HoldingsChannel.com
Surevest Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INTL EQUITY INDEX F (VEU) 133,566 -4,203 $7,179
     VEU133,566-4,203$7,179
WISDOMTREE TR 212,467 +12,464 $6,788
     IQDG212,467+12,464$6,788
ISHARES TR (STIP) 56,846 -7,714 $5,725
     STIP56,846-7,714$5,725
SPDR INDEX SHS FDS (SPDW) 177,015 -1,185 $5,549
     SPDW177,015-1,185$5,549
ISHARES TR (FLOT) 106,975 -14,836 $5,447
     FLOT106,975-14,836$5,447
SSGA ACTIVE TR 102,467 -11,775 $5,069
     STOT102,467-11,775$5,069
WISDOMTREE TR 103,163 +9,715 $4,722
     DEM103,163+9,715$4,722
WISDOMTREE TR 89,382 -11,740 $4,670
     AGGY89,382-11,740$4,670
WISDOMTREE TR 63,484 +2,215 $4,515
     DLS63,484+2,215$4,515
WISDOMTREE TR 100,734 -13,492 $3,832
     DON100,734-13,492$3,832
ISHARES TR (IMTM) 102,170 -5,551 $3,185
     IMTM102,170-5,551$3,185
WISDOMTREE TR 104,627 -7,187 $3,170
     DDWM104,627-7,187$3,170
AMAZON COM INC 1,601 UNCH $2,958
     AMZN1,601UNCH$2,958
WISDOMTREE TR 76,930 +4,431 $2,958
     EES76,930+4,431$2,958
DISNEY WALT CO 18,774 -896 $2,715
     DIS18,774-896$2,715
GENERAL MLS INC 50,270 +9,354 $2,692
     GIS50,270+9,354$2,692
SPDR SERIES TRUST (SJNK) 99,897 -8,242 $2,691
     SJNK99,897-8,242$2,691
SPDR S&P 500 ETF TR (SPY)      $2,665
     SPY8,328+473$2,680
     Put2,400UNCH$15
APPLE INC 8,919 -588 $2,619
     AAPL8,919-588$2,619
PROCTER & GAMBLE CO 20,504 +3,860 $2,561
     PG20,504+3,860$2,561
ALPHABET INC 1,889 -116 $2,530
     GOOGL1,889-116$2,530
AVALONBAY CMNTYS INC 12,039 +483 $2,525
     AVB12,039+483$2,525
VISA INC 13,315 +1,213 $2,502
     V13,315+1,213$2,502
EQUITY LIFESTYLE PPTYS INC 34,611 +18,419 $2,436
     ELS34,611+18,419$2,436
WISDOMTREE TR 36,980 -4,127 $2,430
     DIM36,980-4,127$2,430
KELLOGG CO 34,004 +10,002 $2,352
     K34,004+10,002$2,352
WISDOMTREE TR 94,206 +4,042 $2,345
     EPI94,206+4,042$2,345
SHERWIN WILLIAMS CO 3,982 +859 $2,324
     SHW3,982+859$2,324
PEPSICO INC 16,874 +3,476 $2,306
     PEP16,874+3,476$2,306
ISHARES TR (ACWI) 28,900 +208 $2,290
     ACWI28,900+208$2,290
ASSURANT INC 17,436 +3,736 $2,285
     AIZ17,436+3,736$2,285
AT&T INC 58,405 +12,375 $2,282
     T58,405+12,375$2,282
JOHNSON & JOHNSON 15,543 +3,207 $2,267
     JNJ15,543+3,207$2,267
VERIZON COMMUNICATIONS INC 36,718 +7,998 $2,255
     VZ36,718+7,998$2,255
NORTHROP GRUMMAN CORP 6,508 +1,314 $2,239
     NOC6,508+1,314$2,239
UNITED TECHNOLOGIES CORP 14,791 +3,381 $2,215
     UTX14,791+3,381$2,215
WISDOMTREE TR 60,287 -6,260 $2,212
     EPS60,287-6,260$2,212
SPDR SERIES TRUST (MDYG) 38,685 -1,477 $2,209
     MDYG38,685-1,477$2,209
CUMMINS INC 12,275 +1,474 $2,197
     CMI12,275+1,474$2,197
WISDOMTREE TR 51,766 -1,818 $2,179
     EZM51,766-1,818$2,179
MEDTRONIC PLC 19,140 +4,389 $2,171
     MDT19,140+4,389$2,171
POLARIS INC 21,213 +5,203 $2,157
     PII21,213+5,203$2,157
CHEVRON CORP NEW 17,673 +6,096 $2,130
     CVX17,673+6,096$2,130
ESSEX PPTY TR INC 7,074 +535 $2,128
     ESS7,074+535$2,128
CONSOLIDATED EDISON INC 23,499 +5,709 $2,126
     ED23,499+5,709$2,126
EMERSON ELEC CO 27,868 +7,199 $2,125
     EMR27,868+7,199$2,125
DOMINION ENERGY INC 25,327 +5,425 $2,098
     D25,327+5,425$2,098
ISHARES TR (QUAL) 20,670 -5,055 $2,088
     QUAL20,670-5,055$2,088
ABBVIE INC 23,542 +5,829 $2,084
     ABBV23,542+5,829$2,084
BRISTOL MYERS SQUIBB CO 32,311 +12,978 $2,074
     BMY32,311+12,978$2,074

See Full List: All Stocks Held By Surevest Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Surevest Inc.

Size ($ in 1000's)
At 12/31/2019: $234,135
At 09/30/2019: $203,213

Surevest Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Surevest Inc. 13F filings. Link to 13F filings: SEC filings

Surevest Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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