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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
UNPUnion Pacific CorpStock1,193$263.0K0.1%––History
iShares MSCI USA Quality Factor ETF46432F339ETF2,116$257.0K0.1%–––
iShares MSCI Eafe ETF464287465ETF3,375$256.0K0.1%–––
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF8,231$244.0K0.1%–––
AMZNAmazon Com IncStock75$232.0K0.1%––History
LWLamb Weston Holdings, Inc.Stock2,977$230.0K0.1%––History
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF6,016$212.0K0.1%–––
GOOGLAlphabet Inc.Stock100$206.0K0.1%––History
iShares Tr464287739U.S. REAL ES ETF2,224$204.0K0.1%–––
ATIAti IncStock9,342$196.0K0.1%––History
AMRSAmyris, Inc.COM NEW10,137$193.0K0.1%––History
TSEOQTrinseo PLCSHS3,010$191.0K0.1%––History
Innovator ETFs Trust45782C755US EQTY BUFR JUN5,888$188.0K0.1%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF904$186.0K0.1%–––
MVISMicrovision, Inc.COM NEW10,000$185.0K0.1%––History
LMTLockheed Martin CorpStock486$179.0K0.1%––History
Innovator ETFs Trust45782C698US EQUT BUFR AUG5,720$176.0K0.1%–––
AZNAstraZeneca PLCSPONSORED ADR3,380$168.0K0.1%––History
Healthcare Realty Trust Inc42225P501CL A NEW6,074$167.0K0.1%–––
SYKStryker CorpStock638$155.0K0.1%––History
Vanguard S&P 500 ETF922908363ETF418$152.0K0.1%–––
PYPLPayPal Holdings, Inc.Stock624$151.0K0.1%––History
LOWLowes Companies IncStock770$146.0K0.1%––History
USBUS Bancorp DECOM NEW2,626$145.0K0.1%––History
UPSUnited Parcel Service IncStock850$144.0K0.1%––History
iShares Tr464288885EAFE GRWTH ETF1,379$138.0K0.1%–––
BLKBlackRock, Inc.COM184$138.0K0.1%––History
SPDR Index Shs FDS78463X103PORTFLO EURP ETF3,533$128.0K0.1%–––
AXPAmerican Express CoStock866$124.0K<0.1%––History
SPDR Index Shs FDS78463X509ST PORT MARK ETF2,638$115.0K<0.1%–––
PGProcter & Gamble CoStock815$110.0K<0.1%––History
VVisa Inc.Stock515$109.0K<0.1%––History
SBUXStarbucks CorpStock989$108.0K<0.1%––History
JNJJohnson & JohnsonStock624$102.0K<0.1%––History
PSXPhillips 66Stock1,248$101.0K<0.1%––History
SPDR Series Trust78464A607ST STR DOW REIT1,067$101.0K<0.1%–––
iShares Select Dividend ETF464287168ETF858$97.0K<0.1%–––
Invesco QQQ Trust Series I46090E103ETF288$92.0K<0.1%–––
iShares Tr4642874571 3 YR TREAS BD1,021$88.0K<0.1%–––
iShares Tr46428951110+ YR INVST GRD1,310$87.0K<0.1%–––
COPConocoPhillipsStock1,641$86.0K<0.1%––History
TAT&T Inc.Stock2,813$85.0K<0.1%––History
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF2,003$84.0K<0.1%–––
ADBEAdobe Inc.Stock168$79.0K<0.1%––History
MDYSPDR S&P Midcap 400 ETF TrustETF166$79.0K<0.1%––History
Fidelity Merrimack STR Tr316188101CORP BOND ETF1,453$78.0K<0.1%–––
iShares Tr464287234MSCI EMG MKT ETF1,439$76.0K<0.1%–––
GWWW.W. Grainger, Inc.Stock185$74.0K<0.1%––History
