Belvedere Advisors

Latest statistics and disclosures from Belvedere Advisors's latest quarterly 13F-HR filing:

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Positions held by Belvedere Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Belvedere Advisors

Belvedere Advisors holds 30 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P Latin America 40 Index (ILF) 36.8 $1.2M +143% 36k 33.74
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iShares IBoxx $ Invest Grade Corp Bd (LQD) 8.8 $291k -72% 2.3k 124.20
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iShares Barclays 20+ Yr Treas.Bond (TLT) 8.6 $282k +14% 2.1k 132.95
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Netflix (NFLX) 5.8 $191k NEW 520.00 367.31
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Facebook Inc cl a (META) 5.5 $180k NEW 935.00 192.51
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Vanguard Emerging Markets ETF (VWO) 4.0 $132k NEW 3.1k 42.46
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Vanguard REIT ETF (VNQ) 4.0 $131k -31% 1.5k 87.57
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Amazon (AMZN) 3.8 $125k NEW 66.00 1893.94
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Apple (AAPL) 3.6 $119k NEW 603.00 197.35
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Invesco exchange traded (FXF) 3.2 $105k -67% 1.1k 94.85
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Alibaba Group Holding (BABA) 3.0 $99k -77% 587.00 168.65
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SPDR Gold Trust (GLD) 1.9 $61k -77% 456.00 133.77
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Vanguard Europe Pacific ETF (VEA) 1.4 $45k -51% 1.1k 41.67
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Vanguard S&p 500 Etf idx (VOO) 1.3 $44k +23% 162.00 271.60
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Health Care SPDR (XLV) 1.3 $43k NEW 465.00 92.47
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iShares FTSE NAREIT Resi Plus Capp (REZ) 1.2 $39k -78% 537.00 72.63
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iShares Silver Trust (SLV) 1.1 $38k -23% 2.7k 14.22
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Schwab Strategic Tr us reit etf (SCHH) 1.1 $38k -63% 844.00 45.02
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iShares S&P NA Nat. Re. Sc. Idx (IGE) 1.0 $32k -60% 1.0k 30.80
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iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.8 $28k -95% 252.00 111.11
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Alphabet Inc Class C cs (GOOG) 0.5 $15k NEW 14.00 1071.43
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iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.2 $8.0k -96% 71.00 112.68
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iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $7.0k -91% 195.00 35.90
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iShares Barclays 10-20 Yr Tresry Bd (TLH) 0.2 $6.0k -94% 39.00 153.85
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SPDR Dow Jones Global Real Estate (RWO) 0.1 $5.0k -94% 94.00 53.19
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Spdr S&p 500 Etf (SPY) 0.1 $4.0k -97% 13.00 307.69
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Vanguard Total Stock Market ETF (VTI) 0.1 $4.0k -91% 24.00 166.67
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Vanguard Value ETF (VTV) 0.1 $4.0k -92% 39.00 102.56
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Vanguard Lg Term Govt Bd ETF (VGLT) 0.1 $4.0k -95% 45.00 88.89
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Vanguard Dividend Appreciation ETF (VIG) 0.1 $3.0k -99% 24.00 125.00
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Past Filings by Belvedere Advisors

SEC 13F filings are viewable for Belvedere Advisors going back to 2019