Bellwether Advisors, LLC Incresed Positions in Q3 2024

Bellwether Advisors, LLC

  • $507 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
38.6K
+ 3649.1%
$517.38 - $573.86 $20M - $22.2M
39.7K $22.8M
XLF
Financial Sector Spdr

ETFs
255K
+ 59.02%
$40.84 - $45.74 $10.4M - $11.7M
688K $31.2M
PAUG
Innovator U.S. Equity Power Bu

ETFs
134K
+ 179.67%
$35.57 - $37.86 $4.76M - $5.07M
208K $7.89M
IYK
Ishares U.S. Consumer Staples

ETFs
55.5K
+ 44.32%
$65.27 - $72.12 $3.62M - $4M
181K $12.7M
XLC
Select Sector Spdr Tr Communic

ETFs
41.3K
+ 27.43%
$82.16 - $90.4 $3.39M - $3.73M
192K $17.3M
XLY
Select Sector Spdr Consumer Di

ETFs
11.4K
+ 10.24%
$170.05 - $200.86 $1.93M - $2.28M
122K $24.5M
MSFT
Microsoft Corp

Technology
8.83K
+ 27.12%
$395.15 - $467.56 $3.49M - $4.13M
41.4K $17.8M
ORCL
Oracle Corp

Technology
1.56K
+ 1.9%
$125.9 - $170.35 $197K - $266K
84K $14.3M
AVGO
Broadcom Inc.

Technology
81.8K
+ 1014.12%
$136.27 - $1745.86 $11.1M - $143M
89.9K $15.5M
FAST
Fastenal CO

Industrials
32.3K
+ 142.02%
$62.09 - $71.83 $2.01M - $2.32M
55.1K $3.94M
GWW
W.W. Grainger, Inc.

Industrials
1.51K
+ 63.11%
$896.19 - $1044.18 $1.36M - $1.58M
3.91K $4.06M
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.01%
$520.18 - $576.82 $2.6K - $2.88K
60K $34.6M
ROST
Ross Stores, Inc.

Consumer Cyclical
9.44K
+ 66.58%
$136.06 - $155.24 $1.28M - $1.47M
23.6K $3.56M
GOOGL
Alphabet Inc.

Communication Services
8.82K
+ 336.94%
$148.65 - $191.18 $1.31M - $1.69M
11.4K $1.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
494
+ 3.69%
$405.19 - $478.57 $200K - $236K
13.9K $6.39M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
237
+ 0.23%
$83.76 - $91.82 $19.9K - $21.8K
103K $9.43M
ABBV
Abb Vie Inc.

Healthcare
78
+ 0.37%
$163.84 - $199.33 $12.8K - $15.5K
21.1K $4.17M
WMT
Walmart Inc.

Consumer Defensive
4.34K
+ 37.57%
$66.91 - $81.4 $291K - $354K
15.9K $1.28M
CTAS
Cintas Corp

Industrials
8.72K
+ 321.42%
$201.38 - $819.83 $1.76M - $7.15M
11.4K $2.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
357
+ 0.38%
$57.32 - $62.65 $20.5K - $22.4K
94.7K $5.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
38
+ 2.02%
$1015.62 - $1159.62 $38.6K - $44.1K
1.92K $2.21M
META
Meta Platforms, Inc.

Communication Services
134
+ 33.42%
$453.41 - $572.44 $60.8K - $76.7K
535 $306K
IVW
Ishares S&P 500 Growth ETF

ETFs
441
+ 2.6%
$84.77 - $97.13 $37.4K - $42.8K
17.4K $1.67M
EEMV
Ishares Msci Emerging Markets

ETFs
139
+ 0.97%
$56.77 - $63.31 $7.89K - $8.8K
14.4K $905K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.18%
$333.64 - $405.2 $667 - $810
1.12K $452K
ACWI
Ishares Msci Acwi ETF

ETFs
161
+ 3.23%
$107.24 - $119.84 $17.3K - $19.3K
5.14K $614K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
318
+ 1.21%
$47.18 - $48.74 $15K - $15.5K
26.6K $1.3M
IVE
Ishares S&P 500 Value ETF

ETFs
126
+ 10.06%
$181.06 - $197.17 $22.8K - $24.8K
1.38K $271K
PJUL
Innovator U.S. Equity Power Bu

ETFs
7
+ 0.03%
$37.89 - $40.48 $265 - $283
23.1K $934K
LRGF
Ishares Tr

ETFs
17
+ 0.17%
$52.89 - $58.77 $899 - $999
9.91K $582K
EFA
Ishares Tr Msci Eafe ETF

ETFs
83
+ 1.92%
$75.32 - $84.37 $6.25K - $7K
4.4K $368K
AOR
Ishares Tr Core Growth Allocat

ETFs
295
+ 8.03%
$55.15 - $59.31 $16.3K - $17.5K
3.97K $235K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
55
+ 2.54%
$113.45 - $126.18 $6.24K - $6.94K
2.22K $280K
AMZN
Amazon Com Inc

Consumer Cyclical
245
+ 7.2%
$161.02 - $200.0 $39.4K - $49K
3.65K $679K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
7
+ 0.05%
$22.38 - $23.66 $157 - $166
14.8K $346K
GOOG
Alphabet Inc.

Communication Services
105
+ 8.86%
$149.54 - $192.66 $15.7K - $20.2K
1.29K $215K
Activity Summary
Buys All Purchases 67 New Holdings 30 Increased Positions 37 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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