$234 Million is the total value of Surevest, LLC's 146 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -7,771 | -100.0% | -0.10% | – |
CB | Exit | CHUBB LIMITED | $0 | – | -1,415 | -100.0% | -0.11% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -2,407 | -100.0% | -0.13% | – |
HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -9,256 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-14
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.