Conservest Capital Advisors as of March 31, 2018
Portfolio Holdings for Conservest Capital Advisors
Conservest Capital Advisors holds 76 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR S&P MidCap 400 ETF (MDY) | 16.4 | $75M | 221k | 341.73 | |
Technology SPDR (XLK) | 9.6 | $44M | 676k | 65.42 | |
Health Care SPDR (XLV) | 9.4 | $43M | 531k | 81.40 | |
Consumer Staples Select Sect. SPDR (XLP) | 7.2 | $33M | 624k | 52.63 | |
Spdr S&p 500 Etf (SPY) | 6.5 | $30M | 114k | 263.15 | |
Vanguard European ETF (VGK) | 5.1 | $23M | 400k | 58.15 | |
Materials SPDR (XLB) | 4.8 | $22M | 390k | 56.94 | |
iShares Russell 1000 Index (IWB) | 4.7 | $22M | 148k | 146.86 | |
Vanguard High Dividend Yield ETF (VYM) | 4.4 | $20M | 247k | 82.49 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 4.3 | $20M | 81k | 241.40 | |
iShares S&P SmallCap 600 Index (IJR) | 3.5 | $16M | 209k | 77.01 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 2.9 | $13M | 218k | 60.92 | |
Energy Select Sector SPDR (XLE) | 2.1 | $9.9M | 147k | 67.41 | |
iShares Russell 3000 Index (IWV) | 1.7 | $7.7M | 50k | 156.34 | |
Chevron Corporation (CVX) | 1.2 | $5.5M | 49k | 114.04 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 1.1 | $5.3M | 68k | 77.53 | |
iShares Dow Jones US Energy Sector (IYE) | 1.1 | $5.0M | 137k | 36.97 | |
Ishares Inc em mkt min vol (EEMV) | 1.0 | $4.4M | 71k | 62.34 | |
Urban Outfitters (URBN) | 0.8 | $3.7M | 100k | 36.96 | |
Rydex S&P Equal Weight ETF | 0.8 | $3.7M | 37k | 99.49 | |
Exxon Mobil Corporation (XOM) | 0.8 | $3.6M | 49k | 74.61 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.8 | $3.5M | 36k | 96.09 | |
Walt Disney Company (DIS) | 0.7 | $3.3M | 33k | 100.44 | |
SPDR Gold Trust (GLD) | 0.6 | $2.9M | 23k | 125.79 | |
Alibaba Group Holding (BABA) | 0.6 | $2.9M | 16k | 183.52 | |
iShares Dow Jones US Consumer Goods (IYK) | 0.6 | $2.6M | 22k | 118.89 | |
iShares Russell Midcap Index Fund (IWR) | 0.6 | $2.5M | 12k | 206.40 | |
iShares S&P Europe 350 Index (IEV) | 0.6 | $2.5M | 55k | 46.63 | |
Facebook Inc cl a (META) | 0.5 | $2.3M | 14k | 159.79 | |
Johnson & Johnson (JNJ) | 0.4 | $2.0M | 15k | 128.13 | |
iShares Dow Jones US Healthcare (IYH) | 0.3 | $1.6M | 9.2k | 172.62 | |
Republic First Ban (FRBKQ) | 0.3 | $1.3M | 152k | 8.70 | |
Apple (AAPL) | 0.3 | $1.3M | 7.8k | 167.81 | |
ConocoPhillips (COP) | 0.3 | $1.3M | 21k | 59.30 | |
Vanguard REIT ETF (VNQ) | 0.2 | $1.1M | 15k | 75.49 | |
SPDR S&P Dividend (SDY) | 0.2 | $1.0M | 11k | 91.22 | |
StoneMor Partners | 0.2 | $844k | 136k | 6.21 | |
Time Warner | 0.2 | $749k | 7.9k | 94.57 | |
iShares Silver Trust (SLV) | 0.1 | $622k | 40k | 15.42 | |
Clovis Oncology | 0.1 | $627k | 12k | 52.78 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.1 | $665k | 40k | 16.62 | |
Globus Med Inc cl a (GMED) | 0.1 | $631k | 13k | 49.81 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $583k | 3.1k | 187.46 | |
SPDR S&P International Dividend (DWX) | 0.1 | $604k | 15k | 40.05 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $531k | 11k | 48.27 | |
Amgen (AMGN) | 0.1 | $537k | 3.2k | 170.31 | |
iShares Russell 2000 Index (IWM) | 0.1 | $543k | 3.6k | 151.68 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $547k | 3.3k | 168.20 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $515k | 7.4k | 69.72 | |
PowerShares Water Resources | 0.1 | $483k | 16k | 30.44 | |
Comcast Corporation (CMCSA) | 0.1 | $478k | 14k | 34.17 | |
Intel Corporation (INTC) | 0.1 | $473k | 9.1k | 52.06 | |
Enterprise Products Partners (EPD) | 0.1 | $400k | 16k | 24.49 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $432k | 9.2k | 47.03 | |
Berkshire Hathaway (BRK.B) | 0.1 | $354k | 1.8k | 199.44 | |
Merck & Co (MRK) | 0.1 | $353k | 6.5k | 54.54 | |
Amazon (AMZN) | 0.1 | $355k | 245.00 | 1448.98 | |
United Parcel Service (UPS) | 0.1 | $309k | 3.0k | 104.60 | |
Zimmer Holdings (ZBH) | 0.1 | $342k | 3.1k | 109.16 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $308k | 5.7k | 54.44 | |
Home Depot (HD) | 0.1 | $265k | 1.5k | 178.09 | |
Altria (MO) | 0.1 | $274k | 4.4k | 62.23 | |
Royal Dutch Shell | 0.1 | $267k | 4.2k | 63.71 | |
Netflix (NFLX) | 0.1 | $274k | 927.00 | 295.58 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $274k | 2.3k | 121.19 | |
On Deck Capital | 0.1 | $259k | 46k | 5.59 | |
PNC Financial Services (PNC) | 0.1 | $226k | 1.5k | 151.17 | |
Coca-Cola Company (KO) | 0.1 | $219k | 5.0k | 43.45 | |
Consolidated Edison (ED) | 0.1 | $216k | 2.8k | 77.87 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $212k | 2.7k | 78.40 | |
Teleflex Incorporated (TFX) | 0.1 | $217k | 850.00 | 255.29 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $223k | 1.4k | 154.11 | |
Vanguard Health Care ETF (VHT) | 0.1 | $214k | 1.4k | 153.41 | |
Asia Tigers Fund | 0.0 | $182k | 15k | 12.58 | |
General Electric Company | 0.0 | $158k | 12k | 13.46 | |
Aceto Corporation | 0.0 | $119k | 16k | 7.58 |