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SYLVEST ADVISORS, LLC
SYLVEST ADVISORS, LLC
Latest filing: 2026-06-30
SYLVEST ADVISORS, LLC runs SYLVEST ADVISORS, LLC and currently holds 78 stock positions, which is fewer than the average of 230 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%.
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78 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IWD ISHARES TR | 14.45% | $193.33 | $257.31 | +33.09% | Added +8.18% |
 IWF ISHARES TR | 11.57% | $104.68 | $122.38 | +16.91% | Added +378.09% |
 SCHF SCHWAB STRATEGIC TR | 10.92% | $18.78 | $28.46 | +51.52% | Added +1.17% |
 VO VANGUARD INDEX FDS | 8.42% | $66.38 | $82.98 | +25.00% | Added +304.80% |
 IJR ISHARES TR | 6.36% | $115.51 | $147.28 | +27.50% | Added +0.17% |
 COWZ PACER FDS TR | 6.11% | $56.45 | $72.00 | +27.55% | Trimmed -1.23% |
 COWG PACER FDS TR | 5.54% | $32.14 | $39.76 | +23.71% | Trimmed -1.79% |
 MSFT MICROSOFT CORP | 3.66% | $413.80 | $483.24 | +16.78% | Added +9.27% |
 AVEM AMERICAN CENTY ETF TR | 3.62% | $59.44 | $94.23 | +58.53% | Added +0.81% |
 AVUV AMERICAN CENTY ETF TR | 2.82% | $98.95 | $126.43 | +27.77% | Added +5.83% |
Showing 1-10 of 78