$227 Million is the total value of Bellwether Advisors, LLC's 345 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES CORE S&P 500 ETFetf | $32,306,000 | – | 86,060 | +100.0% | 14.22% | – |
| USMV | New | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $11,240,000 | – | 165,590 | +100.0% | 4.95% | – |
| AGG | New | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $8,511,000 | – | 72,012 | +100.0% | 3.75% | – |
| USIG | New | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $8,184,000 | – | 132,077 | +100.0% | 3.60% | – |
| MTUM | New | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $7,863,000 | – | 48,752 | +100.0% | 3.46% | – |
| XLK | New | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $7,152,000 | – | 55,007 | +100.0% | 3.15% | – |
| EFAV | New | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $6,928,000 | – | 94,382 | +100.0% | 3.05% | – |
| IXUS | New | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $6,817,000 | – | 101,459 | +100.0% | 3.00% | – |
| IJH | New | ISHARES S&P MIDCAP FUNDetf | $6,559,000 | – | 28,541 | +100.0% | 2.89% | – |
| IJR | New | ISHARES S&P SMALL-CAP FUNDetf | $6,521,000 | – | 70,960 | +100.0% | 2.87% | – |
| ISTB | New | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $6,387,000 | – | 123,694 | +100.0% | 2.81% | – |
| IXN | New | ISHARES GLOBAL TECH ETFetf | $4,899,000 | – | 16,328 | +100.0% | 2.16% | – |
| URI | New | UNITED RENTALS INC COMstock | $4,739,000 | – | 20,435 | +100.0% | 2.09% | – |
| PSEP | New | INNOVATOR S&P 500 POWER BUFFER ETF - SEPTEMBERetf | $3,811,000 | – | 136,516 | +100.0% | 1.68% | – |
| XLF | New | FINANCIAL SELECT SECTOR SPDR FUNDetf | $3,645,000 | – | 123,661 | +100.0% | 1.60% | – |
| PJUL | New | INNOVATOR S&P 500 POWER BUFFER ETF - JULYetf | $3,547,000 | – | 123,357 | +100.0% | 1.56% | – |
| CERN | New | CERNER CORP COMstock | $3,377,000 | – | 43,039 | +100.0% | 1.49% | – |
| ABT | New | ABBOTT LABS COMstock | $3,286,000 | – | 30,017 | +100.0% | 1.45% | – |
| EEMV | New | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $3,277,000 | – | 53,653 | +100.0% | 1.44% | – |
| ABBV | New | ABBVIE INC COMstock | $3,214,000 | – | 30,000 | +100.0% | 1.42% | – |
| XLY | New | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $2,943,000 | – | 18,310 | +100.0% | 1.30% | – |
| IBB | New | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $2,910,000 | – | 19,212 | +100.0% | 1.28% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO COMstock | $2,797,000 | – | 45,104 | +100.0% | 1.23% | – |
| AXP | New | AMERICAN EXPRESS CO COMstock | $2,791,000 | – | 23,088 | +100.0% | 1.23% | – |
| PJAN | New | INNOVATOR S&P 500 POWER BUFFER ETF - JANUARYetf | $2,700,000 | – | 88,296 | +100.0% | 1.19% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $2,567,000 | – | 11,073 | +100.0% | 1.13% | – |
| XLI | New | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $2,534,000 | – | 28,625 | +100.0% | 1.12% | – |
| IUSB | New | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $2,509,000 | – | 45,981 | +100.0% | 1.10% | – |
| LQD | New | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $2,245,000 | – | 16,259 | +100.0% | 0.99% | – |
| GOVT | New | ISHARES U.S. TREASURY BOND ETFetf | $2,159,000 | – | 79,268 | +100.0% | 0.95% | – |
| FLOT | New | ISHARES FLOATING RATE BOND ETFetf | $2,121,000 | – | 41,827 | +100.0% | 0.93% | – |
| PJUN | New | INNOVATOR S&P 500 POWER BUFFER ETF - JUNEetf | $1,898,000 | – | 63,130 | +100.0% | 0.84% | – |
| MUB | New | ISHARES NATIONAL MUNI BOND ETFetf | $1,856,000 | – | 15,844 | +100.0% | 0.82% | – |
| PAPR | New | INNOVATOR S&P 500 POWER BUFFER ETF - APRILetf | $1,840,000 | – | 67,462 | +100.0% | 0.81% | – |
| PDEC | New | INNOVATOR S&P 500 POWER BUFFER ETF - DECEMBERetf | $1,696,000 | – | 58,503 | +100.0% | 0.75% | – |
| IEMG | New | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $1,509,000 | – | 24,326 | +100.0% | 0.66% | – |
| CRWD | New | CROWDSTRIKE HLDGS INC CL Astock | $1,501,000 | – | 7,089 | +100.0% | 0.66% | – |
| PNOV | New | INNOVATOR S&P 500 POWER BUFFER ETF - NOVEMBERetf | $1,471,000 | – | 50,838 | +100.0% | 0.65% | – |
