Bellwether Advisors, LLC Reduced Holdings in Q3 2024

Bellwether Advisors, LLC

  • $507 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYH
Ishares Tr

ETFs
-102K
- 27.0%
$60.29 - $66.38 $6.13M - $6.75M
275K $17.9M
XLI
Industrial Sector Spdr

ETFs
-49.3K
- 31.2%
$120.56 - $135.44 $5.94M - $6.68M
109K $14.7M
AAPL
Apple Inc.

Technology
-15.9K
- 65.46%
$207.23 - $234.82 $3.3M - $3.74M
8.41K $1.96M
NVDA
Nvidia Corp

Technology
-6.03K
- 21.46%
$98.91 - $134.91 $596K - $813K
22.1K $2.68M
XLK
Technology Sector Spdr

ETFs
-1.79K
- 0.56%
$197.34 - $237.68 $353K - $425K
318K $71.7M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-8.64K
- 41.1%
$39.49 - $42.12 $341K - $364K
12.4K $521K
T
At&T Inc.

Communication Services
-12.4K
- 46.57%
$18.21 - $22.28 $226K - $277K
14.3K $313K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
-29.5K
- 21.83%
$5.13 - $5.57 $151K - $164K
106K $588K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.1K
- 32.04%
$41.9 - $48.26 $88K - $101K
4.46K $213K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-205
- 1.12%
$42.59 - $60.56 $8.73K - $12.4K
18.1K $911K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-347
- 15.62%
$113.41 - $125.62 $39.4K - $43.6K
1.87K $235K
FSK
Fs Kkr Capital Corp

Financial Services
-795
- 2.52%
$18.74 - $20.43 $14.9K - $16.2K
30.8K $607K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-129
- 0.92%
$50.63 - $51.11 $6.53K - $6.59K
13.9K $707K
WERN
Werner Enterprises Inc

Industrials
-770
- 7.14%
$34.21 - $40.44 $26.3K - $31.1K
10K $386K
PSEP
Innovator U.S. Equity Power Bu
-32.3K
- 24.92%
N/A
97.4K $0
PDEC
Innovator U.S. Equity Power Bu
-50K
- 75.94%
N/A
15.9K $0
PNOV
Innovator U.S. Equity Power Bu
-31.3K
- 28.68%
N/A
77.7K $0
Innovator Etfs Trust
-4.52K
- 20.18%
N/A
17.9K $0
V
Visa Inc.

Financial Services
-30
- 3.15%
$253.74 - $291.56 $7.61K - $8.75K
921 $253K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-24
- 0.45%
$39.97 - $43.37 $959 - $1.04K
5.35K $232K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-105
- 1.13%
$44.83 - $47.42 $4.71K - $4.98K
9.15K $431K
IEFA
Ishares Tr

ETFs
-10
- 0.32%
$70.09 - $78.74 $701 - $787
3.14K $244K
UNP
Union Pacific Corp

Industrials
-10
- 0.75%
$221.78 - $256.09 $2.22K - $2.56K
1.32K $325K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-560
- 1.43%
$43.63 - $46.56 $24.4K - $26.1K
38.7K $1.8M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-56
- 0.89%
$104.5 - $114.97 $5.85K - $6.44K
6.2K $710K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-208
- 0.66%
$49.82 - $52.8 $10.4K - $11K
31.4K $1.65M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2
- 0.01%
$96.25 - $101.98 $193 - $204
18.2K $1.85M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-674
- 0.77%
$36.89 - $39.25 $24.9K - $26.5K
86.8K $3.41M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-78
- 0.45%
$69.31 - $77.34 $5.41K - $6.03K
17.2K $1.32M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-35
- 0.03%
$34.72 - $36.88 $1.22K - $1.29K
128K $4.72M
IXUS
Ishares Tr

ETFs
-406
- 1.05%
$64.9 - $73.35 $26.3K - $29.8K
38.2K $2.78M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.77K
- 1.0%
$39.31 - $41.32 $109K - $114K
275K $11.4M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.3K
- 0.6%
$33.61 - $35.94 $43.8K - $46.8K
215K $7.72M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-193
- 0.42%
$105.53 - $118.34 $20.4K - $22.8K
45.6K $5.33M
URI
United Rentals, Inc.

Industrials
-10
- 0.16%
$627.41 - $814.1 $6.27K - $8.14K
6.19K $5.01M
Activity Summary
Buys All Purchases 67 New Holdings 30 Increased Positions 37 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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