Swisspartners Advisors LTD Portfolio Holdings

Swisspartners Advisors LTD

  • $126 Million
  • Q3 2024

Swisspartners Advisors LTD has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $126 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Horton D R Inc with a value of $13.3M, Royal Caribbean Cruises LTD with a value of $12.3M, Spdr Index Shs Fund Spdr S&P C with a value of $10.9M, Stellantis N.V. with a value of $8.74M, and Spdr S&P Emerging Dividends Et with a value of $8.07M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $107M to 126M.

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 $126 Million
Consumer Cyclical: $44.6 Million
ETFs: $37.6 Million
Basic Materials: $14.8 Million
Energy: $14.3 Million
Industrials: $6.35 Million
Communication Services: $5.25 Million
Technology: $2.33 Million
Healthcare: $860,000
Other: $432,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $126 Million
  • Prior Value $107 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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