Surevest, LLC

13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Los Angeles, CA
CIK
0001593842
Alternate names
Surevest Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2022 528 367,590 IWF, AGG, IXUS, ACWX 13F-HR 11/14/2022 000159384222000004
Q2 2022 594 381,331 AGG, IWF, IXUS, ACWX 13F-HR 8/15/2022 000159384222000003
Q1 2022 546 414,346 IWF, AGG, IXUS, ACWX 13F-HR 5/16/2022 000159384222000002
Q4 2021 554 422,029 ACWX, BND, AAPL, SMMD 13F-HR 2/10/2022 000159384222000001
Q3 2021 109 395,860 ACWX, BND, AAPL, SMMD 13F-HR 10/12/2021 000108514621002771
Q2 2021 99 383,675 ACWX, BND, AAPL, SMMD 13F-HR 8/5/2021 000108514621002245
Q1 2021 92 330,711 BND, ACWX, AAPL, SMMD 13F-HR 4/19/2021 000108514621001216
Q4 2020 88 299,762 BND, AAPL, CRWD, AMZN 13F-HR 2/4/2021 000108514621000442
Q3 2020 81 254,353 BND, AAPL, AMZN, CRWD 13F-HR 10/16/2020 000108514620002547
Q2 2020 80 225,998 BND, AAPL, AMZN, META 13F-HR 7/15/2020 000108514620001787
Q1 2020 96 183,745 BND, AMZN, AAPL, META 13F-HR 4/16/2020 000108514620001137
Q4 2019 146 234,135 VEU, IQDG, STIP, SPDW 13F-HR 1/14/2020 000108514620000125
Q3 2019 133 203,213 VEU, STIP, FLOT, IQDG 13F-HR 10/15/2019 000108514619002522
Q2 2019 134 192,538 VEU, STIP, FLOT, STOT 13F-HR 7/10/2019 000108514619001819
Q1 2019 122 162,475 VEU, STIP, FLOT, AGGY 13F-HR 4/9/2019 000108514619001109
Q4 2018 141 126,665 VEU, STIP, FLOT, AGGY 13F-HR 2/20/2019 000108514619000994