Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vontobel Swiss Wealth Advisors AG (CIK 1634222) reported $194.7M across 80 reported positions in its SEC 13F filing for 2021-06-30. Largest positions: AAPL ($10.3M, 5.32%), MSFT ($9.6M, 4.93%), AMD ($8.9M, 4.56%), PANW ($8.6M, 4.42%), V ($8.3M, 4.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $10.3M | 5.32% | 76,769 | Added |
| 2 | MSFT | MICROSOFT CORP | $9.6M | 4.93% | 36,067 | Trimmed |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $8.9M | 4.56% | 96,366 | Trimmed |
| 4 | PANW | PALO ALTO NETWORKS INC | $8.6M | 4.42% | 23,662 | Added |
| 5 | V | VISA INC | $8.3M | 4.28% | 36,394 | Trimmed |
| 6 | BMY | BRISTOL-MYERS SQUIBB CO | $8.1M | 4.17% | 123,928 | Added |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $8.1M | 4.16% | 16,384 | Added |
| 8 | IQV | IQVIA HLDGS INC | $8.0M | 4.13% | 33,995 | Added |
| 9 | BLK | BLACKROCK INC | $7.9M | 4.06% | 9,221 | Added |
| 10 | LOW | LOWES COS INC | $7.8M | 4.00% | 41,042 | Trimmed |
| 11 | KR | KROGER CO | $7.5M | 3.86% | 200,271 | Added |
| 12 | NKE | NIKE INC | $7.3M | 3.75% | 48,369 | Added |
| 13 | DIS | DISNEY WALT CO | $7.3M | 3.73% | 42,140 | Added |
| 14 | AVGO | BROADCOM INC | $6.9M | 3.54% | 14,818 | Added |
| 15 | C | CITIGROUP INC | $6.6M | 3.40% | 96,388 | Added |
| 16 | PWR | QUANTA SVCS INC | $6.5M | 3.36% | 74,108 | Added |
| 17 | STZ | CONSTELLATION BRANDS INC | $6.2M | 3.17% | 27,087 | Added |
| 18 | KHC | KRAFT HEINZ CO | $5.8M | 2.96% | 145,111 | Trimmed |
| 19 | CTVA | CORTEVA INC | $5.7M | 2.95% | 133,036 | Added |
| 20 | AGCO | AGCO CORP | $5.6M | 2.89% | 44,346 | New |
| 21 | GLD | SPDR GOLD TR | $5.3M | 2.71% | 31,828 | Added |
| 22 | HON | HONEYWELL INTL INC | $2.3M | 1.21% | 10,702 | Trimmed |
| 23 | META | FACEBOOK INC | $2.0M | 1.05% | 5,898 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $1.7M | 0.85% | 10,660 | Added |
| 25 | EWJ | ISHARES INC | $1.6M | 0.81% | 24,571 | Added |
Source: SEC Form 13F filings · as of 2021-06-30