News + Filings Holdings
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Surevest, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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ARES CAPITAL CORP
| ARCC | Common | 7,069 | 7,069 | 119,000 | 119,000 | 0.03 | 0.00 |
Hist
| 09/30/2022 |
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Snowflake Inc.
| SNOW | Common | 644 | 644 | 109,000 | 109,000 | 0.03 | |
Hist
| 09/30/2022 |
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Ark ETF Trust
| ARKK | Common | 850 | 850 | 32,000 | 32,000 | 0.01 | |
Hist
| 09/30/2022 |
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Vanguard Growth ETF
| VUG | ETF | 106 | 106 | 23,000 | 23,000 | 0.01 | |
Hist
| 09/30/2022 |
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BJS WHOLESALE CLUB INC
| BJ | Common | 165 | 165 | 12,000 | 12,000 | 0.00 | |
Hist
| 09/30/2022 |
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GSK plc
| GSK | ADR | 424 | 424 | 12,000 | 12,000 | 0.00 | |
Hist
| 09/30/2022 |
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VANGUARD WORLD FDS HEALTH CAR
| VHT | STOCK | 45 | 45 | 10,000 | 10,000 | 0.00 | |
Hist
| 09/30/2022 |
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iSHARES TRUST
| SCZ | Common | 159 | 159 | 8,000 | 8,000 | 0.00 | |
Hist
| 09/30/2022 |
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POTLATCH CORP (OLD)
| PCH | Common | 114 | 114 | 5,000 | 5,000 | 0.00 | |
Hist
| 09/30/2022 |
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Invesco Actively Managed Exchange-Traded Commodity Fund Trust
| PDBC | Common | 323 | 323 | 5,000 | 5,000 | 0.00 | |
Hist
| 09/30/2022 |
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ZIM Integrated Shipping Services Ltd.
| ZIM | SHS | 200 | 200 | 5,000 | 5,000 | 0.00 | |
Hist
| 09/30/2022 |
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Albertsons Companies, Inc.
| ACI | COMMON STOCK | 152 | 152 | 4,000 | 4,000 | 0.00 | 0.00 |
Hist
| 09/30/2022 |
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iSHARES TRUST
| EFG | MSCI GRW IDX | 55 | 55 | 4,000 | 4,000 | 0.00 | |
Hist
| 09/30/2022 |
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Haleon plc
| HLN | Common | 448 | 448 | 3,000 | 3,000 | 0.00 | |
Hist
| 09/30/2022 |
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Academy Sports & Outdoors, Inc.
| ASO | COM | 50 | 50 | 2,000 | 2,000 | 0.00 | 0.00 |
Hist
| 09/30/2022 |
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TEXAS INSTRUMENTS INC
| TXN | Common | 12 | 12 | 2,000 | 2,000 | 0.00 | 0.00 |
Hist
| 09/30/2022 |
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PROGRESSIVE CORP/OH/
| PGR | Common | 20 | 20 | 2,000 | 2,000 | 0.00 | 0.00 |
Hist
| 09/30/2022 |
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HENRY SCHEIN INC
| HSIC | Common | 30 | 30 | 2,000 | 2,000 | 0.00 | 0.00 |
Hist
| 09/30/2022 |
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Broadcom Ltd
| AVGO | COM | 5 | 5 | 2,000 | 2,000 | 0.00 | |
Hist
| 09/30/2022 |
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Maxeon Solar Technologies, Ltd.
| MAXN | Common | 33 | 33 | 1,000 | 1,000 | 0.00 | |
Hist
| 09/30/2022 |
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WILLIAMS COMPANIES, INC.
| WMB | Common | 38 | 38 | 1,000 | 1,000 | 0.00 | 0.00 |
Hist
| 09/30/2022 |
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UNITED RENTALS, INC.
| URI | Common | 2 | 2 | 1,000 | 1,000 | 0.00 | 0.00 |
Hist
| 09/30/2022 |
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Hilton Worldwide Holdings Inc.
| HLT | Common | 8 | 8 | 1,000 | 1,000 | 0.00 | 0.00 |
Hist
| 09/30/2022 |
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Constellation Energy Corp
| CEG | Common | 8 | 8 | 1,000 | 1,000 | 0.00 | 0.00 |
Hist
| 09/30/2022 |
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