Sylvest Advisors, LLC Portfolio Holdings

Sylvest Advisors, LLC

  • $160 Billion
  • Q1 2025

Sylvest Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 71 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 $19.5B, Schwab Strategic Tr Intl Eqty with a value of $16.9B, Pacer Fds Tr Us Cash Cows 100 with a value of $15B, Ishares Russell 1000 Gr ETF with a value of $14.2B, and Vanguard Mid Cap ETF with a value of $14.1B.

Examining the 13F form we can see an decrease of $2.72B in the current position value, from $163B to 160B.

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 $160 Billion
ETFs: $108 Billion
Technology: $15.2 Billion
Financial Services: $6.46 Billion
Healthcare: $6.02 Billion
Industrials: $4.3 Billion
Consumer Defensive: $3.78 Billion
Energy: $1.96 Billion
Basic Materials: $1.89 Billion
Other: $3 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $160 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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