Bellwether Advisors, LLC Reduced Holdings in Q3 2025

Bellwether Advisors, LLC

  • $572 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
-89.7K
- 31.71%
$216.09 - $242.18 $19.4M - $21.7M
193K $46.3M
CPNG
Coupang, Inc.

Consumer Cyclical
-151K
- 53.13%
$27.67 - $33.53 $4.17M - $5.05M
133K $4.28M
MELI
Mercadolibre Inc

Consumer Cyclical
-1.32K
- 42.19%
$2292.04 - $2514.05 $3.03M - $3.33M
1.81K $4.24M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-12.4K
- 40.11%
$301.44 - $365.84 $3.73M - $4.52M
18.5K $5.98M
CVNA
Carvana Co.

Consumer Cyclical
-12K
- 52.29%
$326.09 - $392.66 $3.9M - $4.7M
10.9K $4.12M
CTAS
Cintas Corp

Industrials
-13.3K
- 38.19%
$199.29 - $226.27 $2.65M - $3M
21.5K $4.41M
GE
General Electric CO

Industrials
-12.5K
- 61.79%
$244.75 - $305.63 $3.05M - $3.81M
7.7K $2.32M
AXON
Axon Enterprise, Inc.

Industrials
-1.11K
- 15.78%
$698.02 - $870.97 $776K - $969K
5.94K $4.26M
EME
Emcor Group, Inc.

Industrials
-4.09K
- 37.78%
$530.88 - $655.83 $2.17M - $2.68M
6.74K $4.38M
HEI
Heico Corp

Industrials
-4.02K
- 23.47%
$304.5 - $337.56 $1.22M - $1.36M
13.1K $4.23M
AMP
Ameriprise Financial Inc

Financial Services
-848
- 14.11%
$486.13 - $544.55 $412K - $462K
5.16K $2.54M
META
Meta Platforms, Inc.

Communication Services
-803
- 18.72%
$695.21 - $791.73 $558K - $636K
3.49K $2.56M
MA
Mastercard Inc

Financial Services
-950
- 20.15%
$550.18 - $598.96 $523K - $569K
3.77K $2.14M
V
Visa Inc.

Financial Services
-847
- 10.81%
$332.09 - $358.86 $281K - $304K
6.99K $2.38M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-15.9K
- 30.4%
$56.32 - $68.81 $894K - $1.09M
36.3K $2.5M
MSFT
Microsoft Corp

Technology
-899
- 7.37%
$491.09 - $535.64 $441K - $482K
11.3K $5.85M
FSK
Fs Kkr Capital Corp

Financial Services
-575
- 2.08%
$14.93 - $22.48 $8.58K - $12.9K
27.1K $404K
VV
Vanguard Large Cap ETF

ETFs
-186
- 17.55%
$285.05 - $309.14 $53K - $57.5K
874 $269K
IYK
Ishares U.S. Consumer Staples

ETFs
-84
- 1.11%
$67.65 - $71.68 $5.68K - $6.02K
7.46K $510K
UNP
Union Pacific Corp

Industrials
-103
- 7.1%
$214.91 - $237.16 $22.1K - $24.4K
1.35K $318K
PNOV
Innovator U.S. Equity Power Bu
-2.72K
- 2.76%
N/A
95.8K $0
Ge Vernova Inc
-3.79K
- 34.43%
N/A
7.22K $0
PDEC
Innovator U.S. Equity Power Bu
-5.69K
- 2.78%
N/A
199K $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-50
- 0.37%
$22.64 - $23.22 $1.13K - $1.16K
13.3K $307K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-32
- 0.11%
$50.73 - $52.47 $1.62K - $1.68K
29.9K $1.56M
IYH
Ishares Tr

ETFs
-92
- 0.69%
$54.36 - $58.96 $5K - $5.42K
13.2K $773K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-30
- 0.02%
$39.79 - $41.15 $1.19K - $1.23K
127K $5.24M
GOOGL
Alphabet Inc.

Communication Services
-347
- 8.76%
$174.36 - $254.72 $60.5K - $88.4K
3.61K $878K
IBB
Ishares Biotechnology ETF

ETFs
-187
- 1.55%
$127.63 - $144.37 $23.9K - $27K
11.9K $1.71M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-794
- 0.38%
$37.32 - $38.38 $29.6K - $30.5K
210K $8.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-380
- 0.4%
$62.09 - $66.51 $23.6K - $25.3K
93.9K $6.13M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-6
- 0.03%
$236.25 - $257.69 $1.42K - $1.55K
18.4K $4.73M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-78
- 0.17%
$108.46 - $120.63 $8.46K - $9.41K
45.2K $5.37M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-47
- 0.02%
$43.95 - $45.8 $2.07K - $2.15K
269K $12.3M
IXN
Ishares Global Information Tec

ETFs
-20
- 0.03%
$91.28 - $103.32 $1.83K - $2.07K
64.5K $6.66M
URI
United Rentals, Inc.

Industrials
-113
- 1.88%
$774.14 - $975.23 $87.5K - $110K
5.91K $5.64M
AVGO
Broadcom Inc.

Technology
-4.8K
- 9.65%
$264.74 - $369.57 $1.27M - $1.77M
44.9K $14.8M
RBLX
Roblox Corp

Communication Services
-10.7K
- 12.74%
$100.65 - $141.56 $1.07M - $1.51M
73.1K $10.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-52
- 0.09%
$620.67 - $670.08 $32.3K - $34.8K
57.7K $38.6M
Activity Summary
Buys All Purchases 70 New Holdings 8 Increased Positions 62 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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