Sylvest Advisors

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

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

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Portfolio Holdings for Sylvest Advisors

Sylvest Advisors holds 74 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Ishares Tr Rus 1000 Val Etf (IWD) 11.7 $19M 103k 185.13
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Ishares Tr Rus 1000 Grw Etf (IWF) 9.4 $15M 38k 401.58
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.2 $15M 805k 18.50
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 9.1 $15M 262k 56.48
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Vanguard Index Fds Mid Cap Etf (VO) 8.4 $14M 52k 264.13
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Microsoft Corporation (MSFT) 5.9 $9.6M 23k 421.49
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Ishares Tr Core S&p Scp Etf (IJR) 5.4 $8.7M 76k 115.22
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Pacer Fds Tr Us Lrg Cp Cash (COWG) 3.4 $5.5M 172k 32.04
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American Centy Etf Tr Avantis Emgmkt (AVEM) 3.2 $5.2M 89k 58.79
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Apple (AAPL) 2.9 $4.7M 19k 250.42
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Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $4.3M 15k 289.80
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.3 $3.7M 39k 96.53
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $2.6M 5.0k 511.18
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First Tr Exchange-traded A Mid Cap Val Fd (FNK) 1.2 $2.0M 37k 53.51
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Intuitive Surgical Com New (ISRG) 1.0 $1.6M 3.0k 521.96
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.3M 10k 128.62
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Pacer Fds Tr Pacer Us Small (CALF) 0.8 $1.3M 30k 44.01
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First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.8 $1.2M 16k 80.00
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Cummins (CMI) 0.7 $1.2M 3.4k 348.60
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Abbvie (ABBV) 0.7 $1.1M 6.4k 177.71
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Kroger (KR) 0.7 $1.1M 19k 61.15
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AmerisourceBergen (COR) 0.7 $1.1M 4.9k 224.67
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Strategy Day Hagan Ned (SSUS) 0.7 $1.1M 26k 42.07
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Cme (CME) 0.6 $995k 4.3k 232.23
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Cisco Systems (CSCO) 0.6 $945k 16k 59.20
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $912k 2.0k 453.28
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NetApp (NTAP) 0.5 $859k 7.4k 116.08
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Jefferies Finl Group (JEF) 0.5 $812k 10k 78.40
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Allison Transmission Hldngs I (ALSN) 0.5 $800k 7.4k 108.06
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Johnson & Johnson (JNJ) 0.5 $793k 5.5k 144.62
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Hershey Company (HSY) 0.5 $788k 4.7k 169.35
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Amgen (AMGN) 0.5 $744k 2.9k 260.64
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Genpact SHS (G) 0.5 $737k 17k 42.95
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Carlisle Companies (CSL) 0.4 $722k 2.0k 368.84
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Exxon Mobil Corporation (XOM) 0.4 $710k 6.6k 107.58
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PPG Industries (PPG) 0.4 $694k 5.8k 119.45
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Alphabet Cap Stk Cl C (GOOG) 0.4 $693k 3.6k 190.44
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $683k 3.6k 189.31
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Chevron Corporation (CVX) 0.4 $659k 4.6k 144.82
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Altria (MO) 0.4 $654k 13k 52.29
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Comerica Incorporated (CMA) 0.4 $614k 9.9k 61.85
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Snap-on Incorporated (SNA) 0.4 $609k 1.8k 339.48
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Texas Instruments Incorporated (TXN) 0.4 $600k 3.2k 187.51
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NVIDIA Corporation (NVDA) 0.3 $545k 4.1k 134.28
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Procter & Gamble Company (PG) 0.3 $544k 3.2k 167.65
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Primerica (PRI) 0.3 $543k 2.0k 271.42
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Visa Com Cl A (V) 0.3 $522k 1.7k 316.04
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Us Bancorp Del Com New (USB) 0.3 $517k 11k 47.83
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Deere & Company (DE) 0.3 $513k 1.2k 423.53
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Packaging Corporation of America (PKG) 0.3 $511k 2.3k 225.13
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First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.3 $498k 6.4k 77.43
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Wal-Mart Stores (WMT) 0.3 $480k 5.3k 90.35
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United Parcel Service CL B (UPS) 0.3 $470k 3.7k 126.10
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Janus Henderson Group Ord Shs (JHG) 0.3 $464k 11k 42.53
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Merck & Co (MRK) 0.3 $461k 4.6k 99.48
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Thor Industries (THO) 0.3 $448k 4.7k 95.71
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Travelers Companies (TRV) 0.3 $443k 1.8k 240.89
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Williams Companies (WMB) 0.3 $442k 8.2k 54.12
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First Financial Bankshares (FFIN) 0.3 $436k 12k 36.05
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Comcast Corp Cl A (CMCSA) 0.3 $410k 11k 37.53
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Amazon (AMZN) 0.2 $397k 1.8k 219.39
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Ss&c Technologies Holding (SSNC) 0.2 $365k 4.8k 75.78
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Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.2 $352k 4.6k 76.36
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $334k 11k 29.30
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Royal Gold (RGLD) 0.2 $303k 2.3k 131.85
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $300k 1.1k 269.67
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Amdocs SHS (DOX) 0.2 $288k 3.4k 85.14
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Domino's Pizza (DPZ) 0.2 $287k 683.00 419.76
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Boeing Company (BA) 0.2 $278k 1.6k 177.00
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Medtronic SHS (MDT) 0.2 $273k 3.4k 79.88
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Caterpillar (CAT) 0.2 $253k 698.00 362.93
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Rbc Cad (RY) 0.2 $250k 2.1k 120.51
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McDonald's Corporation (MCD) 0.1 $226k 780.00 290.07
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Tesla Motors (TSLA) 0.1 $204k 506.00 403.86
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Past Filings by Sylvest Advisors

SEC 13F filings are viewable for Sylvest Advisors going back to 2024