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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
39
8
10
1
2
3
23
10
13
BKS ADVISORS LLC

Time Period2018-12-31

Total Holdings198

Total Value ($x1000)220,074
Activities
New14

Increased40

Unchanged34

Decreased110

Sold Out35

Top 10 Stock Holdingstotal 25.01%
AVGO2.98

ARKK2.96

SLYV2.82

XLK2.74

V2.51

 
AAPL2.49

NOBL2.41

NOW2.09

VZ2.03

LLY1.98

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AVGO
2.98%
COM
ARKK
2.96%
INNOVATION ETF
SLYV
2.82%
S&P 600 SMCP VAL
XLK
2.74%
TECHNOLOGY
V
2.51%
COM CL A
AAPL
2.49%
COM
NOBL
2.41%
S&P 500 ARISTO
NOW
2.09%
COM
VZ
2.03%
COM
LLY
1.98%
COM
EFA
1.95%
MSCI EAFE ETF
XLY
1.93%
SBI CONS DISCR
GSLC
1.73%
EQUITY ETF
AWR
1.6%
COM
ONEK
1.59%
RUSSELL 1000 ETF
FXR
1.58%
INDLS PROD DUR
GOOG
1.49%
CAP STK CL C
FXH
1.45%
HLTH CARE ALPH
AMZN
1.37%
COM
BMO
1.36%
COM
XPO
1.36%
COM
UL
1.28%
SPON ADR NEW
PG
1.23%
COM
SSO
1.23%
PSHS ULT S&P 500
VEU
1.21%
ALLWRLD EX US
STWD
1.16%
COM
IWS
1.06%
RUS MDCP VAL ETF
XLV
1.06%
SBI HEALTHCARE
VCSH
1.06%
SHRT TRM CORP BD
EEM
1.05%
MSCI EMG MKT ETF
NEE
1.04%
COM
FB
1.01%
CL A
EMR
0.95%
COM
VEEV
0.93%
CL A COM
IWV
0.93%
RUSSELL 3000 ETF
GRUB
0.9%
COM
VWO
0.89%
FTSE EMR MKT ETF
CWB
0.8%
BRC CNV SECS ETF
XLI
0.79%
SBI INT-INDS
OLED
0.78%
COM
CSJ
0.73%
1-3 YR CR BD ETF
FFIV
0.71%
COM
PRU
0.7%
COM
BABA
0.67%
SPONSORED ADS
ISRG
0.66%
COM NEW
NFLX
0.64%
COM
GVIP
0.63%
HEDGE IND ETF
JPM
0.6%
COM
SUI
0.58%
COM
TMUS
0.58%
COM
GWW
0.55%
COM
TD
0.52%
COM NEW
SPY
0.51%
TR UNIT
MCD
0.49%
COM
SCHW
0.48%
COM
PANW
0.47%
COM
IJS
0.46%
SP SMCP600VL ETF
MSFT
0.45%
COM
ILMN
0.45%
COM
PM
0.45%
COM
TSLA
0.44%
COM
MAR
0.44%
CL A
BRK.A
0.42%
CL A
ETN
0.4%
SHS
STMP
0.39%
COM NEW
VNQ
0.39%
REIT ETF
SCPB
0.38%
BARC SHT TR CP
ULTA
0.37%
COM
CAT
0.37%
COM
EXAS
0.37%
COM
GM
0.37%
COM
IBM
0.36%
COM
HRL
0.35%
COM
GWL
0.34%
S&P WRLD EX US
SHPG
0.33%
SPONSORED ADR
PEP
0.33%
COM
LUV
0.33%
COM
MA
0.31%
CL A
CVX
0.31%
COM
GIGB
0.31%
ACCESS INVT GR
INTC
0.31%
COM
BIB
0.3%
PSHS ULT NASB
EDIV
0.3%
S&P EM MKT DIV
IVV
0.29%
CORE S&P500 ETF
MLM
0.29%
COM
RH
0.29%
COM
REGL
0.28%
MDCP 400 DIVID
VIG
0.28%
DIV APP ETF
UNP
0.28%
COM
F
0.27%
COM PAR $0.01
VB
0.27%
SMALL CP ETF
IDXX
0.27%
COM
OEF
0.27%
S&P 100 ETF
MO
0.26%
COM
RPAI
0.26%
CL A
SHY
0.25%
1-3 YR TR BD ETF
T
0.25%
COM
UAA
0.25%
CL A
BYD
0.25%
