Bellwether Advisors, LLC New Holdings in Q4 2024

Bellwether Advisors, LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
26
New
$62.78 - $74.62 $1.63K - $1.94K
26 $1K
TECK
Teck Resources LTD

Basic Materials
45
New
$39.99 - $52.38 $1.8K - $2.36K
45 $1K
RWX
Spdr Dow Jones International R

ETFs
53
New
$22.73 - $27.57 $1.2K - $1.46K
53 $1K
SLM
Slm Corp

Financial Services
50
New
$21.37 - $28.14 $1.07K - $1.41K
50 $1K
CPB
Campbell Soup CO

Consumer Defensive
39
New
$41.42 - $48.71 $1.62K - $1.9K
39 $1K
ELS
Equity Lifestyle Properties Inc

Real Estate
30
New
$66.06 - $72.51 $1.98K - $2.18K
30 $1K
STZ
Constellation Brands, Inc.

Consumer Defensive
6
New
$219.66 - $257.62 $1.32K - $1.55K
6 $1K
ELV
Elevance Health, Inc.

Healthcare
4
New
$365.96 - $514.62 $1.46K - $2.06K
4 $1K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
43
New
$40.76 - $47.74 $1.75K - $2.05K
43 $1K
CL
Colgate Palmolive CO

Consumer Defensive
19
New
$90.22 - $102.31 $1.71K - $1.94K
19 $1K
CROX
Crocs, Inc.

Consumer Cyclical
15
New
$96.51 - $141.93 $1.45K - $2.13K
15 $1K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15
New
$66.77 - $71.52 $1K - $1.07K
15 $1K
MGV
Vanguard Mega Cap Value

ETFs
12
New
$124.06 - $133.48 $1.49K - $1.6K
12 $1K
KMB
Kimberly Clark Corp

Consumer Defensive
12
New
$130.37 - $146.09 $1.56K - $1.75K
12 $1K
BAX
Baxter International Inc

Healthcare
50
New
$28.63 - $37.84 $1.43K - $1.89K
50 $1K
AGNC
Agnc Investment Corp.

Real Estate
162
New
$9.21 - $10.59 $1.49K - $1.72K
162 $1K
OTTR
Otter Tail Corp

Utilities
25
New
$73.59 - $85.52 $1.84K - $2.14K
25 $1K
AVY
Avery Dennison Corp

Industrials
8
New
$186.26 - $220.48 $1.49K - $1.76K
8 $1K
WLK
Westlake Corp

Basic Materials
13
New
$113.23 - $148.98 $1.47K - $1.94K
13 $1K
VERU
Veru Inc.

Healthcare
2K
New
$0.58 - $0.93 $1.16K - $1.86K
2K $1K
WMK
Weis Markets Inc

Consumer Defensive
22
New
$62.89 - $75.93 $1.38K - $1.67K
22 $1K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
24
New
$45.17 - $47.23 $1.08K - $1.13K
24 $1K
EWC
Ishares Msci Canada ETF

ETFs
39
New
$39.64 - $43.28 $1.55K - $1.69K
39 $1K
USO
United States Oil Fund, LP

ETFs
22
New
$69.66 - $79.2 $1.53K - $1.74K
22 $1K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
17
New
$114.08 - $125.68 $1.94K - $2.14K
17 $1K
INVH
Invitation Homes Inc.

Real Estate
62
New
$31.4 - $34.69 $1.95K - $2.15K
62 $1K
WBD
Warner Bros. Discovery, Inc.

Communication Services
158
New
$7.33 - $12.37 $1.16K - $1.95K
158 $1K
Veralto Corp
181
New
N/A
181 $0
VTRS
Viatris Inc

Healthcare
14
New
$11.32 - $13.37 $158 - $187
14 $0
MOGA
Moog Inc Cla
30
New
N/A
30 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
New
$180.39 - $205.43 $541 - $616
3 $0
VOD
Vodafone Group Public LTD CO

Communication Services
89
New
$8.37 - $9.95 $745 - $886
89 $0
VIAV
Viavi Solutions Inc.

Technology
6
New
$8.94 - $11.16 $53.6 - $67
6 $0
Blackrock Inc
216
New
N/A
216 $0
CDW
Cdw Corp

Technology
1
New
$171.49 - $225.64 $171 - $226
1 $0
Barclays Bank PLC
100
New
N/A
100 $0
XEL
Xcel Energy Inc

Utilities
4
New
$62.16 - $72.92 $249 - $292
4 $0
VO
Vanguard Mid Cap ETF

ETFs
2
New
$261.5 - $284.63 $523 - $569
2 $0
BPT
Bp Prudhoe Bay Royalty Trust

Energy
1
New
$0.54 - $1.37 $0.54 - $1.37
1 $0
VNQ
Vanguard Specialized Funds Van

ETFs
1
New
$87.85 - $98.6 $87.9 - $98.6
1 $0
BNDX
Vanguard Total International B

ETFs
9
New
$48.91 - $50.61 $440 - $455
9 $0
AZN
Astrazeneca PLC

Healthcare
3
New
$63.2 - $79.58 $190 - $239
3 $0
WHR
Whirlpool Corp

Consumer Cyclical
8
New
$99.28 - $124.45 $794 - $996
8 $0
VDC
Vanguard Consumer Staples ETF

ETFs
3
New
$210.96 - $223.62 $633 - $671
3 $0
ELY
Callaway Golf CO

Consumer Cyclical
23
New
N/A
23 $0
UNIT
Uniti Group Inc.

Real Estate
38
New
$5.07 - $6.12 $193 - $233
38 $0
CHKP
Check Point Software Technologies LTD

Technology
1
New
$170.18 - $209.01 $170 - $209
1 $0
NAVI
Navient Corp

Financial Services
53
New
$12.98 - $15.86 $688 - $841
53 $0
TQQQ
Proshares Ultrapro Qqq

ETFs
10
New
$69.42 - $93.29 $694 - $933
10 $0
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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