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Eudaimonia Partners, LLC

SEC CIK
0001809043
Latest filing
Apr 25, 2024

Holdings in Q1 2021

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

Institution overview
Positions
1,703
No 13F data for Q4 2020
Portfolio value
$481.4M
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 Eudaimonia Partners, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock191,613$23.4M4.9%––History
MSFTMicrosoft CorpStock64,377$15.2M3.2%––History
Invesco QQQ Trust Series I46090E103ETF41,004$13.1M2.7%–––
AMZNAmazon Com IncStock2,478$7.67M1.6%––History
JPMJPMorgan Chase & CoStock47,774$7.27M1.5%––History
UNHUnitedHealth Group IncStock17,066$6.35M1.3%––History
Vanguard S&P 500 ETF922908363ETF16,410$5.98M1.2%–––
KOCoca Cola CoStock101,858$5.37M1.1%––History
HDHome Depot, Inc.Stock16,811$5.13M1.1%––History
IAUiShares Gold TrustISHARES292,417$4.75M1.0%––History
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 114,395$4.75M1.0%––History
BACBank of America CorpStock117,113$4.53M0.9%––History
TFCTruist Financial CorpCOM77,261$4.51M0.9%––History
JNJJohnson & JohnsonStock27,109$4.46M0.9%––History
Vanguard Mortgage-Backed Securities ETF92206C771ETF81,154$4.33M0.9%–––
Pacer FDS Tr69374H840WEALTHSHIELD137,783$4.29M0.9%–––
JPMorgan Ultra-Short Income ETF46641Q837ETF83,517$4.24M0.9%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF35,914$4.09M0.8%–––
Vanguard Ftse Emerging Markets ETF922042858ETF78,506$4.09M0.8%–––
PGProcter & Gamble CoStock29,384$3.98M0.8%––History
NEENextera Energy IncStock51,723$3.91M0.8%––History
Vanguard Utilities ETF92204A876ETF26,946$3.79M0.8%–––
CVXChevron CorpStock35,230$3.69M0.8%––History
CATCaterpillar IncStock15,906$3.69M0.8%––History
BRK.BBerkshire Hathaway IncStock14,364$3.67M0.8%––History
VZVerizon Communications IncStock62,822$3.65M0.8%––History
iShares MSCI USA Momentum Factor ETF46432F396ETF22,335$3.59M0.7%–––
BLKBlackRock, Inc.COM4,671$3.52M0.7%––History
LOWLowes Companies IncStock18,162$3.45M0.7%––History
ADBEAdobe Inc.Stock7,150$3.40M0.7%––History
iShares Tr46428865310-20 YR TRS ETF23,291$3.26M0.7%–––
METAMeta Platforms, Inc.Stock10,916$3.21M0.7%––History
INTCIntel CorpStock49,994$3.20M0.7%––History
VVisa Inc.Stock15,032$3.18M0.7%––History
TAT&T Inc.Stock104,919$3.18M0.7%––History
Pacer Trendpilot US Large Cap ETF69374H105ETF88,867$3.09M0.6%–––
AXPAmerican Express CoStock21,284$3.01M0.6%––History
SOSouthern CoStock46,479$2.89M0.6%––History
ARK Innovation ETF00214Q104ETF23,497$2.82M0.6%–––
BABoeing CoStock10,999$2.80M0.6%––History
Pacer Trendpilot US Bond ETF69374H642ETF102,048$2.78M0.6%–––
QCOMQualcomm IncStock20,484$2.71M0.6%––History
DISWalt Disney CoStock14,536$2.68M0.6%––History
Fidelity Covington Trust316092857MSCI RL EST ETF96,748$2.66M0.6%–––
CSCOCisco Systems, Inc.Stock51,085$2.64M0.5%––History
ABTAbbott LaboratoriesStock21,805$2.61M0.5%––History
WMTWalmart Inc.Stock19,183$2.61M0.5%––History
PFEPfizer IncStock67,009$2.43M0.5%––History
DUKDuke Energy CORPStock25,138$2.43M0.5%––History
PEPPepsiCo IncStock16,233$2.30M0.5%––History
XOMExxonMobil Holdings CorpCOM40,545$2.26M0.5%––History
MCDMcDonalds CorpStock9,860$2.21M0.5%––History
Vanguard Index FDS922908652EXTEND MKT ETF12,439$2.20M0.5%–––
MTZMastec IncCOM23,320$2.19M0.5%––History
ABBVAbbVie Inc.Stock20,107$2.18M0.5%––History
TGTTarget CorpStock10,944$2.17M0.5%––History
First Tr Exchange-Traded FD33734H106SHS55,239$2.10M0.4%–––
PMPhilip Morris International Inc.Stock22,409$1.99M0.4%––History
SYYSysco CorpStock25,059$1.97M0.4%––History
iShares Tr464288307MRGSTR MD CP GRW5,192$1.96M0.4%–––
SPYSPDR S&P 500 ETF TrustETF4,929$1.95M0.4%––History
Schwab US Tips ETF808524870ETF31,677$1.94M0.4%–––
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL45,141$1.94M0.4%–––
UPSUnited Parcel Service IncStock11,276$1.92M0.4%––History
CVSCVS Health CorpStock25,060$1.89M0.4%––History
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF25,895$1.83M0.4%–––
Kraneshares Tr500767686KYA DYNMC INC83,910$1.80M0.4%–––
GOOGAlphabet Inc.Stock851$1.76M0.4%––History
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF27,873$1.76M0.4%–––
EMREmerson Electric CoStock19,313$1.74M0.4%––History
TXNTexas Instruments IncStock9,177$1.73M0.4%––History
GOOGLAlphabet Inc.Stock832$1.72M0.4%––History
GPCGenuine Parts CoStock14,832$1.71M0.4%––History
Vanguard Information Technology ETF92204A702ETF4,726$1.69M0.4%–––
WMWaste Management IncStock13,003$1.68M0.3%––History
Kraneshares Tr500767736QUADRTC INT RT57,697$1.65M0.3%–––
Pacer Trendpilot US Mid Cap ETF69374H204ETF47,182$1.64M0.3%–––
MRKMerck & Co., Inc.Stock21,146$1.63M0.3%––History
State Street Energy Select Sector SPDR ETF81369Y506ETF33,064$1.62M0.3%–––
IBMInternational Business Machines CorpStock11,599$1.55M0.3%––History
Vanguard Morningstar Value ETF922908744ETF11,697$1.54M0.3%–––
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF18,721$1.53M0.3%–––
iShares Tr464287515EXPANDED TECH4,471$1.53M0.3%–––
Vanguard Morningstar Small-Cap Value ETF922908611ETF9,081$1.50M0.3%–––
Vanguard Dividend Appreciation ETF921908844ETF9,466$1.39M0.3%–––
iShares Inc464286772MSCI STH KOR ETF15,316$1.37M0.3%–––
iShares S&P 500 Growth ETF464287309ETF21,013$1.37M0.3%–––
Columbia ETF Tr I19761L508DIVERSIFID FXD64,748$1.37M0.3%–––
iShares Tr464288885EAFE GRWTH ETF13,611$1.37M0.3%–––
MDTMedtronic plcStock11,392$1.35M0.3%––History
DDominion Energy, IncStock17,632$1.34M0.3%––History
PBCTPeople's United Financial, Inc.COM74,155$1.33M0.3%––History
MOAltria Group, Inc.Stock25,631$1.31M0.3%––History
COSTCostco Wholesale CorpStock3,696$1.30M0.3%––History
Schwab U.S. Large-Cap Growth ETF808524300ETF9,908$1.29M0.3%–––
Vanguard Short-Term Bond ETF921937827ETF15,047$1.24M0.3%–––
STTState Street CorpCOM14,620$1.23M0.3%––History
Kraneshares Tr500767728LRG CAP QTY DIVD39,854$1.23M0.3%–––
LINLinde PLCSHS4,148$1.16M0.2%––History
TSLATesla, Inc.Stock1,735$1.16M0.2%––History

