Bellwether Advisors, LLC New Holdings in Q4 2024

Bellwether Advisors, LLC

  • $542 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAUG
Innovator U.S. Equity Buffer E
2.85K
New
N/A
2.85K $0
Innovator Etfs Trust
8K
New
N/A
8K $0
Innovator Etfs Trust
4.07K
New
N/A
4.07K $0
Innovator Etfs Trust
3.83K
New
N/A
3.83K $0
Qxo Inc
720
New
N/A
720 $0
RF
Regions Financial Corp

Financial Services
0
New
$22.45 - $27.47 $0 - $0
0 $0
Innovator Etfs Trust
2.38K
New
N/A
2.38K $0
Innovator Etfs Trust
4K
New
N/A
4K $0
KOCT
Innovator Laddered Fund Of U.S
4.11K
New
N/A
4.11K $0
TIP
Ishares Tr Tips Bd ETF

ETFs
7
New
$106.33 - $110.69 $744 - $775
7 $0
Linde PLC
19
New
N/A
19 $0
DRS
Leonardo Drs, Inc.
267
New
N/A
267 $0
Lam Research Corp
70
New
N/A
70 $0
KHC
Kraft Heinz CO

Consumer Defensive
10
New
$30.1 - $36.02 $301 - $360
10 $0
OGN
Organon & Co.

Healthcare
6
New
$14.44 - $18.83 $86.6 - $113
6 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
11
New
$31.24 - $37.15 $344 - $409
11 $0
Kenvue Inc
498
New
N/A
498 $0
Peakstone Realty Trust
4.69K
New
N/A
4.69K $0
REZI
Resideo Technologies, Inc.

Industrials
5
New
$19.3 - $27.75 $96.5 - $139
5 $0
Innovator Etfs Trust
2.4K
New
N/A
2.4K $0
Ge Healthcare Technologies I
38
New
N/A
38 $0
FPX
First Trust Us Equity Opportun

ETFs
7
New
$109.38 - $131.9 $766 - $923
7 $0
Fidelity Wise Origin Bitcoin
12
New
N/A
12 $0
SLVM
Sylvamo Corp

Basic Materials
5
New
$78.56 - $95.69 $393 - $478
5 $0
HRB
H&R Block Inc

Consumer Cyclical
1
New
$52.14 - $63.36 $52.1 - $63.4
1 $0
TAK
Takeda Pharmaceutical CO LTD

Healthcare
36
New
$13.01 - $14.43 $468 - $519
36 $0
DXCM
Dexcom Inc

Healthcare
2
New
$65.68 - $81.01 $131 - $162
2 $0
DK
Delek Us Holdings, Inc.

Energy
1
New
$15.4 - $20.37 $15.4 - $20.4
1 $0
TCOM
Trip.Com Group LTD

Consumer Cyclical
4
New
$58.0 - $75.06 $232 - $300
4 $0
Ge Vernova Inc
21
New
N/A
21 $0
Solventum Corp
20
New
N/A
20 $0
RKLB
Rocket Lab Usa, Inc.

Industrials
4
New
$9.23 - $28.44 $36.9 - $114
4 $0
Innovator Etfs Trust
6.54K
New
N/A
6.54K $0
HLN
Haleon PLC

Healthcare
41
New
$9.23 - $10.71 $378 - $439
41 $0
Grayscale Ethereum Trust ETF
54
New
N/A
54 $0
Grayscale Ethereum Mini Tr E
19
New
N/A
19 $0
Grayscale Bitcoin Mini Tr Et
4.12K
New
N/A
4.12K $0
SVM
Silvercorp Metals Inc

Basic Materials
204
New
$2.88 - $5.06 $588 - $1.03K
204 $0
SWKS
Skyworks Solutions, Inc.

Technology
1
New
$83.18 - $99.15 $83.2 - $99.2
1 $0
SNAP
Snap Inc

Communication Services
17
New
$9.98 - $12.86 $170 - $219
17 $0
CTSH
Cognizant Technology Solutions Corp

Technology
4
New
$74.37 - $82.32 $297 - $329
4 $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
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