vontobel swiss wealth advisors

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

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Positions held by vontobel swiss wealth advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vontobel Swiss Wealth Advisors

Vontobel Swiss Wealth Advisors holds 80 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.3 $10M +9% 77k 134.79
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Microsoft Corporation (MSFT) 4.9 $9.6M 36k 265.95
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Advanced Micro Devices (AMD) 4.6 $8.9M -14% 96k 92.10
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Palo Alto Networks (PANW) 4.4 $8.6M +7% 24k 363.96
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Visa Com Cl A (V) 4.3 $8.3M -26% 36k 229.16
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Bristol Myers Squibb (BMY) 4.2 $8.1M +4% 124k 65.43
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Thermo Fisher Scientific (TMO) 4.2 $8.1M +9% 16k 494.20
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Iqvia Holdings (IQV) 4.1 $8.0M 34k 236.42
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BlackRock (BLK) 4.1 $7.9M +4% 9.2k 857.17
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Lowe's Companies (LOW) 4.0 $7.8M 41k 189.83
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Kroger (KR) 3.9 $7.5M +13% 200k 37.56
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Nike CL B (NKE) 3.7 $7.3M +7% 48k 150.90
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Walt Disney Company (DIS) 3.7 $7.3M +14% 42k 172.26
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Broadcom (AVGO) 3.5 $6.9M +3% 15k 464.84
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Citigroup Com New (C) 3.4 $6.6M +3% 96k 68.76
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Quanta Services (PWR) 3.4 $6.5M +12% 74k 88.34
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Constellation Brands Cl A (STZ) 3.2 $6.2M +5% 27k 227.67
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Kraft Heinz (KHC) 3.0 $5.8M -11% 145k 39.71
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Corteva (CTVA) 3.0 $5.7M +5% 133k 43.21
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AGCO Corporation (AGCO) 2.9 $5.6M NEW 44k 126.75
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Spdr Gold Tr Gold Shs (GLD) 2.7 $5.3M +6% 32k 165.45
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Honeywell International (HON) 1.2 $2.3M -68% 11k 219.30
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Facebook Cl A (META) 1.0 $2.0M +10% 5.9k 345.37
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JPMorgan Chase & Co. (JPM) 0.9 $1.7M +9% 11k 155.53
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Ishares Msci Jpn Etf New (EWJ) 0.8 $1.6M +37% 25k 64.14
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Ishares Core Msci Emkt (IEMG) 0.8 $1.5M 23k 67.00
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.5M +20% 605.00 2414.88
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Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.4M 12k 115.32
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Ishares Msci Switzerland (EWL) 0.7 $1.3M -8% 28k 47.43
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $1.1M -33% 11k 101.96
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $1.1M +13% 20k 55.15
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $1.1M +14% 7.4k 144.30
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Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.5 $899k +70% 10k 86.68
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Sap Se Spon Adr (SAP) 0.4 $786k +43% 5.6k 140.36
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Spdr Ser Tr Portfolio Short (SPSB) 0.4 $784k -5% 25k 31.28
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Home Depot (HD) 0.4 $783k +30% 2.5k 314.46
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Ishares Msci Emerg Mrkt (EEMV) 0.4 $778k +3% 13k 58.39
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Ishares Msci Eurzone Etf (EZU) 0.4 $738k -28% 15k 48.31
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salesforce (CRM) 0.4 $710k +49% 2.9k 244.24
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $638k -32% 7.7k 82.59
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Ishares Tr Msci Ac Asia Etf (AAXJ) 0.3 $626k 7.2k 86.70
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Cisco Systems (CSCO) 0.3 $606k 11k 53.00
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Johnson Ctls Intl SHS (JCI) 0.3 $573k +5% 8.3k 68.66
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Spdr Ser Tr Blombrg Brc Emrg (EBND) 0.3 $567k NEW 21k 26.44
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Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $556k NEW 2.5k 223.65
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Emerson Electric (EMR) 0.3 $530k +13% 5.5k 96.19
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Target Corporation (TGT) 0.3 $521k +7% 2.2k 241.76
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UnitedHealth (UNH) 0.3 $520k NEW 1.3k 400.31
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Lululemon Athletica (LULU) 0.3 $497k +6% 1.4k 364.90
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Stryker Corporation (SYK) 0.2 $476k +16% 1.8k 259.97
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EOG Resources (EOG) 0.2 $467k -16% 5.6k 83.39
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Ishares Msci Pac Jp Etf (EPP) 0.2 $457k +10% 9.4k 48.80
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NVIDIA Corporation (NVDA) 0.2 $453k -25% 566.00 800.35
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Abbvie (ABBV) 0.2 $442k +6% 3.9k 112.67
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Altria (MO) 0.2 $435k -18% 9.1k 47.72
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Ishares Tr Msci India Etf (INDA) 0.2 $427k +20% 11k 39.87
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $427k +12% 3.2k 133.48
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Store Capital Corp reit 0.2 $421k +8% 12k 34.52
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Hanesbrands (HBI) 0.2 $399k -15% 21k 18.66
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $394k 3.2k 123.32
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Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.2 $365k +9% 2.9k 125.82
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $357k 4.1k 88.15
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First Tr Exch Trd Alphdx Switzlnd Alpha (FSZ) 0.2 $350k -22% 5.4k 65.25
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Wisdomtree Tr Us Midcap Divid (DON) 0.2 $346k +9% 8.7k 39.77
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $341k -4% 815.00 418.40
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Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.2 $326k 5.0k 65.20
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Columbia Etf Tr Ii Emrg Markets Etf (ECON) 0.2 $322k +29% 12k 26.12
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Wisdomtree Tr Europe Smcp Dv (DFE) 0.2 $310k +11% 4.3k 72.11
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $301k +8% 5.9k 51.02
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Amazon (AMZN) 0.2 $293k -71% 90.00 3255.56
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Sensata Technologies Hldg Pl SHS (ST) 0.1 $286k NEW 4.9k 57.93
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First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $283k +12% 6.8k 41.91
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Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $276k NEW 28k 9.89
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $265k NEW 2.1k 125.83
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Intercontinental Exchange (ICE) 0.1 $236k NEW 2.0k 118.65
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Ishares Tr Latn Amer 40 Etf (ILF) 0.1 $233k -20% 8.0k 29.12
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $231k NEW 3.4k 67.39
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Intuitive Surgical Com New (ISRG) 0.1 $221k NEW 240.00 920.83
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $203k NEW 4.0k 50.22
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New Oriental Ed & Technology Spon Adr 0.1 $137k NEW 17k 8.20
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Past Filings by Vontobel Swiss Wealth Advisors

SEC 13F filings are viewable for Vontobel Swiss Wealth Advisors going back to 2014

View all past filings