vontobel swiss wealth advisors

Vontobel Swiss Wealth Advisors as of June 30, 2019

Portfolio Holdings for Vontobel Swiss Wealth Advisors

Vontobel Swiss Wealth Advisors holds 115 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Class A cs (GOOGL) 4.2 $7.8M 7.2k 1082.86
Apple (AAPL) 3.6 $6.7M 34k 197.92
Palo Alto Networks (PANW) 2.7 $5.1M 25k 203.75
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 2.5 $4.7M 46k 101.76
Ishares Tr fltg rate nt (FLOT) 2.4 $4.5M 88k 50.93
Intel Corporation (INTC) 2.4 $4.4M 93k 47.88
Microsoft Corporation (MSFT) 2.2 $4.2M 31k 133.96
iShares Barclays 20+ Yr Treas.Bond (TLT) 2.2 $4.2M 32k 132.80
MetLife (MET) 2.2 $4.2M 84k 49.67
Constellation Brands (STZ) 2.1 $3.9M 20k 196.95
Abbvie (ABBV) 2.0 $3.7M 51k 72.72
Honeywell International (HON) 2.0 $3.7M 21k 174.58
Xylem (XYL) 2.0 $3.7M 44k 83.64
Iqvia Holdings (IQV) 2.0 $3.7M 23k 160.89
At&t (T) 2.0 $3.7M 110k 33.51
BlackRock (BLK) 2.0 $3.7M 7.8k 469.31
Cisco Systems (CSCO) 2.0 $3.7M 67k 54.73
Thermo Fisher Scientific (TMO) 1.9 $3.6M 12k 293.64
Citigroup (C) 1.9 $3.6M 51k 70.02
Waste Management (WM) 1.9 $3.5M 31k 115.35
Gilead Sciences (GILD) 1.8 $3.4M 50k 67.57
Bristol Myers Squibb (BMY) 1.8 $3.4M 74k 45.35
Johnson & Johnson (JNJ) 1.7 $3.2M 23k 139.29
Corning Incorporated (GLW) 1.7 $3.2M 96k 33.23
iShares MSCI Emerging Markets Indx (EEM) 1.7 $3.2M 74k 42.91
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 1.6 $2.9M 95k 30.78
iShares Barclays TIPS Bond Fund (TIP) 1.5 $2.8M 24k 115.50
Home Depot (HD) 1.5 $2.8M 13k 208.00
iShares IBoxx $ Invest Grade Corp Bd (LQD) 1.4 $2.7M 21k 124.38
Starbucks Corporation (SBUX) 1.4 $2.6M 30k 83.85
Wells Fargo & Company (WFC) 1.3 $2.4M 51k 47.32
U.S. Bancorp (USB) 1.2 $2.3M 44k 52.40
Alphabet Inc Class C cs (GOOG) 1.2 $2.2M 2.0k 1080.68
Proshares Tr short s&p 500 ne (SH) 1.2 $2.2M 83k 26.61
Vanguard European ETF (VGK) 1.2 $2.2M 40k 54.90
Te Connectivity Ltd for (TEL) 1.1 $2.1M 22k 95.79
EOG Resources (EOG) 1.1 $2.0M 22k 93.18
Marathon Petroleum Corp (MPC) 1.0 $1.9M 33k 55.88
TJX Companies (TJX) 0.9 $1.8M 33k 52.89
iShares Lehman Aggregate Bond (AGG) 0.9 $1.8M 16k 111.32
Vanguard Emerging Markets ETF (VWO) 0.9 $1.7M 40k 42.52
JPMorgan Chase & Co. (JPM) 0.9 $1.7M 15k 111.81
Wisdomtree Tr em lcl debt (ELD) 0.9 $1.6M 46k 35.34
Amazon (AMZN) 0.8 $1.5M 805.00 1893.17
Chubb (CB) 0.8 $1.5M 10k 147.30
iShares MSCI ACWI Index Fund (ACWI) 0.8 $1.4M 20k 73.71
Vanguard Short Term Corporate Bond ETF (VCSH) 0.8 $1.4M 18k 80.68
Spdr Short-term High Yield mf (SJNK) 0.8 $1.4M 53k 27.24
Facebook Inc cl a (META) 0.8 $1.4M 7.3k 193.01
Ishares Msci Japan (EWJ) 0.7 $1.4M 25k 54.59
McDonald's Corporation (MCD) 0.7 $1.3M 6.4k 207.72
SPDR Gold Trust (GLD) 0.7 $1.3M 9.7k 133.16
Pepsi (PEP) 0.7 $1.3M 9.6k 131.08
Merck & Co (MRK) 0.6 $1.2M 14k 83.83
Schlumberger (SLB) 0.6 $1.2M 30k 39.73
iShares MSCI Switzerland Index Fund (EWL) 0.6 $1.2M 31k 37.57
Alibaba Group Holding (BABA) 0.6 $1.1M 6.7k 169.44
iShares Russell 2000 Index (IWM) 0.6 $1.1M 6.8k 155.46
