Surevest
Latest statistics and disclosures from Surevest's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, AGG, IXUS, ACWX, AAPL, and represent 18.25% of Surevest's stock portfolio.
- Added to shares of these 10 stocks: GOOG, PANW, BXSL, IXUS, GOOGL, AAPL, ILCG, IWF, TSLA, VONG.
- Started 22 new stock positions in TXN, SCZ, ASO, HLN, HLT, VHT, PGR, HSIC, BJ, ACI. PDBC, EFG, ZIM, AVGO, EHAB, SNOW, ARCC, GSK, PCH, VUG, WMB, ARKK.
- Reduced shares in these 10 stocks: BLV, VEA, AGG, ILCV, JPM, GPC, SPDW, CRWD, GMRE, .
- Sold out of its positions in Activision Blizzard, AKAM, ARE, ALGN, AAL, American Campus Communities, Avinger INC CORP COMMON, BJ's Wholesale Club, BBWI, BECN.
- Surevest was a net buyer of stock by $21M.
- Surevest has $368M in assets under management (AUM), dropping by -3.60%.
- Central Index Key (CIK): 0001593842
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Portfolio Holdings for Surevest
Surevest holds 528 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Surevest has 528 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Surevest Sept. 30, 2022 positions
- Download the Surevest September 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.2 | $15M | +5% | 73k | 210.40 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 3.9 | $15M | 151k | 96.34 |
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| Ishares Tr Core Msci Total (IXUS) | 3.8 | $14M | +12% | 272k | 50.92 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 3.4 | $12M | +3% | 308k | 40.01 |
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| Apple (AAPL) | 3.0 | $11M | +12% | 79k | 138.20 |
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| Ishares Tr Morningstar Valu (ILCV) | 1.9 | $7.0M | -3% | 123k | 56.47 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.7 | $6.2M | +6% | 169k | 36.49 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 1.7 | $6.1M | 123k | 49.75 |
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| Ishares Tr Morningstr Us Eq (ILCB) | 1.6 | $6.0M | +7% | 122k | 49.39 |
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| Palo Alto Networks (PANW) | 1.5 | $5.5M | +196% | 34k | 163.78 |
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| Ishares Tr Morningstar Grwt (ILCG) | 1.4 | $5.1M | +29% | 106k | 48.26 |
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| Chevron Corporation (CVX) | 1.4 | $5.0M | 35k | 143.68 |
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| Microsoft Corporation (MSFT) | 1.3 | $4.8M | 21k | 232.87 |
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| Genuine Parts Company (GPC) | 1.3 | $4.7M | -3% | 32k | 149.31 |
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| Philip Morris International (PM) | 1.3 | $4.7M | +4% | 57k | 83.02 |
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| Wp Carey (WPC) | 1.3 | $4.7M | +4% | 67k | 69.80 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $4.6M | 13k | 357.18 |
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| General Mills (GIS) | 1.2 | $4.6M | 60k | 76.61 |
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| Northrop Grumman Corporation (NOC) | 1.2 | $4.5M | 9.7k | 470.38 |
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| Amazon (AMZN) | 1.2 | $4.5M | +4% | 40k | 113.01 |
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| Pepsi (PEP) | 1.2 | $4.4M | 27k | 163.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $4.3M | +1913% | 45k | 96.16 |
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| Waste Management (WM) | 1.1 | $4.1M | 26k | 160.21 |
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| Abbvie (ABBV) | 1.1 | $4.0M | 30k | 134.21 |
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| Kellogg Company (K) | 1.1 | $4.0M | 57k | 69.65 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 1.1 | $4.0M | +7% | 71k | 55.94 |
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| Goldman Sachs (GS) | 1.1 | $3.9M | 13k | 293.08 |
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| Coca-Cola Company (KO) | 1.0 | $3.8M | 69k | 56.02 |
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| Johnson & Johnson (JNJ) | 1.0 | $3.8M | 23k | 163.36 |
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| Meta Platforms Cl A (META) | 1.0 | $3.8M | +6% | 28k | 135.69 |
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| Travelers Companies (TRV) | 1.0 | $3.8M | +4% | 25k | 153.20 |
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| AFLAC Incorporated (AFL) | 1.0 | $3.8M | 67k | 56.20 |
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| Bristol Myers Squibb (BMY) | 1.0 | $3.8M | 53k | 71.09 |
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| McDonald's Corporation (MCD) | 1.0 | $3.7M | 16k | 230.73 |
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| Consolidated Edison (ED) | 1.0 | $3.6M | 43k | 85.75 |
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| General Dynamics Corporation (GD) | 1.0 | $3.6M | 17k | 212.19 |
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| Nike CL B (NKE) | 1.0 | $3.5M | +6% | 42k | 83.12 |
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| Colgate-Palmolive Company (CL) | 1.0 | $3.5M | 50k | 70.26 |
