Bellwether Advisors, LLC Closed Holding Positions

Bellwether Advisors, LLC

  • $556 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SOXL
Direxion Daily Semiconductor B

ETFs
Q4 2021 Filed on Jan 28, 2022
7
$37.02 - $72.99 $259 - $511
UNFI
United Natural Foods Inc

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
39
$41.79 - $55.61 $1.63K - $2.17K
Put (Gme) Gamestop Corp 01/21/2022 @ $100
Q4 2021 Filed on Jan 28, 2022
2
N/A
NVAX
Novavax Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
2
$134.56 - $217.97 $269 - $436
COTY
Coty Inc.

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
148
$7.47 - $10.96 $1.11K - $1.62K
ADSK
Autodesk, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
15
$249.68 - $333.64 $3.75K - $5K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
19,947
$66.48 - $119.45 $1.33M - $2.38M
STAA
Staar Surgical CO

Healthcare
Q4 2021 Filed on Jan 28, 2022
3,852
$88.02 - $127.79 $339K - $492K
BETZ
Listed Fds Trroundhill Sports
Q4 2021 Filed on Jan 28, 2022
1
N/A
VCEL
Vericel Corp

Healthcare
Q4 2021 Filed on Jan 28, 2022
11,498
$35.2 - $52.6 $405K - $605K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2021 Filed on Jan 28, 2022
21,412
$20.73 - $24.69 $444K - $529K
EPC
Edgewell Personal Care CO

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
28,213
$34.24 - $45.84 $966K - $1.29M
SGRY
Surgery Partners, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
25
$37.9 - $54.36 $948 - $1.36K
DSP
Viant Technology Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
584
$8.22 - $13.71 $4.8K - $8.01K
PRTA
Prothena Corp Public LTD CO

Healthcare
Q4 2021 Filed on Jan 28, 2022
17,846
$42.11 - $73.26 $751K - $1.31M
CLDX
Celldex Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
11,623
$35.68 - $56.27 $415K - $654K
PTGX
Protagonist Therapeutics, Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
13,630
$17.63 - $37.1 $240K - $506K
CRTX
Cortexyme, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
6,934
$11.35 - $97.17 $78.7K - $674K
CERE
Cerevel Therapeutics Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
17,197
$29.21 - $44.64 $502K - $768K
CIR
Circor International Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
1,000
$25.11 - $35.51 $25.1K - $35.5K
APTV
Aptiv PLC

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
27
$152.7 - $178.12 $4.12K - $4.81K
SAVA
Cassava Sciences Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
27,769
$36.77 - $90.91 $1.02M - $2.52M
IFF
International Flavors & Fragrances Inc

Basic Materials
Q4 2021 Filed on Jan 28, 2022
3,494
$135.47 - $153.12 $473K - $535K
RUBY
Rubius Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
29,383
$9.68 - $17.74 $284K - $521K
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
1
$146.1 - $178.12 $146 - $178
ORGO
Organogenesis Holdings Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
97
$9.02 - $13.5 $875 - $1.31K
LPX
Louisiana Pacific Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
3,576
$51.31 - $65.34 $183K - $234K
OLN
Olin Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
12,520
$40.91 - $51.99 $512K - $651K
ORI
Old Republic International Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
918
$22.52 - $26.45 $20.7K - $24.3K
AA
Alcoa Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
11,140
$31.62 - $51.68 $352K - $576K
Slack Technologies Inc Com Cl A
Q3 2021 Filed on Nov 12, 2021
10
N/A
IGMS
Igm Biosciences, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
66
$65.76 - $90.65 $4.34K - $5.98K
NLSN
Nielsen Holdings PLC

Industrials
Q3 2021 Filed on Nov 12, 2021
633
$19.19 - $24.91 $12.1K - $15.8K
DNLI
Denali Therapeutics Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
86
$48.48 - $78.23 $4.17K - $6.73K
Gamestop Corp
Q3 2021 Filed on Nov 12, 2021
2
N/A
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
41
$89.42 - $103.33 $3.67K - $4.24K
CORT
Corcept Therapeutics Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
208
$19.68 - $22.53 $4.09K - $4.69K
AMRS
Amyris, Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
12,822
$12.13 - $16.99 $156K - $218K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
6,074
$26.87 - $31.28 $163K - $190K
Navistar Intl Corp New Com
Q3 2021 Filed on Nov 12, 2021
10
N/A
ALLY
Ally Financial Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
116
$47.98 - $54.49 $5.57K - $6.32K
BJK
Vaneck ETF Tr Vaneck Gaming Et

ETFs
Q3 2021 Filed on Nov 12, 2021
462
$46.75 - $53.4 $21.6K - $24.7K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q3 2021 Filed on Nov 12, 2021
95
$60.18 - $64.39 $5.72K - $6.12K
VKQ
Invesco Municipal Trust

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,900
$13.4 - $14.12 $25.5K - $26.8K
TROX
Tronox Holdings PLC

Basic Materials
Q3 2021 Filed on Nov 12, 2021
10,455
$17.39 - $25.08 $182K - $262K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q3 2021 Filed on Nov 12, 2021
133
$42.3 - $44.68 $5.63K - $5.94K
CSWI
Csw Industrials, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
10
$112.02 - $137.04 $1.12K - $1.37K
WDC
Western Digital Corp

Technology
Q3 2021 Filed on Nov 12, 2021
22,706
$55.47 - $70.89 $1.26M - $1.61M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,294
$14.68 - $15.16 $19K - $19.6K
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