Holt Capital Advisors, L.L.C. dba Holt Capital Partners as of Sept. 30, 2016
Portfolio Holdings for Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Holt Capital Advisors, L.L.C. dba Holt Capital Partners holds 132 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Rydex S&P Equal Weight ETF | 8.1 | $21M | 245k | 83.59 | |
PowerShares FTSE RAFI US 1000 | 7.2 | $18M | 197k | 93.60 | |
Ishares High Dividend Equity F (HDV) | 6.2 | $16M | 195k | 81.28 | |
Vanguard High Dividend Yield ETF (VYM) | 4.5 | $12M | 160k | 72.14 | |
SPDR Barclays Capital High Yield B | 4.4 | $11M | 302k | 36.72 | |
Spdr Short-term High Yield mf (SJNK) | 3.4 | $8.7M | 315k | 27.69 | |
SPDR S&P Dividend (SDY) | 3.2 | $8.1M | 96k | 84.35 | |
WisdomTree Dividend ex-Fin Fund (AIVL) | 3.0 | $7.5M | 96k | 78.56 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 2.8 | $7.1M | 81k | 87.26 | |
Bank of America Corporation (BAC) | 2.6 | $6.7M | 431k | 15.65 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 2.5 | $6.3M | 204k | 30.77 | |
SPDR S&P MidCap 400 ETF (MDY) | 2.4 | $6.2M | 22k | 282.28 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 2.1 | $5.3M | 47k | 111.36 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 1.9 | $4.8M | 99k | 48.85 | |
Apple (AAPL) | 1.5 | $3.9M | 34k | 113.04 | |
Schwab Strategic Tr us dividend eq (SCHD) | 1.3 | $3.3M | 77k | 42.31 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.3 | $3.2M | 30k | 105.77 | |
Johnson & Johnson (JNJ) | 1.2 | $3.2M | 27k | 118.13 | |
Vanguard Europe Pacific ETF (VEA) | 1.2 | $3.1M | 84k | 37.41 | |
Vanguard Emerging Markets ETF (VWO) | 1.1 | $2.9M | 78k | 37.63 | |
Berkshire Hathaway (BRK.B) | 1.1 | $2.9M | 20k | 144.45 | |
Philip Morris International (PM) | 1.1 | $2.9M | 30k | 97.23 | |
PowerShares QQQ Trust, Series 1 | 1.0 | $2.6M | 22k | 118.71 | |
AZZ Incorporated (AZZ) | 1.0 | $2.6M | 39k | 65.28 | |
Technology SPDR (XLK) | 1.0 | $2.5M | 52k | 47.79 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.9 | $2.2M | 42k | 53.20 | |
Stryker Corporation (SYK) | 0.8 | $2.0M | 18k | 116.38 | |
Pioneer Natural Resources | 0.8 | $1.9M | 10k | 185.69 | |
Paychex (PAYX) | 0.7 | $1.9M | 33k | 57.88 | |
Consumer Discretionary SPDR (XLY) | 0.7 | $1.9M | 24k | 80.06 | |
Fnf (FNF) | 0.7 | $1.8M | 50k | 36.91 | |
Health Care SPDR (XLV) | 0.7 | $1.7M | 24k | 72.13 | |
Vanguard Short-Term Bond ETF (BSV) | 0.7 | $1.7M | 21k | 80.82 | |
General Electric Company | 0.7 | $1.7M | 56k | 29.61 | |
iShares S&P SmallCap 600 Index (IJR) | 0.7 | $1.6M | 13k | 124.18 | |
Zimmer Holdings (ZBH) | 0.6 | $1.6M | 12k | 130.00 | |
Wells Fargo & Company (WFC) | 0.6 | $1.5M | 35k | 44.28 | |
Target Corporation (TGT) | 0.6 | $1.5M | 22k | 68.70 | |
Wal-Mart Stores (WMT) | 0.6 | $1.5M | 20k | 72.14 | |
