$834 Million is the total value of Conservest Capital Advisors, Inc.'s 76 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| URBN | New | URBAN OUTFITTERS INC | $2,560,000 | – | 100,000 | +100.0% | 0.31% | – |
| IGIB | New | ISHARES TR | $1,818,000 | – | 29,430 | +100.0% | 0.22% | – |
| DGRO | New | ISHARES TRcore div grwth | $1,506,000 | – | 33,609 | +100.0% | 0.18% | – |
| IEUR | New | ISHARES TRcore msci euro | $218,000 | – | 4,255 | +100.0% | 0.03% | – |
| JNJ | New | JOHNSON & JOHNSON | $209,000 | – | 1,331 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | 26 | Q3 2023 | 16.4% |
| SPDR S&P 500 ETF TR | 26 | Q3 2023 | 13.6% |
| SELECT SECTOR SPDR TR | 26 | Q3 2023 | 11.3% |
| SELECT SECTOR SPDR TR | 26 | Q3 2023 | 10.4% |
| SELECT SECTOR SPDR TR | 26 | Q3 2023 | 7.2% |
| ISHARES TR | 26 | Q3 2023 | 4.7% |
| VANGUARD WHITEHALL FDS INC | 26 | Q3 2023 | 4.4% |
| ISHARES TR | 26 | Q3 2023 | 3.9% |
| SPDR DOW JONES INDL AVRG ETF | 26 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 26 | Q3 2023 | 4.0% |
View Conservest Capital Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-18 |
View Conservest Capital Advisors, 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.