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Change Path, LLC

SEC CIK
0001739728
Latest filing
Aug 13, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.

Institution overview
Positions
561
No 13F data for Q4 2020
Portfolio value
$1.32B
No 13F data for Q4 2020
Filed
May 17, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Change Path, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ETF Managers Tr26924G201PRIME CYBR SCRTY5,182$284.0K<0.1%–––
OKTAOkta, Inc.CL A1,293$285.0K<0.1%––History
URIUnited Rentals, Inc.COM864$285.0K<0.1%––History
BOHBank of Hawaii CorpCOM3,200$286.0K<0.1%––History
DBX ETF Tr233051820XTRACK MSCI ALL8,826$288.0K<0.1%–––
ZMZoom Communications, Inc.Stock905$291.0K<0.1%––History
CWHCamping World Holdings, Inc.CL A8,000$291.0K<0.1%––History
VFCV F CorpStock3,675$293.0K<0.1%––History
KRCKilroy Realty CorpCOM4,471$293.0K<0.1%––History
PENNPENN Entertainment, Inc.COM2,803$294.0K<0.1%––History
COHRCoherent Corp.COM4,306$295.0K<0.1%––History
ORealty Income CorpREIT4,658$296.0K<0.1%––History
CAGConagra Brands Inc.Stock7,879$296.0K<0.1%––History
American Centy ETF Tr025072802INTL SMCP VLU4,759$296.0K<0.1%–––
USACUSA Compression Partners, LPCOMUNIT LTDPAR19,496$298.0K<0.1%––History
BMEZBlackRock Health Sciences Term TrustCOM SHS11,398$300.0K<0.1%––History
CERNCERNER CorpCOM4,174$300.0K<0.1%––History
STMSTMicroelectronics N.V.NY REGISTRY7,883$302.0K<0.1%––History
iShares Tr464287754US INDUSTRIALS2,887$305.0K<0.1%–––
EVRGEvergy, Inc.Stock5,140$306.0K<0.1%––History
AWKAmerican Water Works Company, Inc.Stock2,042$306.0K<0.1%––History
EIXEdison InternationalStock5,246$307.0K<0.1%––History
LENLennar CorpCL A3,032$307.0K<0.1%––History
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF11,851$308.0K<0.1%–––
OCSLOaktree Specialty Lending CorpCOM49,615$308.0K<0.1%––History
NVSNovartis AGADR3,607$309.0K<0.1%––History
KRKroger CoStock8,601$310.0K<0.1%––History
WisdomTree Tr97717W604US SMALLCAP DIVD9,943$310.0K<0.1%–––
iShares Tr464288760US AER DEF ETF3,000$312.0K<0.1%–––
IDCCInterDigital, Inc.COM4,937$313.0K<0.1%––History
TTTrane Technologies plcSHS1,903$315.0K<0.1%––History
ETF Ser Solutions26922A172NATIONWIDE RSK11,815$317.0K<0.1%–––
Global X FDS37954Y731CONSCIOUS COS10,863$317.0K<0.1%–––
ITWIllinois Tool Works IncStock1,452$321.0K<0.1%––History
Schwab U.S. Small-Cap ETF808524607ETF3,219$321.0K<0.1%–––
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,750$325.0K<0.1%––History
MRNAModerna, Inc.Stock2,493$326.0K<0.1%––History
Invesco Exchange Traded FD T46137V373S&P500 EQL STP2,073$327.0K<0.1%–––
PFDFlaherty & Crumrine Preferred & Income Fund IncCOM18,500$328.0K<0.1%––History
KHCKraft Heinz CoStock8,328$333.0K<0.1%––History
VanEck ETF Trust92189F700AGRIBUSINESS ETF3,799$333.0K<0.1%–––
THOThor Industries IncCOM2,500$337.0K<0.1%––History
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF8,815$339.0K<0.1%–––
Vanguard Morningstar Large-Cap ETF922908637ETF1,825$339.0K<0.1%–––
PRLBProto Labs IncCOM2,793$340.0K<0.1%––History
CBOECboe Global Markets, Inc.COM3,478$343.0K<0.1%––History
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF11,688$347.0K<0.1%–––
ROKRockwell Automation, IncStock1,312$348.0K<0.1%––History
