Sylvest Advisors, LLC Portfolio Holdings

Sylvest Advisors, LLC

  • $174 Billion
  • Q2 2025

Sylvest Advisors, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Val ETF with a value of $20.3B, Schwab Strategic Tr Intl Eqty with a value of $18.8B, Ishares Russell 1000 Gr ETF with a value of $17.2B, Vanguard Mid Cap ETF with a value of $15.5B, and Pacer Fds Tr Us Cash Cows 100 with a value of $14.8B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $160B to 174B.

Sylvest Advisors, LLC is based out at Dallas, TX

Below you can find more details about Sylvest Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $174 Billion
ETFs: $117 Billion
Technology: $16.6 Billion
Financial Services: $5.8 Billion
Healthcare: $5.76 Billion
Industrials: $4.49 Billion
Consumer Defensive: $3.98 Billion
Basic Materials: $2.41 Billion
Consumer Cyclical: $2.03 Billion
Other: $3.4 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$9.14 Billion 5.26% of portfolio
18,369
Q2 2025 Reduced 2.18%
$3.45T
$3.78 Billion 2.18% of portfolio
18,432
Q2 2025 Added 3.61%
$331B
$1.21 Billion 0.7% of portfolio
6,504
Q2 2025 Added 3.67%
$622B
$970 Million 0.56% of portfolio
1,996
Q2 2025 Reduced 2.11%
$207B
$919 Million 0.53% of portfolio
11,612
Q2 2025 Added 150.74%
$439B
$831 Million 0.48% of portfolio
5,440
Q2 2025 Added 0.35%
$452B
$664 Million 0.38% of portfolio
6,163
Q2 2025 Added 0.28%
$294B
$617 Million 0.36% of portfolio
4,312
Q2 2025 Reduced 3.32%
$1.14T
$583 Million 0.34% of portfolio
3,310
Q2 2025 Reduced 2.47%
$260B
$551 Million 0.32% of portfolio
5,634
Q2 2025 Added 11.94%
$416B
$533 Million 0.31% of portfolio
3,372
Q2 2025 Reduced 6.9%
$1.17T
$517 Million 0.3% of portfolio
2,915
Q2 2025 Reduced 7.31%
$375B
$502 Million 0.29% of portfolio
3,149
Q2 2025 Reduced 0.35%
$575B
$492 Million 0.28% of portfolio
1,385
Q2 2025 Reduced 9.95%
$1.05T
$427 Million 0.25% of portfolio
1,344
Q2 2025 New
$2.32T
$373 Million 0.21% of portfolio
1,698
Q2 2025 Reduced 7.11%
$220B
$225 Million 0.13% of portfolio
770
Q1 2025 Reduced 1.28%
$738B
$228 Million 0.13% of portfolio
293
Q2 2025 New
$239B
$212 Million 0.12% of portfolio
300
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $174 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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