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| United Parcel Service CL B (UPS) | 1.0 | $3.5M | 22k | 161.56 |
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| Cummins (CMI) | 0.9 | $3.4M | 17k | 203.52 |
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| Archer Daniels Midland Company (ADM) | 0.9 | $3.4M | 42k | 80.46 |
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| Assurant (AIZ) | 0.9 | $3.4M | 23k | 145.29 |
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| Air Products & Chemicals (APD) | 0.9 | $3.3M | 14k | 232.72 |
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| Visa Com Cl A (V) | 0.9 | $3.2M | 18k | 177.65 |
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| Polaris Industries (PII) | 0.9 | $3.2M | 34k | 95.64 |
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| Emerson Electric (EMR) | 0.9 | $3.2M | 44k | 73.23 |
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| Procter & Gamble Company (PG) | 0.9 | $3.2M | 25k | 126.25 |
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| Union Pacific Corporation (UNP) | 0.8 | $3.1M | 16k | 194.84 |
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| Servicenow (NOW) | 0.8 | $3.1M | 8.2k | 377.56 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.8 | $3.1M | +122% | 136k | 22.74 |
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| Kimberly-Clark Corporation (KMB) | 0.8 | $3.1M | 28k | 112.56 |
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| Illinois Tool Works (ITW) | 0.8 | $3.1M | 17k | 180.65 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $3.1M | +3% | 7.9k | 386.33 |
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| Sherwin-Williams Company (SHW) | 0.8 | $2.9M | 14k | 204.75 |
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| Automatic Data Processing (ADP) | 0.8 | $2.9M | +4% | 13k | 226.20 |
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| Clorox Company (CLX) | 0.7 | $2.7M | +6% | 21k | 128.41 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.7 | $2.6M | +7% | 49k | 53.87 |
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| salesforce (CRM) | 0.7 | $2.6M | +8% | 18k | 143.83 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $2.6M | 7.9k | 328.31 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.7 | $2.5M | 34k | 74.82 |
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| Medtronic SHS (MDT) | 0.7 | $2.5M | -2% | 32k | 80.74 |
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| Omega Healthcare Investors (OHI) | 0.7 | $2.5M | 86k | 29.49 |
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| Verizon Communications (VZ) | 0.7 | $2.5M | +2% | 66k | 37.98 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.7 | $2.5M | +8% | 50k | 50.37 |
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| Target Corporation (TGT) | 0.7 | $2.5M | 17k | 148.38 |
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| SYSCO Corporation (SYY) | 0.7 | $2.5M | +8% | 35k | 70.70 |
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| Starbucks Corporation (SBUX) | 0.7 | $2.5M | +10% | 29k | 84.27 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $2.4M | -5% | 15k | 164.81 |
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| Chubb (CB) | 0.6 | $2.4M | +12% | 13k | 181.92 |
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| 3M Company (MMM) | 0.6 | $2.3M | +2% | 21k | 110.48 |
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| Williams-Sonoma (WSM) | 0.6 | $2.1M | +10% | 18k | 117.84 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.6 | $2.1M | +5% | 1.7k | 1203.96 |
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| Spdr Ser Tr Bloomberg Intl T (BWX) | 0.5 | $2.0M | +3% | 97k | 20.83 |
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| Stag Industrial (STAG) | 0.5 | $2.0M | +6% | 70k | 28.43 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $2.0M | 28k | 71.34 |
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| Walt Disney Company (DIS) | 0.5 | $1.8M | 20k | 94.35 |
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| Stanley Black & Decker (SWK) | 0.4 | $1.6M | +14% | 21k | 75.23 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.5M | +1879% | 15k | 95.66 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $1.5M | 28k | 51.81 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.4M | 18k | 81.84 |
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| Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.4 | $1.4M | +6% | 30k | 47.54 |
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| Paypal Holdings (PYPL) | 0.3 | $1.2M | +9% | 14k | 86.06 |
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| Tesla Motors (TSLA) | 0.3 | $1.1M | +211% | 4.3k | 265.26 |
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| Pfizer (PFE) | 0.3 | $1.1M | +16% | 26k | 43.77 |
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| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.3 | $1.1M | +8% | 25k | 42.71 |
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| Masco Corporation (MAS) | 0.3 | $1.0M | +14% | 22k | 46.68 |
