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Bellwether Advisors, LLC

SEC CIK
0001819815
Latest filing
Aug 13, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 6, 2021. Long positions only.

Institution overview
Positions
424
No 13F data for Q4 2020
Portfolio value
$252.5M
No 13F data for Q4 2020
Filed
May 6, 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 Bellwether Advisors, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
USBUS Bancorp DECOM NEW2,626$145.0K0.1%––History
LOWLowes Companies IncStock770$146.0K0.1%––History
PYPLPayPal Holdings, Inc.Stock624$151.0K0.1%––History
Vanguard S&P 500 ETF922908363ETF418$152.0K0.1%–––
SYKStryker CorpStock638$155.0K0.1%––History
Healthcare Realty Trust Inc42225P501CL A NEW6,074$167.0K0.1%–––
AZNAstraZeneca PLCSPONSORED ADR3,380$168.0K0.1%––History
Innovator ETFs Trust45782C698US EQUT BUFR AUG5,720$176.0K0.1%–––
LMTLockheed Martin CorpStock486$179.0K0.1%––History
MVISMicrovision, Inc.COM NEW10,000$185.0K0.1%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF904$186.0K0.1%–––
Innovator ETFs Trust45782C755US EQTY BUFR JUN5,888$188.0K0.1%–––
TSEOQTrinseo PLCSHS3,010$191.0K0.1%––History
AMRSAmyris, Inc.COM NEW10,137$193.0K0.1%––History
ATIAti IncStock9,342$196.0K0.1%––History
iShares Tr464287739U.S. REAL ES ETF2,224$204.0K0.1%–––
GOOGLAlphabet Inc.Stock100$206.0K0.1%––History
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF6,016$212.0K0.1%–––
LWLamb Weston Holdings, Inc.Stock2,977$230.0K0.1%––History
AMZNAmazon Com IncStock75$232.0K0.1%––History
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF8,231$244.0K0.1%–––
iShares MSCI Eafe ETF464287465ETF3,375$256.0K0.1%–––
iShares MSCI USA Quality Factor ETF46432F339ETF2,116$257.0K0.1%–––
UNPUnion Pacific CorpStock1,193$263.0K0.1%––History
iShares S&P Small-Cap 600 Growth ETF464287887ETF2,133$273.0K0.1%–––
iShares Tr46428743220 YR TR BD ETF2,038$276.0K0.1%–––
iShares Tr464288513IBOXX HI YD ETF3,183$277.0K0.1%–––
PTONPeloton Interactive, Inc.CL A COM2,574$289.0K0.1%––History
Innovator ETFs Trust45782C391US EQTY BUFR MAR9,658$300.0K0.1%–––
iShares Tr464288281JPMORGAN USD EMG2,803$305.0K0.1%–––
Innovator ETFs Trust45782C383US EQTY PWR BUF10,485$309.0K0.1%–––
iShares Tr46434V282U S EQUITY FACTR7,852$319.0K0.1%–––
MSFTMicrosoft CorpStock1,395$328.0K0.1%––History
Innovator ETFs Trust45782C318US EQTY PWR BUF11,431$329.0K0.1%–––
AAPLApple Inc.Stock2,738$334.0K0.1%––History
iShares U S ETF Tr46431W507SHOR DURA BD ETF6,683$335.0K0.1%–––
CAGConagra Brands Inc.Stock9,489$356.0K0.1%––History
iShares Tr46434V803HDG MSCI EAFE11,079$365.0K0.1%–––
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,655$372.0K0.1%–––
iShares Tr4642874407-10 YR TRSY BD3,734$421.0K0.2%–––
Innovator ETFs Trust45782C433US EQTY BUFR FEB14,533$422.0K0.2%–––
LTHMLivent Corp.COM24,910$431.0K0.2%––History
CCChemours CoStock15,732$439.0K0.2%––History
SHWSherwin Williams CoCOM600$442.0K0.2%––History
PENNPENN Entertainment, Inc.COM4,432$464.0K0.2%––History
Innovator ETFs Trust45782C581US EQTY BUF NOV15,079$466.0K0.2%–––
iShares S&P 500 Value ETF464287408ETF3,484$492.0K0.2%–––
