Bellwether Advisors, LLC Sells in Q1 2025

Bellwether Advisors, LLC

  • $457 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-506
- 40.16%
$121.0 - $142.28 $61.2K - $72K
754 $93K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.33K
- 5.77%
$39.81 - $42.17 $53.1K - $56.2K
21.8K $874K
GOOG
Alphabet Inc.

Communication Services
-140
- 9.92%
$156.06 - $207.71 $21.8K - $29.1K
1.27K $198K
HUBS
Hubspot Inc

Technology
-24
- 5.77%
$571.29 - $819.71 $13.7K - $19.7K
392 $223K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-218
- 0.56%
$46.03 - $49.45 $10K - $10.8K
38.5K $1.79M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-337
- 18.75%
$120.29 - $134.6 $40.5K - $45.4K
1.46K $178K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.25K
- 13.96%
$44.72 - $46.25 $56K - $57.9K
7.72K $355K
FSK
Fs Kkr Capital Corp

Financial Services
-1.16K
- 3.89%
$20.47 - $24.06 $23.8K - $28K
28.8K $603K
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 4.28%
$347.25 - $424.87 $17.4K - $21.2K
1.12K $409K
AOR
Ishares Tr Core Growth Allocat

ETFs
-620
- 12.47%
$56.63 - $59.39 $35.1K - $36.8K
4.35K $250K
DHR
Danaher Corp

Healthcare
-45
- 7.64%
$201.62 - $250.59 $9.07K - $11.3K
544 $111K
LMT
Lockheed Martin Corp

Industrials
-8
- 1.61%
$423.19 - $506.29 $3.39K - $4.05K
490 $218K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-517
- 2.62%
$35.29 - $36.56 $18.2K - $18.9K
19.2K $687K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-572
- 3.15%
$95.85 - $99.25 $54.8K - $56.8K
17.6K $1.74M
DOW
Dow Inc.

Basic Materials
-463
- 73.96%
$34.36 - $41.92 $15.9K - $19.4K
163 $5K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-855
- 2.75%
$49.67 - $51.43 $42.5K - $44K
30.2K $1.54M
UNH
Unitedhealth Group Inc

Healthcare
-40
- 31.01%
$461.52 - $548.18 $18.5K - $21.9K
89 $46K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-372
- 51.31%
$42.93 - $44.71 $16K - $16.6K
353 $15K
ADBE
Adobe Inc.

Technology
-8
- 4.55%
$377.84 - $464.11 $3.02K - $3.71K
168 $64K
PEP
Pepsico Inc

Consumer Defensive
-80
- 6.18%
$142.64 - $156.42 $11.4K - $12.5K
1.22K $182K
PAYX
Paychex Inc

Industrials
-95
- 96.94%
$136.06 - $154.52 $12.9K - $14.7K
3 $0
ADP
Automatic Data Processing Inc

Industrials
-40
- 93.02%
$286.85 - $318.64 $11.5K - $12.7K
3 $0
CRWD
Crowd Strike Holdings, Inc.

Technology
-35
- 32.11%
$308.86 - $455.36 $10.8K - $15.9K
74 $26K
NKE
Nike, Inc.

Consumer Cyclical
-139
- 90.85%
$63.29 - $81.72 $8.8K - $11.4K
14 $0
PH
Parker Hannifin Corp

Industrials
-14
- 17.95%
$591.65 - $707.05 $8.28K - $9.9K
64 $38K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-37
- 20.79%
$168.16 - $186.21 $6.22K - $6.89K
141 $24K
PLD
Prologis, Inc.

Real Estate
-45
- 76.27%
$103.59 - $124.04 $4.66K - $5.58K
14 $1K
EFG
Msci Eafe Growth ETF

ETFs
-63
- 18.69%
$96.1 - $106.37 $6.05K - $6.7K
274 $27K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-268
- 10.15%
$24.73 - $25.62 $6.63K - $6.87K
2.37K $60K
AOA
Ishares Tr Core Aggressive All

ETFs
-56
- 1.61%
$75.7 - $80.01 $4.24K - $4.48K
3.41K $261K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-181
- 1.32%
$22.25 - $23.0 $4.03K - $4.16K
13.5K $311K
JPM
Jpmorgan Chase & CO

Financial Services
-40
- 3.56%
$225.19 - $279.95 $9.01K - $11.2K
1.08K $265K
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 4.57%
$890.62 - $1076.86 $8.91K - $10.8K
209 $197K
IEMG
Ishares Inc

ETFs
-50
- 3.05%
N/A
1.59K $85K
DE
Deere & CO

Industrials
-18
- 11.84%
$408.57 - $509.27 $7.35K - $9.17K
134 $62K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3
- 20.0%
$64.88 - $72.1 $195 - $216
12 $0
USO
United States Oil Fund, LP

ETFs
-13
- 59.09%
$70.89 - $84.34 $922 - $1.1K
9 $0
VIAV
Viavi Solutions Inc.

Technology
-3
- 50.0%
$9.71 - $12.8 $29.1 - $38.4
3 $0
Grayscale Ethereum Mini Tr E
-14
- 73.68%
N/A
5 $0
MMM
3 M CO

Industrials
-12
- 13.04%
$129.7 - $155.12 $1.56K - $1.86K
80 $11K
PSEP
Innovator U.S. Equity Power Bu
-257
- 0.27%
N/A
96.6K $0
Peakstone Realty Trust
-310
- 6.61%
N/A
4.38K $0
BFB
Brown Forman Corp Cl B
-39.5K
- 99.55%
N/A
179 $0
VZ
Verizon Communications Inc

Communication Services
-40
- 7.94%
$37.81 - $46.49 $1.51K - $1.86K
464 $21K
WSO
Watsco Inc

Industrials
-17
- 5.67%
$463.86 - $530.75 $7.89K - $9.02K
283 $143K
NFLX
Netflix Inc

Communication Services
-3
- 2.22%
$828.4 - $1058.6 $2.49K - $3.18K
132 $123K
CTVA
Corteva, Inc.

Basic Materials
-91
- 5.37%
$55.94 - $66.15 $5.09K - $6.02K
1.61K $101K
V
Visa Inc.

Financial Services
-45
- 4.65%
$306.92 - $362.71 $13.8K - $16.3K
923 $323K
IYH
Ishares Tr

ETFs
-225
- 1.67%
$58.32 - $62.76 $13.1K - $14.1K
13.3K $807K
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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