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

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

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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