Bellwether Advisors, LLC New Holdings in Q4 2024

Bellwether Advisors, LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGX
Quest Diagnostics Inc

Healthcare
75
New
N/A
75 $10K
BANC
Banc Of California, Inc.

Financial Services
676
New
$13.66 - $17.77 $9.23K - $12K
676 $10K
WDAY
Workday, Inc.

Technology
37
New
$233.85 - $279.91 $8.65K - $10.4K
37 $9K
DTE
Dte Energy CO

Utilities
75
New
$117.04 - $129.77 $8.78K - $9.73K
75 $9K
XLV
Select Sector Spdr Fund Health

ETFs
66
New
$136.28 - $154.74 $8.99K - $10.2K
66 $9K
VONG
Vanguard Russell 1000 Growth E

ETFs
88
New
$95.27 - $107.82 $8.38K - $9.49K
88 $9K
MPC
Marathon Petroleum Corp

Energy
65
New
$131.65 - $174.84 $8.56K - $11.4K
65 $9K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
125
New
$77.86 - $79.27 $9.73K - $9.91K
125 $9K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
151
New
$55.73 - $66.16 $8.42K - $9.99K
151 $9K
TXT
Textron Inc

Industrials
118
New
$75.82 - $90.32 $8.95K - $10.7K
118 $9K
MAR
Marriott International Inc

Consumer Cyclical
31
New
$246.06 - $292.59 $7.63K - $9.07K
31 $8K
SPMD
Spdr Portfolio

ETFs
151
New
$54.13 - $59.56 $8.17K - $8.99K
151 $8K
AWK
American Water Works Company, Inc.

Utilities
65
New
$123.83 - $146.07 $8.05K - $9.49K
65 $8K
XT
Ishares Tr Exponential Technol

ETFs
150
New
$58.7 - $62.72 $8.81K - $9.41K
150 $8K
TMO
Thermo Fisher Scientific Inc.

Healthcare
15
New
$501.29 - $612.85 $7.52K - $9.19K
15 $7K
LDOS
Leidos Holdings, Inc.

Technology
55
New
$143.17 - $201.39 $7.87K - $11.1K
55 $7K
SJM
J M Smucker CO

Consumer Defensive
70
New
$106.92 - $121.75 $7.48K - $8.52K
70 $7K
ACN
Accenture PLC

Technology
21
New
$343.9 - $376.86 $7.22K - $7.91K
21 $7K
CW
Curtiss Wright Corp

Industrials
21
New
$335.08 - $389.49 $7.04K - $8.18K
21 $7K
VET
Vermilion Energy Inc.

Energy
815
New
$8.65 - $10.84 $7.05K - $8.83K
815 $7K
PLD
Prologis, Inc.

Real Estate
59
New
$101.4 - $126.96 $5.98K - $7.49K
59 $6K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
65
New
$100.18 - $109.1 $6.51K - $7.09K
65 $6K
NRC
National Research Corp

Healthcare
350
New
$17.07 - $21.78 $5.97K - $7.62K
350 $6K
EMR
Emerson Electric CO

Industrials
52
New
$108.13 - $134.33 $5.62K - $6.99K
52 $6K
VGSH
Vanguard

ETFs
118
New
$58.02 - $58.88 $6.85K - $6.95K
118 $6K
DIS
Walt Disney CO

Communication Services
45
New
$92.39 - $117.6 $4.16K - $5.29K
45 $5K
GLD
Spdr Gold Trust

ETFs
21
New
$236.59 - $257.5 $4.97K - $5.41K
21 $5K
MELI
Mercadolibre Inc

Consumer Cyclical
3
New
$1666.0 - $2117.3 $5K - $6.35K
3 $5K
SLV
I Shares Silver Trust

ETFs
200
New
$26.33 - $31.74 $5.27K - $6.35K
200 $5K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
170
New
$33.7 - $37.69 $5.73K - $6.41K
170 $5K
IGLB
Ishares 10+ Year Investment Gr

ETFs
117
New
$49.36 - $53.72 $5.78K - $6.29K
117 $5K
FDX
Fedex Corp

Industrials
20
New
$260.5 - $305.15 $5.21K - $6.1K
20 $5K
PDD
Pinduoduo Inc.

Consumer Cyclical
56
New
$94.39 - $154.27 $5.29K - $8.64K
56 $5K
HAS
Hasbro, Inc.

Consumer Cyclical
90
New
$55.71 - $72.94 $5.01K - $6.56K
90 $5K
BP
Bp PLC

Energy
200
New
$28.16 - $33.14 $5.63K - $6.63K
200 $5K
ICE
Intercontinental Exchange, Inc.

Financial Services
36
New
$148.29 - $166.93 $5.34K - $6.01K
36 $5K
TDY
Teledyne Technologies Inc

Technology
10
New
$436.59 - $489.24 $4.37K - $4.89K
10 $4K
SYY
Sysco Corp

Consumer Defensive
62
New
$73.63 - $81.77 $4.57K - $5.07K
62 $4K
SPGI
S&P Global Inc.

Financial Services
10
New
$480.36 - $529.17 $4.8K - $5.29K
10 $4K
PFE
Pfizer Inc

Healthcare
163
New
$24.8 - $30.19 $4.04K - $4.92K
163 $4K
XLP
Consumer Staples Sector Spdr

ETFs
58
New
N/A
58 $4K
HPE
Hewlett Packard Enterprise CO

Technology
233
New
$19.31 - $23.95 $4.5K - $5.58K
233 $4K
IYE
Ishares Tr

ETFs
98
New
$43.93 - $51.37 $4.31K - $5.03K
98 $4K
DOMO
Domo, Inc.

Technology
666
New
$7.03 - $9.98 $4.68K - $6.65K
666 $4K
HPQ
Hp Inc

Technology
129
New
$32.46 - $39.3 $4.19K - $5.07K
129 $4K
BIIB
Biogen Inc.

Healthcare
28
New
$146.47 - $191.55 $4.1K - $5.36K
28 $4K
APH
Amphenol Corp

Technology
60
New
$62.07 - $75.35 $3.72K - $4.52K
60 $4K
HBAN
Huntington Bancshares Inc

Financial Services
258
New
$14.18 - $18.2 $3.66K - $4.7K
258 $4K
GNL
Global Net Lease, Inc.

Real Estate
598
New
$7.02 - $8.61 $4.2K - $5.15K
598 $4K
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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