HoldingsChannel.com
Surevest Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD INTL EQUITY INDEX F (VEU) 137,769 +78 $6,875
     VEU137,769+78$6,875
ISHARES TR (STIP) 64,560 -1,096 $6,467
     STIP64,560-1,096$6,467
ISHARES TR (FLOT) 121,811 -3,735 $6,209
     FLOT121,811-3,735$6,209
WISDOMTREE TR 200,003 +24,958 $5,758
     IQDG200,003+24,958$5,758
SSGA ACTIVE TR 114,242 -1,752 $5,674
     STOT114,242-1,752$5,674
WISDOMTREE TR 101,122 -3,352 $5,287
     AGGY101,122-3,352$5,287
SPDR INDEX SHS FDS (SPDW) 178,200 -1,385 $5,232
     SPDW178,200-1,385$5,232
WISDOMTREE TR 114,226 +1,027 $4,148
     DON114,226+1,027$4,148
WISDOMTREE TR 61,269 +3,819 $3,892
     DLS61,269+3,819$3,892
WISDOMTREE TR 93,448 +6,329 $3,860
     DEM93,448+6,329$3,860
WISDOMTREE TR 111,814 +298 $3,222
     DDWM111,814+298$3,222
ISHARES TR (IMTM) 107,721 +3,548 $3,165
     IMTM107,721+3,548$3,165
SPDR SERIES TRUST (SJNK) 108,139 -915 $2,921
     SJNK108,139-915$2,921
AMAZON COM INC 1,601 -4 $2,779
     AMZN1,601-4$2,779
WISDOMTREE TR 72,499 +5,845 $2,581
     EES72,499+5,845$2,581
DISNEY WALT CO 19,670 +343 $2,563
     DIS19,670+343$2,563
AVALONBAY CMNTYS INC 11,556 +310 $2,488
     AVB11,556+310$2,488
WISDOMTREE TR 41,107 -623 $2,479
     DIM41,107-623$2,479
ALPHABET INC 2,005 -68 $2,448
     GOOGL2,005-68$2,448
ISHARES TR (QUAL) 25,725 -287 $2,377
     QUAL25,725-287$2,377
SPDR S&P 500 ETF TR (SPY)      $2,300
     SPY7,855+164$2,331
     Put2,400UNCH$31
GENERAL MLS INC 40,916 -1,533 $2,255
     GIS40,916-1,533$2,255
WISDOMTREE TR 66,547 -1,472 $2,232
     EPS66,547-1,472$2,232
EQUITY LIFESTYLE PPTYS INC 16,192 +1,246 $2,163
     ELS16,192+1,246$2,163
SPDR SERIES TRUST (MDYG) 40,162 +728 $2,158
     MDYG40,162+728$2,158
WISDOMTREE TR 90,164 +4,091 $2,150
     EPI90,164+4,091$2,150
ESSEX PPTY TR INC 6,539 +523 $2,136
     ESS6,539+523$2,136
APPLE INC 9,507 -22 $2,129
     AAPL9,507-22$2,129
ISHARES TR (ACWI) 28,692 UNCH $2,116
     ACWI28,692UNCH$2,116
WISDOMTREE TR 53,584 +1,206 $2,113
     EZM53,584+1,206$2,113
VISA INC 12,102 +2,094 $2,082
     V12,102+2,094$2,082
PROCTER & GAMBLE CO 16,644 +1,023 $2,070
     PG16,644+1,023$2,070
DIGITAL RLTY TR INC 15,624 +1,338 $2,028
     DLR15,624+1,338$2,028
WISDOMTREE TR 79,762 +36 $1,998
     USFR79,762+36$1,998
ISHARES TR (MTUM) 16,426 +41 $1,959
     MTUM16,426+41$1,959
NORTHROP GRUMMAN CORP 5,194 +425 $1,947
     NOC5,194+425$1,947
PEPSICO INC 13,398 +861 $1,837
     PEP13,398+861$1,837
SALESFORCE COM INC 11,976 +391 $1,778
     CRM11,976+391$1,778
MCDONALDS CORP 8,282 +1,916 $1,778
     MCD8,282+1,916$1,778
CUMMINS INC 10,801 +2,701 $1,757
     CMI10,801+2,701$1,757
AT&T INC 46,030 +4,826 $1,742
     T46,030+4,826$1,742
VERIZON COMMUNICATIONS INC 28,720 +2,095 $1,734
     VZ28,720+2,095$1,734
ASSURANT INC 13,700 +1,289 $1,724
     AIZ13,700+1,289$1,724
SHERWIN WILLIAMS CO 3,123 +310 $1,717
     SHW3,123+310$1,717
AFLAC INC 32,246 +7,849 $1,687
     AFL32,246+7,849$1,687
CONSOLIDATED EDISON INC 17,790 +1,819 $1,681
     ED17,790+1,819$1,681
BLACKSTONE GROUP INC 33,990 +1,283 $1,660
     BX33,990+1,283$1,660
EXXON MOBIL CORP 23,380 +5,929 $1,651
     XOM23,380+5,929$1,651
GENUINE PARTS CO 16,357 +4,418 $1,629
     GPC16,357+4,418$1,629
PEOPLES UTD FINL INC 104,140 +27,263 $1,628
     PBCT104,140+27,263$1,628

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 09/30/2019: $203,213
At 06/30/2019: $192,538

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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