SYLVEST ADVISORS, LLC 13F Portfolio
SYLVEST ADVISORS, LLC runs SYLVEST ADVISORS, LLC and currently holds 78 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $221.83M. Their top holdings are IWD, IWF, SCHF, VO, IJR. The top five represent 51.7% of reported portfolio weight. SYLVEST ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SYLVEST ADVISORS, LLC initiated 13 new positions. They added to 36 existing positions. They trimmed 17 positions. Their current best-performing preview position is CAT with returns of +50.34%.
Portfolio Value
$221.83M
Alpha Score
21.9
#0 of 1000
Holdings
78
SYLVEST ADVISORS, LLC Current 13F Holdings
Reported holdings from SYLVEST ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
78 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
IWD ISHARES TR | 14.45% | $193.33 | $253.55 | +31.15% | Added +8.18% |
IWF ISHARES TR | 11.57% | $104.68 | $127.91 | +22.19% | Added +378.09% |
SCHF SCHWAB STRATEGIC TR | 10.92% | $18.78 | $27.27 | +45.21% | Added +1.17% |
VO VANGUARD INDEX FDS | 8.42% | $66.38 | $81.15 | +22.25% | Added +304.80% |
IJR ISHARES TR | 6.36% | $115.51 | $137.51 | +19.05% | Added +0.17% |
COWZ PACER FDS TR | 6.11% | $56.45 | $68.50 | +21.35% | Trimmed -1.23% |
COWG PACER FDS TR | 5.54% | $32.14 | $41.58 | +29.37% | Trimmed -1.79% |
MSFT MICROSOFT CORP | 3.66% | $413.80 | $535.07 | +29.31% | Added +9.27% |
AVEM AMERICAN CENTY ETF TR | 3.62% | $59.44 | $94.11 | +58.33% | Added +0.81% |
AVUV AMERICAN CENTY ETF TR | 2.82% | $98.95 | $119.63 | +20.90% | Added +5.83% |
Showing 1-10 of 78