$225 Million is the total value of Point View Wealth Management, Inc.'s 271 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HES | New | Hess Corp Com | $285,000 | – | 4,727 | +100.0% | 0.13% | – |
| KMI | New | Kinder Morgan Inc | $255,000 | – | 12,739 | +100.0% | 0.11% | – |
| OSK | New | Oshkosh Corp | $236,000 | – | 3,139 | +100.0% | 0.10% | – |
| BUD | New | Anheuser Busch Cos I | $233,000 | – | 2,780 | +100.0% | 0.10% | – |
| WYNN | New | Wynn Resorts Ltd | $232,000 | – | 1,941 | +100.0% | 0.10% | – |
| CELG | New | Celgene Corp | $229,000 | – | 2,428 | +100.0% | 0.10% | – |
| VTEB | New | Vanguard Mun Bd Fd I | $224,000 | – | 4,297 | +100.0% | 0.10% | – |
| MS | New | MorgStanley | $218,000 | – | 5,155 | +100.0% | 0.10% | – |
| M | New | Macys Inc | $219,000 | – | 9,112 | +100.0% | 0.10% | – |
| FB | New | Facebook Inc Com Usd | $216,000 | – | 1,298 | +100.0% | 0.10% | – |
| HEFA | New | Ishares TRUST Curren | $208,000 | – | 7,200 | +100.0% | 0.09% | – |
| CHL | New | China Mobile LTD ADRadr | $207,000 | – | 4,055 | +100.0% | 0.09% | – |
| VIVHY | New | Vivendi Sa Unspon Adadr | $204,000 | – | 7,039 | +100.0% | 0.09% | – |
| HMC | New | HondaMotor | $203,000 | – | 7,483 | +100.0% | 0.09% | – |
| CMI | New | Cummins Inc | $201,000 | – | 1,276 | +100.0% | 0.09% | – |
| ECA | New | Encana Corp | $74,000 | – | 10,215 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-06
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.