$174 Million is the total value of Point View Wealth Management, Inc.'s 246 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOLD | New | Barrick Gold Corp | $1,295,000 | – | 81,008 | +100.0% | 0.74% | – |
| JLL | New | Jones Lang LaSalle Inc | $654,000 | – | 6,475 | +100.0% | 0.38% | – |
| BIT | New | Blackrock Multi Sector Income | $530,000 | – | 32,148 | +100.0% | 0.30% | – |
| AAPL | New | Apple | $469,000 | – | 4,050 | +100.0% | 0.27% | – |
| ABBV | New | Abbvie Inc Com | $279,000 | – | 4,455 | +100.0% | 0.16% | – |
| JSM | New | Navient Corp SHS | $278,000 | – | 12,529 | +100.0% | 0.16% | – |
| NUE | New | Nucor Corp | $238,000 | – | 3,999 | +100.0% | 0.14% | – |
| ADP | New | Automatic Data Processing | $222,000 | – | 2,156 | +100.0% | 0.13% | – |
| COF | New | Capital One Financial Corp | $212,000 | – | 2,428 | +100.0% | 0.12% | – |
| BNPQY | New | Bnp Paribas Adr Eachrepr | $211,000 | – | 6,598 | +100.0% | 0.12% | – |
| RAI | New | Reynolds Amern Inc | $209,000 | – | 3,735 | +100.0% | 0.12% | – |
| SLB | New | Schlumberger | $203,000 | – | 2,414 | +100.0% | 0.12% | – |
| TWX | New | Time Warner Inc | $202,000 | – | 2,089 | +100.0% | 0.12% | – |
| SIEGY | New | Siemens Ag Adr-Each Cnv Into 1adr | $201,000 | – | 1,632 | +100.0% | 0.12% | – |
| DIS | New | Disney | $202,000 | – | 1,939 | +100.0% | 0.12% | – |
| INSI | New | Insight Select Income Fd Com | $200,000 | – | 10,461 | +100.0% | 0.12% | – |
| ENDP | New | Endo Intl Plc Shsadr | $168,000 | – | 10,177 | +100.0% | 0.10% | – |
| EVP | New | Eaton Vance Penn Muni Inc | $149,000 | – | 12,318 | +100.0% | 0.09% | – |
| ITUB | New | Itau Unibanco Holdings | $104,000 | – | 10,116 | +100.0% | 0.06% | – |
| ABEV | New | Ambev Sa Sponsored Adr Isinadr | $51,000 | – | 10,408 | +100.0% | 0.03% | – |
| SDRL | New | Seadrill Ltd Usd2adr | $35,000 | – | 10,205 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corp | 29 | Q4 2020 | 4.1% |
| Exxon-Mobil | 29 | Q4 2020 | 2.1% |
| Pfizer | 29 | Q4 2020 | 2.0% |
| Tyson Foods Inc Cl Afrmly Com | 29 | Q4 2020 | 2.4% |
| Northrop Grumman Corp Holdi | 29 | Q4 2020 | 1.7% |
| Western Asset Claymore U | 29 | Q4 2020 | 1.8% |
| ChevronTexaco | 29 | Q4 2020 | 1.7% |
| Deere & Co. | 29 | Q4 2020 | 2.0% |
| Merck | 29 | Q4 2020 | 1.6% |
| AT T Inc | 29 | Q4 2020 | 1.5% |
View Point View Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-11-06 |
| 13F-HR | 2020-07-29 |
| 13F-HR | 2020-05-08 |
| 13F-HR | 2020-02-06 |
| 13F-HR | 2019-11-06 |
| 13F-HR | 2019-07-29 |
| 13F-HR | 2019-05-06 |
| 13F-HR | 2019-02-07 |
| 13F-HR | 2018-11-08 |
View Point View Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.