| PFEB | New | INNOVATOR S&P 500 POWER BUFFER ETF - FEBRUARYetf | $1,385,000 | – | 52,857 | +100.0% | 0.61% | – |
| ACWV | New | ISHARES MSCI GLOBAL MIN VOL FACTOR ETFetf | $1,299,000 | – | 13,407 | +100.0% | 0.57% | – |
| IVW | New | ISHARES S&P 500 GROWTH ETFetf | $1,204,000 | – | 18,880 | +100.0% | 0.53% | – |
| IGIB | New | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $1,141,000 | – | 18,479 | +100.0% | 0.50% | – |
| SIVB | New | SVB FINANCIAL GROUP COMstock | $1,058,000 | – | 2,728 | +100.0% | 0.47% | – |
| SPY | New | SPDR S&P 500 ETFetf | $1,016,000 | – | 2,720 | +100.0% | 0.45% | – |
| PTON | New | PELOTON INTERACTIVE INC CL A COMstock | $974,000 | – | 6,425 | +100.0% | 0.43% | – |
| IGSB | New | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $970,000 | – | 17,596 | +100.0% | 0.43% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $965,000 | – | 2,861 | +100.0% | 0.42% | – |
| ACWI | New | ISHARES MSCI ACWI INDEX FUNDetf | $961,000 | – | 10,603 | +100.0% | 0.42% | – |
| ITOT | New | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $907,000 | – | 10,530 | +100.0% | 0.40% | – |
| ENPH | New | ENPHASE ENERGY INC COMstock | $810,000 | – | 4,621 | +100.0% | 0.36% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC COMstock | $794,000 | – | 2,491 | +100.0% | 0.35% | – |
| XLB | New | MATERIALS SELECT SECTOR SPDR FUNDetf | $787,000 | – | 10,884 | +100.0% | 0.35% | – |
| IEFA | New | ISHARES CORE MSCI EAFE ETFetf | $755,000 | – | 10,928 | +100.0% | 0.33% | – |
| VV | New | VANGUARD LARGE-CAP INDEX FUNDetf | $730,000 | – | 4,158 | +100.0% | 0.32% | – |
| DBEF | New | X-TRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $703,000 | – | 20,942 | +100.0% | 0.31% | – |
| FSKR | New | FS KKR CAP CORP II COMstock | $694,000 | – | 42,334 | +100.0% | 0.30% | – |
| BDEC | New | INNOVATOR S&P 500 BUFFER ETF - DECEMBERetf | $681,000 | – | 22,335 | +100.0% | 0.30% | – |
| Z | New | ZILLOW GROUP INC CL C CAP STKstock | $670,000 | – | 5,162 | +100.0% | 0.30% | – |
| ZEN | New | ZENDESK INC COMstock | $621,000 | – | 4,346 | +100.0% | 0.27% | – |
| SHYG | New | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $610,000 | – | 13,427 | +100.0% | 0.27% | – |
| MBB | New | ISHARES MBS ETFetf | $601,000 | – | 5,462 | +100.0% | 0.26% | – |
| NXPI | New | NXP SEMICONDUCTORS N V COMstock | $594,000 | – | 3,737 | +100.0% | 0.26% | – |
| VWO | New | VANGUARD FTSE EMERGING MARKETS ETFetf | $585,000 | – | 11,694 | +100.0% | 0.26% | – |
| BSEP | New | INNOVATOR S&P 500 BUFFER ETF - SEPTEMBERetf | $584,000 | – | 20,048 | +100.0% | 0.26% | – |
| TSLA | New | TESLA INC COMstock | $580,000 | – | 823 | +100.0% | 0.26% | – |
| QRVO | New | QORVO INC COMstock | $578,000 | – | 3,479 | +100.0% | 0.25% | – |
| QQQ | New | INVESCO QQQ TRUSTetf | $561,000 | – | 1,790 | +100.0% | 0.25% | – |
| PAUG | New | INNOVATOR S&P 500 POWER BUFFER ETF - AUGUSTetf | $550,000 | – | 19,453 | +100.0% | 0.24% | – |
| HRL | New | HORMEL FOODS CORP COMstock | $508,000 | – | 10,917 | +100.0% | 0.22% | – |
| CVNA | New | CARVANA CO CL Astock | $504,000 | – | 2,106 | +100.0% | 0.22% | – |
| HEFA | New | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $501,000 | – | 16,447 | +100.0% | 0.22% | – |
| LRGF | New | ISHARES MSCI USA MULTIFACTOR ETFetf | $465,000 | – | 12,359 | +100.0% | 0.20% | – |
| IEF | New | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $447,000 | – | 3,734 | +100.0% | 0.20% | – |
| WERN | New | WERNER ENTERPRISES INC COMstock | $447,000 | – | 11,401 | +100.0% | 0.20% | – |
| IVE | New | ISHARES S&P 500 VALUE ETFetf | $445,000 | – | 3,480 | +100.0% | 0.20% | – |
| SHW | New | SHERWIN WILLIAMS CO COMstock | $440,000 | – | 600 | +100.0% | 0.19% | – |
| BLK | New | BLACKROCK INC COMstock | $431,000 | – | 598 | +100.0% | 0.19% | – |
| BFEB | New | INNOVATOR S&P 500 BUFFER ETF - FEBRUARYetf | $393,000 | – | 14,452 | +100.0% | 0.17% | – |
| CPRT | New | COPART INC COMstock | $375,000 | – | 2,950 | +100.0% | 0.16% | – |
| DFS | New | DISCOVER FINL SVCS COMstock | $372,000 | – | 4,114 | +100.0% | 0.16% | – |
