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Surevest, LLC

13F
Surevest, LLC
Last update 2022-11-14 528 Stocks (19 new)
Value $368.00 Mil Turnover 5 %
Countries:
Portfolio Report
Surevest, LLC Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF
iShares Russell 1000 Growth ETF
73,323
15427.000
+5.72%
4.200
+0.23%
0.030
+19.44%
+31.06%
103283.307
 
AGG
iShares Core U.S. Aggregate Bond ETF
150,531
14502.000
-1.84%
3.950
-0.08%
0.020
-1.03%
-0.93%
118542.317
 
IXUS
iShares Core MSCI Total International Stock ETF
271,870
13844.000
+12.21%
3.770
+0.41%
0.060
+8.23%
+9.03%
38788.343
 
ACWX
iShares MSCI ACWI Ex US Index Fund
308,076
12326.000
+3.40%
3.350
+0.11%
0.360
+8.24%
+9.11%
4678.139
 
AAPL
Apple Inc
79,431
10977.000
+12.19%
2.990
+0.32%
0.000
+8.54%
+18.60%
3438698.574
Hardware
JKF
BTC iShares Morningstar Large-Cap Value ETF
123,332
6965.000
-3.41%
1.890
-0.07%
-
+3.30%
+14.95%
0.000
 
VWO
Vanguard FTSE Emerging Markets ETF
168,635
6153.000
+6.84%
1.670
+0.11%
0.010
+12.86%
+16.76%
80686.595
 
SMMD
iShares Russell 2500 ETF
122,879
6113.000
-0.07%
1.660
0%
1.220
+16.43%
+16.73%
1196.589
 
JKD
BTC iShares Morningstar Large-Cap ETF
121,659
6009.000
+7.33%
1.630
+0.11%
-
+5.36%
+20.09%
0.000
 
PANW
Palo Alto Networks Inc
33,538
5493.000
-1.33%
1.490
-0.02%
0.010
+27.04%
+31.06%
126646.045
Software

Surevest, LLC's Historical Top Holdings Breakdowns

Surevest, LLC Total Holding History ($B)

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Surevest, LLC's Asset Allocation

To

Surevest, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Surevest, LLC's Hypothetical Growth since 2022-09-30

Surevest, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Surevest, LLC's Holdings Heat Map

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Surevest, LLC's Holdings Bubble Chart

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