TRUE Private Wealth Advisors
- SEC CIK
- 0001667074
- Latest filing
- Jul 23, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 12, 2021. Long positions only.
- Positions
- 233
- No 13F data for Q4 2020
- Portfolio value
- $618.8M
- 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 |
|---|---|---|---|---|---|---|---|
| GSGoldman Sachs Group Inc | Stock | 10,372 | $3.39M | 0.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,657 | $3.42M | 0.6% | – | – | History |
| UMPQUmpqua Holdings Corp | COM | 197,437 | $3.46M | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 13,719 | $3.50M | 0.6% | – | – | History |
| EMREmerson Electric Co | Stock | 39,783 | $3.59M | 0.6% | – | – | History |
| TSLATesla, Inc. | Stock | 5,393 | $3.60M | 0.6% | – | – | History |
| PEPPepsiCo Inc | Stock | 25,809 | $3.65M | 0.6% | – | – | History |
| IRMIron Mountain Inc | COM | 97,878 | $3.68M | 0.6% | – | – | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 58,833 | $3.70M | 0.6% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,600 | $3.71M | 0.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 34,974 | $3.79M | 0.6% | – | – | History |
| MMM3M Co | Stock | 20,653 | $3.98M | 0.6% | – | – | History |
| TAT&T Inc. | Stock | 133,078 | $4.03M | 0.7% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 51,486 | $4.23M | 0.7% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 33,742 | $4.39M | 0.7% | – | – | – |
| CVXChevron Corp | Stock | 42,836 | $4.49M | 0.7% | – | – | History |
| PFEPfizer Inc | Stock | 124,022 | $4.49M | 0.7% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 32,068 | $4.88M | 0.8% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 14,944 | $5.36M | 0.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,380 | $7.36M | 1.2% | – | – | History |
| IAUiShares Gold Trust | ISHARES | 719,496 | $11.7M | 1.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 53,375 | $12.6M | 2.0% | – | – | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 136,278 | $13.9M | 2.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 78,443 | $20.4M | 3.3% | – | – | – |
| AAPLApple Inc. | Stock | 168,709 | $20.6M | 3.3% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 196,890 | $21.4M | 3.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 312,205 | $21.6M | 3.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 358,212 | $23.1M | 3.7% | – | – | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 895,145 | $26.8M | 4.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 222,381 | $33.7M | 5.4% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 587,996 | $34.8M | 5.6% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 712,116 | $50.0M | 8.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 928,716 | $85.1M | 13.7% | – | – | – |