Bellwether Advisors, LLC New Holdings in Q4 2024

Bellwether Advisors, LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
153K
New
$55.51 - $79.05 $8.49M - $12.1M
153K $8.78M
MRVL
Marvell Technology, Inc.

Technology
39.4K
New
$70.31 - $124.78 $2.77M - $4.92M
39.4K $4.35M
AJG
Arthur J. Gallagher & Co.

Financial Services
7.9K
New
$278.49 - $315.16 $2.2M - $2.49M
7.9K $2.24M
CPRT
Copart Inc

Consumer Cyclical
34.9K
New
$51.36 - $63.8 $1.79M - $2.23M
34.9K $2M
COIN
Coinbase Global, Inc.

Technology
7.18K
New
$163.17 - $343.62 $1.17M - $2.47M
7.18K $1.78M
DG
Dollar General Corp

Consumer Defensive
12.8K
New
$73.27 - $84.47 $936K - $1.08M
12.8K $968K
DHI
Horton D R Inc

Consumer Cyclical
6.41K
New
$137.24 - $194.56 $879K - $1.25M
6.41K $895K
EA
Electronic Arts Inc.

Communication Services
5.52K
New
$140.69 - $167.97 $777K - $928K
5.52K $808K
AZO
Autozone Inc

Consumer Cyclical
250
New
$2981.19 - $3370.27 $745K - $843K
250 $800K
ED
Consolidated Edison Inc

Utilities
4.38K
New
$88.87 - $107.38 $389K - $470K
4.38K $390K
BOCT
Innovator U.S. Equity Buffer E

ETFs
8.15K
New
$42.04 - $44.04 $342K - $359K
8.15K $352K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.44K
New
$86.65 - $94.9 $298K - $326K
3.44K $298K
UAL
United Airlines Holdings, Inc.

Industrials
2.56K
New
$55.62 - $102.44 $143K - $263K
2.56K $248K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.34K
New
$25.93 - $105.3 $190K - $773K
7.34K $204K
COST
Costco Wholesale Corp

Consumer Defensive
219
New
$873.59 - $994.69 $191K - $218K
219 $200K
PEP
Pepsico Inc

Consumer Defensive
1.3K
New
$151.29 - $176.1 $196K - $228K
1.3K $196K
BX
Blackstone Inc.

Financial Services
1.14K
New
$148.45 - $199.05 $169K - $226K
1.14K $196K
LUV
Southwest Airlines CO

Industrials
5.82K
New
$28.99 - $34.84 $169K - $203K
5.82K $195K
SYK
Stryker Corp

Healthcare
538
New
$345.14 - $392.15 $186K - $211K
538 $193K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2.88K
New
$62.09 - $82.32 $179K - $237K
2.88K $192K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.53K
New
$121.89 - $135.52 $187K - $208K
1.53K $191K
AAON
Aaon, Inc.

Industrials
1.58K
New
$106.25 - $140.75 $168K - $222K
1.58K $185K
TSLA
Tesla, Inc.

Consumer Cyclical
457
New
$213.65 - $479.86 $97.6K - $219K
457 $184K
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.54K
New
$32.65 - $33.68 $181K - $186K
5.54K $181K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.44K
New
$51.33 - $53.74 $177K - $185K
3.44K $177K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.26K
New
$134.53 - $150.65 $170K - $190K
1.26K $170K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.51K
New
$106.56 - $113.11 $161K - $171K
1.51K $161K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
1.28K
New
$125.4 - $135.42 $161K - $173K
1.28K $160K
ROK
Rockwell Automation, Inc

Industrials
553
New
$264.65 - $302.92 $146K - $168K
553 $158K
MCD
Mcdonalds Corp

Consumer Cyclical
542
New
$288.47 - $316.54 $156K - $172K
542 $157K
ODFL
Old Dominion Freight Line, Inc.

Industrials
872
New
$176.4 - $231.84 $154K - $202K
872 $153K
NEAR
Blackrock Short Maturity Bond

ETFs
3.04K
New
$50.28 - $51.08 $153K - $155K
3.04K $153K
KO
Coca Cola CO

Consumer Defensive
2.41K
New
$61.74 - $71.71 $149K - $173K
2.41K $149K
HON
Honeywell International Inc

Industrials
661
New
$202.84 - $236.0 $134K - $156K
661 $149K
PG
Procter & Gamble CO

Consumer Defensive
857
New
$161.05 - $179.7 $138K - $154K
857 $143K
WSO
Watsco Inc

Industrials
300
New
$466.57 - $568.78 $140K - $171K
300 $142K
DHR
Danaher Corp

Healthcare
589
New
$226.16 - $274.52 $133K - $162K
589 $135K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.72K
New
$75.65 - $83.47 $130K - $143K
1.72K $130K
ETN
Eaton Corp PLC

Industrials
371
New
$326.96 - $377.52 $121K - $140K
371 $123K
BJUN
Innovator U.S. Equity Buffer E

ETFs
3.08K
New
N/A
3.08K $120K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.35K
New
$77.25 - $91.3 $104K - $123K
1.35K $115K
WMB
Williams Companies, Inc.

Energy
2.13K
New
$46.37 - $59.74 $98.9K - $127K
2.13K $115K
IYR
Ishares Tr

ETFs
1.22K
New
$90.74 - $102.87 $111K - $126K
1.22K $113K
RWR
Spdr Dow Jones Reit ETF

ETFs
1.11K
New
$97.84 - $108.61 $109K - $120K
1.11K $109K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
3.4K
New
$31.36 - $32.75 $106K - $111K
3.4K $109K
UPS
United Parcel Service Inc

Industrials
850
New
$122.65 - $138.35 $104K - $118K
850 $107K
BNOV
Innovator U.S. Equity Buffer E

ETFs
2.71K
New
$38.08 - $39.98 $103K - $109K
2.71K $106K
KAPR
Innovator U.S. Small Cap Power

ETFs
3.22K
New
$32.06 - $34.27 $103K - $110K
3.22K $105K
MRK
Merck & Co., Inc.

Healthcare
1.06K
New
$96.31 - $114.76 $102K - $121K
1.06K $105K
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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