Comcast Corporation (CMCSA) 0.5 $928k 22k 42.28
Exchange Traded Concepts Tr robo stx glb etf (ROBO) 0.5 $917k 23k 39.95
Visa (V) 0.5 $861k 5.0k 173.59
iShares MSCI EMU Index (EZU) 0.4 $724k 18k 39.54
Ishares Inc em mkt min vol (EEMV) 0.4 $690k 12k 58.85
Vanguard S&p 500 Etf idx (VOO) 0.4 $673k 2.5k 269.20
Exxon Mobil Corporation (XOM) 0.3 $632k 8.2k 76.68
Johnson Controls International Plc equity (JCI) 0.3 $634k 15k 41.34
iShares MSCI EAFE Index Fund (EFA) 0.3 $611k 9.3k 65.77
iShares S&P 500 Index (IVV) 0.3 $590k 2.0k 295.00
Sap (SAP) 0.3 $575k 4.2k 136.90
Allergan 0.3 $569k 3.4k 167.35
NVIDIA Corporation (NVDA) 0.3 $558k 3.4k 164.12
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.3 $566k 5.0k 113.20
Verizon Communications (VZ) 0.3 $538k 9.4k 57.08
Vaneck Vectors Agribusiness alt (MOO) 0.3 $514k 7.7k 66.75
Amgen (AMGN) 0.3 $495k 2.7k 184.22
iShares S&P/TOPIX 150 Index (JPXN) 0.3 $480k 8.2k 58.54
Vaneck Vectors Russia Index Et 0.3 $486k 21k 23.63
Emerson Electric (EMR) 0.2 $467k 7.0k 66.70
Ishares Msci Usa Quality Facto invalid (QUAL) 0.2 $475k 5.2k 91.45
Darden Restaurants (DRI) 0.2 $441k 3.6k 121.69
United Technologies Corporation 0.2 $456k 3.5k 130.29
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) 0.2 $451k 13k 34.69
salesforce (CRM) 0.2 $431k 2.8k 151.65
Albemarle Corporation (ALB) 0.2 $422k 6.0k 70.33
SPDR S&P Emerging Asia Pacific (GMF) 0.2 $423k 4.3k 97.85
FIRST TR EXCH TRD ALPHA FD I switzlnd alpha (FSZ) 0.2 $427k 8.3k 51.25
Sprouts Fmrs Mkt (SFM) 0.2 $434k 23k 18.87
Altria (MO) 0.2 $412k 8.7k 47.39
iShares FTSE/Xinhua China 25 Index (FXI) 0.2 $385k 9.0k 42.78
Bunge 0.2 $401k 7.2k 55.69
3M Company (MMM) 0.2 $399k 2.3k 173.48
Procter & Gamble Company (PG) 0.2 $393k 3.6k 109.65
SPDR S&P Dividend (SDY) 0.2 $389k 3.9k 100.83
iShares S&P NA Nat. Re. Sc. Idx (IGE) 0.2 $353k 12k 30.74
Ishares Inc msci india index (INDA) 0.2 $346k 9.8k 35.34
Welltower Inc Com reit (WELL) 0.2 $334k 4.1k 81.46
Walt Disney Company (DIS) 0.2 $323k 2.3k 139.77
Accenture (ACN) 0.2 $319k 1.7k 184.93
Etf Managers Tr purefunds ise cy 0.2 $308k 7.7k 39.79
Coca-Cola Company (KO) 0.2 $295k 5.8k 50.86
Noble Energy 0.2 $291k 13k 22.38
iShares MSCI Canada Index (EWC) 0.2 $306k 11k 28.60
Ishares Msci United Kingdom Index etf (EWU) 0.2 $300k 9.3k 32.35
WisdomTree MidCap Dividend Fund (DON) 0.1 $283k 7.8k 36.25
WisdomTree Europe SmallCap Div (DFE) 0.1 $275k 4.7k 58.34
Spdr S&p 500 Etf (SPY) 0.1 $255k 870.00 293.10
iShares iBoxx $ High Yid Corp Bond (HYG) 0.1 $270k 3.1k 87.10
WisdomTree Emerging Mkts Small Cp Div (DGS) 0.1 $259k 5.5k 47.09
iShares MSCI Sweden Index (EWD) 0.1 $262k 8.5k 30.79
Amyris 0.1 $268k 75k 3.55
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.1 $249k 3.6k 69.65
Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund (FLTR) 0.1 $227k 9.0k 25.22
Occidental Petroleum Corporation (OXY) 0.1 $201k 4.0k 50.25
China Life Insurance Company 0.1 $148k 12k 12.33
Ambev Sa- (ABEV) 0.0 $75k 16k 4.69