$871 Million is the total value of Conservest Capital Advisors, Inc.'s 77 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IYH | ISHARES TRus hlthcare etf | $2,081,000 | +2.7% | 8,244 | 0.0% | 0.24% | -1.6% | |
| IWM | ISHARES TRrussell 2000 etf | $604,000 | +12.7% | 2,732 | 0.0% | 0.07% | +7.8% | |
| GPN | GLOBAL PMTS INC | $589,000 | -6.4% | 2,920 | 0.0% | 0.07% | -9.3% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $419,000 | +5.5% | 2,261 | 0.0% | 0.05% | 0.0% | |
| SHOP | SHOPIFY INCcl a | $399,000 | -2.4% | 361 | 0.0% | 0.05% | -6.1% | |
| TFX | TELEFLEX INCORPORATED | $285,000 | +1.1% | 685 | 0.0% | 0.03% | -2.9% | |
| VHT | VANGUARD WORLD FDShealth car etf | $231,000 | +2.2% | 1,011 | 0.0% | 0.03% | 0.0% | |
| VFC | V F CORP | $216,000 | -6.5% | 2,706 | 0.0% | 0.02% | -10.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-22
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.