$203 Million is the total value of Point View Wealth Management, Inc.'s 260 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DXC | New | Dxc Technology Co Co | $2,209,000 | – | 28,798 | +100.0% | 1.09% | – |
| CARS | New | Cars Com Inc Com | $327,000 | – | 12,286 | +100.0% | 0.16% | – |
| SPGI | New | S&P Global Inc Com | $222,000 | – | 1,520 | +100.0% | 0.11% | – |
| GOOGL | New | Google Inc Cl A | $218,000 | – | 234 | +100.0% | 0.11% | – |
| LLY | New | EliLilly&Co | $215,000 | – | 2,608 | +100.0% | 0.11% | – |
| HSBC | New | Hsbc Holdings Plc Adadr | $214,000 | – | 4,623 | +100.0% | 0.10% | – |
| DGX | New | Quest Diagnostics In | $204,000 | – | 1,831 | +100.0% | 0.10% | – |
| IGR | New | CBRE Clarion Global | $197,000 | – | 25,511 | +100.0% | 0.10% | – |
| EXD | New | Eaton Vance Tax Adva | $141,000 | – | 12,349 | +100.0% | 0.07% | – |
| EC | New | Ecopetrol SAadr | $100,000 | – | 10,994 | +100.0% | 0.05% | – |
| ESV | New | Ensco Intl Inc | $59,000 | – | 11,404 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-07
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.