Bellwether Advisors, LLC Purchases in Q2 2024

Bellwether Advisors, LLC

  • $457 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
310K
New
$42.46 - $45.89 $13.2M - $14.2M
310K $13.6M
XLK
Technology Sector Spdr

ETFs
28.5K
+ 9.79%
$192.53 - $231.41 $5.48M - $6.59M
319K $72.3M
MSFT
Microsoft Corp

Technology
20.5K
+ 169.16%
$389.33 - $452.85 $7.96M - $9.26M
32.5K $14.5M
GLD
Spdr Gold Trust

ETFs
35.3K
New
$207.82 - $224.56 $7.34M - $7.93M
35.3K $7.6M
XLI
Industrial Sector Spdr

ETFs
62.9K
+ 66.14%
$120.47 - $125.94 $7.58M - $7.92M
158K $19.3M
IWS
Ishares Russell Midcap Value E

ETFs
44.2K
New
$117.31 - $125.13 $5.18M - $5.53M
44.2K $5.33M
AVGO
Broadcom Inc.

Technology
2.27K
+ 39.24%
$1204.71 - $1828.87 $2.74M - $4.16M
8.07K $13M
AAPL
Apple Inc.

Technology
19.4K
+ 387.27%
$165.0 - $216.67 $3.19M - $4.19M
24.3K $5.13M
ORCL
Oracle Corp

Technology
14.5K
+ 21.31%
$113.75 - $144.64 $1.65M - $2.1M
82.5K $11.6M
CDNS
Cadence Design Systems Inc

Technology
10K
New
$274.55 - $326.5 $2.76M - $3.28M
10K $3.09M
ON
On Semiconductor Corp

Technology
48.4K
+ 54.29%
$60.65 - $76.29 $2.94M - $3.7M
138K $9.44M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
38.9K
New
$70.34 - $76.15 $2.74M - $2.96M
38.9K $2.84M
ODFL
Old Dominion Freight Line, Inc.

Industrials
16K
New
$168.53 - $224.69 $2.69M - $3.59M
16K $2.82M
UAL
United Airlines Holdings, Inc.

Industrials
52.5K
New
$41.04 - $55.09 $2.15M - $2.89M
52.5K $2.55M
TDG
Trans Digm Group Inc

Industrials
1.91K
New
$1187.7 - $1362.3 $2.26M - $2.6M
1.91K $2.44M
GWW
W.W. Grainger, Inc.

Industrials
2.4K
New
$879.03 - $1014.83 $2.11M - $2.43M
2.4K $2.16M
ROST
Ross Stores, Inc.

Consumer Cyclical
14.2K
New
$127.68 - $150.38 $1.81M - $2.13M
14.2K $2.06M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.88K
New
$956.61 - $1140.21 $1.8M - $2.14M
1.88K $1.98M
ROK
Rockwell Automation, Inc

Industrials
5.2K
New
$254.39 - $288.52 $1.32M - $1.5M
5.2K $1.43M
FAST
Fastenal CO

Industrials
22.8K
New
$62.84 - $76.63 $1.43M - $1.75M
22.8K $1.43M
WSO
Watsco Inc

Industrials
2.79K
New
$396.92 - $491.01 $1.11M - $1.37M
2.79K $1.29M
PJUN
Innovator U.S. Equity Power Bu

ETFs
19.6K
+ 18.11%
$34.41 - $35.64 $676K - $700K
128K $4.56M
WMT
Walmart Inc.

Consumer Defensive
11.6K
New
$58.85 - $68.9 $680K - $797K
11.6K $782K
NVDA
Nvidia Corp

Technology
24.9K
+ 792.41%
$118.11 - $1224.4 $2.95M - $30.5M
28.1K $3.47M
HUM
Humana Inc

Healthcare
1.09K
+ 19.33%
$302.09 - $373.65 $329K - $407K
6.72K $2.51M
T
At&T Inc.

Communication Services
26.7K
New
$16.09 - $19.11 $430K - $510K
26.7K $510K
PJAN
Innovator U.S. Equity Power Bu

ETFs
234
+ 0.08%
$38.2 - $40.26 $8.94K - $9.42K
278K $11.2M
PAPR
Innovator U.S. Equity Power Bu

ETFs
95
+ 0.04%
$32.62 - $34.69 $3.1K - $3.3K
216K $7.49M
LMT
Lockheed Martin Corp

Industrials
497
New
$447.57 - $471.51 $222K - $234K
497 $232K
IVE
Ishares S&P 500 Value ETF

ETFs
1.25K
New
$176.58 - $186.7 $221K - $234K
1.25K $227K
GOOG
Alphabet Inc.

Communication Services
1.19K
New
$151.94 - $186.86 $180K - $221K
1.19K $217K
AOR
Ishares Tr Core Growth Allocat

ETFs
3.67K
New
$53.33 - $56.61 $196K - $208K
3.67K $206K
CNC
Centene Corp

Healthcare
7.67K
+ 29.81%
$66.3 - $78.43 $508K - $601K
33.4K $2.21M
IVW
Ishares S&P 500 Growth ETF

ETFs
611
+ 3.73%
$79.31 - $93.31 $48.5K - $57K
17K $1.57M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
152
+ 0.82%
$173.58 - $198.8 $26.4K - $30.2K
18.7K $3.65M
AMZN
Amazon Com Inc

Consumer Cyclical
594
+ 21.15%
$173.67 - $197.85 $103K - $118K
3.4K $657K
IDU
Ishares Tr U S Utils ETF

ETFs
249
+ 0.71%
$80.91 - $92.63 $20.1K - $23.1K
35.3K $3.11M
IYE
Ishares Tr

ETFs
5.34K
+ 4.97%
$46.21 - $51.17 $247K - $273K
113K $5.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
121
+ 12.9%
$495.16 - $548.49 $59.9K - $66.4K
1.06K $576K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
540
+ 0.53%
$79.92 - $84.63 $43.2K - $45.7K
103K $8.65M
ACWI
Ishares Msci Acwi ETF

ETFs
305
+ 6.53%
$104.54 - $112.83 $31.9K - $34.4K
4.98K $559K
COP
Conocophillips

Energy
539
+ 32.85%
$109.39 - $133.52 $59K - $72K
2.18K $249K
ITOT
Ishares Core S&P Total U.S. St

ETFs
186
+ 9.14%
$108.78 - $119.23 $20.2K - $22.2K
2.22K $263K
EEMV
Ishares Msci Emerging Markets

ETFs
357
+ 2.56%
$55.16 - $58.09 $19.7K - $20.7K
14.3K $817K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
286
+ 4.79%
$100.94 - $106.2 $28.9K - $30.4K
6.26K $654K
LRGF
Ishares Tr

ETFs
117
+ 1.2%
$50.75 - $56.08 $5.94K - $6.56K
9.89K $550K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
295
+ 2.15%
$50.82 - $51.15 $15K - $15.1K
14K $714K
V
Visa Inc.

Financial Services
97
+ 11.36%
$262.47 - $281.5 $25.5K - $27.3K
951 $249K
UNP
Union Pacific Corp

Industrials
142
+ 11.92%
$221.38 - $247.4 $31.4K - $35.1K
1.33K $301K
Activity Summary
Buys All Purchases 59 New Holdings 22 Increased Positions 37 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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