Bellwether Advisors, LLC New Holdings in Q4 2024

Bellwether Advisors, LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
1.33K
New
$78.09 - $80.04 $104K - $106K
1.33K $104K
XOM
Exxon Mobil Corp

Energy
969
New
$105.51 - $125.37 $102K - $121K
969 $104K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.72K
New
$26.93 - $84.95 $100K - $316K
3.72K $101K
MCK
Mckesson Corp

Healthcare
177
New
$482.27 - $628.5 $85.4K - $111K
177 $100K
BAC
Bank Of America Corp

Financial Services
2.3K
New
$39.22 - $47.77 $90K - $110K
2.3K $100K
VTI
Vanguard Total Stock Market Et

ETFs
342
New
$280.04 - $302.45 $95.8K - $103K
342 $99K
JNJ
Johnson & Johnson

Healthcare
673
New
$143.34 - $165.86 $96.5K - $112K
673 $97K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.68K
New
$26.63 - $30.23 $97.9K - $111K
3.68K $97K
CTVA
Corteva, Inc.

Basic Materials
1.7K
New
$55.21 - $64.13 $93.6K - $109K
1.7K $96K
MA
Mastercard Inc

Financial Services
181
New
$491.3 - $536.15 $88.9K - $97K
181 $95K
USB
Us Bancorp \De\

Financial Services
1.98K
New
$43.98 - $53.66 $87.1K - $106K
1.98K $94K
IEMG
Ishares Inc

ETFs
1.64K
New
N/A
1.64K $88K
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.52K
New
$33.93 - $38.37 $85.3K - $96.5K
2.52K $86K
WFC
Wells Fargo & Company

Financial Services
1.24K
New
$54.98 - $77.35 $67.9K - $95.5K
1.24K $86K
CSCO
Cisco Systems, Inc.

Technology
1.36K
New
$52.45 - $60.02 $71.2K - $81.4K
1.36K $80K
EEM
Ishares Msci Emerging Markets

ETFs
1.91K
New
$41.82 - $47.36 $79.8K - $90.4K
1.91K $79K
ADBE
Adobe Inc.

Technology
176
New
$437.39 - $552.96 $77K - $97.3K
176 $78K
IEF
Ishares Barclays

ETFs
854
New
$92.08 - $98.18 $78.6K - $83.8K
854 $78K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
1.23K
New
$62.71 - $68.47 $76.8K - $83.9K
1.23K $77K
AEP
American Electric Power CO Inc

Utilities
838
New
$90.91 - $102.21 $76.2K - $85.7K
838 $77K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.25K
New
$59.25 - $72.99 $74.2K - $91.5K
1.25K $74K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
1.34K
New
$50.52 - $56.61 $67.6K - $75.7K
1.34K $71K
C
Citigroup Inc

Financial Services
1.02K
New
$61.31 - $72.5 $62.5K - $73.9K
1.02K $71K
AMGN
Amgen Inc

Healthcare
274
New
$258.78 - $328.31 $70.9K - $90K
274 $71K
IWP
Ishares Russell Mid Cap Growth

ETFs
553
New
$116.4 - $138.52 $64.4K - $76.6K
553 $70K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.21K
New
$54.54 - $61.04 $65.8K - $73.6K
1.21K $67K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
1.45K
New
$46.38 - $48.42 $67.4K - $70.4K
1.45K $67K
IJS
Ishares S&P Smallcap 600 Value

ETFs
615
New
$104.59 - $118.05 $64.3K - $72.6K
615 $66K
EFV
Msci Eafe Value ETF

ETFs
1.24K
New
$51.78 - $57.15 $64.4K - $71.1K
1.24K $65K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.64K
New
$24.94 - $26.14 $65.9K - $69K
2.64K $65K
UNH
Unitedhealth Group Inc

Healthcare
129
New
$485.52 - $625.25 $62.6K - $80.7K
129 $65K
LLY
Eli Lilly & CO

Healthcare
85
New
$727.2 - $932.06 $61.8K - $79.2K
85 $65K
DE
Deere & CO

Industrials
152
New
$389.45 - $466.0 $59.2K - $70.8K
152 $64K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.56K
New
$40.82 - $45.39 $63.5K - $70.6K
1.56K $64K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
725
New
$84.34 - $95.14 $61.1K - $69K
725 $63K
ALL
Allstate Corp

Financial Services
326
New
$181.25 - $208.2 $59.1K - $67.9K
326 $62K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.88K
New
$33.39 - $37.66 $62.8K - $70.8K
1.88K $62K
GD
General Dynamics Corp

Industrials
239
New
$260.28 - $314.03 $62.2K - $75.1K
239 $62K
PCAR
Paccar Inc

Industrials
597
New
$97.92 - $118.41 $58.5K - $70.7K
597 $62K
PBRA
Petroleo Bras Ads (Ea Reptg 2
4.71K
New
N/A
4.71K $61K
ZTS
Zoetis Inc.

Healthcare
363
New
$162.24 - $194.42 $58.9K - $70.6K
363 $59K
KOMP
Spdr S&P Kensho New Economies

ETFs
1.18K
New
$48.59 - $54.76 $57.3K - $64.6K
1.18K $59K
ITA
Ishares Tr

ETFs
400
New
$144.31 - $157.31 $57.7K - $62.9K
400 $58K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
651
New
$89.9 - $100.66 $58.5K - $65.5K
651 $58K
BND
Vanguard Bd Index Fd Inc Total

ETFs
804
New
$71.75 - $75.11 $57.7K - $60.4K
804 $57K
AMH
American Homes 4 Rent

Real Estate
1.49K
New
$35.02 - $39.25 $52.1K - $58.4K
1.49K $55K
NI
Nisource Inc.

Utilities
1.51K
New
$33.74 - $38.25 $50.8K - $57.6K
1.51K $55K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.45K
New
$35.94 - $36.85 $51.9K - $53.2K
1.45K $53K
CVX
Chevron Corp

Energy
349
New
$141.15 - $162.53 $49.3K - $56.7K
349 $50K
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
Track This Portfolio

Track Bellwether Advisors, LLC Portfolio

Follow Bellwether Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bellwether Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellwether Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email