Energy Transfer Equity (ET) | 0.6 | $1.5M | 87k | 16.80 | |
iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.6 | $1.5M | 13k | 112.86 | |
Emerson Electric (EMR) | 0.6 | $1.4M | 26k | 54.52 | |
Texas Pacific Land Trust | 0.6 | $1.4M | 5.9k | 239.25 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.4M | 16k | 87.30 | |
Intel Corporation (INTC) | 0.5 | $1.4M | 37k | 37.75 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.5 | $1.3M | 15k | 87.65 | |
Financial Select Sector SPDR (XLF) | 0.5 | $1.2M | 64k | 19.30 | |
WisdomTree MidCap Dividend Fund (DON) | 0.5 | $1.2M | 14k | 90.85 | |
Xpo Logistics Inc equity (XPO) | 0.5 | $1.2M | 33k | 36.67 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $1.2M | 1.5k | 777.49 | |
Medtronic (MDT) | 0.5 | $1.1M | 13k | 86.41 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $1.1M | 1.4k | 803.89 | |
Weyerhaeuser Company (WY) | 0.4 | $1.1M | 34k | 31.95 | |
Continental Resources | 0.4 | $1.1M | 21k | 51.95 | |
BP (BP) | 0.4 | $990k | 28k | 35.16 | |
Cisco Systems (CSCO) | 0.4 | $993k | 31k | 31.73 | |
General Dynamics Corporation (GD) | 0.4 | $996k | 6.4k | 155.21 | |
Rait Financial Trust | 0.4 | $958k | 283k | 3.38 | |
Utilities SPDR (XLU) | 0.4 | $938k | 19k | 48.98 | |
Cubesmart (CUBE) | 0.4 | $905k | 33k | 27.26 | |
Abbott Laboratories (ABT) | 0.3 | $895k | 21k | 42.30 | |
Franklin Resources (BEN) | 0.3 | $899k | 25k | 35.57 | |
Verizon Communications (VZ) | 0.3 | $883k | 17k | 51.99 | |
CVS Caremark Corporation (CVS) | 0.3 | $888k | 10k | 88.95 | |
Chubb (CB) | 0.3 | $901k | 7.2k | 125.68 | |
Vanguard Extended Market ETF (VXF) | 0.3 | $854k | 9.4k | 91.29 | |
Powershares S&p 500 | 0.3 | $829k | 21k | 38.92 | |
Chevron Corporation (CVX) | 0.3 | $825k | 8.0k | 102.89 | |
Industrial SPDR (XLI) | 0.3 | $751k | 13k | 58.40 | |
iShares Dow Jones US Financial Svc. (IYG) | 0.3 | $755k | 8.6k | 87.71 | |
Brookfield Asset Management | 0.3 | $720k | 21k | 35.17 | |
SPDR Gold Trust (GLD) | 0.3 | $707k | 5.6k | 125.69 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.3 | $677k | 2.3k | 289.32 | |
Rydex Russell Top 50 ETF | 0.3 | $688k | 4.5k | 152.72 | |
iShares Dow Jones Select Dividend (DVY) | 0.3 | $697k | 8.1k | 85.73 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.3 | $696k | 10k | 67.47 | |
Devon Energy Corporation (DVN) | 0.3 | $655k | 15k | 44.11 | |
At&t (T) | 0.3 | $653k | 16k | 40.63 | |
International Business Machines (IBM) | 0.3 | $662k | 4.2k | 158.75 | |
Gilead Sciences (GILD) | 0.2 | $639k | 8.1k | 79.08 | |
EOG Resources (EOG) | 0.2 | $625k | 6.5k | 96.72 | |
iShares S&P 500 Growth Index (IVW) | 0.2 | $604k | 5.0k | 121.65 | |
Deltic Timber Corporation | 0.2 | $595k | 8.8k | 67.77 | |
SL Green Realty | 0.2 | $568k | 5.3k | 108.19 | |
