vontobel swiss wealth advisors

Vontobel Swiss Wealth Advisors as of Sept. 30, 2020

Portfolio Holdings for Vontobel Swiss Wealth Advisors

Vontobel Swiss Wealth Advisors holds 64 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.5 $7.8M 69k 113.97
Broadcom (AVGO) 5.0 $7.1M 20k 354.85
Nike CL B (NKE) 4.5 $6.4M 52k 122.30
Xylem (XYL) 4.4 $6.3M 77k 82.25
Visa Com Cl A (V) 4.3 $6.1M 31k 195.40
Microsoft Corporation (MSFT) 4.2 $6.0M 29k 205.04
Iqvia Holdings (IQV) 4.2 $6.0M 39k 153.56
Thermo Fisher Scientific (TMO) 4.1 $5.8M 14k 430.11
Waste Management (WM) 4.0 $5.8M 52k 110.51
Honeywell International (HON) 4.0 $5.7M 36k 160.88
Disney Walt Com Disney (DIS) 3.8 $5.5M 46k 120.96
Bristol Myers Squibb (BMY) 3.8 $5.4M 93k 58.61
Advanced Micro Devices (AMD) 3.7 $5.3M 67k 80.03
Fortive (FTV) 3.7 $5.3M 71k 74.21
Palo Alto Networks (PANW) 3.5 $5.0M 21k 238.26
Constellation Brands Cl A (STZ) 3.5 $5.0M 27k 184.33
Kroger (KR) 3.2 $4.5M 137k 32.99
Citigroup Com New (C) 3.0 $4.3M 101k 41.99
Gilead Sciences (GILD) 2.7 $3.8M 62k 61.53
Spdr Gold Tr Gold Shs (GLD) 2.5 $3.5M 20k 177.08
BlackRock (BLK) 2.0 $2.8M 5.2k 548.08
Blackrock MuniHoldings CA Insrd Fnd (MUC) 1.8 $2.6M 188k 13.98
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.4 $2.0M 20k 101.94
Spdr Ser Tr Portfolio Short (SPSB) 1.2 $1.7M 54k 31.36
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $1.6M 14k 118.03
Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.9 $1.3M 43k 31.74
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $1.3M 8.0k 163.24
Amazon (AMZN) 0.9 $1.3M 406.00 3147.78
JPMorgan Chase & Co. (JPM) 0.9 $1.2M 13k 96.23
Ishares Core Msci Emkt (IEMG) 0.8 $1.2M 23k 52.78
Home Depot (HD) 0.7 $1.0M 3.7k 277.55
Abbvie (ABBV) 0.7 $965k 11k 87.53
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $913k 11k 82.81
Alphabet Cap Stk Cl A (GOOGL) 0.6 $857k 585.00 1464.96
Ishares Msci Switzerland (EWL) 0.6 $801k 20k 40.52
Ishares Msci Emerg Mrkt (EEMV) 0.5 $649k 13k 49.73
Procter & Gamble Company (PG) 0.5 $645k 4.6k 138.95
Ishares Msci Jpn Etf New (EWJ) 0.4 $617k 12k 53.45
Chubb (CB) 0.4 $604k 5.2k 116.15
Ishares Msci Eurzone Etf (EZU) 0.4 $531k 14k 37.38
Facebook Cl A (META) 0.3 $445k 1.7k 261.76
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $444k 4.0k 111.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $441k 10k 44.10
Carvana Cl A (CVNA) 0.3 $418k 1.9k 222.93
salesforce (CRM) 0.3 $393k 1.6k 251.28
Target Corporation (TGT) 0.3 $382k 2.4k 157.53
Stryker Corporation (SYK) 0.2 $339k 1.6k 208.36
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $338k 2.5k 134.61
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.2 $333k 4.9k 68.45
Store Capital Corp reit 0.2 $324k 12k 27.43
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $317k 3.3k 96.09
Johnson Ctls Intl SHS (JCI) 0.2 $313k 7.7k 40.84
Emerson Electric (EMR) 0.2 $297k 4.5k 65.49
NVIDIA Corporation (NVDA) 0.2 $281k 519.00 541.43
Activision Blizzard 0.2 $279k 3.4k 80.99
Sap Se Spon Adr (SAP) 0.2 $265k 1.7k 155.88
Ishares Msci Pac Jp Etf (EPP) 0.2 $261k 7.0k 37.29
Altria (MO) 0.2 $261k 6.8k 38.64
Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.2 $252k 2.5k 100.28
Sprouts Fmrs Mkt (SFM) 0.2 $251k 12k 20.92
Cisco Systems (CSCO) 0.2 $242k 6.2k 39.31
Lululemon Athletica (LULU) 0.2 $239k 727.00 328.75
First Tr Exch Trd Alphdx Switzlnd Alpha (FSZ) 0.2 $216k 4.0k 53.52
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $211k 7.9k 26.66