BLKBlackRock, Inc.COM461$348.0K<0.1%––History
iShares Core MSCI Total International Stock ETF46432F834ETF4,998$351.0K<0.1%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF5,443$351.0K<0.1%–––
ProShares Tr74348A467S&P 500 DV ARIST4,076$352.0K<0.1%–––
PAYXPaychex IncStock3,646$358.0K<0.1%––History
Schwab U.S. Broad Market ETF808524102ETF3,706$358.0K<0.1%–––
DUKDuke Energy CORPStock3,701$358.0K<0.1%––History
ProShares Tr74347X864ULTRPRO S&P5003,961$358.0K<0.1%–––
KNTKKinetik Holdings Inc.COM NEW CL A6,888$361.0K<0.1%––History
IIPRInnovative Industrial Properties IncCOM2,004$361.0K<0.1%––History
Vanguard Ftse All-World Ex-US Index Fund922042775ETF5,994$363.0K<0.1%–––
DALDelta Air Lines, Inc.COM NEW7,603$367.0K<0.1%––History
KMBKimberly Clark CorpStock2,679$373.0K<0.1%––History
PSXPhillips 66Stock4,572$373.0K<0.1%––History
MMM3M CoStock1,947$375.0K<0.1%––History
DKNGDraftKings Inc.COM CL A6,118$375.0K<0.1%––History
Siren ETF Tr829658400DIVCN DIVD ETF10,434$375.0K<0.1%–––
WINGWingstop Inc.COM2,964$377.0K<0.1%––History
Fidelity MSCI Information Technology Index ETF316092808ETF3,585$380.0K<0.1%–––
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM15,866$380.0K<0.1%––History
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,306$382.0K<0.1%–––
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT9,060$386.0K<0.1%––History
ORCLOracle CorpStock5,551$389.0K<0.1%––History
Schwab Fundamental U.S. Small Company ETF808524763ETF7,751$393.0K<0.1%–––
XELXcel Energy IncStock5,934$395.0K<0.1%––History
SPDR Series Trust78464A656ST STR TIPS ETF12,934$395.0K<0.1%–––
Amplify ETF Tr032108102ONLIN RETL ETF3,177$395.0K<0.1%–––
Innovator ETFs Trust45782C581US EQTY BUF NOV12,850$397.0K<0.1%–––
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL6,870$399.0K<0.1%–––
Vanguard Financials ETF92204A405ETF4,764$403.0K<0.1%–––
WisdomTree Tr97717W505US MIDCAP DIVID9,972$403.0K<0.1%–––
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX2,274$405.0K<0.1%–––
ProShares Tr74347B425SHORT S&P 500 NE24,255$407.0K<0.1%–––
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW8,898$408.0K<0.1%–––
FLYYSpirit Aviation Holdings, Inc.COM11,069$408.0K<0.1%––History
SYKStryker CorpStock1,680$409.0K<0.1%––History
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN23,610$410.0K<0.1%––History
iShares S&P Mid-Cap 400 Value ETF464287705ETF4,033$411.0K<0.1%–––
ALLAllstate CorpStock3,604$414.0K<0.1%––History
VanEck ETF Trust92189F452MORTGAGE REIT21,849$414.0K<0.1%–––
USBUS Bancorp DECOM NEW7,541$417.0K<0.1%––History
ETNEaton Corp plcStock3,028$419.0K<0.1%––History
DDominion Energy, IncStock5,524$419.0K<0.1%––History
GMGeneral Motors CoCOM7,291$419.0K<0.1%––History
Vanguard Mun BD FDS922907746TAX EXEMPT BD7,705$421.0K<0.1%–––
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF5,195$424.0K<0.1%–––
ProShares Tr74347X294HD REPLICATION8,241$426.0K<0.1%–––
VanEck ETF Trust92189F106GOLD MINERS ETF13,147$427.0K<0.1%–––
SHAKShake Shack Inc.CL A3,778$427.0K<0.1%––History
Innovator ETFs Trust45782C433US EQTY BUFR FEB14,750$428.0K<0.1%–––
iShares Tr46434V4070-5YR HI YL CP9,361$429.0K<0.1%–––
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF6,288$430.0K<0.1%–––