Bellwether Advisors, LLC Incresed Positions in Q4 2024

Bellwether Advisors, LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
150K
+ 47.21%
$220.26 - $241.44 $33M - $36.2M
468K $109M
XLF
Financial Sector Spdr

ETFs
513K
+ 74.61%
$44.89 - $51.34 $23M - $26.3M
1.2M $58.1M
NVDA
Nvidia Corp

Technology
76.2K
+ 345.62%
$117.0 - $148.88 $8.92M - $11.4M
98.3K $13.2M
AVGO
Broadcom Inc.

Technology
9.87K
+ 10.98%
$159.67 - $250.0 $1.58M - $2.47M
99.7K $23.1M
MSFT
Microsoft Corp

Technology
5.98K
+ 14.45%
$406.35 - $454.46 $2.43M - $2.72M
47.4K $20M
MCO
Moodys Corp

Financial Services
3.85K
+ 60.37%
$454.04 - $500.88 $1.75M - $1.93M
10.2K $4.84M
HRL
Hormel Foods Corp

Consumer Defensive
56.3K
+ 508.67%
$29.21 - $33.55 $1.65M - $1.89M
67.4K $2.11M
IYK
Ishares U.S. Consumer Staples

ETFs
28.4K
+ 15.72%
$65.32 - $70.92 $1.85M - $2.01M
209K $13.7M
MSCI
Msci Inc.

Financial Services
1.18K
+ 10.71%
$569.09 - $635.99 $674K - $753K
12.2K $7.34M
EL
Estee Lauder Companies Inc

Consumer Defensive
14.3K
+ 171.24%
$62.74 - $97.24 $899K - $1.39M
22.7K $1.7M
GOOGL
Alphabet Inc.

Communication Services
1.08K
+ 9.42%
$161.86 - $196.66 $174K - $212K
12.5K $2.37M
AAPL
Apple Inc.

Technology
871
+ 10.36%
$221.69 - $259.02 $193K - $226K
9.28K $2.32M
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.45K
+ 0.53%
$41.16 - $42.25 $59.5K - $61.1K
276K $11.7M
CSGP
Costar Group, Inc.

Real Estate
4.63K
+ 63.09%
$69.7 - $81.97 $323K - $380K
12K $857K
PINS
Pinterest, Inc.

Communication Services
10.8K
+ 57.73%
$28.24 - $34.15 $304K - $368K
29.5K $854K
NWS
News Corp New Cl B Com Stk (De

Communication Services
3.5K
+ 8.54%
$27.03 - $32.79 $94.6K - $115K
44.5K $1.35M
MKC
Mccormick & CO Inc

Consumer Defensive
3.33K
+ 17.59%
$73.97 - $84.09 $246K - $280K
22.2K $1.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
87
+ 0.5%
$94.43 - $105.47 $8.22K - $9.18K
17.5K $1.78M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
2.2K
+ 26.2%
$43.97 - $45.33 $96.7K - $99.7K
10.6K $475K
WERN
Werner Enterprises Inc

Industrials
2.36K
+ 23.59%
$35.64 - $41.8 $84.2K - $98.8K
12.4K $444K
GOOG
Alphabet Inc.

Communication Services
121
+ 9.38%
$163.08 - $198.16 $19.7K - $24K
1.41K $268K
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
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
CLX
Clorox CO

Consumer Defensive
182
+ 1.79%
$156.51 - $169.74 $28.5K - $30.9K
10.4K $1.68M
IVE
Ishares S&P 500 Value ETF

ETFs
129
+ 9.36%
$189.5 - $206.17 $24.4K - $26.6K
1.51K $287K
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 4.48%
$385.02 - $431.37 $19.3K - $21.6K
1.17K $453K
BFB
Brown Forman Corp Cl B
6.6K
+ 19.97%
N/A
39.6K $0
PDEC
Innovator U.S. Equity Power Bu
25K
+ 157.91%
N/A
40.9K $0
PNOV
Innovator U.S. Equity Power Bu
18.8K
+ 24.15%
N/A
96.5K $0
EMB
Ishares Tr

ETFs
122
+ 5.51%
$88.94 - $93.46 $10.9K - $11.4K
2.34K $207K
ACWI
Ishares Msci Acwi ETF

ETFs
37
+ 0.72%
$117.05 - $123.03 $4.33K - $4.55K
5.18K $608K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.32K
+ 199.97%
$25.79 - $80.4 $163K - $508K
9.47K $246K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
191
+ 3.08%
$108.6 - $115.42 $20.7K - $22K
6.39K $698K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
209
+ 0.78%
$47.58 - $48.56 $9.94K - $10.1K
26.8K $1.28M
ABT
Abbott Laboratories

Healthcare
35
+ 0.17%
$111.93 - $119.39 $3.92K - $4.18K
21K $2.38M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.08K
+ 100.0%
$18.41 - $40.87 $93.4K - $207K
10.2K $187K
IEFA
Ishares Tr

ETFs
2
+ 0.06%
$70.06 - $77.43 $140 - $155
3.14K $220K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.2%
$479.66 - $614.62 $480 - $615
498 $241K
EEMV
Ishares Msci Emerging Markets

ETFs
33
+ 0.23%
$57.85 - $63.11 $1.91K - $2.08K
14.5K $839K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 0.13%
$442.29 - $483.08 $7.96K - $8.7K
13.9K $6.3M
ABBV
Abb Vie Inc.

Healthcare
1.4K
+ 6.63%
$164.99 - $203.87 $231K - $286K
22.5K $4M
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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