Options (20)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Eudaimonia Partners, LLC in Q1 2021
SecurityClassPutsCalls
Call: Generac Hldgs Incorporated Jan 260 Exp 01/21/223687366LAOptions–$37.0K
Call: FedEx Corporation Jan 250 Exp 01/21/2231428Y80AOptions–$35.0K
Call: American Tower Corporation New Jan 220 Exp 01/21/2203027Y0KAOptions–$30.0K
Call: UnitedHealth Group Jan 330 Exp 01/21/2291324Q6GAOptions–$30.0K
Call: ASML Holding N V N Y Reg Jan 540 Exp 01/21/22N07059CJAOptions–$23.0K
Call: Berkshire Hathaway Jan 230 Exp 01/21/220846713CAOptions–$18.0K
Call: Sherwin Williams Company Jan 700 Exp 01/21/22824348GGAOptions–$16.0K
Call: ARK Next Generation Int Dec 130 Exp 12/17/2100214QC5LOptions–$15.0K
Call: Ford MTR Company del Jan 10 Exp 01/21/223453711QAOptions–$10.0K
Call: Signature BK New York Dec 200 Exp 12/17/2182669G6JLOptions–$9.00K
Call: Disney Walt Company Jan 130 Exp 01/20/23254688DKAOptions–$6.00K
Put: Freeport-McMoran Incorporated Aug 35 Exp 08/20/2135671EG1TOptions$5.00K–
Put: Silvergate Cap Corporation Apr 120 Exp 04/16/2182837P40POptions$5.00K–
Put: Freeport-McMoran Incorporated Jan 30 Exp 01/21/2235671EJ9MOptions$4.00K–
Put: Werner Enterprises Sep 45 Exp 09/17/2195075535UOptions$4.00K–
Put: Apple Incorporated Apr 121 Exp 04/16/21037836H2POptions$3.00K–
Call: Simon Property Group Jul 135 Exp 07/16/218288069FGOptions–$3.00K
Put: Valero Energy Corporation Jun 65 Exp 06/18/2191913ZFTROptions$3.00K–
Call: International Business Jul 160 Exp 07/16/21459201DJGOptions–$1.00K
Call: Starbucks Corporation Jul 130 Exp 07/16/218552457UGOptions–$1.00K