$71.1 Million is the total value of swisspartners Advisors Ltd's 17 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYY | Exit | SYSCO CORP | $0 | – | -2,378 | -100.0% | -0.20% | – |
| HPQ | Exit | HP INC | $0 | – | -10,721 | -100.0% | -0.22% | – |
| AAPL | Exit | APPLE INC | $0 | – | -837 | -100.0% | -0.24% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,775 | -100.0% | -0.27% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -2,605 | -100.0% | -0.45% | – |
| EWL | Exit | ISHARES INCmsci switzerland | $0 | – | -37,320 | -100.0% | -1.48% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -60,160 | -100.0% | -3.83% | – |
| EWG | Exit | ISHARES INCmsci germany etf | $0 | – | -397,699 | -100.0% | -11.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ABBVIE INC | 16 | Q3 2023 | 13.8% |
| SPDR INDEX SHS FDS | 16 | Q3 2023 | 10.4% |
| VALERO ENERGY CORP NEW | 16 | Q3 2023 | 8.6% |
| SPDR GOLD TRUST | 16 | Q3 2023 | 8.9% |
| WESTERN DIGITAL CORP. | 16 | Q3 2023 | 7.3% |
| ISHARES TR | 16 | Q3 2023 | 7.2% |
| DISNEY WALT CO | 16 | Q3 2023 | 7.7% |
| MICRON TECHNOLOGY INC | 16 | Q3 2023 | 5.2% |
| ISHARES TR | 16 | Q3 2023 | 2.0% |
| ISHARES TR | 16 | Q3 2023 | 0.7% |
View swisspartners Advisors Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-09 |
View swisspartners Advisors Ltd'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.