Surevest, LLC ETFs

Surevest, LLC

  • $368 Million
  • Q3 2022

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$112,000 0.03% of portfolio
598
Q3 2022 Reduced 17.17%
$0
$98,000 0.03% of portfolio
2,220
Q3 2022 Added 2.64%
$43.2B
$73,000 0.02% of portfolio
2,326
Q2 2022 New
$0
$67,000 0.02% of portfolio
494
Q3 2022 Added 0.61%
$0
$64,000 0.02% of portfolio
2,615
Q4 2021 New
$0
$59,000 0.02% of portfolio
233
Q3 2022 Added 0.43%
$0
$57,000 0.02% of portfolio
213
Q3 2022 Added 60.15%
$0
$54,000 0.01% of portfolio
1,562
Q3 2022 Added 0.84%
$0
$53,000 0.01% of portfolio
1,015
Q1 2022 Reduced 45.66%
$0
$48,000 0.01% of portfolio
786
Q4 2021 New
$0
$47,000 0.01% of portfolio
275
Q3 2022 Added 2.61%
$0
$46,000 0.01% of portfolio
115
Q3 2022 Reduced 10.85%
$0
$43,000 0.01% of portfolio
119
Q4 2021 New
$0
$41,000 0.01% of portfolio
211
Q3 2022 Added 0.48%
$0
$40,000 0.01% of portfolio
420
Q4 2021 New
$0
$38,000 0.01% of portfolio
195
Q3 2022 Added 65.25%
$0
$33,000 0.01% of portfolio
773
Q4 2021 New
$0
$32,000 0.01% of portfolio
850
Q3 2022 New
$0
$31,000 0.01% of portfolio
549
Q3 2022 Reduced 3.35%
$0
$29,000 0.01% of portfolio
405
Q4 2021 New
$0
$27,000 0.01% of portfolio
288
Q4 2021 New
$0
$26,000 0.01% of portfolio
850
Q4 2021 New
$0
$26,000 0.01% of portfolio
815
Q4 2021 New
$14.5B
$23,000 0.01% of portfolio
1,335
Q3 2022 Reduced 57.69%
$0
$23,000 0.01% of portfolio
106
Q3 2022 New
$0
$22,000 0.01% of portfolio
520
Q4 2021 New
$0
$20,000 0.01% of portfolio
661
Q2 2022 Added 0.76%
$0
$19,000 0.01% of portfolio
787
Q4 2021 New
$0
$19,000 0.01% of portfolio
150
Q4 2021 New
$0
$18,000 0.0% of portfolio
470
Q4 2021 New
$0
$16,000 0.0% of portfolio
150
Q4 2021 New
$0
$12,000 0.0% of portfolio
650
Q1 2022 New
$0
$12,000 0.0% of portfolio
135
Q4 2021 New
$0
$10,000 0.0% of portfolio
45
Q3 2022 New
$0
$9,000 0.0% of portfolio
220
Q3 2022 Reduced 80.55%
$0
$8,000 0.0% of portfolio
159
Q3 2022 New
$0
$6,000 0.0% of portfolio
65
Q2 2022 New
$383M
$6,000 0.0% of portfolio
310
Q4 2021 New
$0
$5,000 0.0% of portfolio
323
Q3 2022 New
$0
$4,000 0.0% of portfolio
17
Q4 2021 New
$0
$4,000 0.0% of portfolio
55
Q3 2022 New
$0
$4,000 0.0% of portfolio
117
Q3 2022 Reduced 81.19%
$0
$4,000 0.0% of portfolio
250
Q3 2022 Added 1.63%
$0
$4,000 0.0% of portfolio
80
Q4 2021 New
$0
$4,000 0.0% of portfolio
29
Q4 2021 New
$0
$4,000 0.0% of portfolio
944
Q3 2022 Added 0.32%
$0
$3,000 0.0% of portfolio
18
Q2 2022 New
$0
$2,000 0.0% of portfolio
28
Q2 2022 New
$0
$2,000 0.0% of portfolio
58
Q3 2022 Added 1.75%
Filter Shares Options
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email