HRLHormel Foods CorpCOM10,917$521.0K0.2%––History
WERNWerner Enterprises IncCOM11,401$537.0K0.2%––History
MDBMongoDB, Inc.CL A2,015$538.0K0.2%––History
CLFCleveland-Cliffs Inc.COM27,052$544.0K0.2%––History
LYFTLyft, Inc.CL A COM9,052$571.0K0.2%––History
iShares Tr464288588MBS ETF5,462$592.0K0.2%–––
Vanguard Ftse Emerging Markets ETF922042858ETF11,694$608.0K0.2%–––
HUBSHubSpot IncCOM1,340$608.0K0.2%––History
Innovator ETFs Trust45782C664US EQTY BUF SEP20,048$610.0K0.2%–––
iShares Tr46434V4070-5YR HI YL CP13,427$615.0K0.2%–––
ZBRAZebra Technologies CorpCL A1,273$617.0K0.2%––History
iShares Tr464287150CORE S&P TTL STK6,902$632.0K0.3%–––
ONOn Semiconductor CorpStock15,423$641.0K0.3%––History
Vanguard Morningstar Large-Cap ETF922908637ETF3,461$641.0K0.3%–––
Innovator ETFs Trust45782C557US EQTY BUF DEC22,335$711.0K0.3%–––
ROKURoku, IncCOM CL A2,259$735.0K0.3%––History
CVNACarvana Co.CL A2,813$738.0K0.3%––History
DBX ETF Tr233051200XTRACK MSCI EAFE20,942$760.0K0.3%–––
FS KKR Cap Corp II35952V303COM42,334$826.0K0.3%–––
iShares Tr464288257MSCI ACWI ETF9,639$917.0K0.4%–––
iShares Tr464288646ISHS 1-5YR INVS17,541$959.0K0.4%–––
COFCapital One Financial CorpStock7,918$1.01M0.4%––History
ALLYAlly Financial Inc.Stock22,858$1.03M0.4%––History
iShares Tr464288638ISHS 5-10YR INVT18,509$1.10M0.4%–––
SPYSPDR S&P 500 ETF TrustETF2,793$1.11M0.4%––History
GNRCGenerac Holdings Inc.Stock3,443$1.13M0.4%––History
Innovator ETFs Trust45782C409US EQTY BUFR JAN33,237$1.13M0.4%–––
PHParker-Hannifin CorpStock3,644$1.15M0.5%––History
CRWDCrowdStrike Holdings, Inc.Stock6,355$1.16M0.5%––History
iShares Inc464286525MSCI GBL MIN VOL12,168$1.20M0.5%–––
NETCloudflare, Inc.CL A COM17,207$1.21M0.5%––History
AMATApplied Materials IncStock9,255$1.24M0.5%––History
iShares Core MSCI Eafe ETF46432F842ETF17,785$1.28M0.5%–––
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF48,389$1.38M0.5%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF21,728$1.40M0.6%–––
iShares S&P 500 Growth ETF464287309ETF26,778$1.74M0.7%–––
State Street Materials Select Sector SPDR ETF81369Y100ETF22,313$1.76M0.7%–––
iShares Tr464288414NATIONAL MUN ETF15,844$1.84M0.7%–––
Innovator ETFs Trust45782C680US EQTY PWR BF65,785$1.90M0.8%–––
iShares Tr46429B655FLTG RATE NT ETF38,717$1.97M0.8%–––
Innovator ETFs Trust45782C540US EQTY PWR BUF67,006$1.99M0.8%–––
Innovator ETFs Trust45782C748US EQTY PWR BUF66,204$2.03M0.8%–––
iShares U.S. Treasury Bond ETF46429B267ETF79,183$2.07M0.8%–––
Innovator ETFs Trust45782C417US EQTY PWR BUF76,265$2.10M0.8%–––
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF16,268$2.12M0.8%–––
Innovator ETFs Trust45782C870US EQT PWR BUF78,265$2.16M0.9%–––
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF13,076$2.20M0.9%–––
Innovator ETFs Trust45782C573US EQTY PWR BUF75,353$2.24M0.9%–––
iShares Tr46434V613CORE UNIVRSL USD48,471$2.56M1.0%–––
BMYBristol Myers Squibb CoStock41,162$2.60M1.0%––History
iShares Tr464287556ISHARES BIOTECH18,533$2.79M1.1%–––
BRK.BBerkshire Hathaway IncStock11,135$2.84M1.1%––History
CERNCERNER CorpCOM40,541$2.91M1.2%––History