$31.6 Billion is the total value of ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's 20 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TRUST ETFetf | $66,326,000 | +3.6% | 448 | 0.0% | 0.21% | -57.9% | |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $25,313,000 | -20.7% | 945 | 0.0% | 0.08% | -67.9% | |
| AMD | ADVANCED MICRO DEVICES INCstock | $18,874,000 | -0.8% | 415 | 0.0% | 0.06% | -59.5% | |
| AAPL | APPLE INC.stock | $11,952,000 | -13.4% | 47 | 0.0% | 0.04% | -64.8% | |
| INTC | INTEL CORP.stock | $10,986,000 | -9.6% | 203 | 0.0% | 0.04% | -63.2% | |
| UNH | UNITEDHEALTH GROUP INC.stock | $10,973,000 | -15.2% | 44 | 0.0% | 0.04% | -65.3% | |
| NEM | NEWMONT MINING CORPstock | $10,414,000 | +4.2% | 230 | 0.0% | 0.03% | -57.7% | |
| DIS | WALT DISNEY CO.stock | $10,433,000 | -33.6% | 108 | 0.0% | 0.03% | -73.0% | |
| BRKB | BERKSHIRE HATHAWAY INC. - CL Bstock | $9,142,000 | -19.3% | 50 | 0.0% | 0.03% | -67.0% | |
| RIO | RIO TINTO PLC F SPONSORED ADRstock | $6,558,000 | -19.4% | 137 | 0.0% | 0.02% | -66.7% | |
| JPM | JPMORGAN CHASE & CO.stock | $6,572,000 | -35.4% | 73 | 0.0% | 0.02% | -73.4% | |
| COP | CONOCOPHILLIPSstock | $4,528,000 | -52.6% | 147 | 0.0% | 0.01% | -81.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TIDAL ETF TR | 16 | Q3 2023 | 91.0% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 8.0% |
| VANGUARD WORLD FD | 16 | Q3 2023 | 9.6% |
| APPLE INC. | 16 | Q3 2023 | 1.2% |
| VANGUARD TAX-MANAGED INTL FD | 14 | Q3 2023 | 2.7% |
| BERKSHIRE HATHAWAY INC DEL | 14 | Q3 2023 | 0.1% |
| VANGUARD INTL EQUITY INDEX F | 13 | Q3 2023 | 2.1% |
| UNITEDHEALTH GROUP INC. | 13 | Q2 2023 | 0.2% |
| JPMORGAN CHASE & CO. | 13 | Q3 2023 | 0.1% |
| VANGUARD TOTAL STOCK MARKET ETF | 12 | Q3 2023 | 4.4% |
View ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
View ADVANCED RESEARCH INVESTMENT SOLUTIONS, 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.