Bellwether Advisors, LLC Closed Holding Positions

Bellwether Advisors, LLC

  • $457 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2023 Filed on May 05, 2023
4
$47.94 - $51.79 $192 - $207
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2022 Filed on Feb 13, 2023
10
$22.83 - $33.31 $228 - $333
EQIX
Equinix Inc

Real Estate
Q4 2022 Filed on Feb 13, 2023
15
$505.39 - $707.01 $7.58K - $10.6K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q4 2022 Filed on Feb 13, 2023
83
$112.33 - $116.76 $9.32K - $9.69K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2022 Filed on Feb 13, 2023
528
$44.03 - $52.21 $23.2K - $27.6K
PXD
Pioneer Natural Resources CO

Energy
Q4 2022 Filed on Feb 13, 2023
6
$214.06 - $268.62 $1.28K - $1.61K
GRMN
Garmin LTD

Technology
Q4 2022 Filed on Feb 13, 2023
18
$78.5 - $96.87 $1.41K - $1.74K
ROKU
Roku, Inc

Communication Services
Q4 2022 Filed on Feb 13, 2023
6
$38.8 - $62.4 $233 - $374
SQ
Block, Inc.

Technology
Q4 2022 Filed on Feb 13, 2023
13
$51.51 - $73.38 $670 - $954
VRSN
Verisign Inc

Technology
Q2 2022 Filed on Aug 05, 2022
13
$156.51 - $226.55 $2.03K - $2.95K
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q2 2022 Filed on Aug 05, 2022
80
$22.83 - $35.3 $1.83K - $2.82K
PCTY
Paylocity Holding Corp

Technology
Q2 2022 Filed on Aug 05, 2022
22
$154.3 - $216.46 $3.39K - $4.76K
FRPT
Freshpet, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 05, 2022
30
$51.89 - $113.93 $1.56K - $3.42K
MGNX
Macrogenics Inc

Healthcare
Q2 2022 Filed on Aug 05, 2022
192
$2.25 - $9.99 $432 - $1.92K
BG
Bungeltd

Consumer Defensive
Q2 2022 Filed on Aug 05, 2022
16
$87.39 - $126.76 $1.4K - $2.03K
FIZZ
National Beverage Corp

Consumer Defensive
Q2 2022 Filed on Aug 05, 2022
61
$43.51 - $50.94 $2.65K - $3.11K
OMI
Owens & Minor Inc

Healthcare
Q2 2022 Filed on Aug 05, 2022
79
$29.71 - $43.76 $2.35K - $3.46K
NGG
National Grid PLC

Utilities
Q2 2022 Filed on Aug 05, 2022
248
$63.23 - $80.01 $15.7K - $19.8K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q2 2022 Filed on Aug 05, 2022
189
$47.98 - $60.79 $9.07K - $11.5K
THC
Tenet Healthcare Corp

Healthcare
Q2 2022 Filed on Aug 05, 2022
44
$52.15 - $89.01 $2.29K - $3.92K
MIDD
Middleby Corp

Industrials
Q2 2022 Filed on Aug 05, 2022
11
$124.03 - $162.91 $1.36K - $1.79K
ENB
Enbridge Inc

Energy
Q2 2022 Filed on Aug 05, 2022
522
$40.49 - $47.53 $21.1K - $24.8K
KMX
Carmax Inc

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
43
$85.76 - $103.17 $3.69K - $4.44K
IAC
Iac/Inter Active Corp

Communication Services
Q2 2022 Filed on Aug 05, 2022
17
$72.63 - $105.48 $1.23K - $1.79K
TRU
Trans Union

Industrials
Q2 2022 Filed on Aug 05, 2022
22
$76.3 - $100.62 $1.68K - $2.21K
POOL
Pool Corp

Industrials
Q2 2022 Filed on Aug 05, 2022
1,466
$332.18 - $433.54 $487K - $636K
KRNT
Kornit Digital Ltd.

Industrials
Q2 2022 Filed on Aug 05, 2022
48
$31.7 - $86.67 $1.52K - $4.16K
SUM
Summit Materials, Inc.

Basic Materials
Q2 2022 Filed on Aug 05, 2022
40
$22.61 - $30.81 $904 - $1.23K
D
Dominion Energy, Inc

Utilities
Q2 2022 Filed on Aug 05, 2022
196
$73.41 - $88.38 $14.4K - $17.3K
SEM
Select Medical Holdings Corp

Healthcare
Q2 2022 Filed on Aug 05, 2022
111
$21.66 - $25.8 $2.4K - $2.86K
ROP
Roper Technologies Inc

Industrials
Q2 2022 Filed on Aug 05, 2022
7
$372.29 - $485.27 $2.61K - $3.4K
WK
Workiva Inc

Technology
Q2 2022 Filed on Aug 05, 2022
40
$62.01 - $122.35 $2.48K - $4.89K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
501
$33.35 - $42.17 $16.7K - $21.1K
LBRDA
Liberty Broadband Corp

Communication Services
Q2 2022 Filed on Aug 05, 2022
10
$100.93 - $135.03 $1.01K - $1.35K
FWONK
Liberty Media Corp

Communication Services
Q2 2022 Filed on Aug 05, 2022
38
$55.59 - $70.08 $2.11K - $2.66K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
Q2 2022 Filed on Aug 05, 2022
225
$27.0 - $32.96 $6.08K - $7.42K
KB
Kb Financial Group Inc.

Financial Services
Q2 2022 Filed on Aug 05, 2022
156
$37.1 - $50.16 $5.79K - $7.82K
MKL
Markel Corp

Financial Services
Q2 2022 Filed on Aug 05, 2022
13
$1261.21 - $1497.39 $16.4K - $19.5K
FIVE
Five Below, Inc

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
33
$113.43 - $183.96 $3.74K - $6.07K
BCE
Bce Inc

Communication Services
Q2 2022 Filed on Aug 05, 2022
420
$47.52 - $59.02 $20K - $24.8K
FRC
First Republic Bank

Financial Services
Q2 2022 Filed on Aug 05, 2022
7
$134.3 - $165.8 $940 - $1.16K
ITW
Illinois Tool Works Inc

Industrials
Q2 2022 Filed on Aug 05, 2022
51
$178.25 - $213.01 $9.09K - $10.9K
SBAC
Sba Communications Corp

Real Estate
Q2 2022 Filed on Aug 05, 2022
14
$290.87 - $372.72 $4.07K - $5.22K
SMPL
Simply Good Foods CO

Consumer Defensive
Q2 2022 Filed on Aug 05, 2022
86
$36.25 - $44.57 $3.12K - $3.83K
INFY
Infosys LTD

Technology
Q2 2022 Filed on Aug 05, 2022
183
$17.67 - $24.74 $3.23K - $4.53K
BKI
Black Knight, Inc.

Technology
Q2 2022 Filed on Aug 05, 2022
46
$57.78 - $72.84 $2.66K - $3.35K
KIDS
Orthopediatrics Corp

Healthcare
Q2 2022 Filed on Aug 05, 2022
33
$38.5 - $56.03 $1.27K - $1.85K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2022 Filed on Aug 05, 2022
586
$40.72 - $45.21 $23.9K - $26.5K
CGNX
Cognex Corp

Technology
Q2 2022 Filed on Aug 05, 2022
36
$42.25 - $78.81 $1.52K - $2.84K
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