Bellwether Advisors, LLC Incresed Positions in Q2 2025

Bellwether Advisors, LLC

  • $556 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
202K
+ 250.18%
$176.34 - $218.59 $35.6M - $44.2M
283K $61.5M
XLI
Industrial Sector Spdr

ETFs
274K
+ 5638.98%
$116.42 - $147.52 $31.9M - $40.4M
279K $41.1M
XLC
Select Sector Spdr Tr Communic

ETFs
193K
+ 2134.45%
$86.13 - $108.53 $16.6M - $20.9M
202K $21.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20K
+ 143.63%
$483.48 - $539.8 $9.68M - $10.8M
33.9K $16.5M
MELI
Mercadolibre Inc

Consumer Cyclical
3.14K
+ 104500.0%
$1794.73 - $2613.63 $5.63M - $8.19M
3.14K $8.2M
CTAS
Cintas Corp

Industrials
27.8K
+ 402.15%
$190.11 - $227.66 $5.29M - $6.34M
34.8K $7.75M
GE
General Electric CO

Industrials
20K
+ 16417.21%
$166.81 - $257.39 $3.34M - $5.16M
20.2K $5.19M
IVV
Ishares Core S&P 500 ETF

ETFs
243
+ 0.42%
$498.8 - $620.9 $121K - $151K
57.8K $35.9M
NFLX
Netflix Inc

Communication Services
2.23K
+ 1687.12%
$855.86 - $1339.13 $1.91M - $2.98M
2.36K $3.16M
IBKR
Interactive Brokers Group, Inc.

Financial Services
52K
+ 26398.48%
$50.53 - $212.53 $2.63M - $11.1M
52.2K $2.89M
MA
Mastercard Inc

Financial Services
4.53K
+ 2504.97%
$479.92 - $590.74 $2.18M - $2.68M
4.72K $2.65M
V
Visa Inc.

Financial Services
6.91K
+ 748.65%
$308.27 - $373.31 $2.13M - $2.58M
7.83K $2.78M
PFEB
Innovator U.S. Equity Power Bu

ETFs
27.7K
+ 106.94%
$33.46 - $38.01 $926K - $1.05M
53.5K $2.04M
PJUN
Innovator U.S. Equity Power Bu

ETFs
19.4K
+ 17.9%
$34.48 - $39.76 $667K - $769K
127K $5.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
130
+ 1.57%
$496.48 - $617.85 $64.5K - $80.3K
8.42K $5.2M
PJUL
Innovator U.S. Equity Power Bu

ETFs
9.65K
+ 44.35%
$37.66 - $43.85 $363K - $423K
31.4K $1.38M
POCT
Innovator U.S. Equity Power Bu

ETFs
8.36K
+ 23.84%
$36.35 - $41.3 $304K - $345K
43.4K $1.79M
IVW
Ishares S&P 500 Growth ETF

ETFs
594
+ 3.65%
$82.96 - $110.1 $49.3K - $65.4K
16.9K $1.86M
AMZN
Amazon Com Inc

Consumer Cyclical
522
+ 14.94%
$167.32 - $223.3 $87.3K - $117K
4.02K $880K
AOA
Ishares Tr Core Aggressive All

ETFs
965
+ 28.27%
$69.46 - $83.4 $67K - $80.5K
4.38K $365K
QQQ
Invesco Qqq Trust, Series 1

ETFs
175
+ 673.08%
$416.06 - $551.64 $72.8K - $96.5K
201 $110K
ACWI
Ishares Msci Acwi ETF

ETFs
161
+ 3.0%
$103.59 - $128.6 $16.7K - $20.7K
5.52K $710K
ETN
Eaton Corp PLC

Industrials
142
+ 38.27%
$246.52 - $356.99 $35K - $50.7K
513 $183K
TSLA
Tesla, Inc.

Consumer Cyclical
170
+ 37.2%
$221.86 - $362.89 $37.7K - $61.7K
627 $199K
LRGF
Ishares Tr

ETFs
18
+ 0.18%
$51.37 - $64.13 $925 - $1.15K
10.2K $656K
AXP
American Express CO

Financial Services
62
+ 7.05%
$231.39 - $318.98 $14.3K - $19.8K
941 $300K
EEMV
Ishares Msci Emerging Markets

ETFs
138
+ 1.34%
$54.12 - $62.8 $7.47K - $8.67K
10.4K $654K
HON
Honeywell International Inc

Industrials
120
+ 18.15%
$182.86 - $232.88 $21.9K - $27.9K
781 $181K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
661
+ 2.45%
$47.89 - $48.65 $31.7K - $32.2K
27.6K $1.34M
SYK
Stryker Corp

Healthcare
64
+ 11.9%
$337.37 - $395.63 $21.6K - $25.3K
602 $238K
WMT
Walmart Inc.

Consumer Defensive
14
+ 0.4%
$81.79 - $99.98 $1.15K - $1.4K
3.56K $347K
AOR
Ishares Tr Core Growth Allocat

ETFs
262
+ 6.02%
$53.36 - $61.57 $14K - $16.1K
4.61K $284K
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
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
WDAY
Workday, Inc.

Technology
108
+ 291.89%
$210.47 - $274.71 $22.7K - $29.7K
145 $34K
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
MNST
Monster Beverage Corp

Consumer Defensive
353
+ 137.89%
$55.01 - $64.24 $19.4K - $22.7K
609 $38K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
132
+ 6.88%
$103.88 - $123.68 $13.7K - $16.3K
2.05K $253K
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
TDY
Teledyne Technologies Inc

Technology
39
+ 390.0%
$435.54 - $512.31 $17K - $20K
49 $25K
UNP
Union Pacific Corp

Industrials
127
+ 9.6%
$208.27 - $238.46 $26.5K - $30.3K
1.45K $333K
SHW
Sherwin Williams CO

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