KO
Coca Cola CO

Consumer Defensive
48
+ 1.99%
$68.37 - $73.9 $3.28K - $3.55K
2.46K $173K
PWV
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.7%
$52.26 - $62.14 $157 - $186
430 $26K
RSG
Republic Services, Inc.

Industrials
5
+ 38.46%
$227.2 - $258.07 $1.14K - $1.29K
18 $4K
TRV
Travelers Companies, Inc.

Financial Services
7
New
$233.83 - $276.34 $1.64K - $1.93K
7 $1K
VHT
Vanguard Health Care ETF

ETFs
8
New
$236.71 - $261.92 $1.89K - $2.1K
8 $1K
Venture Global Inc
44
New
N/A
44 $0
Cooper Cos Inc
245
New
N/A
245 $0
Xperi Inc
70
New
N/A
70 $0
Niocorp Devs LTD
462
New
N/A
462 $0
Bitwise Bitcoin ETF Tr
148
New
N/A
148 $0
Blackrock Inc
4
+ 1.85%
N/A
220 $0
BR
Broadridge Financial Solutions, Inc.

Technology
1
New
$217.22 - $246.25 $217 - $246
1 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
7
New
$54.33 - $63.56 $380 - $445
7 $0
Rocket Lab Corp
4
New
N/A
4 $0
Innovator Etfs Trust
554
New
N/A
554 $0
PDEC
Innovator U.S. Equity Power Bu
3.08K
+ 1.53%
N/A
205K $0
SSNC
Ss&C Technologies Holdings Inc

Technology
2
New
$71.96 - $83.42 $144 - $167
2 $0
IYF
Ishares Tr

ETFs
1
New
$99.23 - $120.99 $99.2 - $121
1 $0
IYC
Ishares U.S. Consumer Discreti

ETFs
1
New
$79.19 - $99.64 $79.2 - $99.6
1 $0
Linde PLC
50
+ 263.16%
N/A
69 $0
Servicetitan Inc
110
New
N/A
110 $0
NTNX
Nutanix, Inc.

Technology
3
New
$58.17 - $83.07 $175 - $249
3 $0
HES
Hess Corp

Energy
2
New
$126.32 - $161.29 $253 - $323
2 $0
Ge Vernova Inc
11K
+ 52309.52%
N/A
11K $0
CTRA
Coterra Energy Inc.

Energy
10
New
$22.6 - $29.07 $226 - $291
10 $0
RF
Regions Financial Corp

Financial Services
0
New
$18.34 - $23.52 $0 - $0
0 $0
CVS
Cvs Health Corp

Healthcare
6
New
$60.04 - $70.18 $360 - $421
6 $0
EQT
Eqt Corp

Energy
5
New
$46.11 - $60.44 $231 - $302
5 $0
EXC
Exelon Corp

Utilities
7
+ 14.0%
$42.2 - $47.37 $295 - $332
57 $2K
UNH
Unitedhealth Group Inc

Healthcare
57
+ 64.04%
$274.35 - $599.47 $15.6K - $34.2K
146 $45K
CVX
Chevron Corp

Energy
51
+ 12.53%
$133.73 - $168.51 $6.82K - $8.59K
458 $65K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.51K
+ 1428.3%
$87.84 - $1441.89 $133K - $2.18M
1.62K $146K
XOM
Exxon Mobil Corp

Energy
32
+ 3.3%
$99.93 - $119.04 $3.2K - $3.81K
1K $107K
COP
Conocophillips

Energy
68
+ 3.18%
$82.66 - $106.1 $5.62K - $7.21K
2.2K $197K
AAPL
Apple Inc.

Technology
506
+ 5.44%
$172.42 - $223.89 $87.2K - $113K
9.8K $2.01M
ABBV
Abb Vie Inc.

Healthcare
102
+ 0.45%
$170.16 - $206.27 $17.4K - $21K
22.6K $4.2M
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
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