$250 Million is the total value of Silicon Valley Capital Partners's 35 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 27.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P500 ETF TRUSTTRUST UNIgrowth etf | $78,669,000 | -25.8% | 305,215 | -7.4% | 31.47% | -12.1% |
| QQQ | Sell | INVESCO QQQ TR UNIT SER1unit ser 1 | $52,392,000 | -15.1% | 275,168 | -5.2% | 20.96% | +0.6% |
| IVW | Sell | ISHARES S&P 500 GROWTHETFs&p 500 grwt etf | $26,267,000 | -18.4% | 159,143 | -4.3% | 10.51% | -3.3% |
| VUG | Sell | VANGUARD INDEX FDS VANGUARDGROgrowth etf | $11,969,000 | -16.1% | 76,389 | -2.4% | 4.79% | -0.5% |
| GOOGL | Buy | ALPHABET INC CAP STK CLA | $10,849,000 | +85.7% | 9,336 | +114.1% | 4.34% | +120.2% |
| VGT | Buy | VANGUARD WORLD FDS VANGUARDINFinf tech etf | $10,721,000 | +245.1% | 50,594 | +298.7% | 4.29% | +308.9% |
| AAPL | Buy | APPLE INC COM USD0.00001 | $9,958,000 | -1.5% | 39,158 | +13.7% | 3.98% | +16.7% |
| AMZN | Buy | AMAZON.COM INC | $9,676,000 | +100.2% | 4,963 | +89.8% | 3.87% | +137.3% |
| USMV | Sell | ISHARES EDGE MSCI MINVOL USA Emin vol usa etf | $8,525,000 | -54.9% | 157,836 | -45.2% | 3.41% | -46.5% |
| GSLC | Sell | GOLDMAN SACHS ETF TR ACTIVEBETequity etf | $5,369,000 | -24.2% | 102,883 | -6.1% | 2.15% | -10.2% |
| FB | Buy | FACEBOOK INC-CLASS A | $5,218,000 | +18.6% | 31,283 | +45.9% | 2.09% | +40.6% |
| ONEQ | Sell | FIDELITY NASDAQ COMPOSITEINDEXndq cp idx trk | $5,092,000 | -19.9% | 17,054 | -6.2% | 2.04% | -5.1% |
| XRLV | Sell | INVESCO EXCHANGE-TRADEDFD TRS&s&p 500 ex rat | $2,238,000 | -69.2% | 71,642 | -59.3% | 0.90% | -63.5% |
| NVDA | Buy | NVIDIA CORP | $1,362,000 | +58.7% | 5,168 | +41.7% | 0.54% | +87.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INCCOM USD0 | $1,171,000 | -24.6% | 6,405 | -6.6% | 0.47% | -10.7% |
| ADBE | Sell | ADOBE INC COM | $1,076,000 | -4.4% | 3,382 | -0.9% | 0.43% | +13.2% |
| VOO | Buy | VANGUARD INDEX FUNDS S&P500 ET | $1,013,000 | -19.5% | 4,278 | +0.5% | 0.40% | -4.7% |
| COST | Sell | COSTCO WHOLESALE CORPCOM USD0. | $971,000 | -6.3% | 3,404 | -3.4% | 0.39% | +10.9% |
| CRM | Buy | SALESFORCE.COM INC COMUSD0.001 | $761,000 | +117.4% | 5,284 | +145.4% | 0.30% | +157.6% |
| AMD | Buy | ADVANCED MICRO DEVICESINC COM | $759,000 | +52.4% | 16,679 | +53.7% | 0.30% | +81.0% |
| GOOG | Buy | ALPHABET INC CAP STK CLC | $626,000 | +126.8% | 539 | +160.4% | 0.25% | +168.8% |
| HD | Buy | HOME DEPOT INC COM | $624,000 | +16.2% | 3,342 | +35.9% | 0.25% | +38.1% |
| ADSK | Sell | AUTODESK INC COM | $611,000 | -20.4% | 3,915 | -6.5% | 0.24% | -5.8% |
| NFLX | New | NETFLIX COM INC COM | $603,000 | – | 1,607 | +100.0% | 0.24% | – |
| SPHQ | Buy | INVESCO EXCHANGE TRADEDFD TR Ss&p500 pur gwt | $574,000 | -17.6% | 19,163 | +0.5% | 0.23% | -2.1% |
| LMT | Buy | LOCKHEED MARTIN CORP COMUSD1.0 | $512,000 | +99.2% | 1,509 | +129.0% | 0.20% | +135.6% |
| VOOG | Buy | VANGUARD S&P 500 GROWTHETF500 grth idx f | $373,000 | -14.4% | 2,509 | +0.3% | 0.15% | +1.4% |
| CSCO | Buy | CISCO SYS INC COM | $308,000 | -6.7% | 7,838 | +13.8% | 0.12% | +10.8% |
| AMT | Sell | AMERICAN TOWER CORP COMUSD0.01 | $285,000 | -35.5% | 1,308 | -31.9% | 0.11% | -23.5% |
| BA | Buy | BOEING CO COM USD5.00 | $257,000 | +2.4% | 1,725 | +123.7% | 0.10% | +21.2% |
| ARKW | Sell | ARK ETF TR NEXT GNRTNINTER | $236,000 | -12.6% | 4,479 | -4.6% | 0.09% | +3.3% |
| CCI | Sell | CROWN CASTLE INTL CORPNEW COM | $231,000 | -36.0% | 1,602 | -36.9% | 0.09% | -24.6% |
| JPM | Sell | JPMORGAN CHASE & CO COMUSD1.00 | $223,000 | -36.6% | 2,479 | -1.9% | 0.09% | -25.2% |
| LULU | New | LULULEMON ATHLETICA INCCOM USD | $219,000 | – | 1,158 | +100.0% | 0.09% | – |
| TMUS | New | T-MOBILE US INC COM | $210,000 | – | 2,500 | +100.0% | 0.08% | – |
| VOOV | Exit | VANGUARD ADMIRAL FDS INCS&P 50 | $0 | – | -1,600 | -100.0% | -0.07% | – |
| T | Exit | AT&T CORP NEW | $0 | – | -5,354 | -100.0% | -0.07% | – |
| IVV | Exit | ISHARES CORE S&P 500ETFcore s&p500 etf | $0 | – | -751 | -100.0% | -0.08% | – |
| VOT | Exit | VANGUARD INDEX FDS MIDCAPGROWTmcap gr idxvip | $0 | – | -1,572 | -100.0% | -0.08% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -5,599 | -100.0% | -0.08% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,853 | -100.0% | -0.09% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEETFgrowth etf | $0 | – | -975 | -100.0% | -0.09% | – |
| AVGO | Exit | BROADCOM INC COM | $0 | – | -2,594 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUSTUNIT SER | 31 | Q3 2023 | 56.8% |
| ISHARES TRUST S & P500/BAR | 31 | Q3 2023 | 19.6% |
| APPLE INC COM USD0.00001 | 31 | Q3 2023 | 6.0% |
| VANGUARD INDEX FDS VANGUARDGRO | 31 | Q3 2023 | 5.0% |
| ALPHABET INC CAP STK CLA | 31 | Q3 2023 | 5.4% |
| FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND | 31 | Q3 2023 | 3.5% |
| AMAZON COM INC COM | 31 | Q3 2023 | 4.4% |
| META PLATFORMS INC CLASSA COMM | 31 | Q3 2023 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 31 | Q3 2023 | 1.2% |
| VANGUARD S&P 500 ETF | 31 | Q3 2023 | 0.6% |
View Silicon Valley Capital Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View Silicon Valley Capital Partners'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.