| GNRC | New | GENERAC HLDGS INC COMstock | $364,000 | – | 1,602 | +100.0% | 0.16% | – |
| EMB | New | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $363,000 | – | 3,135 | +100.0% | 0.16% | – |
| FBHS | New | FORTUNE BRANDS HOME & SEC INC COMstock | $362,000 | – | 4,225 | +100.0% | 0.16% | – |
| TT | New | TRANE TECHNOLOGIES PLC SHSstock | $360,000 | – | 2,483 | +100.0% | 0.16% | – |
| POCT | New | INNOVATOR S&P 500 POWER BUFFER ETF - OCTOBERetf | $355,000 | – | 12,763 | +100.0% | 0.16% | – |
| CAG | New | CONAGRA BRANDS INC COMstock | $344,000 | – | 9,487 | +100.0% | 0.15% | – |
| KKR | New | KKR & CO INC COMstock | $336,000 | – | 8,302 | +100.0% | 0.15% | – |
| NEAR | New | BLACKROCK SHORT MATURITY BOND ETFetf | $334,000 | – | 6,664 | +100.0% | 0.15% | – |
| TLT | New | ISHARES 20 YEAR TREASURY BOND ETFetf | $321,000 | – | 2,038 | +100.0% | 0.14% | – |
| IJJ | New | ISHARES S&P MID-CAP 400 VALUE ETFetf | $321,000 | – | 3,722 | +100.0% | 0.14% | – |
| BNOV | New | INNOVATOR S&P 500 BUFFER ETF - NOVEMBERetf | $313,000 | – | 10,518 | +100.0% | 0.14% | – |
| BMAR | New | INNOVATOR S&P 500 BUFFER ETF - MARCHetf | $313,000 | – | 10,574 | +100.0% | 0.14% | – |
| AAPL | New | APPLE INC COMstock | $310,000 | – | 2,338 | +100.0% | 0.14% | – |
| MSFT | New | MICROSOFT CORP COMstock | $300,000 | – | 1,350 | +100.0% | 0.13% | – |
| PMAR | New | INNOVATOR S&P 500 POWER BUFFER ETF - MARCHetf | $299,000 | – | 10,520 | +100.0% | 0.13% | – |
| HYG | New | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $284,000 | – | 3,255 | +100.0% | 0.12% | – |
| QUAL | New | ISHARES MSCI USA QUALITY FACTOR ETFetf | $264,000 | – | 2,276 | +100.0% | 0.12% | – |
| ROKU | New | ROKU INC COM CL Astock | $264,000 | – | 798 | +100.0% | 0.12% | – |
| SPAB | New | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $253,000 | – | 8,231 | +100.0% | 0.11% | – |
| UNP | New | UNION PAC CORP COMstock | $248,000 | – | 1,193 | +100.0% | 0.11% | – |
| AMZN | New | AMAZON COM INC COMstock | $244,000 | – | 75 | +100.0% | 0.11% | – |
| LW | New | LAMB WESTON HLDGS INC COMstock | $234,000 | – | 2,977 | +100.0% | 0.10% | – |
| W | New | WAYFAIR INC CL Astock | $230,000 | – | 1,022 | +100.0% | 0.10% | – |
| EFA | New | ISHARES MSCI EAFE ETFetf | $215,000 | – | 2,960 | +100.0% | 0.10% | – |
| SPDW | New | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $203,000 | – | 6,016 | +100.0% | 0.09% | – |
| LMT | New | LOCKHEED MARTIN CORP COMstock | $193,000 | – | 545 | +100.0% | 0.08% | – |
| IYR | New | ISHARES U.S. REAL ESTATE ETFetf | $189,000 | – | 2,209 | +100.0% | 0.08% | – |
| BJUN | New | INNOVATOR S&P 500 BUFFER ETF - JUNEetf | $183,000 | – | 5,888 | +100.0% | 0.08% | – |
| VTI | New | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $175,000 | – | 904 | +100.0% | 0.08% | – |
| GOOGL | New | ALPHABET INC CAP STK CL Astock | $175,000 | – | 100 | +100.0% | 0.08% | – |
| HTA | New | HEALTHCARE TR AMER INC CL A NEWreit | $167,000 | – | 6,074 | +100.0% | 0.07% | – |
| AZN | New | ASTRAZENECA PLC SPONSORED ADRadr | $168,000 | – | 3,380 | +100.0% | 0.07% | – |
| SYK | New | STRYKER CORPORATION COMstock | $156,000 | – | 638 | +100.0% | 0.07% | – |
| PSX | New | PHILLIPS 66 COMstock | $148,000 | – | 2,122 | +100.0% | 0.06% | – |
| PYPL | New | PAYPAL HLDGS INC COMstock | $146,000 | – | 624 | +100.0% | 0.06% | – |
| UPS | New | UNITED PARCEL SERVICE INC CL Bstock | $143,000 | – | 850 | +100.0% | 0.06% | – |
| VOO | New | VANGUARD S&P 500 ETFetf | $143,000 | – | 418 | +100.0% | 0.06% | – |
| EFG | New | ISHARES MSCI EAFE GROWTH ETFetf | $139,000 | – | 1,379 | +100.0% | 0.06% | – |
| COP | New | CONOCOPHILLIPS COMstock | $127,000 | – | 3,183 | +100.0% | 0.06% | – |
| CC | New | CHEMOURS CO COMstock | $125,000 | – | 5,059 | +100.0% | 0.06% | – |
| LOW | New | LOWES COS INC COMstock | $123,000 | – | 770 | +100.0% | 0.05% | – |
| PG | New | PROCTER AND GAMBLE CO COMstock | $116,000 | – | 839 | +100.0% | 0.05% | – |
| SPEU | New | SPDR PORTFOLIO EUROPE ETFetf | $116,000 | – | 3,084 | +100.0% | 0.05% | – |
