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.
- Positions
- 424
- No 13F data for Q4 2020
- Portfolio value
- $252.5M
- 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 |
|---|---|---|---|---|---|---|---|
| SIVBSVB Financial Group | COM | 5,906 | $2.92M | 1.2% | – | – | History |
| DFSDiscover Financial Services | COM | 33,099 | $3.14M | 1.2% | – | – | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 51,292 | $3.24M | 1.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 30,000 | $3.25M | 1.3% | – | – | History |
| ETSYEtsy Inc | COM | 16,156 | $3.26M | 1.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 30,017 | $3.60M | 1.4% | – | – | History |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 128,519 | $3.77M | 1.5% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 137,240 | $3.94M | 1.6% | – | – | – |
| URIUnited Rentals, Inc. | COM | 13,481 | $4.44M | 1.8% | – | – | History |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 147,188 | $4.64M | 1.8% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 15,997 | $4.92M | 1.9% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 38,591 | $5.13M | 2.0% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 60,922 | $6.00M | 2.4% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 118,272 | $6.07M | 2.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 93,895 | $6.60M | 2.6% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 90,747 | $6.63M | 2.6% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 124,935 | $7.38M | 2.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 28,362 | $7.38M | 2.9% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 46,663 | $7.50M | 3.0% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 72,798 | $7.90M | 3.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 69,904 | $7.96M | 3.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 246,240 | $8.38M | 3.3% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 152,532 | $10.6M | 4.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 87,088 | $34.6M | 13.7% | – | – | – |