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| Enterprise Products Partners (EPD) | 0.3 | $1.0M | 43k | 23.78 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.3 | $1.0M | -31% | 14k | 71.99 |
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| Airbnb Com Cl A (ABNB) | 0.3 | $988k | +20% | 9.4k | 104.99 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $968k | -16% | 9.3k | 104.46 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $951k | 86k | 11.04 |
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| Zoom Video Communications In Cl A (ZM) | 0.2 | $864k | +20% | 12k | 73.57 |
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| Capital One Financial (COF) | 0.2 | $858k | +21% | 9.3k | 92.14 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $856k | +8% | 11k | 81.40 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $852k | +26% | 10k | 83.66 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $837k | +335% | 11k | 79.97 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $793k | 75k | 10.52 |
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| NVIDIA Corporation (NVDA) | 0.2 | $784k | +20% | 6.5k | 121.40 |
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| Roblox Corp Cl A (RBLX) | 0.2 | $784k | +13% | 22k | 35.85 |
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| Industrial Logistics Pptys T Com Shs Ben Int (ILPT) | 0.2 | $778k | +12% | 142k | 5.50 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $768k | 4.7k | 163.58 |
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| Docusign (DOCU) | 0.2 | $757k | +28% | 14k | 53.44 |
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| Informatica Com Cl A (INFA) | 0.2 | $753k | 38k | 20.08 |
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| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.2 | $741k | -7% | 16k | 47.50 |
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| Twilio Cl A (TWLO) | 0.2 | $713k | +75% | 10k | 69.17 |
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| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.2 | $707k | +9% | 29k | 24.12 |
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| Autodesk (ADSK) | 0.2 | $706k | 3.8k | 186.82 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $686k | -17% | 27k | 25.80 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $667k | +40913% | 12k | 54.21 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $659k | 5.2k | 127.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $647k | 2.4k | 267.02 |
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| Wells Fargo & Company (WFC) | 0.1 | $466k | 12k | 40.20 |
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| Oracle Corporation (ORCL) | 0.1 | $378k | 6.2k | 61.12 |
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| ResMed (RMD) | 0.1 | $369k | 1.7k | 218.21 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $362k | -52% | 9.9k | 36.40 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $360k | -18% | 7.5k | 48.32 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $358k | -21% | 7.3k | 49.31 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $350k | 16k | 22.21 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $346k | 8.9k | 38.85 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $342k | +42% | 5.3k | 64.52 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $330k | -9% | 6.8k | 48.28 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $318k | -15% | 12k | 26.21 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $313k | 3.9k | 80.15 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $301k | 2.0k | 149.45 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $300k | +121% | 1.8k | 165.11 |
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| Nextera Energy (NEE) | 0.1 | $297k | 3.8k | 78.38 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $297k | 2.2k | 136.05 |
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| Costco Wholesale Corporation (COST) | 0.1 | $284k | -12% | 601.00 | 472.55 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $275k | 15k | 18.91 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $271k | 6.9k | 39.01 |
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| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.1 | $267k | +12% | 7.7k | 34.68 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $254k | -3% | 1.2k | 206.67 |
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| Eagle Ban (EGBN) | 0.1 | $252k | 5.6k | 44.74 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $230k | 3.6k | 63.91 |
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| M&T Bank Corporation (MTB) | 0.1 | $226k | 1.3k | 176.70 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $211k | +421% | 4.6k | 45.69 |
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| Carrier Global Corporation (CARR) | 0.1 | $206k | -5% | 5.8k | 35.50 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $203k | 1.6k | 129.13 |
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| Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 0.1 | $195k | 2.9k | 67.43 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $177k | 2.0k | 87.24 |
