StockDriftsStockDriftsTop 50 Surevest, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 4.2% | 73.3K | $15K | — | — | — | 2022-09-30 |
| AGG | ISHARES TR | 3.95% | 150.5K | $15K | — | — | — | 2022-09-30 |
| IXUS | ISHARES TR | 3.77% | 271.9K | $14K | — | — | — | 2022-09-30 |
| ACWX | ISHARES TR | 3.35% | 308.1K | $12K | — | — | — | 2022-09-30 |
| AAPL | APPLE INC | 2.99% | 79.4K | $11K | — | — | — | 2022-09-30 |
| ILCV | ISHARES TR | 1.89% | 123.3K | $7K | — | — | — | 2022-09-30 |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.67% | 168.6K | $6K | — | — | — | 2022-09-30 |
| SMMD | ISHARES TR | 1.66% | 122.9K | $6K | — | — | — | 2022-09-30 |
| ILCB | ISHARES TR | 1.63% | 121.7K | $6K | — | — | — | 2022-09-30 |
| PANW | PALO ALTO NETWORKS INC | 1.49% | 33.5K | $5K | — | — | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Surevest, Llc reports $367.59K in US-listed equity holdings across 528 positions in its most recent 13F filing. Its largest disclosed positions are IWF (4.2%), AGG (4.0%) and IXUS (3.8%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Surevest, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1593842). View Surevest, Llc’s 13F filings on SEC