SUREVEST INC.

https://twitter.com/robertjluna PHOENIX, AZ Investment Advisor How do I update this listing?

Surevest is based out of Phoenix. Surevest is a large advisory firm with 267 clients and discretionary assets under management (AUM) of $328,525,501 (Form ADV from 2019-04-30). Their last reported 13F filing for Q2 2019 included $192,538,000 in managed 13F securities and a top 10 holdings concentration of 27.67%. Surevest's largest holding is Vanguard FTSE All World Ex US ETF with shares held of 137,691. Whalewisdom has at least 3 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $192.538 Million
  • Prior Market Value $162.475 Million
  • New Purchases18 stocks
  • Additional Purchases73 stocks
  • Sold out of6 stocks
  • Reduced holdings in38 stocks
  • Top 10 Holdings % 27.67 %
  • Turnover % [1]:17.91%
  • Turnover Alt % [2]: 22.73 %
  • Time Held Top20:1.55 quarters
  • Time Held Top10:1.60 quarters
  • Time Held All:1.72 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.2%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SUREVEST WEALTH MANAGEMENT
2425 E. CAMELBACK ROAD SUITE 890
PHOENIX AZ    85016
Country: United States

Business Phone: 480-272-7116
Fax: 480-272-7118
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: AZ
Number of employees: 8
Other Business Activities: insurance broker or agent,,NOTARY
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 267
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2),11.D (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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SUREVEST INC.

ownership team - last updated 2019-01-22
Name Title Start Date Direct/Indirect % Ownership
LUNA, ROBERT, J CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO 01/01/2002 Direct 75% or more
Fund Name Position direct/indirect start date end date
SUREVEST INC. CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO direct 2002-01-01

SUREVEST INC.

ownership team - last updated 2018-05-24
Name Title Start Date Direct/Indirect % Ownership
LUNA, ROBERT, J CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO 01/01/2002 Direct 75% or more
Fund Name Position direct/indirect start date end date
SUREVEST INC. CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO direct 2002-01-01

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