Bellwether Advisors, LLC New Holdings in Q4 2024

Bellwether Advisors, LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
140
New
$360.37 - $416.88 $50.5K - $58.4K
140 $50K
PH
Parker Hannifin Corp

Industrials
78
New
$621.74 - $709.46 $48.5K - $55.3K
78 $49K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
569
New
N/A
569 $48K
CMI
Cummins Inc

Industrials
137
New
$324.93 - $383.42 $44.5K - $52.5K
137 $47K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.73K
New
$27.54 - $83.04 $47.6K - $143K
1.73K $47K
TGT
Target Corp

Consumer Defensive
347
New
$121.59 - $160.69 $42.2K - $55.8K
347 $46K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
2.07K
New
$22.4 - $29.88 $46.3K - $61.7K
2.07K $46K
MLM
Martin Marietta Materials Inc

Basic Materials
89
New
$516.5 - $619.58 $46K - $55.1K
89 $45K
BKE
Buckle Inc

Consumer Cyclical
849
New
$41.32 - $54.08 $35.1K - $45.9K
849 $43K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.18K
New
$34.42 - $35.88 $40.8K - $42.5K
1.18K $41K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
477
New
$81.68 - $82.93 $39K - $39.6K
477 $39K
CRWD
Crowd Strike Holdings, Inc.

Technology
109
New
$275.15 - $388.2 $30K - $42.3K
109 $37K
MO
Altria Group, Inc.

Consumer Defensive
722
New
$49.06 - $57.74 $35.4K - $41.7K
722 $37K
NVS
Novartis Ag

Healthcare
389
New
$96.78 - $117.18 $37.6K - $45.6K
389 $37K
PSX
Phillips 66

Energy
329
New
$110.35 - $138.93 $36.3K - $45.7K
329 $37K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.06K
New
$34.13 - $37.35 $36.3K - $39.7K
1.06K $36K
IBKR
Interactive Brokers Group, Inc.

Financial Services
197
New
$138.3 - $192.95 $27.2K - $38K
197 $34K
EIX
Edison International

Utilities
420
New
$77.93 - $88.36 $32.7K - $37.1K
420 $33K
VXF
Vanguard Extended Market ETF

ETFs
176
New
$179.17 - $207.15 $31.5K - $36.5K
176 $33K
NOC
Northrop Grumman Corp

Industrials
71
New
$466.52 - $543.88 $33.1K - $38.6K
71 $33K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.38K
New
$22.4 - $68.28 $31K - $94.4K
1.38K $32K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
631
New
$51.54 - $52.55 $32.5K - $33.2K
631 $32K
EFG
Msci Eafe Growth ETF

ETFs
337
New
$96.83 - $106.88 $32.6K - $36K
337 $32K
CAH
Cardinal Health Inc

Healthcare
268
New
$107.89 - $125.33 $28.9K - $33.6K
268 $31K
AOM
Ishares Tr Core Moderate Alloc

ETFs
725
New
$43.44 - $45.05 $31.5K - $32.7K
725 $31K
CPT
Camden Property Trust

Real Estate
270
New
$112.52 - $127.03 $30.4K - $34.3K
270 $31K
QUAL
Ishares Msci Usa Quality Facto

ETFs
178
New
$176.42 - $186.91 $31.4K - $33.3K
178 $31K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
714
New
$42.33 - $43.3 $30.2K - $30.9K
714 $30K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
519
New
$45.39 - $62.98 $23.6K - $32.7K
519 $29K
NEE
Nextera Energy Inc

Utilities
415
New
$69.77 - $85.43 $29K - $35.5K
415 $29K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
280
New
$105.45 - $117.99 $29.5K - $33K
280 $29K
UA
Under Armour Inc Cl C

Consumer Cyclical
3.89K
New
$7.37 - $9.94 $28.7K - $38.7K
3.89K $29K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
286
New
$98.47 - $109.35 $28.2K - $31.3K
286 $28K
BK
Bank Of New York Mellon Corp

Financial Services
360
New
$70.82 - $81.87 $25.5K - $29.5K
360 $27K
DOW
Dow Inc.

Basic Materials
626
New
$39.1 - $55.34 $24.5K - $34.6K
626 $25K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
450
New
$56.18 - $67.64 $25.3K - $30.4K
450 $25K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
561
New
$44.33 - $49.55 $24.9K - $27.8K
561 $25K
DELL
Dell Technologies Inc.

Technology
218
New
$111.96 - $144.21 $24.4K - $31.4K
218 $25K
BALT
Innovator Etfs Tr
775
New
$30.76 - $31.55 $23.8K - $24.5K
775 $24K
PWV
Invesco Exchange Traded Fd Tr

ETFs
424
New
$56.33 - $61.73 $23.9K - $26.2K
424 $24K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
41
New
$563.99 - $620.12 $23.1K - $25.4K
41 $23K
PPG
Ppg Industries Inc

Basic Materials
186
New
$119.09 - $131.37 $22.2K - $24.4K
186 $22K
KR
Kroger CO

Consumer Defensive
372
New
$55.21 - $63.3 $20.5K - $23.5K
372 $22K
WY
Weyerhaeuser CO

Real Estate
789
New
$27.21 - $33.7 $21.5K - $26.6K
789 $22K
AOK
Ishares Tr Core Conservative A

ETFs
577
New
$37.3 - $38.64 $21.5K - $22.3K
577 $21K
CRM
Salesforce, Inc.

Technology
61
New
$270.87 - $367.87 $16.5K - $22.4K
61 $20K
GE
General Electric CO

Industrials
122
New
$159.95 - $194.23 $19.5K - $23.7K
122 $20K
VZ
Verizon Communications Inc

Communication Services
504
New
$39.6 - $45.21 $20K - $22.8K
504 $20K
BBY
Best Buy CO Inc

Consumer Cyclical
237
New
$85.2 - $101.35 $20.2K - $24K
237 $20K
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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