alerus investment advisors corp
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Contact Information
alerus investment advisors corp
10900 WAYZATA BLVD.
WAYZATA MN 55305
Business Phone: 952-417-3835 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $609,244,486 [1]Prior Market Value: $395,749,665 New Purchases: 17 stocks Additional Purchases: 63 stocks Sold out of: 3 stocks Reduced holdings in: 28 stocks Top 10 Holdings %: 29.39% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Rydex Russell Top 50 5.14% iShares S&P 500 Index 4.6% Vanguard S&P 500 ETF 3.43% Microsoft Corporation 2.69% iShares Dow Jones Select Dividend Index 2.43% Major new positions on 03/31/2013 Stock % of Portfolio iShares S&P 500 Index 4.6% Vanguard S&P 500 ETF 3.43% iShares Russell 2000 Index 2.26% Vanguard Europe Pacific ETF 2.22% Vanguard Small Cap ETF 2.21%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Baker Hughes Incorporated 0.67% BP plc 0.08% Deere & Company 0.05% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-06 Form 13F-HR 2013-02-15 Form 13F-HR 2012-11-09 Form 13F-HR/A 2012-09-27 Form 13F-HR/A 2012-09-27 -
- Q4 2011 13F Update - 02/15/2012