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| Vanguard World Fds Energy Etf (VDE) | 0.0 | $171k | 1.7k | 101.66 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $171k | 1.2k | 143.70 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $170k | 3.4k | 50.25 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $167k | 649.00 | 257.32 |
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| Iron Mountain (IRM) | 0.0 | $158k | 3.6k | 43.93 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $147k | 746.00 | 197.05 |
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| 4068594 Enphase Energy (ENPH) | 0.0 | $140k | 505.00 | 277.23 |
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| Ishares Tr Global 100 Etf (IOO) | 0.0 | $132k | 2.2k | 59.73 |
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| Home Depot (HD) | 0.0 | $130k | 472.00 | 275.42 |
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| Southwest Airlines (LUV) | 0.0 | $129k | 4.2k | 30.77 |
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| Eli Lilly & Co. (LLY) | 0.0 | $126k | 390.00 | 323.08 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $125k | -24% | 807.00 | 154.89 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $123k | +8% | 400.00 | 307.50 |
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| Amgen (AMGN) | 0.0 | $121k | -22% | 535.00 | 226.17 |
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| Ares Capital Corporation (ARCC) | 0.0 | $119k | NEW | 7.1k | 16.83 |
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| Intel Corporation (INTC) | 0.0 | $117k | 4.5k | 25.82 |
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| Badger Meter (BMI) | 0.0 | $116k | 1.3k | 92.36 |
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| Biohaven Pharmaceutical Holding | 0.0 | $114k | -35% | 751.00 | 151.80 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $114k | 4.1k | 28.15 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $112k | -17% | 598.00 | 187.29 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $112k | 622.00 | 180.06 |
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| Snowflake Cl A (SNOW) | 0.0 | $109k | NEW | 644.00 | 169.25 |
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| First Solar (FSLR) | 0.0 | $106k | 800.00 | 132.50 |
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| American Express Company (AXP) | 0.0 | $104k | -27% | 773.00 | 134.54 |
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| UnitedHealth (UNH) | 0.0 | $102k | -33% | 201.00 | 507.46 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $98k | +2% | 2.2k | 44.14 |
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| Sempra Energy (SRE) | 0.0 | $96k | -18% | 640.00 | 150.00 |
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| Danaher Corporation (DHR) | 0.0 | $85k | -34% | 328.00 | 259.15 |
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| Merck & Co (MRK) | 0.0 | $82k | -27% | 953.00 | 86.04 |
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| International Business Machines (IBM) | 0.0 | $78k | 654.00 | 119.27 |
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| McKesson Corporation (MCK) | 0.0 | $78k | 229.00 | 340.61 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $77k | 1.3k | 61.50 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $73k | 2.3k | 31.38 |
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| Bank of America Corporation (BAC) | 0.0 | $70k | 2.3k | 30.30 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $67k | 1.2k | 55.01 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $67k | 494.00 | 135.63 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $64k | 2.6k | 24.47 |
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| ON Semiconductor (ON) | 0.0 | $62k | 1.0k | 62.00 |
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| Honeywell International (HON) | 0.0 | $61k | -31% | 367.00 | 166.21 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $59k | 233.00 | 253.22 |
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| MGM Resorts International. (MGM) | 0.0 | $58k | 2.0k | 29.53 |
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| Independence Realty Trust In (IRT) | 0.0 | $58k | 3.5k | 16.74 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $57k | +60% | 213.00 | 267.61 |
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| Ishares Tr North Amern Nat (IGE) | 0.0 | $54k | 1.6k | 34.57 |
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| Northwest Natural Holdin (NWN) | 0.0 | $54k | 1.3k | 43.17 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $53k | 1.0k | 52.22 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $50k | 73.00 | 684.93 |
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| Altria (MO) | 0.0 | $49k | 1.2k | 40.10 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $48k | 786.00 | 61.07 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $47k | +2% | 275.00 | 170.91 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $46k | -10% | 115.00 | 400.00 |
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| Anthem (ELV) | 0.0 | $45k | +5% | 99.00 | 454.55 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $43k | 119.00 | 361.34 |
