Sylvest Advisors
Latest statistics and disclosures from Sylvest Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002044121
Tip: Access up to 7 years of quarterly data
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 |
|
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 9.4 | $15M | 38k | 401.58 |
|
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 9.2 | $15M | 805k | 18.50 |
|
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 9.1 | $15M | 262k | 56.48 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 8.4 | $14M | 52k | 264.13 |
|
|
Microsoft Corporation (MSFT) | 5.9 | $9.6M | 23k | 421.49 |
|
|
Ishares Tr Core S&p Scp Etf (IJR) | 5.4 | $8.7M | 76k | 115.22 |
|
|
Pacer Fds Tr Us Lrg Cp Cash (COWG) | 3.4 | $5.5M | 172k | 32.04 |
|
|
American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.2 | $5.2M | 89k | 58.79 |
|
|
Apple (AAPL) | 2.9 | $4.7M | 19k | 250.42 |
|
|
Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $4.3M | 15k | 289.80 |
|
|
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.3 | $3.7M | 39k | 96.53 |
|
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $2.6M | 5.0k | 511.18 |
|
|
First Tr Exchange-traded A Mid Cap Val Fd (FNK) | 1.2 | $2.0M | 37k | 53.51 |
|
|
Intuitive Surgical Com New (ISRG) | 1.0 | $1.6M | 3.0k | 521.96 |
|
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $1.3M | 10k | 128.62 |
|
|
Pacer Fds Tr Pacer Us Small (CALF) | 0.8 | $1.3M | 30k | 44.01 |
|
|
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.8 | $1.2M | 16k | 80.00 |
|
|
Cummins (CMI) | 0.7 | $1.2M | 3.4k | 348.60 |
|
|
Abbvie (ABBV) | 0.7 | $1.1M | 6.4k | 177.71 |
|
|
Kroger (KR) | 0.7 | $1.1M | 19k | 61.15 |
|
|
AmerisourceBergen (COR) | 0.7 | $1.1M | 4.9k | 224.67 |
|
|
Strategy Day Hagan Ned (SSUS) | 0.7 | $1.1M | 26k | 42.07 |
|
|
Cme (CME) | 0.6 | $995k | 4.3k | 232.23 |
|
|
Cisco Systems (CSCO) | 0.6 | $945k | 16k | 59.20 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $912k | 2.0k | 453.28 |
|
|
NetApp (NTAP) | 0.5 | $859k | 7.4k | 116.08 |
|
|
Jefferies Finl Group (JEF) | 0.5 | $812k | 10k | 78.40 |
|
|
Allison Transmission Hldngs I (ALSN) | 0.5 | $800k | 7.4k | 108.06 |
|
|
Johnson & Johnson (JNJ) | 0.5 | $793k | 5.5k | 144.62 |
|
|
Hershey Company (HSY) | 0.5 | $788k | 4.7k | 169.35 |
|
|
Amgen (AMGN) | 0.5 | $744k | 2.9k | 260.64 |
|
|
Genpact SHS (G) | 0.5 | $737k | 17k | 42.95 |
|
|
Carlisle Companies (CSL) | 0.4 | $722k | 2.0k | 368.84 |
|
|
Exxon Mobil Corporation (XOM) | 0.4 | $710k | 6.6k | 107.58 |
|
|
PPG Industries (PPG) | 0.4 | $694k | 5.8k | 119.45 |
|
|
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $693k | 3.6k | 190.44 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $683k | 3.6k | 189.31 |
|
|
Chevron Corporation (CVX) | 0.4 | $659k | 4.6k | 144.82 |
|
|
Altria (MO) | 0.4 | $654k | 13k | 52.29 |
|
|
Comerica Incorporated (CMA) | 0.4 | $614k | 9.9k | 61.85 |
|
|
Snap-on Incorporated (SNA) | 0.4 | $609k | 1.8k | 339.48 |
|
|
Texas Instruments Incorporated (TXN) | 0.4 | $600k | 3.2k | 187.51 |
|
|
NVIDIA Corporation (NVDA) | 0.3 | $545k | 4.1k | 134.28 |
|
|
Procter & Gamble Company (PG) | 0.3 | $544k | 3.2k | 167.65 |
|
|
Primerica (PRI) | 0.3 | $543k | 2.0k | 271.42 |
|
|
Visa Com Cl A (V) | 0.3 | $522k | 1.7k | 316.04 |
|
|
Us Bancorp Del Com New (USB) | 0.3 | $517k | 11k | 47.83 |
|
|
Deere & Company (DE) | 0.3 | $513k | 1.2k | 423.53 |
|
|
Packaging Corporation of America (PKG) | 0.3 | $511k | 2.3k | 225.13 |
|
|
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.3 | $498k | 6.4k | 77.43 |
|
|
Wal-Mart Stores (WMT) | 0.3 | $480k | 5.3k | 90.35 |
|
|
United Parcel Service CL B (UPS) | 0.3 | $470k | 3.7k | 126.10 |
|
|
Janus Henderson Group Ord Shs (JHG) | 0.3 | $464k | 11k | 42.53 |
|
|
Merck & Co (MRK) | 0.3 | $461k | 4.6k | 99.48 |
|
|
Thor Industries (THO) | 0.3 | $448k | 4.7k | 95.71 |
|
|
Travelers Companies (TRV) | 0.3 | $443k | 1.8k | 240.89 |
|
|
Williams Companies (WMB) | 0.3 | $442k | 8.2k | 54.12 |
|
|
First Financial Bankshares (FFIN) | 0.3 | $436k | 12k | 36.05 |
|
|
Comcast Corp Cl A (CMCSA) | 0.3 | $410k | 11k | 37.53 |
|
|
Amazon (AMZN) | 0.2 | $397k | 1.8k | 219.39 |
|
|
Ss&c Technologies Holding (SSNC) | 0.2 | $365k | 4.8k | 75.78 |
|
|
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.2 | $352k | 4.6k | 76.36 |
|
|
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.2 | $334k | 11k | 29.30 |
|
|
Royal Gold (RGLD) | 0.2 | $303k | 2.3k | 131.85 |
|
|
Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $300k | 1.1k | 269.67 |
|
|
Amdocs SHS (DOX) | 0.2 | $288k | 3.4k | 85.14 |
|
|
Domino's Pizza (DPZ) | 0.2 | $287k | 683.00 | 419.76 |
|
|
Boeing Company (BA) | 0.2 | $278k | 1.6k | 177.00 |
|
|
Medtronic SHS (MDT) | 0.2 | $273k | 3.4k | 79.88 |
|
|
Caterpillar (CAT) | 0.2 | $253k | 698.00 | 362.93 |
|
|
Rbc Cad (RY) | 0.2 | $250k | 2.1k | 120.51 |
|
|
McDonald's Corporation (MCD) | 0.1 | $226k | 780.00 | 290.07 |
|
|
Tesla Motors (TSLA) | 0.1 | $204k | 506.00 | 403.86 |
|
Past Filings by Sylvest Advisors
SEC 13F filings are viewable for Sylvest Advisors going back to 2024
- Sylvest Advisors 2024 Q4 filed Jan. 24, 2025