| USB | New | US BANCORP DEL COM NEWstock | $112,000 | – | 2,420 | +100.0% | 0.05% | – |
| V | New | VISA INC COM CL Astock | $112,000 | – | 515 | +100.0% | 0.05% | – |
| SPEM | New | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $111,000 | – | 2,638 | +100.0% | 0.05% | – |
| SBUX | New | STARBUCKS CORP COMstock | $105,000 | – | 989 | +100.0% | 0.05% | – |
| PMAY | New | INNOVATOR S&P 500 POWER BUFFER ETF - MAYetf | $97,000 | – | 3,455 | +100.0% | 0.04% | – |
| JNJ | New | JOHNSON & JOHNSON COMstock | $97,000 | – | 620 | +100.0% | 0.04% | – |
| IGLB | New | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $95,000 | – | 1,310 | +100.0% | 0.04% | – |
| ALB | New | ALBEMARLE CORP COMstock | $93,000 | – | 632 | +100.0% | 0.04% | – |
| LTHM | New | LIVENT CORP COMstock | $88,000 | – | 4,681 | +100.0% | 0.04% | – |
| SHY | New | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $84,000 | – | 976 | +100.0% | 0.04% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED COMstock | $84,000 | – | 168 | +100.0% | 0.04% | – |
| FCOR | New | FIDELITY CORPORATE BOND ETFetf | $83,000 | – | 1,453 | +100.0% | 0.04% | – |
| DVY | New | ISHARES SELECT DIVIDEND ETFetf | $82,000 | – | 858 | +100.0% | 0.04% | – |
| REGI | New | RENEWABLE ENERGY GROUP INC COM NEWstock | $81,000 | – | 1,152 | +100.0% | 0.04% | – |
| BJAN | New | INNOVATOR S&P 500 BUFFER ETF - JANUARYetf | $77,000 | – | 2,375 | +100.0% | 0.03% | – |
| VZ | New | VERIZON COMMUNICATIONS INC COMstock | $74,000 | – | 1,265 | +100.0% | 0.03% | – |
| GWW | New | GRAINGER W W INC COMstock | $75,000 | – | 185 | +100.0% | 0.03% | – |
| FCX | New | FREEPORT-MCMORAN INC CL Bstock | $72,000 | – | 2,801 | +100.0% | 0.03% | – |
| RWR | New | SPDR DOW JONES REIT ETFetf | $72,000 | – | 841 | +100.0% | 0.03% | – |
| MGK | New | VANGUARD MEGA CAP GROWTH ETFetf | $70,000 | – | 348 | +100.0% | 0.03% | – |
| HON | New | HONEYWELL INTL INC COMstock | $71,000 | – | 335 | +100.0% | 0.03% | – |
| HAS | New | HASBRO INC COMstock | $70,000 | – | 750 | +100.0% | 0.03% | – |
| BND | New | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $71,000 | – | 809 | +100.0% | 0.03% | – |
| SPSM | New | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $71,000 | – | 2,003 | +100.0% | 0.03% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETFetf | $69,000 | – | 166 | +100.0% | 0.03% | – |
| KWR | New | QUAKER CHEM CORP COMstock | $68,000 | – | 270 | +100.0% | 0.03% | – |
| ARNC | New | ARCONIC CORPORATION COMstock | $67,000 | – | 2,279 | +100.0% | 0.03% | – |
| ARKK | New | ARK INNOVATION ETFetf | $64,000 | – | 519 | +100.0% | 0.03% | – |
| T | New | AT&T INC COMstock | $62,000 | – | 2,162 | +100.0% | 0.03% | – |
| EEM | New | ISHARES MSCI EMERGING MARKETS ETFetf | $62,000 | – | 1,200 | +100.0% | 0.03% | – |
| ALL | New | ALLSTATE CORP COMstock | $62,000 | – | 565 | +100.0% | 0.03% | – |
| CMCSA | New | COMCAST CORP NEW CL Astock | $58,000 | – | 1,115 | +100.0% | 0.03% | – |
| FAST | New | FASTENAL CO COMstock | $59,000 | – | 1,214 | +100.0% | 0.03% | – |
| BIIB | New | BIOGEN INC COMstock | $58,000 | – | 237 | +100.0% | 0.03% | – |
| C | New | CITIGROUP INC COM NEWstock | $58,000 | – | 955 | +100.0% | 0.03% | – |
| AOA | New | ISHARES S&P AGGRESSIVE ALLOCATION FUNDetf | $56,000 | – | 877 | +100.0% | 0.02% | – |
| MVIS | New | MICROVISION INC DEL COM NEWstock | $53,000 | – | 10,000 | +100.0% | 0.02% | – |
| WY | New | WEYERHAEUSER CO MTN BE COM NEWreit | $52,000 | – | 1,579 | +100.0% | 0.02% | – |
| MGV | New | VANGUARD MEGA CAP VALUE ETFetf | $49,000 | – | 573 | +100.0% | 0.02% | – |
| PEP | New | PEPSICO INC COMstock | $51,000 | – | 350 | +100.0% | 0.02% | – |
| ZTS | New | ZOETIS INC CL Astock | $49,000 | – | 300 | +100.0% | 0.02% | – |
| ESGU | New | ISHARES ESG AWARE MSCI USA ETFetf | $48,000 | – | 569 | +100.0% | 0.02% | – |
| DE | New | DEERE & CO COMstock | $47,000 | – | 176 | +100.0% | 0.02% | – |
| IJT | New | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $46,000 | – | 411 | +100.0% | 0.02% | – |
| MCK | New | MCKESSON CORP COMstock | $45,000 | – | 261 | +100.0% | 0.02% | – |
