Bellwether Advisors, LLC New Holdings in Q3 2024

Bellwether Advisors, LLC

  • $507 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMP
Ameriprise Financial Inc

Financial Services
14.6K
New
$391.53 - $469.81 $5.73M - $6.88M
14.6K $6.88M
CME
Cme Group Inc.

Financial Services
29.6K
New
$193.43 - $220.62 $5.72M - $6.53M
29.6K $6.53M
MSCI
Msci Inc.

Financial Services
11.1K
New
$479.31 - $584.91 $5.3M - $6.46M
11.1K $6.44M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
27.2K
New
$210.25 - $231.86 $5.71M - $6.3M
27.2K $6.06M
HUBS
Hubspot Inc

Technology
7.88K
New
$450.09 - $592.58 $3.54M - $4.67M
7.88K $4.19M
INTU
Intuit Inc

Technology
6.06K
New
$602.97 - $670.49 $3.65M - $4.06M
6.06K $3.76M
APO
Apollo Global Management, Inc.

Financial Services
28.7K
New
$99.16 - $125.81 $2.85M - $3.61M
28.7K $3.58M
MCO
Moodys Corp

Financial Services
6.37K
New
$421.49 - $494.67 $2.69M - $3.15M
6.37K $3.02M
LEN
Lennar Corp

Consumer Cyclical
12.6K
New
$142.5 - $192.45 $1.8M - $2.43M
12.6K $2.36M
MNST
Monster Beverage Corp

Consumer Defensive
31.9K
New
$45.01 - $52.47 $1.43M - $1.67M
31.9K $1.66M
MKC
Mccormick & CO Inc

Consumer Defensive
18.9K
New
$69.44 - $84.76 $1.31M - $1.6M
18.9K $1.56M
CMCSA
Comcast Corp

Communication Services
31.8K
New
$37.33 - $41.78 $1.19M - $1.33M
31.8K $1.33M
NFLX
Netflix Inc

Communication Services
1.65K
New
$598.55 - $722.26 $988K - $1.19M
1.65K $1.17M
NWS
News Corp New Cl B Com Stk (De

Communication Services
41K
New
$26.33 - $29.43 $1.08M - $1.21M
41K $1.14M
EL
Estee Lauder Companies Inc

Consumer Defensive
8.37K
New
$84.18 - $106.5 $704K - $891K
8.37K $834K
TSN
Tyson Foods, Inc.

Consumer Defensive
11.6K
New
$55.91 - $65.87 $650K - $766K
11.6K $692K
PINS
Pinterest, Inc.

Communication Services
18.7K
New
$28.66 - $43.51 $535K - $812K
18.7K $604K
OMC
Omnicom Group Inc.

Communication Services
5.66K
New
$87.69 - $103.9 $496K - $588K
5.66K $585K
CSGP
Costar Group, Inc.

Real Estate
7.35K
New
$71.59 - $79.61 $526K - $585K
7.35K $554K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.16K
New
$73.43 - $80.37 $232K - $254K
3.16K $253K
AXP
American Express CO

Financial Services
879
New
$225.92 - $271.17 $199K - $238K
879 $238K
JPM
Jpmorgan Chase & CO

Financial Services
1.04K
New
$194.9 - $224.8 $202K - $233K
1.04K $218K
AOA
Ishares Tr Core Aggressive All

ETFs
2.76K
New
$72.11 - $79.05 $199K - $218K
2.76K $217K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.08K
New
$36.98 - $41.55 $188K - $211K
5.08K $208K
EMB
Ishares Tr

ETFs
2.21K
New
$87.75 - $93.74 $194K - $207K
2.21K $207K
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.07K
New
$45.78 - $51.72 $186K - $210K
4.07K $207K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.87K
New
$38.51 - $41.69 $187K - $203K
4.87K $202K
Grayscale Bitcoin Mini Tr Bt
18.1K
New
N/A
18.1K $0
BFB
Brown Forman Corp Cl B
33K
New
N/A
33K $0
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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