Bellwether Advisors, LLC Reduced Holdings in Q1 2025

Bellwether Advisors, LLC

  • $457 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-118K
- 25.33%
$206.38 - $242.18 $24.4M - $28.7M
349K $72.1M
IYK
Ishares U.S. Consumer Staples

ETFs
-201K
- 96.12%
$63.29 - $71.8 $12.7M - $14.4M
8.11K $580K
AVGO
Broadcom Inc.

Technology
-34.3K
- 34.42%
$167.43 - $244.7 $5.75M - $8.4M
65.4K $11M
XLC
Select Sector Spdr Tr Communic

ETFs
-107K
- 92.24%
$94.84 - $105.31 $10.2M - $11.3M
9.04K $871K
XLF
Financial Sector Spdr

ETFs
-225K
- 18.72%
$47.32 - $52.19 $10.6M - $11.7M
976K $48.6M
ORCL
Oracle Corp

Technology
-52.4K
- 69.21%
$139.81 - $186.47 $7.32M - $9.77M
23.3K $3.26M
XLY
Select Sector Spdr Consumer Di

ETFs
-30.7K
- 27.54%
$192.6 - $233.2 $5.91M - $7.16M
80.8K $16M
MSFT
Microsoft Corp

Technology
-11.5K
- 24.35%
$375.39 - $447.2 $4.33M - $5.16M
35.8K $13.4M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-144K
- 69.0%
$37.4 - $39.42 $5.38M - $5.67M
64.6K $2.44M
CME
Cme Group Inc.

Financial Services
-20.2K
- 95.87%
$225.82 - $266.54 $4.57M - $5.39M
871 $231K
MCHP
Microchip Technology Inc

Technology
-53.3K
- 34.82%
$48.41 - $64.3 $2.58M - $3.43M
99.8K $4.83M
NVDA
Nvidia Corp

Technology
-12.8K
- 12.97%
$106.98 - $149.43 $1.36M - $1.91M
85.5K $9.27M
AMP
Ameriprise Financial Inc

Financial Services
-5.8K
- 40.82%
$472.29 - $575.13 $2.74M - $3.34M
8.41K $4.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.21K
- 3.7%
$554.06 - $615.85 $1.23M - $1.36M
57.6K $32.3M
APO
Apollo Global Management, Inc.

Financial Services
-13.4K
- 96.54%
$126.01 - $172.06 $1.69M - $2.31M
481 $65K
FAST
Fastenal CO

Industrials
-25.7K
- 82.6%
$71.11 - $79.98 $1.83M - $2.05M
5.41K $419K
COIN
Coinbase Global, Inc.

Technology
-7.13K
- 99.28%
$172.23 - $301.3 $1.23M - $2.15M
52 $8K
HRL
Hormel Foods Corp

Consumer Defensive
-56.2K
- 83.33%
$28.29 - $31.52 $1.59M - $1.77M
11.2K $347K
EL
Estee Lauder Companies Inc

Consumer Defensive
-22.6K
- 99.55%
$64.26 - $85.48 $1.45M - $1.93M
103 $6K
MKC
Mccormick & CO Inc

Consumer Defensive
-22.1K
- 99.55%
$71.24 - $84.73 $1.58M - $1.88M
101 $8K
CLX
Clorox CO

Consumer Defensive
-10.3K
- 99.41%
$141.76 - $162.89 $1.46M - $1.68M
61 $8K
GOOGL
Alphabet Inc.

Communication Services
-7.98K
- 63.76%
$154.33 - $206.19 $1.23M - $1.65M
4.54K $701K
GWW
W.W. Grainger, Inc.

Industrials
-1.31K
- 44.44%
$953.54 - $1132.42 $1.25M - $1.48M
1.63K $1.61M
NWS
News Corp New Cl B Com Stk (De

Communication Services
-42.3K
- 95.09%
$29.66 - $35.0 $1.25M - $1.48M
2.18K $66K
MSCI
Msci Inc.

Financial Services
-1.48K
- 12.07%
$541.46 - $628.34 $800K - $928K
10.8K $6.08M
DG
Dollar General Corp

Consumer Defensive
-12.7K
- 99.58%
$68.44 - $87.93 $870K - $1.12M
54 $4K
WMT
Walmart Inc.

Consumer Defensive
-10.2K
- 74.17%
$84.5 - $105.05 $859K - $1.07M
3.54K $310K
CMCSA
Comcast Corp

Communication Services
-23.4K
- 94.24%
$33.19 - $38.23 $776K - $893K
1.43K $52K
CSGP
Costar Group, Inc.

Real Estate
-11.9K
- 99.56%
$69.29 - $80.37 $826K - $958K
53 $4K
PINS
Pinterest, Inc.

Communication Services
-28.3K
- 96.01%
$29.79 - $40.0 $842K - $1.13M
1.17K $36K
EA
Electronic Arts Inc.

Communication Services
-5.5K
- 99.51%
$116.53 - $146.29 $641K - $804K
27 $3K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-19.9K
- 15.58%
$36.56 - $38.35 $729K - $765K
108K $4M
AZO
Autozone Inc

Consumer Cyclical
-248
- 99.2%
$3193.96 - $3828.11 $792K - $949K
2 $7K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-681
- 86.53%
$1187.71 - $1432.58 $809K - $976K
106 $151K
IXN
Ishares Global Information Tec

ETFs
-69
- 0.11%
$75.73 - $88.4 $5.23K - $6.1K
64.8K $4.9M
ROST
Ross Stores, Inc.

Consumer Cyclical
-3.01K
- 40.01%
$123.3 - $154.95 $372K - $467K
4.52K $577K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-7.23K
- 2.62%
$41.09 - $43.24 $297K - $313K
269K $11.2M
OMC
Omnicom Group Inc.

Communication Services
-4.75K
- 99.6%
$79.43 - $88.34 $377K - $419K
19 $1K
CTAS
Cintas Corp

Industrials
-2.88K
- 29.4%
$182.09 - $208.14 $525K - $600K
6.92K $1.42M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3.43K
- 99.91%
$77.91 - $92.26 $267K - $317K
3 $0
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.06K
- 0.96%
$35.21 - $37.69 $72.4K - $77.5K
212K $7.56M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.22K
- 6.99%
$92.45 - $106.69 $113K - $131K
16.3K $1.51M
EEMV
Ishares Msci Emerging Markets

ETFs
-4.19K
- 28.95%
$57.07 - $59.29 $239K - $248K
10.3K $599K
XLI
Industrial Sector Spdr

ETFs
-1.37K
- 21.98%
$128.78 - $141.67 $176K - $194K
4.86K $636K
LUV
Southwest Airlines CO

Industrials
-4.9K
- 84.26%
$28.18 - $34.84 $138K - $171K
916 $30K
AMZN
Amazon Com Inc

Consumer Cyclical
-120
- 3.32%
$190.26 - $242.06 $22.8K - $29K
3.49K $664K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
-22.7K
- 21.5%
$5.37 - $5.91 $122K - $134K
82.9K $489K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-8
- 0.04%
$196.12 - $229.48 $1.57K - $1.84K
18.5K $3.74M
UAL
United Airlines Holdings, Inc.

Industrials
-148
- 5.77%
$69.05 - $110.52 $10.2K - $16.4K
2.42K $166K
Activity Summary
Buys All Purchases 71 New Holdings 20 Increased Positions 51 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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