ASB Consultores as of Sept. 30, 2022
Portfolio Holdings for ASB Consultores
ASB Consultores holds 178 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 15.0 | $32M | 89k | 357.18 | |
Vanguard Specialized Funds Div App Etf (VIG) | 11.2 | $24M | 177k | 135.16 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 9.7 | $21M | 198k | 103.94 | |
Select Sector Spdr Tr Energy (XLE) | 5.8 | $12M | 170k | 72.02 | |
Ishares Tr Msci Acwi Etf (ACWI) | 4.5 | $9.5M | 122k | 77.83 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.8 | $8.0M | 24k | 328.28 | |
Vanguard World Fds Health Car Etf (VHT) | 3.4 | $7.3M | 33k | 223.70 | |
Spdr Gold Tr Gold Shs (GLD) | 2.5 | $5.3M | 34k | 154.68 | |
Select Sector Spdr Tr Financial (XLF) | 2.4 | $5.0M | 166k | 30.36 | |
Vanguard Index Fds Value Etf (VTV) | 1.8 | $3.8M | 31k | 123.50 | |
Vanguard Index Fds Growth Etf (VUG) | 1.3 | $2.8M | 13k | 213.93 | |
Ishares Tr Us Aer Def Etf (ITA) | 1.2 | $2.7M | 29k | 91.20 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 1.2 | $2.5M | 66k | 38.50 | |
Microsoft Corporation (MSFT) | 1.1 | $2.3M | 9.8k | 232.92 | |
Ishares Msci Aust Etf (EWA) | 1.0 | $2.1M | 108k | 19.62 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $1.8M | 27k | 66.72 | |
Ishares Msci Brazil Etf (EWZ) | 0.8 | $1.7M | 56k | 29.62 | |
Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.8 | $1.6M | 24k | 67.24 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $1.5M | 27k | 56.02 | |
UnitedHealth (UNH) | 0.7 | $1.4M | 2.8k | 504.97 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.6 | $1.4M | 71k | 19.10 | |
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.6 | $1.3M | 23k | 56.98 | |
Amazon (AMZN) | 0.6 | $1.3M | 12k | 113.00 | |
Johnson & Johnson (JNJ) | 0.6 | $1.3M | 7.8k | 163.41 | |
Spdr Ser Tr S&p Kensho New (KOMP) | 0.6 | $1.2M | 32k | 38.58 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.2M | 12k | 95.67 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.1M | 12k | 87.34 | |
Global X Fds Glbl X Mlp Etf (MLPA) | 0.5 | $1.1M | 28k | 39.44 | |
Visa Com Cl A (V) | 0.4 | $940k | 5.3k | 177.63 | |
Bank of America Corporation (BAC) | 0.4 | $935k | 31k | 30.21 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $892k | 8.5k | 104.51 | |
Merck & Co (MRK) | 0.4 | $811k | 9.4k | 86.13 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $809k | 8.4k | 96.19 | |
Danaher Corporation (DHR) | 0.4 | $794k | 3.1k | 258.30 | |
Alps Etf Tr Med Breakthgh (SBIO) | 0.4 | $776k | 26k | 30.11 | |
ConocoPhillips (COP) | 0.3 | $730k | 7.1k | 102.33 | |
PNC Financial Services (PNC) | 0.3 | $647k | 4.3k | 149.46 | |
Procter & Gamble Company (PG) | 0.3 | $639k | 5.1k | 126.31 | |
Broadcom (AVGO) | 0.3 | $629k | 1.4k | 444.21 | |
Constellation Brands Cl A (STZ) | 0.3 | $611k | 2.7k | 229.61 | |