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| BlackRock (BLK) | 0.0 | $42k | -39% | 77.00 | 545.45 |
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| Ishares Tr Us Trsprtion (IYT) | 0.0 | $41k | 211.00 | 194.31 |
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| Xcel Energy (XEL) | 0.0 | $41k | -50% | 636.00 | 64.47 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $40k | 420.00 | 95.24 |
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| Netflix (NFLX) | 0.0 | $39k | -10% | 167.00 | 233.53 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $38k | +65% | 195.00 | 194.87 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $38k | -10% | 25.00 | 1520.00 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $37k | -3% | 1.3k | 29.00 |
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| Canopy Gro | 0.0 | $36k | -21% | 13k | 2.71 |
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| Yum! Brands (YUM) | 0.0 | $36k | 335.00 | 107.46 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $35k | 3.3k | 10.49 |
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| Middlesex Water Company (MSEX) | 0.0 | $35k | 453.00 | 77.26 |
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| Dupont De Nemours (DD) | 0.0 | $34k | 675.00 | 50.37 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $34k | 700.00 | 48.57 |
|
|
| Cisco Systems (CSCO) | 0.0 | $33k | 821.00 | 40.19 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $33k | +37% | 411.00 | 80.29 |
|
| Caterpillar (CAT) | 0.0 | $33k | -27% | 200.00 | 165.00 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $33k | 773.00 | 42.69 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $32k | NEW | 850.00 | 37.65 |
|
| Corning Incorporated (GLW) | 0.0 | $32k | 1.1k | 29.09 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $31k | -3% | 549.00 | 56.47 |
|
| MetLife (MET) | 0.0 | $31k | 504.00 | 61.51 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $30k | 625.00 | 48.00 |
|
|
| Gilead Sciences (GILD) | 0.0 | $30k | 494.00 | 60.73 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $29k | 405.00 | 71.60 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $27k | 122.00 | 221.31 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $27k | 288.00 | 93.75 |
|
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $26k | 308.00 | 84.42 |
|
|
| Dex (DXCM) | 0.0 | $26k | 320.00 | 81.25 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $26k | -6% | 94.00 | 276.60 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $26k | 850.00 | 30.59 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $26k | 815.00 | 31.90 |
|
|
| Applied Materials (AMAT) | 0.0 | $25k | -11% | 310.00 | 80.65 |
|
| Farfetch Ord Sh Cl A (FTCHQ) | 0.0 | $25k | -75% | 3.4k | 7.45 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $24k | 310.00 | 77.42 |
|
|
| Novocure Ord Shs (NVCR) | 0.0 | $24k | 320.00 | 75.00 |
|
|
| D.R. Horton (DHI) | 0.0 | $24k | -3% | 349.00 | 68.77 |
|
| Workday Cl A (WDAY) | 0.0 | $24k | 158.00 | 151.90 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $23k | -57% | 1.3k | 17.23 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $23k | -5% | 241.00 | 95.44 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $23k | NEW | 106.00 | 216.98 |
|
| 0.0 | $23k | 530.00 | 43.40 |
|
||
| At&t (T) | 0.0 | $22k | -17% | 1.4k | 15.29 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.0 | $22k | 520.00 | 42.31 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $21k | 405.00 | 51.85 |
|
|
| Laboratory Corp Amer Hldgs Com New | 0.0 | $21k | 102.00 | 205.88 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $21k | +1522% | 357.00 | 58.82 |
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $20k | 661.00 | 30.26 |
|
|
| Prudential Financial (PRU) | 0.0 | $20k | 234.00 | 85.47 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $20k | 462.00 | 43.29 |
|
|
| First Tr Mtg Income Com Shs (FMY) | 0.0 | $19k | 1.7k | 11.09 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $19k | 150.00 | 126.67 |
|
|
| Silvergate Cap Corp Cl A | 0.0 | $19k | 250.00 | 76.00 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $19k | -55% | 79.00 | 240.51 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $19k | 787.00 | 24.14 |
|
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $18k | 470.00 | 38.30 |
|
|
| Boeing Company (BA) | 0.0 | $18k | -40% | 150.00 | 120.00 |
|
Past Filings by Surevest
SEC 13F filings are viewable for Surevest going back to 2018
- Surevest 2022 Q3 filed Nov. 14, 2022
- Surevest 2022 Q2 filed Aug. 15, 2022
- Surevest 2022 Q1 filed May 16, 2022
- Surevest 2021 Q4 filed Feb. 11, 2022
- Surevest 2021 Q3 filed Oct. 13, 2021
- Surevest 2021 Q2 filed Aug. 6, 2021
- Surevest 2021 Q1 filed April 19, 2021
- Surevest 2020 Q4 filed Feb. 4, 2021
- Surevest 2020 Q3 filed Oct. 16, 2020
- Surevest 2020 Q2 filed July 15, 2020
- Surevest 2020 Q1 filed April 16, 2020
- Surevest 2019 Q4 filed Jan. 14, 2020
- Surevest 2019 Q3 filed Oct. 15, 2019
- Surevest 2019 Q2 filed July 10, 2019
- Surevest 2019 Q1 filed April 9, 2019
- Surevest 2018 Q4 filed Feb. 20, 2019