BKD Wealth Advisors, LLC
- SEC CIK
- 0001352864
- 最新申報
- 2026/8/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/23 申報。只含多頭部位。
- 持股檔數
- 269
- 2020 年第 4 季沒有 13F 資料
- 總值
- $20.1 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CORCencora, Inc. | Stock | 1,720 | $20.3 萬 | <0.1% | – | – | 歷史 |
| WOWWideOpenWest, Inc. | COM | 14,983 | $20.4 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G789 | IBONDS DEC2021 | 8,000 | $20.6 萬 | <0.1% | – | – | – |
| CARRCarrier Global Corp | Stock | 4,922 | $20.8 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G318 | IBONDS DEC2023 | 7,968 | $20.8 萬 | <0.1% | – | – | – |
| WHRWhirlpool Corp | Stock | 954 | $21.0 萬 | <0.1% | – | – | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 5,386 | $21.1 萬 | <0.1% | – | – | – |
| TJXTJX Companies Inc | Stock | 3,241 | $21.4 萬 | <0.1% | – | – | 歷史 |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 8,000 | $21.5 萬 | <0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,346 | $21.6 萬 | <0.1% | – | – | – |
| KMBKimberly Clark Corp | Stock | 1,582 | $22.0 萬 | <0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,014 | $22.0 萬 | <0.1% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 972 | $22.1 萬 | <0.1% | – | – | 歷史 |
| HBANHuntington Bancshares Inc | COM | 14,052 | $22.1 萬 | <0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 1,607 | $22.2 萬 | <0.1% | – | – | 歷史 |
| SRESempra | Stock | 1,682 | $22.3 萬 | <0.1% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 14,118 | $23.5 萬 | <0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 4,035 | $23.5 萬 | <0.1% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 1,381 | $24.5 萬 | <0.1% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 2,406 | $25.0 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 3,825 | $25.4 萬 | <0.1% | – | – | – |
| BLKBlackRock, Inc. | COM | 343 | $25.9 萬 | <0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 4,279 | $26.2 萬 | <0.1% | – | – | 歷史 |
| UGIUgi Corp | Stock | 6,400 | $26.2 萬 | <0.1% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,200 | $26.2 萬 | <0.1% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | – | $26.2 萬 | <0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 725 | $26.8 萬 | <0.1% | – | – | 歷史 |
| BIDUBaidu, Inc. | ADR | 1,230 | $26.8 萬 | <0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 12,299 | $27.1 萬 | <0.1% | – | – | 歷史 |
| AFLAflac Inc | Stock | 5,293 | $27.1 萬 | <0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 2,788 | $27.3 萬 | <0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 1,733 | $27.3 萬 | <0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,692 | $27.4 萬 | <0.1% | – | – | – |
| PLDPrologis, Inc. | REIT | 2,599 | $27.5 萬 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 532 | $27.8 萬 | <0.1% | – | – | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 12,000 | $27.8 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 1,100 | $27.8 萬 | <0.1% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 4,280 | $28.0 萬 | <0.1% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | – | $28.1 萬 | <0.1% | – | – | – |
| DEDeere & Co | Stock | 753 | $28.2 萬 | <0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,169 | $28.4 萬 | <0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 598 | $28.5 萬 | <0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,476 | $29.2 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,206 | $29.8 萬 | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 6,799 | $29.8 萬 | <0.1% | – | – | – |
| PSXPhillips 66 | Stock | 3,684 | $30.0 萬 | <0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 920 | $30.4 萬 | <0.1% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 1,093 | $30.6 萬 | <0.1% | – | – | 歷史 |
| NVSNovartis AG | ADR | 3,631 | $31.0 萬 | <0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,658 | $31.3 萬 | <0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 4,133 | $31.4 萬 | <0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,241 | $31.6 萬 | <0.1% | – | – | 歷史 |
| ETSYEtsy Inc | COM | 1,603 | $32.3 萬 | <0.1% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 5,011 | $32.4 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 993 | $32.5 萬 | <0.1% | – | – | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,594 | $33.3 萬 | <0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,368 | $34.0 萬 | <0.1% | – | – | 歷史 |
| NOVNOV Inc. | COM | 25,063 | $34.4 萬 | <0.1% | – | – | 歷史 |
| OZKBank OZK | COM | 8,437 | $34.5 萬 | <0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 730 | $34.7 萬 | <0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,943 | $34.8 萬 | <0.1% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 9,405 | $35.4 萬 | <0.1% | – | – | – |
| KSSKOHLS Corp | Stock | 5,942 | $35.4 萬 | <0.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,074 | $35.9 萬 | <0.1% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 1,638 | $36.3 萬 | <0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 5,790 | $37.0 萬 | <0.1% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,071 | $37.6 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,755 | $37.7 萬 | <0.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,167 | $38.3 萬 | <0.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $38.6 萬 | <0.1% | – | – | 歷史 |
| THFFFirst Financial Corp | Stock | 8,645 | $38.9 萬 | <0.1% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,923 | $39.0 萬 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,942 | $39.1 萬 | <0.1% | – | – | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 6,603 | $39.1 萬 | <0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 4,326 | $39.4 萬 | <0.1% | – | – | 歷史 |
| GLWCorning Inc | COM | 9,064 | $39.4 萬 | <0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,640 | $39.8 萬 | <0.1% | – | – | – |
| UMBFUmb Financial Corp | COM | 4,325 | $39.9 萬 | <0.1% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,167 | $40.1 萬 | <0.1% | – | – | – |
| CBSHCommerce Bancshares Inc | Stock | 5,240 | $40.1 萬 | <0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 4,161 | $40.2 萬 | <0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 3,054 | $40.5 萬 | <0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 614 | $41.0 萬 | <0.1% | – | – | 歷史 |
| QCRHQCR Holdings Inc | COM | 8,767 | $41.4 萬 | <0.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 12,377 | $42.1 萬 | <0.1% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 11,931 | $42.2 萬 | <0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,964 | $44.0 萬 | <0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 5,638 | $44.2 萬 | <0.1% | – | – | – |
| CBChubb Ltd | Stock | 2,865 | $45.3 萬 | <0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,697 | $45.6 萬 | <0.1% | – | – | 歷史 |
| LITELumentum Holdings Inc. | COM | 5,000 | $45.7 萬 | <0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 4,253 | $46.5 萬 | <0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,676 | $46.9 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287713 | US TELECOM ETF | 14,879 | $48.1 萬 | <0.1% | – | – | – |
| EGPEastgroup Properties Inc | COM | 3,369 | $48.3 萬 | <0.1% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 8,443 | $48.5 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | – | $50.0 萬 | <0.1% | – | – | – |
| EQBKEquity Bancshares Inc | COM CL A | 18,291 | $50.1 萬 | <0.1% | – | – | 歷史 |
| Nuveen Tax-Advantaged Divid67073G105 | COM | 33,517 | $50.6 萬 | <0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 10,154 | $51.9 萬 | <0.1% | – | – | 歷史 |