Bellwether Advisors, LLC Purchases in Q4 2024

Bellwether Advisors, LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 4.48%
$385.02 - $431.37 $19.3K - $21.6K
1.17K $453K
ELS
Equity Lifestyle Properties Inc

Real Estate
30
New
$66.06 - $72.51 $1.98K - $2.18K
30 $1K
KMB
Kimberly Clark Corp

Consumer Defensive
12
New
$130.37 - $146.09 $1.56K - $1.75K
12 $1K
ELV
Elevance Health, Inc.

Healthcare
4
New
$365.96 - $514.62 $1.46K - $2.06K
4 $1K
INVH
Invitation Homes Inc.

Real Estate
62
New
$31.4 - $34.69 $1.95K - $2.15K
62 $1K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
43
New
$40.76 - $47.74 $1.75K - $2.05K
43 $1K
EXC
Exelon Corp

Utilities
50
New
$36.22 - $40.97 $1.81K - $2.05K
50 $1K
PNOV
Innovator U.S. Equity Power Bu
18.8K
+ 24.15%
N/A
96.5K $0
Innovator Etfs Trust
2.38K
New
N/A
2.38K $0
PDEC
Innovator U.S. Equity Power Bu
25K
+ 157.91%
N/A
40.9K $0
MOGA
Moog Inc Cla
30
New
N/A
30 $0
Innovator Etfs Trust
4.07K
New
N/A
4.07K $0
VO
Vanguard Mid Cap ETF

ETFs
2
New
$261.5 - $284.63 $523 - $569
2 $0
NAVI
Navient Corp

Financial Services
53
New
$12.98 - $15.86 $688 - $841
53 $0
UNIT
Uniti Group Inc.

Real Estate
38
New
$5.07 - $6.12 $193 - $233
38 $0
BNDX
Vanguard Total International B

ETFs
9
New
$48.91 - $50.61 $440 - $455
9 $0
AZN
Astrazeneca PLC

Healthcare
3
New
$63.2 - $79.58 $190 - $239
3 $0
Nebius Group N.V.
92
New
N/A
92 $0
Innovator Etfs Trust
3.83K
New
N/A
3.83K $0
Barclays Bank PLC
100
New
N/A
100 $0
BAUG
Innovator U.S. Equity Buffer E
2.85K
New
N/A
2.85K $0
KOCT
Innovator Laddered Fund Of U.S
4.11K
New
N/A
4.11K $0
EMB
Ishares Tr

ETFs
122
+ 5.51%
$88.94 - $93.46 $10.9K - $11.4K
2.34K $207K
Kenvue Inc
498
New
N/A
498 $0
WHR
Whirlpool Corp

Consumer Cyclical
8
New
$99.28 - $124.45 $794 - $996
8 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
11
New
$31.24 - $37.15 $344 - $409
11 $0
VNQ
Vanguard Specialized Funds Van

ETFs
1
New
$87.85 - $98.6 $87.9 - $98.6
1 $0
KHC
Kraft Heinz CO

Consumer Defensive
10
New
$30.1 - $36.02 $301 - $360
10 $0
Lam Research Corp
70
New
N/A
70 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
New
$180.39 - $205.43 $541 - $616
3 $0
DRS
Leonardo Drs, Inc.
267
New
N/A
267 $0
VOD
Vodafone Group Public LTD CO

Communication Services
89
New
$8.37 - $9.95 $745 - $886
89 $0
VIAV
Viavi Solutions Inc.

Technology
6
New
$8.94 - $11.16 $53.6 - $67
6 $0
VTRS
Viatris Inc

Healthcare
14
New
$11.32 - $13.37 $158 - $187
14 $0
Linde PLC
19
New
N/A
19 $0
XEL
Xcel Energy Inc

Utilities
4
New
$62.16 - $72.92 $249 - $292
4 $0
Veralto Corp
181
New
N/A
181 $0
VDC
Vanguard Consumer Staples ETF

ETFs
3
New
$210.96 - $223.62 $633 - $671
3 $0
TIP
Ishares Tr Tips Bd ETF

ETFs
7
New
$106.33 - $110.69 $744 - $775
7 $0
Innovator Etfs Trust
4K
New
N/A
4K $0
SWKS
Skyworks Solutions, Inc.

Technology
1
New
$83.18 - $99.15 $83.2 - $99.2
1 $0
Ge Vernova Inc
21
New
N/A
21 $0
Ge Healthcare Technologies I
38
New
N/A
38 $0
CDW
Cdw Corp

Technology
1
New
$171.49 - $225.64 $171 - $226
1 $0
Qxo Inc
720
New
N/A
720 $0
CHKP
Check Point Software Technologies LTD

Technology
1
New
$170.18 - $209.01 $170 - $209
1 $0
RF
Regions Financial Corp

Financial Services
0
New
$22.45 - $27.47 $0 - $0
0 $0
CTSH
Cognizant Technology Solutions Corp

Technology
4
New
$74.37 - $82.32 $297 - $329
4 $0
FPX
First Trust Us Equity Opportun

ETFs
7
New
$109.38 - $131.9 $766 - $923
7 $0
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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