| MCD | New | MCDONALDS CORP COMstock | $45,000 | – | 213 | +100.0% | 0.02% | – |
| GD | New | GENERAL DYNAMICS CORP COMstock | $43,000 | – | 290 | +100.0% | 0.02% | – |
| IAU | New | ISHARES COMEX GOLD TRUSTetf | $43,000 | – | 2,400 | +100.0% | 0.02% | – |
| MLM | New | MARTIN MARIETTA MATLS INC COMstock | $40,000 | – | 141 | +100.0% | 0.02% | – |
| IJS | New | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $40,000 | – | 499 | +100.0% | 0.02% | – |
| VXF | New | VANGUARD EXTENDED MARKET INDEX FUNDetf | $37,000 | – | 225 | +100.0% | 0.02% | – |
| FB | New | FACEBOOK INC CL Astock | $36,000 | – | 135 | +100.0% | 0.02% | – |
| COST | New | COSTCO WHSL CORP NEW COMstock | $37,000 | – | 99 | +100.0% | 0.02% | – |
| BOCT | New | INNOVATOR S&P 500 BUFFER ETF - OCTOBERetf | $37,000 | – | 1,240 | +100.0% | 0.02% | – |
| ITA | New | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $37,000 | – | 400 | +100.0% | 0.02% | – |
| ZION | New | ZIONS BANCORPORATION N A COMstock | $34,000 | – | 800 | +100.0% | 0.02% | – |
| XOM | New | EXXON MOBIL CORP COMstock | $32,000 | – | 792 | +100.0% | 0.01% | – |
| VEU | New | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $30,000 | – | 528 | +100.0% | 0.01% | – |
| ET | New | ENERGY TRANSFER LP COM UT LTD PTNstock | $30,000 | – | 4,886 | +100.0% | 0.01% | – |
| PRFZ | New | INVESCO FTSE RAFI US 1500A SMALL-MIDA ETFetf | $30,000 | – | 205 | +100.0% | 0.01% | – |
| NOC | New | NORTHROP GRUMMAN CORP COMstock | $29,000 | – | 96 | +100.0% | 0.01% | – |
| VTV | New | VANGUARD VALUE INDEX FUNDetf | $28,000 | – | 240 | +100.0% | 0.01% | – |
| LUV | New | SOUTHWEST AIRLS CO COMstock | $27,000 | – | 580 | +100.0% | 0.01% | – |
| FMBH | New | FIRST MID ILL BANCSHARES INC COMstock | $24,000 | – | 716 | +100.0% | 0.01% | – |
| BAPR | New | INNOVATOR S&P 500 BUFFER ETF - APRILetf | $25,000 | – | 847 | +100.0% | 0.01% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO COMstock | $26,000 | – | 525 | +100.0% | 0.01% | – |
| KO | New | COCA COLA CO COMstock | $25,000 | – | 466 | +100.0% | 0.01% | – |
| EIX | New | EDISON INTL COMstock | $25,000 | – | 400 | +100.0% | 0.01% | – |
| HAL | New | HALLIBURTON CO COMstock | $22,000 | – | 1,200 | +100.0% | 0.01% | – |
| DOV | New | DOVER CORP COMstock | $23,000 | – | 184 | +100.0% | 0.01% | – |
| BKE | New | BUCKLE INC COMstock | $22,000 | – | 787 | +100.0% | 0.01% | – |
| GIM | New | TEMPLETON GLOBAL INCOME FD COMcef | $23,000 | – | 4,350 | +100.0% | 0.01% | – |
| NRC | New | NATIONAL RESH CORP COM NEWstock | $22,000 | – | 525 | +100.0% | 0.01% | – |
| DIS | New | DISNEY WALT CO COMstock | $23,000 | – | 128 | +100.0% | 0.01% | – |
| IWM | New | ISHARES RUSSELL 2000 ETFetf | $20,000 | – | 106 | +100.0% | 0.01% | – |
| HFC | New | HOLLYFRONTIER CORP COMstock | $19,000 | – | 750 | +100.0% | 0.01% | – |
| SPYG | New | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $18,000 | – | 338 | +100.0% | 0.01% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP COMstock | $19,000 | – | 271 | +100.0% | 0.01% | – |
| AMGN | New | AMGEN INC COMstock | $18,000 | – | 79 | +100.0% | 0.01% | – |
| NKE | New | NIKE INC CL Bstock | $19,000 | – | 139 | +100.0% | 0.01% | – |
| VLUE | New | ISHARES MSCI USA VALUE FACTOR ETFetf | $16,000 | – | 189 | +100.0% | 0.01% | – |
| ESGD | New | ISHARES MSCI EAFE ESG SELECT ETFetf | $17,000 | – | 245 | +100.0% | 0.01% | – |
| New | INNOVATOR S&P 500 BUFFER ETF - AUGUSTetf | $16,000 | – | 540 | +100.0% | 0.01% | – | |
| DKNG | New | DRAFTKINGS INC COM CL Astock | $17,000 | – | 373 | +100.0% | 0.01% | – |
| DGRO | New | ISHARES CORE DIVIDEND GROWTH ETFetf | $16,000 | – | 364 | +100.0% | 0.01% | – |
| AMD | New | ADVANCED MICRO DEVICES INC COMstock | $13,000 | – | 150 | +100.0% | 0.01% | – |
| VOE | New | VANGUARD MID-CAP VALUE INDEX FUNDetf | $14,000 | – | 120 | +100.0% | 0.01% | – |
| IEI | New | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $14,000 | – | 111 | +100.0% | 0.01% | – |
| AFIN | New | AMERICAN FIN TR INC COM CLASS Areit | $13,000 | – | 1,801 | +100.0% | 0.01% | – |