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $600k | 5.5k | 109.97 | |
Mondelez Intl Cl A (MDLZ) | 0.3 | $598k | 11k | 54.87 | |
Home Depot (HD) | 0.3 | $590k | 2.1k | 276.09 | |
Bristol Myers Squibb (BMY) | 0.3 | $583k | 8.2k | 71.05 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $573k | 2.1k | 275.22 | |
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.3 | $568k | 13k | 43.96 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.3 | $557k | 7.0k | 79.34 | |
Pfizer (PFE) | 0.3 | $551k | 13k | 43.77 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $544k | 1.9k | 284.22 | |
Abbvie (ABBV) | 0.3 | $543k | 4.0k | 134.27 | |
At&t (T) | 0.3 | $533k | 35k | 15.35 | |
CVS Caremark Corporation (CVS) | 0.2 | $517k | 5.4k | 95.46 | |
McDonald's Corporation (MCD) | 0.2 | $494k | 2.1k | 230.52 | |
Apple (AAPL) | 0.2 | $484k | 3.5k | 138.21 | |
Tesla Motors (TSLA) | 0.2 | $481k | 1.8k | 265.45 | |
Regions Financial Corporation (RF) | 0.2 | $472k | 24k | 20.07 | |
Intuit (INTU) | 0.2 | $471k | 1.2k | 387.02 | |
Thermo Fisher Scientific (TMO) | 0.2 | $462k | 911.00 | 507.13 | |
Devon Energy Corporation (DVN) | 0.2 | $452k | 7.5k | 60.15 | |
EOG Resources (EOG) | 0.2 | $452k | 4.0k | 111.69 | |
Dupont De Nemours (DD) | 0.2 | $448k | 8.9k | 50.46 | |
Cme (CME) | 0.2 | $437k | 2.5k | 177.07 | |
Wabtec Corporation (WAB) | 0.2 | $436k | 5.4k | 81.34 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $432k | 15k | 29.36 | |
Humana (HUM) | 0.2 | $426k | 877.00 | 485.75 | |
Northrop Grumman Corporation (NOC) | 0.2 | $424k | 901.00 | 470.59 | |
Micron Technology (MU) | 0.2 | $423k | 8.5k | 50.04 | |
American Tower Reit (AMT) | 0.2 | $422k | 2.0k | 214.54 | |
General Motors Company (GM) | 0.2 | $416k | 13k | 32.06 | |
Axalta Coating Sys (AXTA) | 0.2 | $414k | 20k | 21.07 | |
Charles Schwab Corporation (SCHW) | 0.2 | $412k | 5.7k | 71.91 | |
Chevron Corporation (CVX) | 0.2 | $411k | 2.9k | 143.66 | |
Chubb (CB) | 0.2 | $401k | 2.2k | 181.78 | |
Marsh & McLennan Companies (MMC) | 0.2 | $398k | 2.7k | 149.29 | |
Coca-Cola Company (KO) | 0.2 | $392k | 7.0k | 56.02 | |
Analog Devices (ADI) | 0.2 | $391k | 2.8k | 139.39 | |
Corning Incorporated (GLW) | 0.2 | $389k | 13k | 29.06 | |
General Dynamics Corporation (GD) | 0.2 | $389k | 1.8k | 212.10 | |
Microchip Technology (MCHP) | 0.2 | $388k | 6.4k | 61.03 | |
Urban Outfitters (URBN) | 0.2 | $387k | 20k | 19.64 | |
Graphic Packaging Holding Company (GPK) | 0.2 | $385k | 20k | 19.74 | |
Nextera Energy (NEE) | 0.2 | $384k | 4.9k | 78.43 | |
Raytheon Technologies Corp (RTX) | 0.2 | $383k | 4.7k | 81.84 | |
Abbott Laboratories (ABT) | 0.2 | $382k | 3.9k | 96.76 | |
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $379k | 3.5k | 109.06 | |
Select Sector Spdr Tr Technology (XLK) | 0.2 | $378k | 3.2k | 118.72 | |
