Bellwether Advisors, LLC Reduced Holdings in Q2 2025

Bellwether Advisors, LLC

  • $556 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
-98
- 6.86%
$32.84 - $36.72 $3.22K - $3.6K
1.33K $47K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-69
- 8.58%
$72.02 - $73.82 $4.97K - $5.09K
735 $54K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-182
- 1.34%
$22.54 - $23.17 $4.1K - $4.22K
13.4K $306K
CSGP
Costar Group, Inc.

Real Estate
-52
- 98.11%
$72.62 - $83.22 $3.78K - $4.33K
1 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-275
- 0.27%
$85.42 - $94.39 $23.5K - $26K
103K $9.66M
AZO
Autozone Inc

Consumer Cyclical
-1
- 50.0%
$3478.38 - $3880.15 $3.48K - $3.88K
1 $3K
GOOGL
Alphabet Inc.

Communication Services
-575
- 12.68%
$144.7 - $178.6 $83.2K - $103K
3.96K $698K
EA
Electronic Arts Inc.

Communication Services
-25
- 92.59%
$132.53 - $159.7 $3.31K - $3.99K
2 $0
VZ
Verizon Communications Inc

Communication Services
-46
- 9.91%
$41.67 - $45.62 $1.92K - $2.1K
418 $18K
PFE
Pfizer Inc

Healthcare
-46
- 28.22%
$21.59 - $24.84 $993 - $1.14K
117 $2K
BBY
Best Buy CO Inc

Consumer Cyclical
-13
- 5.49%
$56.17 - $75.73 $730 - $984
224 $15K
CHTR
Charter Communications, Inc.

Communication Services
-3
- 75.0%
$321.68 - $427.25 $965 - $1.28K
1 $0
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-5
- 16.67%
$99.37 - $134.05 $497 - $670
25 $2K
OMC
Omnicom Group Inc.

Communication Services
-18
- 94.74%
$69.22 - $79.77 $1.25K - $1.44K
1 $0
Peakstone Realty Trust
-201
- 4.59%
N/A
4.18K $0
Millrose Pptys Inc
-15
- 8.24%
N/A
167 $0
VTRS
Viatris Inc

Healthcare
-5
- 35.71%
$7.26 - $9.12 $36.3 - $45.6
9 $0
Innovator Etfs Trust
-4.04K
- 61.76%
N/A
2.5K $0
PSEP
Innovator U.S. Equity Power Bu
-809
- 0.84%
N/A
95.8K $0
Barclays Bank PLC
-100
- 16.67%
N/A
500 $0
PNOV
Innovator U.S. Equity Power Bu
-75
- 0.08%
N/A
98.5K $0
BIIB
Biogen Inc.

Healthcare
-2
- 7.14%
$113.38 - $135.49 $227 - $271
26 $3K
DIS
Walt Disney CO

Communication Services
-6
- 13.33%
$81.72 - $124.01 $490 - $744
39 $4K
BFB
Brown Forman Corp Cl B
-178
- 99.44%
N/A
1 $0
Grayscale Bitcoin Mini Tr Et
-640
- 15.38%
N/A
3.52K $0
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-224
- 0.74%
$49.73 - $51.44 $11.1K - $11.5K
30K $1.54M
PINS
Pinterest, Inc.

Communication Services
-127
- 10.82%
$24.21 - $35.95 $3.07K - $4.57K
1.05K $37K
NWS
News Corp New Cl B Com Stk (De

Communication Services
-191
- 8.75%
$27.41 - $34.31 $5.24K - $6.55K
1.99K $68K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-142
- 5.23%
$34.94 - $41.25 $4.96K - $5.86K
2.57K $106K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-98
- 7.26%
$57.41 - $74.81 $5.63K - $7.33K
1.25K $92K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-625
- 5.51%
$41.56 - $49.04 $26K - $30.7K
10.7K $525K
BAC
Bank Of America Corp

Financial Services
-46
- 2.0%
$34.39 - $47.46 $1.58K - $2.18K
2.25K $106K
GOOG
Alphabet Inc.

Communication Services
-87
- 6.85%
$146.58 - $180.01 $12.8K - $15.7K
1.18K $210K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-16
- 1.1%
$108.12 - $135.04 $1.73K - $2.16K
1.44K $194K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8
- 1.15%
$456.74 - $568.03 $3.65K - $4.54K
688 $390K
JPM
Jpmorgan Chase & CO

Financial Services
-26
- 2.4%
$210.28 - $289.91 $5.47K - $7.54K
1.06K $306K
NVDA
Nvidia Corp

Technology
-26.5K
- 30.93%
$94.31 - $157.99 $2.49M - $4.18M
59.1K $9.33M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-35
- 0.2%
$73.0 - $85.5 $2.56K - $2.99K
17K $1.43M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-65
- 0.1%
$35.3 - $40.46 $2.29K - $2.63K
64.5K $2.61M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-234
- 0.51%
$90.56 - $109.49 $21.2K - $25.6K
45.2K $4.94M
IXUS
Ishares Tr

ETFs
-76
- 0.2%
$62.37 - $77.63 $4.74K - $5.9K
37.7K $2.92M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.56K
- 0.73%
$33.22 - $37.29 $51.7K - $58.1K
210K $7.85M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-473
- 2.62%
$60.61 - $87.72 $28.7K - $41.5K
17.6K $1.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-487
- 0.51%
$51.16 - $62.02 $24.9K - $30.2K
94.3K $5.85M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-47
- 0.02%
$38.7 - $44.05 $1.82K - $2.07K
269K $11.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-57
- 0.31%
$180.84 - $240.32 $10.3K - $13.7K
18.5K $4.43M
URI
United Rentals, Inc.

Industrials
-88
- 1.44%
$551.94 - $753.4 $48.6K - $66.3K
6.03K $4.54M
IXN
Ishares Global Information Tec

ETFs
-240
- 0.37%
$65.81 - $92.34 $15.8K - $22.2K
64.5K $5.96M
AVGO
Broadcom Inc.

Technology
-15.7K
- 24.06%
$146.29 - $275.65 $2.3M - $4.34M
49.7K $13.7M
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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