| CRSP | New | CRISPR THERAPEUTICS AG NAMEN AKTstock | $13,000 | – | 88 | +100.0% | 0.01% | – |
| NLSN | New | NIELSEN HLDGS PLC SHS EURstock | $13,000 | – | 633 | +100.0% | 0.01% | – |
| GWX | New | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $13,000 | – | 381 | +100.0% | 0.01% | – |
| PXH | New | INVESCO FTSE RAFI EMERGING MARKETS ETFetf | $14,000 | – | 708 | +100.0% | 0.01% | – |
| VOT | New | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $14,000 | – | 68 | +100.0% | 0.01% | – |
| STX | New | SEAGATE TECHNOLOGY PLC SHSstock | $11,000 | – | 188 | +100.0% | 0.01% | – |
| DHR | New | DANAHER CORPORATION COMstock | $11,000 | – | 52 | +100.0% | 0.01% | – |
| DTE | New | DTE ENERGY CO COMstock | $12,000 | – | 100 | +100.0% | 0.01% | – |
| CMI | New | CUMMINS INC COMstock | $12,000 | – | 56 | +100.0% | 0.01% | – |
| CVS | New | CVS HEALTH CORP COMstock | $12,000 | – | 188 | +100.0% | 0.01% | – |
| JPM | New | JPMORGAN CHASE & CO COMstock | $11,000 | – | 94 | +100.0% | 0.01% | – |
| VBK | New | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $11,000 | – | 43 | +100.0% | 0.01% | – |
| ESGE | New | ISHARES MSCI EM ESG SELECT ETFetf | $11,000 | – | 280 | +100.0% | 0.01% | – |
| DD | New | DUPONT DE NEMOURS INC COMstock | $11,000 | – | 160 | +100.0% | 0.01% | – |
| MO | New | ALTRIA GROUP INC COMstock | $12,000 | – | 307 | +100.0% | 0.01% | – |
| FLDM | New | FLUIDIGM CORP DEL COMstock | $12,000 | – | 2,016 | +100.0% | 0.01% | – |
| DGX | New | QUEST DIAGNOSTICS INC COMstock | $11,000 | – | 100 | +100.0% | 0.01% | – |
| CAT | New | CATERPILLAR INC COMstock | $12,000 | – | 68 | +100.0% | 0.01% | – |
| PACB | New | PACIFIC BIOSCIENCES CALIF INC COMstock | $12,000 | – | 497 | +100.0% | 0.01% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L P COMstock | $11,000 | – | 600 | +100.0% | 0.01% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INC COMreit | $12,000 | – | 400 | +100.0% | 0.01% | – |
| UNH | New | UNITEDHEALTH GROUP INC COMstock | $12,000 | – | 37 | +100.0% | 0.01% | – |
| KHC | New | KRAFT HEINZ CO COMstock | $11,000 | – | 321 | +100.0% | 0.01% | – |
| BAX | New | BAXTER INTL INC COMstock | $8,000 | – | 100 | +100.0% | 0.00% | – |
| MMM | New | 3M CO COMstock | $9,000 | – | 52 | +100.0% | 0.00% | – |
| EFV | New | ISHARES MSCI EAFE VALUE ETFetf | $9,000 | – | 205 | +100.0% | 0.00% | – |
| KR | New | KROGER CO COMstock | $8,000 | – | 255 | +100.0% | 0.00% | – |
| BAC | New | BK OF AMERICA CORP COMstock | $10,000 | – | 333 | +100.0% | 0.00% | – |
| MRK | New | MERCK & CO. INC COMstock | $8,000 | – | 100 | +100.0% | 0.00% | – |
| GOLD | New | BARRICK GOLD CORP COMstock | $9,000 | – | 400 | +100.0% | 0.00% | – |
| GE | New | GENERAL ELECTRIC CO COMstock | $10,000 | – | 1,018 | +100.0% | 0.00% | – |
| MRTX | New | MIRATI THERAPEUTICS INC COMstock | $8,000 | – | 38 | +100.0% | 0.00% | – |
| ORCL | New | ORACLE CORP COMstock | $8,000 | – | 135 | +100.0% | 0.00% | – |
| DOW | New | DOW INC COMstock | $8,000 | – | 160 | +100.0% | 0.00% | – |
| VBR | New | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $10,000 | – | 77 | +100.0% | 0.00% | – |
| UCO | New | PROSHARES ULTRA BLOOMBERG CRUDE OILetf | $9,000 | – | 264 | +100.0% | 0.00% | – |
| FHB | New | FIRST HAWAIIAN INC COMstock | $9,000 | – | 400 | +100.0% | 0.00% | – |
| VCIT | New | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $9,000 | – | 98 | +100.0% | 0.00% | – |
| GOOG | New | ALPHABET INC CAP STK CL Cstock | $7,000 | – | 4 | +100.0% | 0.00% | – |
| DWX | New | SPDR S&P INTERNATIONAL DIVIDEND ETFetf | $7,000 | – | 201 | +100.0% | 0.00% | – |
| RWX | New | SPDR DOW JONES INTERNATIONAL REAL ESTATE ETFetf | $7,000 | – | 223 | +100.0% | 0.00% | – |
| VUG | New | VANGUARD GROWTH INDEX FUNDetf | $7,000 | – | 30 | +100.0% | 0.00% | – |
| WMT | New | WALMART INC COMstock | $6,000 | – | 46 | +100.0% | 0.00% | – |
| WFC | New | WELLS FARGO CO NEW COMstock | $7,000 | – | 264 | +100.0% | 0.00% | – |
| SPSB | New | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $7,000 | – | 251 | +100.0% | 0.00% | – |