Qualcomm (QCOM) | 0.2 | $373k | 3.3k | 113.10 | |
Wal-Mart Stores (WMT) | 0.2 | $371k | 2.9k | 129.72 | |
Mohawk Industries (MHK) | 0.2 | $370k | 4.1k | 91.11 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $370k | 7.7k | 48.20 | |
Carter's (CRI) | 0.2 | $370k | 5.7k | 65.49 | |
Parker-Hannifin Corporation (PH) | 0.2 | $365k | 1.5k | 242.36 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $364k | 7.9k | 46.18 | |
Honeywell International (HON) | 0.2 | $358k | 2.1k | 167.06 | |
Walt Disney Company (DIS) | 0.2 | $358k | 3.8k | 94.26 | |
Bill Com Holdings Ord (BILL) | 0.2 | $356k | 2.7k | 132.29 | |
Union Pacific Corporation (UNP) | 0.2 | $355k | 1.8k | 194.84 | |
Cigna Corp (CI) | 0.2 | $354k | 1.3k | 277.65 | |
Capital One Financial (COF) | 0.2 | $350k | 3.8k | 92.25 | |
Wells Fargo & Company (WFC) | 0.2 | $349k | 8.7k | 40.19 | |
CenterPoint Energy (CNP) | 0.2 | $348k | 12k | 28.18 | |
Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $340k | 7.1k | 48.12 | |
Truist Financial Corp equities (TFC) | 0.2 | $339k | 7.8k | 43.59 | |
Medtronic SHS (MDT) | 0.2 | $334k | 4.1k | 80.72 | |
Anthem (ELV) | 0.2 | $333k | 732.00 | 454.92 | |
Deere & Company (DE) | 0.2 | $330k | 987.00 | 334.35 | |
Ishares Tr Europe Etf (IEV) | 0.2 | $328k | 8.7k | 37.81 | |
Keurig Dr Pepper (KDP) | 0.2 | $328k | 9.2k | 35.84 | |
Monolithic Power Systems (MPWR) | 0.2 | $326k | 898.00 | 363.03 | |
Autodesk (ADSK) | 0.2 | $326k | 1.7k | 186.61 | |
Chipotle Mexican Grill (CMG) | 0.2 | $325k | 216.00 | 1504.63 | |
Xcel Energy (XEL) | 0.2 | $320k | 5.0k | 63.99 | |
Pioneer Natural Resources | 0.1 | $314k | 1.5k | 216.55 | |
Cloudflare Cl A Com (NET) | 0.1 | $311k | 5.6k | 55.28 | |
Uber Technologies (UBER) | 0.1 | $304k | 12k | 26.51 | |
Corteva (CTVA) | 0.1 | $301k | 5.3k | 57.15 | |
Verizon Communications (VZ) | 0.1 | $297k | 7.8k | 37.95 | |
Cisco Systems (CSCO) | 0.1 | $295k | 7.4k | 39.95 | |
BlackRock (BLK) | 0.1 | $293k | 532.00 | 550.75 | |
Sba Communications Corp Cl A (SBAC) | 0.1 | $292k | 1.0k | 284.32 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $292k | 2.4k | 121.16 | |
AutoZone (AZO) | 0.1 | $289k | 135.00 | 2140.74 | |
Verisk Analytics (VRSK) | 0.1 | $287k | 1.7k | 170.73 | |
NVIDIA Corporation (NVDA) | 0.1 | $286k | 2.4k | 121.19 | |
Snowflake Cl A (SNOW) | 0.1 | $284k | 1.7k | 169.86 | |
Synchrony Financial (SYF) | 0.1 | $282k | 10k | 28.20 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $279k | 3.3k | 83.83 | |
Alps Etf Tr Barrons 400 Etf (BFOR) | 0.1 | $275k | 5.6k | 49.11 | |
Walgreen Boots Alliance (WBA) | 0.1 | $273k | 8.7k | 31.38 | |
Becton, Dickinson and (BDX) | 0.1 | $267k | 1.2k | 222.69 | |
Simon Property (SPG) | 0.1 | $267k | 3.0k | 89.63 | |
Paylocity Holding Corporation (PCTY) | 0.1 | $267k | 1.1k | 241.19 | |
