Bellwether Advisors, LLC Incresed Positions in Q2 2025

Bellwether Advisors, LLC

  • $556 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMB
Ishares Tr

ETFs
119
+ 4.47%
$86.54 - $92.62 $10.3K - $11K
2.78K $257K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
253
+ 1.76%
$50.1 - $51.02 $12.7K - $12.9K
14.6K $744K
DE
Deere & CO

Industrials
12
+ 8.96%
$412.99 - $531.48 $4.96K - $6.38K
146 $74K
XLU
Utilities Sector Spdr

ETFs
128
+ 102.4%
$73.09 - $82.77 $9.36K - $10.6K
253 $20K
PH
Parker Hannifin Corp

Industrials
6
+ 9.38%
$517.23 - $700.54 $3.1K - $4.2K
70 $48K
GD
General Dynamics Corp

Industrials
17
+ 7.11%
$247.68 - $291.66 $4.21K - $4.96K
256 $74K
IYR
Ishares Tr

ETFs
104
+ 7.11%
$84.48 - $96.25 $8.79K - $10K
1.57K $148K
HYG
Ishares Tr

ETFs
72
+ 4.59%
$75.75 - $80.65 $5.45K - $5.81K
1.64K $132K
NEE
Nextera Energy Inc

Utilities
123
+ 29.64%
$64.11 - $75.0 $7.89K - $9.23K
538 $37K
XLP
Consumer Staples Sector Spdr

ETFs
107
+ 184.48%
N/A
165 $12K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
48
+ 400.0%
$58.41 - $72.69 $2.8K - $3.49K
60 $4K
MCD
Mcdonalds Corp

Consumer Cyclical
48
+ 8.86%
$285.55 - $321.23 $13.7K - $15.4K
590 $172K
VDC
Vanguard Consumer Staples ETF

ETFs
13
+ 433.33%
$204.89 - $224.73 $2.66K - $2.92K
16 $3K
AOK
Ishares Tr Core Conservative A

ETFs
35
+ 5.73%
$36.09 - $39.07 $1.26K - $1.37K
646 $25K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.22%
$19.6 - $24.44 $58.8 - $73.3
1.39K $33K
AOM
Ishares Tr Core Moderate Alloc

ETFs
19
+ 5.38%
$41.55 - $46.04 $789 - $875
372 $17K
WSO
Watsco Inc

Industrials
46
+ 16.25%
$421.84 - $520.66 $19.4K - $24K
329 $145K
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
KO
Coca Cola CO

Consumer Defensive
48
+ 1.99%
$68.37 - $73.9 $3.28K - $3.55K
2.46K $173K
Blackrock Inc
4
+ 1.85%
N/A
220 $0
EXC
Exelon Corp

Utilities
7
+ 14.0%
$42.2 - $47.37 $295 - $332
57 $2K
Ge Vernova Inc
11K
+ 52309.52%
N/A
11K $0
PDEC
Innovator U.S. Equity Power Bu
3.08K
+ 1.53%
N/A
205K $0
Linde PLC
50
+ 263.16%
N/A
69 $0
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
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