Bellwether Advisors, LLC Reduced Holdings in Q2 2025

Bellwether Advisors, LLC

  • $556 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
-560K
- 57.36%
$43.92 - $52.37 $24.6M - $29.3M
416K $21.8M
XLV
Select Sector Spdr Fund Health

ETFs
-115K
- 99.82%
$128.77 - $144.3 $14.9M - $16.7M
211 $28K
IWS
Ishares Russell Midcap Value E

ETFs
-128K
- 99.99%
$110.58 - $132.14 $14.1M - $16.9M
9 $1K
IWP
Ishares Russell Mid Cap Growth

ETFs
-134K
- 99.89%
$104.34 - $138.68 $14M - $18.6M
150 $20K
MRVL
Marvell Technology, Inc.

Technology
-120K
- 99.91%
$49.38 - $79.97 $5.95M - $9.63M
104 $8K
MSFT
Microsoft Corp

Technology
-23.6K
- 65.95%
$354.56 - $497.45 $8.38M - $11.8M
12.2K $6.07M
MCO
Moodys Corp

Financial Services
-12.9K
- 99.91%
$396.7 - $501.59 $5.11M - $6.46M
12 $6K
MSCI
Msci Inc.

Financial Services
-10.5K
- 97.31%
$506.56 - $576.74 $5.3M - $6.04M
289 $166K
AJG
Arthur J. Gallagher & Co.

Financial Services
-16.5K
- 99.93%
$310.86 - $348.77 $5.14M - $5.77M
12 $3K
XLK
Technology Sector Spdr

ETFs
-84.2K
- 24.13%
$179.73 - $253.23 $15.1M - $21.3M
265K $67.1M
MCK
Mckesson Corp

Healthcare
-3.62K
- 95.26%
$652.83 - $732.78 $2.36M - $2.65M
180 $131K
ORCL
Oracle Corp

Technology
-19K
- 81.56%
$122.82 - $218.63 $2.33M - $4.16M
4.3K $939K
HUM
Humana Inc

Healthcare
-8.73K
- 99.97%
$224.93 - $295.04 $1.96M - $2.58M
3 $0
CPRT
Copart Inc

Consumer Cyclical
-35.6K
- 99.98%
$47.72 - $63.84 $1.7M - $2.27M
8 $0
SCHW
Schwab Charles Corp

Financial Services
-25.8K
- 91.6%
$69.06 - $91.24 $1.78M - $2.35M
2.36K $215K
DHI
Horton D R Inc

Consumer Cyclical
-15.1K
- 99.76%
$115.1 - $129.63 $1.74M - $1.96M
37 $4K
LEN
Lennar Corp

Consumer Cyclical
-15.8K
- 99.99%
$102.76 - $115.66 $1.63M - $1.83M
2 $0
CAH
Cardinal Health Inc

Healthcare
-9.67K
- 97.0%
$125.0 - $168.0 $1.21M - $1.62M
299 $50K
GWW
W.W. Grainger, Inc.

Industrials
-1.22K
- 74.72%
$919.93 - $1101.66 $1.12M - $1.35M
413 $429K
WST
West Pharmaceutical Services Inc

Healthcare
-5.27K
- 99.96%
$190.39 - $227.7 $1M - $1.2M
2 $0
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1.7K
- 99.88%
$483.07 - $625.6 $819K - $1.06M
2 $1K
SPGI
S&P Global Inc.

Financial Services
-2.21K
- 30.38%
$438.31 - $527.29 $966K - $1.16M
5.05K $2.66M
AMP
Ameriprise Financial Inc

Financial Services
-2.4K
- 28.53%
$422.19 - $533.73 $1.01M - $1.28M
6.01K $3.21M
PHM
Pultegroup Inc

Consumer Cyclical
-6.06K
- 97.65%
$92.02 - $106.54 $557K - $645K
146 $15K
HRL
Hormel Foods Corp

Consumer Defensive
-5.73K
- 50.99%
$29.11 - $31.44 $167K - $180K
5.51K $166K
GLD
Spdr Gold Trust

ETFs
-322
- 72.69%
$273.71 - $316.29 $88.1K - $102K
121 $36K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-2.2K
- 20.76%
$41.3 - $47.0 $90.9K - $103K
8.4K $394K
HD
Home Depot, Inc.

Consumer Cyclical
-141
- 12.62%
$335.24 - $380.78 $47.3K - $53.7K
976 $357K
IYK
Ishares U.S. Consumer Staples

ETFs
-564
- 6.96%
$67.29 - $72.42 $38K - $40.8K
7.55K $531K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3
- 0.19%
$212.1 - $244.27 $636 - $733
1.61K $352K
TGT
Target Corp

Consumer Defensive
-338
- 97.41%
$88.76 - $105.77 $30K - $35.8K
9 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-405
- 2.3%
$96.84 - $99.46 $39.2K - $40.3K
17.2K $1.71M
MO
Altria Group, Inc.

Consumer Defensive
-563
- 77.98%
$55.56 - $60.91 $31.3K - $34.3K
159 $9K
FSK
Fs Kkr Capital Corp

Financial Services
-1.15K
- 3.98%
$17.95 - $21.5 $20.6K - $24.6K
27.6K $573K
IBB
Ishares Biotechnology ETF

ETFs
-98
- 0.81%
$112.02 - $129.0 $11K - $12.6K
12.1K $1.53M
ZTS
Zoetis Inc.

Healthcare
-154
- 30.92%
$144.41 - $170.3 $22.2K - $26.2K
344 $53K
COST
Costco Wholesale Corp

Consumer Defensive
-34
- 16.27%
$908.13 - $1056.85 $30.9K - $35.9K
175 $173K
RC
Ready Capital Corp

Real Estate
-2.6K
- 21.95%
$4.13 - $5.15 $10.7K - $13.4K
9.25K $40K
CME
Cme Group Inc.

Financial Services
-86
- 9.87%
$252.37 - $290.71 $21.7K - $25K
785 $216K
BA
Boeing CO

Industrials
-75
- 75.0%
$136.59 - $217.51 $10.2K - $16.3K
25 $5K
PG
Procter & Gamble CO

Consumer Defensive
-8
- 0.93%
$157.66 - $172.39 $1.26K - $1.38K
849 $135K
JNJ
Johnson & Johnson

Healthcare
-10
- 1.49%
$146.36 - $159.82 $1.46K - $1.6K
663 $101K
FXR
First Trust Industrials/Produc

ETFs
-300
- 10.17%
$60.85 - $74.22 $18.3K - $22.3K
2.65K $196K
COIN
Coinbase Global, Inc.

Technology
-51
- 98.08%
$151.47 - $375.07 $7.72K - $19.1K
1 $0
CLX
Clorox CO

Consumer Defensive
-53
- 86.89%
$118.01 - $148.69 $6.25K - $7.88K
8 $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-187
- 2.42%
$45.12 - $46.23 $8.44K - $8.65K
7.53K $348K
EL
Estee Lauder Companies Inc

Consumer Defensive
-102
- 99.03%
$50.06 - $80.8 $5.11K - $8.24K
1 $0
APO
Apollo Global Management, Inc.

Financial Services
-60
- 12.47%
$108.68 - $145.07 $6.52K - $8.7K
421 $59K
MBLY
Mobileye Global Inc.
-466
- 99.57%
$11.77 - $18.44 $5.48K - $8.59K
2 $0
Activity Summary
Buys All Purchases 189 New Holdings 106 Increased Positions 83 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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