Bellwether Advisors, LLC New Holdings in Q2 2025

Bellwether Advisors, LLC

  • $556 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
30.8K
New
$177.93 - $313.14 $5.49M - $9.66M
30.8K $9.66M
RBLX
Roblox Corp

Communication Services
83.8K
New
$51.22 - $105.59 $4.29M - $8.85M
83.8K $8.81M
CPNG
Coupang, Inc.

Consumer Cyclical
283K
New
$19.76 - $30.81 $5.6M - $8.73M
283K $8.49M
PLTR
Palantir Technologies Inc.

Technology
61.3K
New
$74.01 - $144.25 $4.54M - $8.84M
61.3K $8.36M
SNOW
Snowflake Inc.

Technology
36.6K
New
$130.53 - $223.77 $4.78M - $8.2M
36.6K $8.2M
CVNA
Carvana Co.

Consumer Cyclical
22.9K
New
$162.57 - $345.64 $3.72M - $7.91M
22.9K $7.71M
AXON
Axon Enterprise, Inc.

Industrials
7.05K
New
$497.13 - $827.94 $3.5M - $5.84M
7.05K $5.84M
EME
Emcor Group, Inc.

Industrials
10.8K
New
$342.02 - $534.89 $3.7M - $5.79M
10.8K $5.79M
HEI
Heico Corp

Industrials
17.1K
New
$236.44 - $328.0 $4.05M - $5.61M
17.1K $5.61M
SPOT
Spotify Technology S.A.

Communication Services
3.74K
New
$503.3 - $775.9 $1.88M - $2.9M
3.74K $2.87M
TTWO
Take Two Interactive Software Inc

Communication Services
11.3K
New
$194.58 - $243.05 $2.19M - $2.74M
11.3K $2.74M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
227
New
$376.48 - $440.65 $85.5K - $100K
227 $100K
MSI
Motorola Solutions, Inc.

Technology
133
New
$394.72 - $440.39 $52.5K - $58.6K
133 $55K
INTU
Intuit Inc

Technology
47
New
$544.07 - $787.63 $25.6K - $37K
47 $37K
IWN
Ishares Russell2000 Val ETF

ETFs
233
New
$131.84 - $157.76 $30.7K - $36.8K
233 $36K
ISRG
Intuitive Surgical Inc

Healthcare
64
New
$451.58 - $565.94 $28.9K - $36.2K
64 $34K
PANW
Palo Alto Networks Inc

Technology
161
New
$152.44 - $204.64 $24.5K - $32.9K
161 $32K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
124
New
$141.37 - $228.57 $17.5K - $28.3K
124 $28K
SNPS
Synopsys Inc

Technology
53
New
$380.9 - $517.66 $20.2K - $27.4K
53 $27K
LPLA
Lpl Financial Holdings Inc.

Financial Services
74
New
$283.31 - $388.96 $21K - $28.8K
74 $27K
ASML
Asml Holding Nv

Technology
34
New
$595.37 - $815.24 $20.2K - $27.7K
34 $27K
UBER
Uber Technologies, Inc

Technology
279
New
$64.62 - $93.3 $18K - $26K
279 $26K
WRB
Berkley W R Corp

Financial Services
344
New
$64.28 - $75.17 $22.1K - $25.9K
344 $25K
BSY
Bentley Systems Inc

Technology
468
New
$38.62 - $53.97 $18.1K - $25.3K
468 $25K
EQIX
Equinix Inc

Real Estate
31
New
$740.07 - $914.43 $22.9K - $28.3K
31 $24K
UPRO
Proshares Trust Proshares Ultr

ETFs
250
New
$50.65 - $91.44 $12.7K - $22.9K
250 $22K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
200
New
$66.89 - $111.18 $13.4K - $22.2K
200 $22K
OLED
Universal Display Corp Pa

Technology
148
New
$106.6 - $161.02 $15.8K - $23.8K
148 $22K
ROL
Rollins Inc

Consumer Cyclical
388
New
$50.65 - $58.58 $19.7K - $22.7K
388 $21K
ALLE
Allegion PLC

Industrials
152
New
$118.52 - $145.64 $18K - $22.1K
152 $21K
ABNB
Airbnb, Inc.

Consumer Cyclical
159
New
$105.69 - $140.64 $16.8K - $22.4K
159 $21K
EFX
Equifax Inc

Industrials
78
New
$205.5 - $280.54 $16K - $21.9K
78 $20K
LII
Lennox International Inc

Industrials
34
New
$508.76 - $605.77 $17.3K - $20.6K
34 $19K
ZWS
Zurn Water Solutions Corp

Industrials
532
New
$28.5 - $37.54 $15.2K - $20K
532 $19K
JKHY
Henry Jack & Associates Inc

Technology
101
New
$163.54 - $186.02 $16.5K - $18.8K
101 $18K
NDSN
Nordson Corp

Industrials
84
New
$167.51 - $223.5 $14.1K - $18.8K
84 $18K
POOL
Pool Corp

Industrials
62
New
$285.0 - $325.66 $17.7K - $20.2K
62 $18K
ZBRA
Zebra Technologies Corp

Technology
59
New
$213.54 - $309.26 $12.6K - $18.2K
59 $18K
SBUX
Starbucks Corp

Consumer Cyclical
178
New
$79.69 - $99.41 $14.2K - $17.7K
178 $16K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
123
New
$103.49 - $133.44 $12.7K - $16.4K
123 $16K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
157
New
$107.83 - $119.94 $16.9K - $18.8K
157 $16K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
130
New
$110.23 - $131.5 $14.3K - $17.1K
130 $16K
CHH
Choice Hotels International Inc

Consumer Cyclical
124
New
$117.49 - $134.0 $14.6K - $16.6K
124 $15K
TMO
Thermo Fisher Scientific Inc.

Healthcare
38
New
$390.26 - $489.06 $14.8K - $18.6K
38 $15K
NVO
Novo Nordisk A S

Healthcare
189
New
$58.08 - $81.05 $11K - $15.3K
189 $13K
TJX
Tjx Companies Inc

Consumer Cyclical
106
New
$119.13 - $135.03 $12.6K - $14.3K
106 $13K
SAIA
Saia Inc

Industrials
48
New
$236.65 - $374.8 $11.4K - $18K
48 $13K
THO
Thor Industries Inc

Consumer Cyclical
125
New
$64.83 - $89.72 $8.1K - $11.2K
125 $11K
CHE
Chemed Corp

Healthcare
24
New
$486.93 - $619.21 $11.7K - $14.9K
24 $11K
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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