$162 Million is the total value of Surevest, LLC's 122 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ADSK | AUTODESK INC | $823,000 | +21.2% | 5,279 | 0.0% | 0.51% | -5.4% | |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $301,000 | -1.6% | 1 | 0.0% | 0.18% | -23.6% | |
IQLT | ISHARES TRintl qlty factor | $232,000 | +13.2% | 7,937 | 0.0% | 0.14% | -11.7% | |
ADSK | AUTODESK INCput | $33,000 | +200.0% | 5,200 | 0.0% | 0.02% | +122.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 16 | Q3 2022 | 3.5% |
AMAZON COM INC | 16 | Q3 2022 | 3.3% |
ALPHABET INC | 16 | Q3 2022 | 2.2% |
SALESFORCE INC | 16 | Q3 2022 | 2.1% |
DISNEY WALT CO | 16 | Q3 2022 | 2.2% |
GENERAL MLS INC | 16 | Q3 2022 | 1.7% |
MICROSOFT CORP | 16 | Q3 2022 | 2.0% |
SPDR S&P 500 ETF TR | 16 | Q3 2022 | 1.7% |
PEPSICO INC | 16 | Q3 2022 | 1.6% |
CHEVRON CORP NEW | 16 | Q3 2022 | 1.7% |
View Surevest, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-11 |
13F-HR | 2021-10-13 |
13F-HR | 2021-08-06 |
13F-HR | 2021-04-19 |
13F-HR | 2021-02-04 |
13F-HR | 2020-10-16 |
13F-HR | 2020-07-15 |
View Surevest, LLC'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.