Forestar | 0.2 | $565k | 48k | 11.70 | |
Vanguard REIT ETF (VNQ) | 0.2 | $559k | 6.4k | 86.75 | |
Dorchester Minerals (DMLP) | 0.2 | $516k | 34k | 15.41 | |
Southwest Airlines (LUV) | 0.2 | $520k | 13k | 38.90 | |
Home Depot (HD) | 0.2 | $489k | 3.8k | 128.68 | |
Thermo Fisher Scientific (TMO) | 0.2 | $477k | 3.0k | 159.00 | |
Accenture (ACN) | 0.2 | $464k | 3.8k | 122.11 | |
St. Joe Company (JOE) | 0.2 | $460k | 25k | 18.38 | |
Alexander & Baldwin (ALEX) | 0.2 | $465k | 12k | 38.40 | |
Raytheon Company | 0.2 | $422k | 3.1k | 136.13 | |
Amazon (AMZN) | 0.2 | $445k | 532.00 | 836.47 | |
Prologis (PLD) | 0.2 | $422k | 7.9k | 53.58 | |
Vodafone Group New Adr F (VOD) | 0.2 | $442k | 15k | 29.18 | |
Forest City Realty Trust Inc Class A | 0.2 | $442k | 19k | 23.11 | |
National-Oilwell Var | 0.2 | $396k | 11k | 36.79 | |
SPDR KBW Insurance (KIE) | 0.2 | $412k | 5.6k | 74.02 | |
Range Resources (RRC) | 0.1 | $374k | 9.6k | 38.80 | |
Procter & Gamble Company (PG) | 0.1 | $386k | 4.3k | 89.73 | |
Coca-Cola Company (KO) | 0.1 | $349k | 8.2k | 42.32 | |
Pfizer (PFE) | 0.1 | $345k | 10k | 33.89 | |
Pepsi (PEP) | 0.1 | $355k | 3.3k | 108.73 | |
Williams Companies (WMB) | 0.1 | $366k | 12k | 30.76 | |
PowerShares S&P 500 Hgh Qlty Prtfl | 0.1 | $360k | 14k | 25.17 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $348k | 15k | 22.75 | |
Oha Investment | 0.1 | $334k | 107k | 3.14 | |
Colgate-Palmolive Company (CL) | 0.1 | $283k | 3.8k | 74.24 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $288k | 1.7k | 174.55 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $292k | 2.6k | 111.15 | |
Ascena Retail | 0.1 | $283k | 51k | 5.60 | |
Dht Holdings (DHT) | 0.1 | $283k | 68k | 4.19 | |
Real Estate Select Sect Spdr (XLRE) | 0.1 | $292k | 8.9k | 32.80 | |
Brown-Forman Corporation (BF.B) | 0.1 | $248k | 5.2k | 47.47 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $248k | 4.2k | 59.19 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $258k | 3.2k | 80.62 | |
Express Scripts Holding | 0.1 | $254k | 3.6k | 70.56 | |
V.F. Corporation (VFC) | 0.1 | $236k | 4.2k | 56.03 | |
Waters Corporation (WAT) | 0.1 | $222k | 1.4k | 158.57 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.1 | $240k | 1.8k | 137.14 | |
Hp (HPQ) | 0.1 | $238k | 15k | 15.56 | |
MasterCard Incorporated (MA) | 0.1 | $204k | 2.0k | 102.00 | |
U.S. Bancorp (USB) | 0.1 | $204k | 4.8k | 42.95 | |
Walt Disney Company (DIS) | 0.1 | $202k | 2.2k | 92.87 | |
Cullen/Frost Bankers (CFR) | 0.1 | $211k | 2.9k | 71.82 | |
Schlumberger (SLB) | 0.1 | $208k | 2.7k | 78.49 | |
Visa (V) | 0.1 | $215k | 2.6k | 82.69 | |
Simmons First National Corporation (SFNC) | 0.1 | $201k | 4.0k | 49.94 | |
Enduro Royalty Trust | 0.1 | $157k | 45k | 3.53 | |
Ensco Plc Shs Class A | 0.1 | $144k | 17k | 8.47 |