vontobel swiss wealth advisors

Vontobel Swiss Wealth Advisors as of March 31, 2021

Portfolio Holdings for Vontobel Swiss Wealth Advisors

Vontobel Swiss Wealth Advisors holds 70 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa Com Cl A (V) 5.9 $11M 50k 211.73
Advanced Micro Devices (AMD) 4.9 $8.9M 113k 78.50
Microsoft Corporation (MSFT) 4.8 $8.6M 37k 235.77
Apple (AAPL) 4.8 $8.6M 70k 122.15
Lowe's Companies (LOW) 4.4 $7.9M 42k 190.18
Bristol Myers Squibb (BMY) 4.2 $7.5M 118k 63.13
Honeywell International (HON) 4.1 $7.4M 34k 217.08
Palo Alto Networks (PANW) 3.9 $7.1M 22k 322.04
Walt Disney Company (DIS) 3.8 $6.8M 37k 184.53
Thermo Fisher Scientific (TMO) 3.8 $6.8M 15k 456.37
Citigroup Com New (C) 3.8 $6.8M 93k 72.75
Broadcom (AVGO) 3.7 $6.7M 14k 463.68
BlackRock 3.7 $6.7M 8.8k 753.96
Kraft Heinz (KHC) 3.6 $6.5M 163k 40.00
Iqvia Holdings (IQV) 3.6 $6.5M 34k 193.15
Kroger (KR) 3.6 $6.4M 177k 35.99
Nike CL B (NKE) 3.3 $6.0M 45k 132.90
Corteva (CTVA) 3.3 $5.9M 126k 46.62
Constellation Brands Cl A (STZ) 3.3 $5.8M 26k 228.01
Quanta Services (PWR) 3.2 $5.8M 66k 87.98
Spdr Gold Tr Gold Shs (GLD) 2.7 $4.8M 30k 159.96
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $1.7M 17k 101.91
Facebook Cl A (META) 0.9 $1.6M 5.4k 294.52
JPMorgan Chase & Co. (JPM) 0.8 $1.5M 9.7k 152.27
Ishares Core Msci Emkt (IEMG) 0.8 $1.5M 23k 64.35
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.4M 12k 113.79
Ishares Msci Switzerland (EWL) 0.8 $1.4M 31k 44.21
Ishares Msci Jpn Etf New (EWJ) 0.7 $1.2M 18k 68.54
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.0M 503.00 2061.63
Ishares Msci Eurzone Etf (EZU) 0.6 $993k 21k 46.45
Amazon (AMZN) 0.5 $965k 312.00 3092.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $944k 11k 82.52
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $927k 17k 53.35
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $880k 6.5k 135.38
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $832k 27k 31.32
Ishares Msci Emerg Mrkt (EEMV) 0.5 $812k 13k 63.19
Procter & Gamble Company (PG) 0.4 $687k 5.1k 135.48
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $667k 7.2k 92.70
Cisco Systems (CSCO) 0.3 $596k 12k 51.73
Home Depot (HD) 0.3 $583k 1.9k 305.40
Altria (MO) 0.3 $569k 11k 51.15
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.3 $508k 6.1k 83.40
Hanesbrands (HBI) 0.3 $497k 25k 19.68
EOG Resources (EOG) 0.3 $487k 6.7k 72.52
Sap Se Spon Adr (SAP) 0.3 $479k 3.9k 122.82
Johnson Ctls Intl SHS (JCI) 0.3 $473k 7.9k 59.68
Emerson Electric (EMR) 0.2 $438k 4.9k 90.31
First Tr Exch Trd Alphdx Switzlnd Alpha (FSZ) 0.2 $429k 6.9k 62.01
Ishares Msci Pac Jp Etf (EPP) 0.2 $427k 8.5k 50.24
salesforce (CRM) 0.2 $411k 1.9k 211.64
NVIDIA Corporation (NVDA) 0.2 $405k 758.00 534.30
Abbvie (ABBV) 0.2 $400k 3.7k 108.17
Target Corporation (TGT) 0.2 $396k 2.0k 198.00
Lululemon Athletica (LULU) 0.2 $393k 1.3k 306.55
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $391k 3.2k 121.66
Stryker Corporation (SYK) 0.2 $384k 1.6k 243.65
Store Capital Corp reit 0.2 $378k 11k 33.50
Ishares Tr Msci India Etf (INDA) 0.2 $374k 8.9k 42.16
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $368k 2.8k 129.90
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $353k 4.1k 87.16
Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.2 $350k 2.7k 131.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $337k 851.00 396.00
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $322k 8.0k 40.42
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.2 $318k 5.0k 63.60
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $280k 5.5k 51.38
Ishares Tr Latn Amer 40 Etf (ILF) 0.2 $276k 10k 27.60
Wisdomtree Tr Europe Smcp Dv (DFE) 0.1 $269k 3.9k 69.67
Columbia Etf Tr Ii Emrg Markets Etf (ECON) 0.1 $265k 9.5k 27.89
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $244k 6.0k 40.65
Vaneck Vectors Etf Tr Russia Etf 0.1 $206k 8.0k 25.78