Fund HoldingsBellwether Advisors, LLC

Total Portfolio Value
$559.23M
Total Bought
$134.05M
Total Sold
$100.05M
Net Transaction
+$34.00M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0467,598+467,5980108,72619.44%+108,726
SELECT SECTOR SPDR TR
ST STR FINL ETF
687,9071,201,148+513,24131,17658,05110.38%+26,876
NVIDIA CORPORATION(NVDA)098,294+98,294013,2002.36%+13,200
MICROCHIP TECHNOLOGY INC.(MCHP)0153,032+153,03208,7761.57%+8,776
BROADCOM INC(AVGO)89,86599,736+9,87115,50223,1234.13%+7,621
MARVELL TECHNOLOGY INC(MRVL)039,414+39,41404,3530.78%+4,353
GALLAGHER ARTHUR J & CO(AJG)07,895+7,89502,2410.40%+2,241
MICROSOFT CORP(MSFT)41,37347,352+5,97917,80319,9593.57%+2,156
COPART INC(CPRT)034,889+34,88902,0020.36%+2,002
MOODYS CORP(MCO)6,37410,222+3,8483,0254,8390.87%+1,814
COINBASE GLOBAL INC(COIN)07,178+7,17801,7820.32%+1,782
HORMEL FOODS CORP(HRL)11,07667,416+56,3403512,1150.38%+1,764
DOLLAR GEN CORP NEW(DG)012,773+12,77309680.17%+968
INNOVATOR ETFS TRUST
US EQTY PWR BUF
040,895+40,89501,5710.28%+1,571
ISHARES TR180,603208,992+28,38912,74513,7082.45%+963
MSCI INC(MSCI)11,05012,234+1,1846,4427,3411.31%+899
D R HORTON INC(DHI)06,408+6,40808960.16%+896
LAUDER ESTEE COS INC(EL)8,36722,695+14,3288341,7020.30%+868
ELECTRONIC ARTS INC(EA)05,524+5,52408080.14%+808
AUTOZONE INC(AZO)0250+25008010.14%+801
INNOVATOR ETFS TRUST
US EQTY PWR BUF
096,504+96,50403,6550.65%+3,655
AMERIPRISE FINL INC(AMP)14,63914,212-4276,8787,5671.35%+689
ISHARES TR60,01659,764-25234,61835,1826.29%+563
INNOVATOR ETFS TRUST
US EQTY PWR BUF
032,808+32,80801,2980.23%+1,298
SELECT SECTOR SPDR TR
ST STR DISCR ETF
122,256111,494-10,76224,49625,0144.47%+517
ALPHABET INC(GOOG)11,43912,517+1,0781,8972,3690.42%+472
ISHARES BITCOIN TRUST ETF(IBIT)26,27026,27009491,3940.25%+444
GRAYSCALE BITCOIN TRUST ETF(GBTC)018,051+18,05101,3360.24%+1,336
CONSOLIDATED EDISON INC(ED)04,375+4,37503900.07%+390
APPLE INC(AAPL)09,281+9,28102,3240.42%+2,324
SCHWAB CHARLES CORP(SCHW)04,770+4,77003530.06%+353
INNOVATOR ETFS TRUST
US EQTY BUF OCT
08,147+8,14703520.06%+352
INNOVATOR ETFS TRUST
US EQTY PWR BUF
274,847276,293+1,44611,35711,6732.09%+317
COSTAR GROUP INC(CSGP)7,34511,979+4,6345548580.15%+303
SPDR SER TR
ST STR SP400GRW
03,436+3,43602990.05%+299
PINTEREST INC(PINS)18,67229,452+10,7806048540.15%+250
UNITED AIRLS HLDGS INC(UAL)02,564+2,56402490.04%+249
BLACKROCK INC(BLK)0216+21602210.04%+221
NEWS CORP NEW(NWS)40,95944,457+3,4981,1451,3530.24%+208
SCHWAB STRATEGIC TR07,341+7,34102050.04%+205
COSTCO WHSL CORP NEW(COST)0219+21902010.04%+201
INNOVATOR ETFS TRUST
PREM INCM 30 BAR
08,000+8,00001970.04%+197
PEPSICO INC(PEP)01,295+1,29501970.04%+197
BLACKSTONE INC(BX)01,137+1,13701960.04%+196
SOUTHWEST AIRLS CO(LUV)05,818+5,81801960.03%+196
STRYKER CORPORATION(SYK)0538+53801940.03%+194