CCitigroup IncStock1,025$74.0K<0.1%––History
VZVerizon Communications IncStock1,265$73.0K<0.1%––History
Vanguard World FD921910816MEGA GRWTH IND348$72.0K<0.1%–––
HASHasbro, Inc.COM750$72.0K<0.1%––History
HONHoneywell International IncCOM335$72.0K<0.1%––History
Vanguard Total Bond Market ETF921937835ETF809$68.0K<0.1%–––
BIIBBiogen Inc.COM237$66.0K<0.1%––History
DEDeere & CoStock176$65.0K<0.1%––History
ALLAllstate CorpStock565$64.0K<0.1%––History
iShares S&P Small-Cap 600 Value ETF464287879ETF626$63.0K<0.1%–––
ARK Innovation ETF00214Q104ETF519$62.0K<0.1%–––
FASTFastenal CoStock1,214$61.0K<0.1%––History
CMCSAComcast CorpStock1,115$60.0K<0.1%––History
iShares Tr464289859CORE 80 20 ETF904$60.0K<0.1%–––
GDGeneral Dynamics CorpStock322$58.0K<0.1%––History
WYWeyerhaeuser CoCOM NEW1,579$56.0K<0.1%––History
JPMJPMorgan Chase & CoStock365$55.0K<0.1%––History
Vanguard World FD921910840MEGA CAP VAL ETF573$54.0K<0.1%–––
iShares Tr46435G425ESG AWR MSCI USA569$51.0K<0.1%–––
MCKMcKesson CorpStock261$50.0K<0.1%––History
PEPPepsiCo IncStock350$49.0K<0.1%––History
ZTSZoetis Inc.Stock300$47.0K<0.1%––History
MCDMcDonalds CorpStock213$47.0K<0.1%––History
XOMExxonMobil Holdings CorpCOM792$44.0K<0.1%––History
ZIONZions Bancorporation, National AssociationCOM800$43.0K<0.1%––History
iShares Tr464288760US AER DEF ETF400$41.0K<0.1%–––
MLMMartin Marietta Materials IncCOM124$41.0K<0.1%––History
Invesco Exchange Traded FD T46137V597RAFI US 1500227$40.0K<0.1%–––
METAMeta Platforms, Inc.Stock135$39.0K<0.1%––History
Vanguard Index FDS922908652EXTEND MKT ETF225$39.0K<0.1%–––
IAUiShares Gold TrustISHARES2,400$39.0K<0.1%––History
Innovator U.S. Equity Buffer ETF - October45782C771ETF1,240$38.0K<0.1%–––
ETEnergy Transfer LPCOM UT LTD PTN4,886$37.0K<0.1%––History
LUVSouthwest Airlines CoCOM580$35.0K<0.1%––History
COSTCostco Wholesale CorpStock99$34.0K<0.1%––History
Vanguard Ftse All-World Ex-US Index Fund922042775ETF528$32.0K<0.1%–––
Vanguard Morningstar Value ETF922908744ETF240$31.0K<0.1%–––
BKEBuckle IncCOM787$30.0K<0.1%––History
ADMArcher-Daniels-Midland CoStock525$29.0K<0.1%––History
WFCWells Fargo & CompanyStock719$28.0K<0.1%––History
NOCNorthrop Grumman CorpStock85$27.0K<0.1%––History
HFCHollyFrontier CorpCOM750$26.0K<0.1%––History
CATCaterpillar IncStock110$25.0K<0.1%––History
DOVDOVER CorpCOM184$25.0K<0.1%––History
Innovator ETFs Trust45782C888US EQT BUFR APR847$25.0K<0.1%–––
KOCoca Cola CoStock466$24.0K<0.1%––History
NRCNRC HealthCOM NEW525$24.0K<0.1%––History
iShares Russell 2000 ETF464287655ETF106$23.0K<0.1%–––
EIXEdison InternationalStock400$23.0K<0.1%––History
DISWalt Disney CoStock128$23.0K<0.1%––History
SABASaba Capital Income & Opportunities Fund IICOM4,350$23.0K<0.1%––History
TTDTrade Desk, Inc.Stock34$22.0K<0.1%––History