| DEM | New | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $6,000 | – | 151 | +100.0% | 0.00% | – |
| DES | New | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $7,000 | – | 282 | +100.0% | 0.00% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS COMstock | $6,000 | – | 52 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC COMstock | $6,000 | – | 160 | +100.0% | 0.00% | – |
| SPMD | New | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $6,000 | – | 151 | +100.0% | 0.00% | – |
| SCHD | New | SCHWAB US DIVIDEND EQUITY ETFetf | $6,000 | – | 98 | +100.0% | 0.00% | – |
| MA | New | MASTERCARD INCORPORATED CL Astock | $5,000 | – | 16 | +100.0% | 0.00% | – |
| MXI | New | ISHARES GLOBAL MATERIALS ETFetf | $4,000 | – | 50 | +100.0% | 0.00% | – |
| TLH | New | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $4,000 | – | 30 | +100.0% | 0.00% | – |
| IYG | New | ISHARES U.S. FINANCIAL SERVICES ETFetf | $4,000 | – | 28 | +100.0% | 0.00% | – |
| NTLA | New | INTELLIA THERAPEUTICS INC COMstock | $4,000 | – | 80 | +100.0% | 0.00% | – |
| HEZU | New | ISHARES CURRENCY HEDGED MSCI EUROZONE ETFetf | $5,000 | – | 191 | +100.0% | 0.00% | – |
| IMVT | New | IMMUNOVANT INC COMstock | $4,000 | – | 87 | +100.0% | 0.00% | – |
| KOD | New | KODIAK SCIENCES INC COMstock | $4,000 | – | 28 | +100.0% | 0.00% | – |
| HA | New | HAWAIIAN HOLDINGS INC COMstock | $4,000 | – | 250 | +100.0% | 0.00% | – |
| MELI | New | MERCADOLIBRE INC COMstock | $5,000 | – | 3 | +100.0% | 0.00% | – |
| PFE | New | PFIZER INC COMstock | $5,000 | – | 146 | +100.0% | 0.00% | – |
| FTSM | New | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $4,000 | – | 71 | +100.0% | 0.00% | – |
| FDX | New | FEDEX CORP COMstock | $5,000 | – | 20 | +100.0% | 0.00% | – |
| FATE | New | FATE THERAPEUTICS INC COMstock | $4,000 | – | 45 | +100.0% | 0.00% | – |
| SPTL | New | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $4,000 | – | 93 | +100.0% | 0.00% | – |
| SCHW | New | SCHWAB CHARLES CORP COMstock | $5,000 | – | 100 | +100.0% | 0.00% | – |
| CROX | New | CROCS INC COMstock | $4,000 | – | 71 | +100.0% | 0.00% | – |
| TIF | New | TIFFANY & CO NEW COMstock | $4,000 | – | 32 | +100.0% | 0.00% | – |
| TPTX | New | TURNING POINT THERAPEUTICS INC COMstock | $4,000 | – | 34 | +100.0% | 0.00% | – |
| TWST | New | TWIST BIOSCIENCE CORP COMstock | $4,000 | – | 31 | +100.0% | 0.00% | – |
| RARE | New | ULTRAGENYX PHARMACEUTICAL INC COMstock | $4,000 | – | 29 | +100.0% | 0.00% | – |
| CDNA | New | CAREDX INC COMstock | $4,000 | – | 58 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORP NEW COMstock | $5,000 | – | 25 | +100.0% | 0.00% | – |
| BP | New | BP PLC SPONSORED ADRadr | $4,000 | – | 200 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $3,000 | – | 31 | +100.0% | 0.00% | – |
| AZO | New | AUTOZONE INC COMstock | $3,000 | – | 3 | +100.0% | 0.00% | – |
| SCHX | New | SCHWAB U.S. LARGE-CAP ETFetf | $2,000 | – | 23 | +100.0% | 0.00% | – |
| HD | New | HOME DEPOT INC COMstock | $2,000 | – | 8 | +100.0% | 0.00% | – |
| NVO | New | NOVO-NORDISK A S ADRadr | $3,000 | – | 53 | +100.0% | 0.00% | – |
| NAVI | New | NAVIENT CORPORATION COMstock | $2,000 | – | 231 | +100.0% | 0.00% | – |
| HII | New | HUNTINGTON INGALLS INDS INC COMstock | $2,000 | – | 14 | +100.0% | 0.00% | – |
| INSP | New | INSPIRE MED SYS INC COMstock | $3,000 | – | 21 | +100.0% | 0.00% | – |
| DSOC | New | INNOVATOR DOUBLE STACKER ETF - OCTOBERetf | $3,000 | – | 108 | +100.0% | 0.00% | – |
| SLM | New | SLM CORP COMstock | $2,000 | – | 228 | +100.0% | 0.00% | – |
| TSN | New | TYSON FOODS INC CL Astock | $3,000 | – | 47 | +100.0% | 0.00% | – |
| EPP | New | ISHARES MSCI PACIFIC EX JAPAN ETFetf | $3,000 | – | 71 | +100.0% | 0.00% | – |
| RY | New | ROYAL BK CDA COMstock | $3,000 | – | 48 | +100.0% | 0.00% | – |
| QLTA | New | ISHARES AAA - A RATED CORPORATE BOND ETFetf | $3,000 | – | 58 | +100.0% | 0.00% | – |
| GBF | New | ISHARES GOVERNMENT/CREDIT BOND ETFetf | $3,000 | – | 29 | +100.0% | 0.00% | – |
| PM | New | PHILIP MORRIS INTL INC COMstock | $2,000 | – | 30 | +100.0% | 0.00% | – |