LAMB WESTON HLDGS INC(LW)02,881+2,88101930.03%+193
ISHARES TR01,532+1,53201910.03%+191
AAON INC01,580+1,58001860.03%+186
TESLA INC(TSLA)0457+45701850.03%+185
SPDR SER TR
ST INTER BD ETF
05,535+5,53501810.03%+181
ISHARES TR03,441+3,44101770.03%+177
GRAYSCALE BITCOIN MINI TR ET(BTC)04,119+4,11901720.03%+172
ISHARES TR01,260+1,26001710.03%+171
INNOVATOR ETFS TRUST
EQUITY DEF PRO 2
06,538+6,53801630.03%+163
ISHARES TR01,512+1,51201620.03%+162
SPDR SER TR
ST STR R1K LOWV
01,280+1,28001610.03%+161
ROCKWELL AUTOMATION INC(ROK)0553+55301580.03%+158
MCDONALDS CORP(MCD)0542+54201570.03%+157
OLD DOMINION FREIGHT LINE IN(ODFL)0872+87201540.03%+154
ISHARES U S ETF TR
SHOR DURA BD ETF
03,036+3,03601530.03%+153
COCA COLA CO(KO)02,409+2,40901500.03%+150
HONEYWELL INTL INC(HON)0661+66101490.03%+149
PROCTER AND GAMBLE CO(PG)0857+85701440.03%+144
WATSCO INC(WSO)0300+30001420.03%+142
MCCORMICK & CO INC(MKC)18,91922,247+3,3281,5571,6960.30%+139
INNOVATOR ETFS TRUST
US EQT PWR BUF
214,822214,106-7167,7217,8591.41%+138
DANAHER CORPORATION(DHR)0589+58901350.02%+135
INNOVATOR ETFS TRUST
US EQTY PWR BF
208,321208,319-27,8878,0201.43%+133
ISHARES TR
ESG AW MSCI EAFE
01,717+1,71701310.02%+131
INNOVATOR ETFS TRUST
US EQTY BUFR JUN
03,076+3,07601280.02%+128
INNOVATOR ETFS TRUST
US SML CP PWR B
04,110+4,11001260.02%+126
INNOVATOR ETFS TRUST
US EQUT BUFR AUG
02,847+2,84701240.02%+124
EATON CORP PLC(ETN)0371+37101230.02%+123
WILLIAMS COS INC(WMB)02,132+2,13201150.02%+115
PAYPAL HLDGS INC(PYPL)01,349+1,34901150.02%+115
ISHARES TR01,223+1,22301140.02%+114
AMAZON COM INC(AMZN)3,6473,613-346807930.14%+113
INNOVATOR ETFS TRUST
NASDAQ 100
03,833+3,83301120.02%+112
ISHARES TR17,42017,507+871,6671,7770.32%+110
INNOVATOR ETFS TRUST
LADDERED ALC BFR
03,396+3,39601100.02%+110
SPDR SER TR
ST STR DOW REIT
01,109+1,10901100.02%+110
UNITED PARCEL SERVICE INC(UPS)0850+85001070.02%+107
INNOVATOR ETFS TRUST
US EQTY BUF NOV
02,714+2,71401070.02%+107
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
8,39610,596+2,2003704760.09%+105
MERCK & CO INC(MRK)01,058+1,05801050.02%+105
INNOVATOR ETFS TRUST
US SML CP PWR ET
03,216+3,21601050.02%+105
ISHARES TR01,329+1,32901050.02%+105
EXXON MOBIL CORP0969+96901040.02%+104
SCHWAB STRATEGIC TR03,720+3,72001020.02%+102
BANK AMERICA CORP02,296+2,29601010.02%+101
MCKESSON CORP(MCK)0177+17701010.02%+101
INNOVATOR ETFS TRUST
PREM INCM 20 BAR
04,072+4,07201000.02%+100
INNOVATOR ETFS TRUST
EQUI DEFI 1 NOVE
04,000+4,00001000.02%+100
VANGUARD INDEX FDS0342+3420990.02%+99
ISHARES TR064,828+64,82805,4940.98%+5,494
SCHWAB STRATEGIC TR03,676+3,6760980.02%+98
JOHNSON & JOHNSON(JNJ)0673+6730970.02%+97
CORTEVA INC(CTVA)01,696+1,6960970.02%+97
MASTERCARD INCORPORATED(MA)0181+1810950.02%+95
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