Surevest Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Surevest Inc. 13F Holdings
CIK 02819426 · PHOENIX, AZ
As of Sep 30, 2022, Surevest Inc. reported
528 positions worth $365.2K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 73,323 |
|
5.4K4.22% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 150,531 |
4.5K | 3.97% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 271,870 |
3.8K | 3.79% |
| ISHARES MSCI ACWI EX US ETF | ACWX | — | 308,076 |
2.3K | 3.38% |
| APPLE INC | AAPL | Technology | 79,431 |
1.0K | 3.01% |
| ISHARES MORNINGSTAR VALUE ETF | ILCV | — | 123,332 | $7.0K | 1.91% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 168,635 | $6.2K | 1.68% |
| ISHARES RUSSELL 2500 ETF | SMMD | — | 122,879 | $6.1K | 1.67% |
| ISHARES MORNINGSTAR US EQUITY ETF | ILCB | — | 121,659 | $6.0K | 1.65% |
| PALO ALTO NETWORKS INC | PANW | Technology | 33,538 | $5.5K | 1.50% |
| ISHARES MORNINGSTAR GROWTH ETF | ILCG | — | 105,633 | $5.1K | 1.40% |
| CHEVRON CORP | CHV | Energy | 34,550 | $5.0K | 1.36% |
| MICROSOFT CORP | MSFT | Technology | 20,496 | $4.8K | 1.31% |
| GENUINE PARTS CO | GPC | Consumer Cyclical | 31,799 | $4.7K | 1.30% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 57,170 | $4.7K | 1.30% |
| W P CAREY INC | WPC | Real Estate | 66,978 | $4.7K | 1.28% |
| SPDR S&P 500 ETF TRUST | SPY | — | 12,876 | $4.6K | 1.26% |
| GENERAL MILLS INC | GIS | Consumer Defensive | 59,630 | $4.6K | 1.25% |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 9,671 | $4.5K | 1.25% |
| AMAZON.COM INC | AMZN | Equity | 40,226 | $4.5K | 1.24% |
| PEPSICO INC | PEP | Consumer Defensive | 27,013 | $4.4K | 1.21% |
| ALPHABET INC | GOOG | Equity | 45,196 | $4.3K | 1.19% |
| WASTE MANAGEMENT INC | WM | Industrials | 25,648 | $4.1K | 1.13% |
| ABBVIE INC | ABBV | Equity | 29,961 | $4.0K | 1.10% |
| KELLANOVA | K | Consumer Defensive | 56,955 | $4.0K | 1.09% |