Swisspartners Advisors LTD Portfolio Holdings

Swisspartners Advisors LTD

  • $101 Million
  • Q1 2025

Swisspartners Advisors LTD has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $101 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Index Shs Fund Spdr S&P C with a value of $11.9M, Spdr Gold Trust with a value of $10.3M, Horton D R Inc with a value of $9.1M, Spdr S&P Emerging Dividends Et with a value of $8.03M, and Ishares Morningstar Mid Cap Va with a value of $8.02M.

Examining the 13F form we can see an increase of $4.55M in the current position value, from $96.1M to 101M.

Swisspartners Advisors LTD is based out at Zurich, V8

Below you can find more details about Swisspartners Advisors LTD portfolio as well as his latest detailed transactions.

Portfolio value $101 Million
ETFs: $41.4 Million
Consumer Cyclical: $17 Million
Energy: $16.6 Million
Basic Materials: $11.6 Million
Industrials: $7.02 Million
Technology: $4.1 Million
Financial Services: $2.03 Million
Healthcare: $911,000
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$45.6B
$9.1 Million 9.04% of portfolio
71,580
Q1 2025 Added 2.18%
$29.8B
$7.85 Million 7.8% of portfolio
700,520
Q1 2025 Added 6.09%
$20.4B
$6.71 Million 6.67% of portfolio
95,323
Q1 2025 Added 10.01%
$40.1B
$6.01 Million 5.97% of portfolio
121,680
Q1 2025 New
$20B
$4.93 Million 4.9% of portfolio
141,085
Q1 2025 Added 6.27%
$87.2B
$3.5 Million 3.48% of portfolio
24,005
Q1 2025 Added 8.79%
$116B
$2.03 Million 2.02% of portfolio
66,277
Q1 2025 Added 373.41%
$15.4B
$1.25 Million 1.24% of portfolio
14,780
Q1 2025 Reduced 0.67%
$42.7B
$911,000 0.91% of portfolio
9,600
Q1 2025 Added 11.63%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $101 Million
  • Prior Value $96.1 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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