BKD Wealth Advisors, LLC
- SEC CIK
- 0001352864
- Latest filing
- Aug 10, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 23, 2021. Long positions only.
- Positions
- 269
- No 13F data for Q4 2020
- Portfolio value
- $2.01B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CORCencora, Inc. | Stock | 1,720 | $203.0K | <0.1% | – | – | History |
| WOWWideOpenWest, Inc. | COM | 14,983 | $204.0K | <0.1% | – | – | History |
| iShares Tr46435G789 | IBONDS DEC2021 | 8,000 | $206.0K | <0.1% | – | – | – |
| CARRCarrier Global Corp | Stock | 4,922 | $208.0K | <0.1% | – | – | History |
| iShares Tr46435G318 | IBONDS DEC2023 | 7,968 | $208.0K | <0.1% | – | – | – |
| WHRWhirlpool Corp | Stock | 954 | $210.0K | <0.1% | – | – | History |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 5,386 | $211.0K | <0.1% | – | – | – |
| TJXTJX Companies Inc | Stock | 3,241 | $214.0K | <0.1% | – | – | History |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 8,000 | $215.0K | <0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,346 | $216.0K | <0.1% | – | – | – |
| KMBKimberly Clark Corp | Stock | 1,582 | $220.0K | <0.1% | – | – | History |
| HONHoneywell International Inc | COM | 1,014 | $220.0K | <0.1% | – | – | History |
| XYZBlock, Inc. | CL A | 972 | $221.0K | <0.1% | – | – | History |
| HBANHuntington Bancshares Inc | COM | 14,052 | $221.0K | <0.1% | – | – | History |
| ETNEaton Corp plc | Stock | 1,607 | $222.0K | <0.1% | – | – | History |
| SRESempra | Stock | 1,682 | $223.0K | <0.1% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 14,118 | $235.0K | <0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 4,035 | $235.0K | <0.1% | – | – | History |
| TSCOTractor Supply Co | COM | 1,381 | $245.0K | <0.1% | – | – | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 2,406 | $250.0K | <0.1% | – | – | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 3,825 | $254.0K | <0.1% | – | – | – |
| BLKBlackRock, Inc. | COM | 343 | $259.0K | <0.1% | – | – | History |
| GISGeneral Mills Inc | Stock | 4,279 | $262.0K | <0.1% | – | – | History |
| UGIUgi Corp | Stock | 6,400 | $262.0K | <0.1% | – | – | History |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,200 | $262.0K | <0.1% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | – | $262.0K | <0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 725 | $268.0K | <0.1% | – | – | History |
| BIDUBaidu, Inc. | ADR | 1,230 | $268.0K | <0.1% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 12,299 | $271.0K | <0.1% | – | – | History |
| AFLAflac Inc | Stock | 5,293 | $271.0K | <0.1% | – | – | History |
| PAYXPaychex Inc | Stock | 2,788 | $273.0K | <0.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 1,733 | $273.0K | <0.1% | – | – | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,692 | $274.0K | <0.1% | – | – | – |
| PLDPrologis, Inc. | REIT | 2,599 | $275.0K | <0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 532 | $278.0K | <0.1% | – | – | History |
| STRLSterling Infrastructure, Inc. | COM | 12,000 | $278.0K | <0.1% | – | – | History |
| iShares Tr464287762 | US HLTHCARE ETF | 1,100 | $278.0K | <0.1% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 4,280 | $280.0K | <0.1% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | – | $281.0K | <0.1% | – | – | – |
| DEDeere & Co | Stock | 753 | $282.0K | <0.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,169 | $284.0K | <0.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 598 | $285.0K | <0.1% | – | – | History |
| MDTMedtronic plc | Stock | 2,476 | $292.0K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,206 | $298.0K | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 6,799 | $298.0K | <0.1% | – | – | – |
| PSXPhillips 66 | Stock | 3,684 | $300.0K | <0.1% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 920 | $304.0K | <0.1% | – | – | History |
| BIIBBiogen Inc. | COM | 1,093 | $306.0K | <0.1% | – | – | History |
| NVSNovartis AG | ADR | 3,631 | $310.0K | <0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 1,658 | $313.0K | <0.1% | – | – | History |
| DDominion Energy, Inc | Stock | 4,133 | $314.0K | <0.1% | – | – | History |
| BABoeing Co | Stock | 1,241 | $316.0K | <0.1% | – | – | History |
| ETSYEtsy Inc | COM | 1,603 | $323.0K | <0.1% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 5,011 | $324.0K | <0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 993 | $325.0K | <0.1% | – | – | History |
| DGXQuest Diagnostics Inc | COM | 2,594 | $333.0K | <0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 1,368 | $340.0K | <0.1% | – | – | History |
| NOVNOV Inc. | COM | 25,063 | $344.0K | <0.1% | – | – | History |
| OZKBank OZK | COM | 8,437 | $345.0K | <0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 730 | $347.0K | <0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 5,943 | $348.0K | <0.1% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 9,405 | $354.0K | <0.1% | – | – | – |
| KSSKOHLS Corp | Stock | 5,942 | $354.0K | <0.1% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,074 | $359.0K | <0.1% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 1,638 | $363.0K | <0.1% | – | – | History |
| DOWDow Inc. | Stock | 5,790 | $370.0K | <0.1% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 2,071 | $376.0K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,755 | $377.0K | <0.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,167 | $383.0K | <0.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $386.0K | <0.1% | – | – | History |
| THFFFirst Financial Corp | Stock | 8,645 | $389.0K | <0.1% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,923 | $390.0K | <0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 2,942 | $391.0K | <0.1% | – | – | History |
| YUMCYum China Holdings, Inc. | COM | 6,603 | $391.0K | <0.1% | – | – | History |
| PRUPrudential Financial Inc | Stock | 4,326 | $394.0K | <0.1% | – | – | History |
| GLWCorning Inc | COM | 9,064 | $394.0K | <0.1% | – | – | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,640 | $398.0K | <0.1% | – | – | – |
| UMBFUmb Financial Corp | COM | 4,325 | $399.0K | <0.1% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,167 | $401.0K | <0.1% | – | – | – |
| CBSHCommerce Bancshares Inc | Stock | 5,240 | $401.0K | <0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 4,161 | $402.0K | <0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 3,054 | $405.0K | <0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 614 | $410.0K | <0.1% | – | – | History |
| QCRHQCR Holdings Inc | COM | 8,767 | $414.0K | <0.1% | – | – | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 12,377 | $421.0K | <0.1% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 11,931 | $422.0K | <0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,964 | $440.0K | <0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 5,638 | $442.0K | <0.1% | – | – | – |
| CBChubb Ltd | Stock | 2,865 | $453.0K | <0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 1,697 | $456.0K | <0.1% | – | – | History |
| LITELumentum Holdings Inc. | COM | 5,000 | $457.0K | <0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 4,253 | $465.0K | <0.1% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 2,676 | $469.0K | <0.1% | – | – | History |
| iShares Tr464287713 | US TELECOM ETF | 14,879 | $481.0K | <0.1% | – | – | – |
| EGPEastgroup Properties Inc | COM | 3,369 | $483.0K | <0.1% | – | – | History |
| GMGeneral Motors Co | COM | 8,443 | $485.0K | <0.1% | – | – | History |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | – | $500.0K | <0.1% | – | – | – |
| EQBKEquity Bancshares Inc | COM CL A | 18,291 | $501.0K | <0.1% | – | – | History |
| Nuveen Tax-Advantaged Divid67073G105 | COM | 33,517 | $506.0K | <0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 10,154 | $519.0K | <0.1% | – | – | History |