| SYY | New | SYSCO CORP COMstock | $3,000 | – | 42 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC COMstock | $2,000 | – | 43 | +100.0% | 0.00% | – |
| VEA | New | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $2,000 | – | 46 | +100.0% | 0.00% | – |
| IDV | New | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $3,000 | – | 133 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC COMstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC COMstock | $0 | – | 17 | +100.0% | 0.00% | – |
| RCL | New | ROYAL CARIBBEAN GROUP COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $1,000 | – | 118 | +100.0% | 0.00% | – |
| WAB | New | WABTEC COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
| MMC | New | MARSH & MCLENNAN COS INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
| WM | New | WASTE MGMT INC DEL COMstock | $0 | – | 7 | +100.0% | 0.00% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
| ANTM | New | ANTHEM INC COMstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
| WHR | New | WHIRLPOOL CORP COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
| INTC | New | INTEL CORP COMstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
| EWC | New | ISHARES MSCI CANADA ETFetf | $1,000 | – | 61 | +100.0% | 0.00% | – |
| LQDH | New | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETFetf | $1,000 | – | 19 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEW COMstock | $0 | – | 10 | +100.0% | 0.00% | – |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $1,000 | – | 70 | +100.0% | 0.00% | – |
| TGT | New | TARGET CORP COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
| CMP | New | COMPASS MINERALS INTL INC COMstock | $0 | – | 12 | +100.0% | 0.00% | – |
| GLW | New | CORNING INC COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
| CCEP | New | COCA COLA EUROPEAN PARTNERS P SHSstock | $1,000 | – | 23 | +100.0% | 0.00% | – |
| CSCO | New | CISCO SYS INC COMstock | $0 | – | 19 | +100.0% | 0.00% | – |
| BABA | New | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $1,000 | – | 5 | +100.0% | 0.00% | – |
| WORK | New | SLACK TECHNOLOGIES INC COM CL Astock | $0 | – | 10 | +100.0% | 0.00% | – |
| CARR | New | CARRIER GLOBAL CORPORATION COMstock | $1,000 | – | 29 | +100.0% | 0.00% | – |
| USO | New | UNITED STATES OIL FUND, LPetf | $0 | – | 9 | +100.0% | 0.00% | – |
| UNIT | New | UNITI GROUP INC COMreit | $0 | – | 51 | +100.0% | 0.00% | – |
| ELY | New | CALLAWAY GOLF CO COMstock | $0 | – | 23 | +100.0% | 0.00% | – |
| SPYV | New | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $0 | – | 26 | +100.0% | 0.00% | – |
| ILTB | New | ISHARES CORE 10 YEAR USD BOND ETFetf | $0 | – | 3 | +100.0% | 0.00% | – |
| EXPD | New | EXPEDITORS INTL WASH INC COMstock | $0 | – | 9 | +100.0% | 0.00% | – |
| VCSH | New | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $0 | – | 6 | +100.0% | 0.00% | – |
| BA | New | BOEING CO COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
| GTX | New | GARRETT MOTION INC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
| PCG | New | PG&E CORP COMstock | $1,000 | – | 123 | +100.0% | 0.00% | – |
| VO | New | VANGUARD MID-CAP INDEX FUNDetf | $0 | – | 4 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP COMstock | $0 | – | 14 | +100.0% | 0.00% | – |
| NAV | New | NAVISTAR INTL CORP NEW COMstock | $0 | – | 10 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES INC COMstock | $0 | – | 16 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 14.2% |
| ISHARES TR | 12 | Q3 2023 | 4.9% |
| ISHARES TR | 12 | Q3 2023 | 3.1% |
| ISHARES TR | 12 | Q3 2023 | 2.9% |
| ISHARES TR | 12 | Q3 2023 | 3.5% |
| ISHARES TR | 12 | Q3 2023 | 3.7% |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | 12 | Q3 2023 | 2.1% |
| ISHARES TR | 12 | Q3 2023 | 3.6% |
| ISHARES TR | 12 | Q3 2023 | 3.0% |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | 12 | Q3 2023 | 1.8% |
View Bellwether Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-28 |
| 13F-HR | 2021-11-12 |
View Bellwether Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.