Bellwether Advisors, LLC Reduced Holdings in Q2 2024

Bellwether Advisors, LLC

  • $457 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IYH
Ishares Tr

ETFs
-190K
- 33.5%
$58.05 - $61.75 $11M - $11.7M
376K $23.1M
IYK
Ishares U.S. Consumer Staples

ETFs
-60.6K
- 32.64%
$64.04 - $68.25 $3.88M - $4.14M
125K $8.23M
MCK
Mckesson Corp

Healthcare
-8.22K
- 65.13%
$518.81 - $607.81 $4.27M - $5M
4.4K $2.57M
CAH
Cardinal Health Inc

Healthcare
-31.4K
- 56.09%
$94.75 - $112.06 $2.97M - $3.52M
24.6K $2.42M
HD
Home Depot, Inc.

Consumer Cyclical
-7.06K
- 86.35%
$325.1 - $368.03 $2.29M - $2.6M
1.12K $383K
XLC
Select Sector Spdr Tr Communic

ETFs
-37.7K
- 20.03%
$77.86 - $86.45 $2.94M - $3.26M
151K $12.9M
UNH
Unitedhealth Group Inc

Healthcare
-4.94K
- 60.95%
$439.2 - $524.63 $2.17M - $2.59M
3.17K $1.61M
XLY
Select Sector Spdr Consumer Di

ETFs
-10.7K
- 8.83%
$169.76 - $184.45 $1.82M - $1.98M
111K $20.2M
WST
West Pharmaceutical Services Inc

Healthcare
-3.73K
- 62.23%
$314.68 - $395.94 $1.17M - $1.48M
2.27K $746K
CTAS
Cintas Corp

Industrials
-2.08K
- 43.35%
$658.34 - $714.93 $1.37M - $1.48M
2.71K $1.9M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-11.8K
- 33.88%
$37.29 - $38.87 $441K - $460K
23.1K $896K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.63K
- 8.2%
$95.11 - $97.92 $155K - $160K
18.2K $1.77M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
-26.3K
- 16.3%
$4.96 - $5.34 $130K - $140K
135K $694K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.01K
- 5.98%
$49.21 - $50.7 $99.1K - $102K
31.6K $1.59M
POCT
Innovator U.S. Equity Power Bu

ETFs
-3.33K
- 13.82%
$37.05 - $38.29 $123K - $127K
20.8K $794K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.01K
- 5.51%
$67.82 - $72.36 $68.3K - $72.9K
17.3K $1.2M
SHW
Sherwin Williams CO

Basic Materials
-1
- 0.05%
$291.95 - $338.16 $292 - $338
1.85K $551K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-196
- 21.97%
$455.1 - $504.28 $89.2K - $98.8K
696 $348K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-91
- 3.06%
$77.8 - $104.98 $7.08K - $9.55K
2.88K $242K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-834
- 8.27%
$44.3 - $45.58 $36.9K - $38K
9.25K $418K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.26K
- 4.2%
$34.4 - $36.54 $112K - $119K
74.5K $2.72M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.97K
- 8.53%
$32.47 - $34.15 $63.8K - $67.1K
21.1K $718K
IXUS
Ishares Tr

ETFs
-232
- 0.6%
$65.1 - $70.07 $15.1K - $16.3K
38.6K $2.61M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-240
- 5.27%
$76.09 - $82.16 $18.3K - $19.7K
4.32K $338K
USRT
Ishares Core U.S. Reit ETF

ETFs
-51
- 0.09%
$49.35 - $53.7 $2.52K - $2.74K
57.1K $3.06M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-541
- 3.53%
$22.12 - $22.75 $12K - $12.3K
14.8K $333K
IBB
Ishares Biotechnology ETF

ETFs
-100
- 0.82%
$124.64 - $139.96 $12.5K - $14K
12.2K $1.67M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-526
- 8.91%
$38.5 - $41.59 $20.3K - $21.9K
5.38K $223K
Innovator Etfs Trust
-108
- 0.48%
N/A
22.4K $0
PDEC
Innovator U.S. Equity Power Bu
-152
- 0.23%
N/A
65.9K $0
PSEP
Innovator U.S. Equity Power Bu
-3.38K
- 2.54%
N/A
130K $0
FSK
Fs Kkr Capital Corp

Financial Services
-575
- 1.79%
$18.82 - $20.71 $10.8K - $11.9K
31.5K $622K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.02K
- 1.15%
$35.78 - $37.99 $36.5K - $38.7K
87.5K $3.32M
GOOGL
Alphabet Inc.

Communication Services
-25
- 0.95%
$150.53 - $185.41 $3.76K - $4.64K
2.62K $476K
IXN
Ishares Global Information Tec

ETFs
-98
- 0.15%
$68.72 - $84.8 $6.73K - $8.31K
65.4K $5.41M
IVV
Ishares Core S&P 500 ETF

ETFs
-78
- 0.13%
$497.53 - $549.64 $38.8K - $42.9K
60K $32.8M
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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