Lam Research Corporation (LRCX) | 0.1 | $264k | 721.00 | 366.16 | |
Eli Lilly & Co. (LLY) | 0.1 | $259k | 802.00 | 322.94 | |
Ecolab (ECL) | 0.1 | $256k | 1.8k | 144.55 | |
Air Products & Chemicals (APD) | 0.1 | $253k | 1.1k | 232.54 | |
Meta Platforms Cl A (META) | 0.1 | $253k | 1.9k | 135.58 | |
Lennar Corp Cl A (LEN) | 0.1 | $250k | 3.4k | 74.49 | |
The Trade Desk Com Cl A (TTD) | 0.1 | $247k | 4.1k | 59.76 | |
Eaton Corp SHS (ETN) | 0.1 | $246k | 1.8k | 133.48 | |
Cadence Design Systems (CDNS) | 0.1 | $246k | 1.5k | 163.46 | |
Sony Group Corporation Sponsored Adr (SONY) | 0.1 | $242k | 3.8k | 63.95 | |
S&p Global (SPGI) | 0.1 | $241k | 789.00 | 305.45 | |
Amgen (AMGN) | 0.1 | $241k | 1.1k | 225.23 | |
TransDigm Group Incorporated (TDG) | 0.1 | $237k | 451.00 | 525.50 | |
United Parcel Service CL B (UPS) | 0.1 | $237k | 1.5k | 161.44 | |
Roblox Corp Cl A (RBLX) | 0.1 | $236k | 6.6k | 35.81 | |
Royalty Pharma Shs Class A (RPRX) | 0.1 | $234k | 5.8k | 40.16 | |
Martin Marietta Materials (MLM) | 0.1 | $234k | 725.00 | 322.76 | |
Us Bancorp Del Com New (USB) | 0.1 | $234k | 5.8k | 40.37 | |
Crown Castle Intl (CCI) | 0.1 | $234k | 1.6k | 144.44 | |
Datadog Cl A Com (DDOG) | 0.1 | $232k | 2.6k | 88.62 | |
Shopify Cl A (SHOP) | 0.1 | $227k | 8.4k | 26.91 | |
Philip Morris International (PM) | 0.1 | $226k | 2.7k | 82.94 | |
Sempra Energy (SRE) | 0.1 | $225k | 1.5k | 150.10 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $225k | 2.0k | 111.50 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $223k | 3.9k | 57.70 | |
Linde SHS | 0.1 | $220k | 816.00 | 269.61 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.1 | $218k | 5.3k | 40.82 | |
Ameriprise Financial (AMP) | 0.1 | $218k | 866.00 | 251.73 | |
American Electric Power Company (AEP) | 0.1 | $212k | 2.4k | 86.64 | |
Texas Instruments Incorporated (TXN) | 0.1 | $210k | 1.4k | 155.10 | |
MetLife (MET) | 0.1 | $210k | 3.5k | 60.75 | |
Ansys (ANSS) | 0.1 | $207k | 934.00 | 221.63 | |
Progressive Corporation (PGR) | 0.1 | $207k | 1.8k | 116.16 | |
salesforce (CRM) | 0.1 | $206k | 1.4k | 143.55 | |
Nike CL B (NKE) | 0.1 | $206k | 2.5k | 83.30 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $205k | 4.4k | 46.19 | |
Servicenow (NOW) | 0.1 | $205k | 542.00 | 378.23 | |
International Flavors & Fragrances (IFF) | 0.1 | $204k | 2.2k | 90.87 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $203k | 4.7k | 43.01 | |
Pepsi (PEP) | 0.1 | $203k | 1.2k | 163.31 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $202k | 487.00 | 414.78 | |
Intercontinental Exchange (ICE) | 0.1 | $200k | 2.2k | 90.13 | |
Hanesbrands (HBI) | 0.1 | $198k | 28k | 6.97 | |
Infinera (INFN) | 0.1 | $117k | 24k | 4.82 | |
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $74k | 17k | 4.48 | |
Grab Holdings Class A Ord (GRAB) | 0.0 | $62k | 24k | 2.61 |