COM
VLO
0.24%
COM
SPYV
0.24%
S&P 500 VALUE
IJR
0.24%
CORE S&P SCP ETF
TDIV
0.24%
NASD TECH DIV
VTI
0.24%
TOTAL STK MKT
CMCSA
0.23%
CL A
OKTA
0.23%
CL A
TWLO
0.23%
CL A
BA
0.23%
COM
UA/C
0.23%
CL C
RMTI
0.22%
COM
EPD
0.22%
COM
FXL
0.22%
TECH ALPHADEX
KO
0.22%
COM
HYLS
0.22%
FIRST TR TA HIYL
PGNX
0.22%
COM
PFF
0.22%
U.S. PFD STK ETF
SBUX
0.22%
COM
PACW
0.21%
COM
TDOC
0.21%
COM
BOH
0.21%
COM
TXN
0.2%
COM
HYG
0.2%
IBOXX HI YD ETF
KR
0.19%
COM
FIVE
0.19%
COM
PFE
0.18%
COM
AFL
0.18%
COM
BP
0.18%
SPONSORED ADR
ALGN
0.18%
COM
IJH
0.17%
CORE S&P MCP ETF
CMA
0.17%
COM
DIS
0.17%
COM DISNEY
VO
0.17%
MID CAP ETF
JCOM
0.17%
COM
LULU
0.17%
COM
JNJ
0.16%
COM
SO
0.16%
COM
PSX
0.16%
COM
BAC
0.16%
COM
NYCB
0.16%
COM
WES
0.15%
COM UNIT LP IN
AMD
0.15%
COM
BGS
0.15%
COM
BND
0.15%
TOTAL BND MRKT
GMM
0.14%
EMERG MKTS ETF
XLU
0.14%
SBI INT-UTILS
LMT
0.14%
COM
BMY
0.14%
COM
FDS
0.14%
COM
IYR
0.14%
U.S. REAL ES ETF
IWM
0.13%
RUSSELL 2000 ETF
MNK
0.13%
SHS
TOT
0.13%
SPONSORED ADR
DTE
0.13%
COM
XHR
0.12%
COM
TCBI
0.12%
COM
ED
0.12%
COM
DVY
0.12%
SELECT DIVID ETF
TRV
0.12%
COM
AEE
0.12%
COM
UCO
0.12%
II ULTA BLMBG 2017
IWD
0.12%
RUS 1000 VAL ETF
OHI
0.12%
COM
ABM
0.12%
COM
NUE
0.12%
COM
IWB
0.12%
RUS 1000 ETF
DIA
0.12%
UT SER 1
TWOK
0.12%
SPDR RUSSEL 2000
IWR
0.12%
RUS MID-CAP ETF
WM
0.12%
COM
FANG
0.11%
COM
HBAN
0.11%
COM
IWO
0.11%
RUS 2000 GRW ETF
GPC
0.11%
COM
UTX
0.11%
COM
FVD
0.11%
SHS
VOYA
0.11%
COM
ALK
0.11%
COM
WBA
0.11%
COM
AMGN
0.11%
COM
SST
0.11%
SHRT TRSRY ETF
FCVT
0.1%
SSI STRG ETF
BRK.B
0.1%
CL B NEW
WEC
0.1%
COM
ARKG
0.1%
GEN REV MLTSCT
SPYG
0.1%
S&P 500 GROWTH
XOM
0.1%
COM
OMC
0.09%
COM
IOO
0.09%
GLOBAL 100 ETF
AMRN
0.09%
SPONS ADR NEW
CALX
0.09%
COM
FCAU
0.08%
SHS
CNFR
0.05%
COM
AGD
0.04%
COM
SIRI
0.04%
COM
HL
0.01%
COM
BTX
0.01%
COM
FCEL
< 0.01%
COM NEW
SPY
< 0.01%
CALL
MU
0.37%
COM
LGND
0.32%
COM NEW
WTW
0.31%
COM
HA
0.23%
COM
NBIX
0.23%
COM
CAG
0.19%
COM
GBIL
0.19%
TREASURYACCESS
BIDU
0.17%
SPON ADR REP A
BIIB
0.13%
COM
TWTR
0.12%
COM
COST
0.12%
COM
OSTK
0.11%
COM
MET
0.1%
COM
REGN
0.1%
COM
DBX
0.09%
CL A
CGC
0.09%
COM
ANDV
0.09%
COM
CR
0.09%
COM
DOCU
0.09%
COM
MMM
0.09%
COM
ZMH
0.08%
COM
TSN
0.08%
CL A
FITB
0.08%
COM
BIG
0.08%
COM
CMI
0.08%
COM
VEA
0.08%
FTSE DEV MKT ETF
ALLY
0.08%
COM
NXPI
0.08%
COM
TIP
0.08%
TIPS BD ETF
VFC
0.08%
COM
HON
0.07%
COM
IJK
0.07%
S&P MC 400GR ETF
FNB
0.06%
COM
MDLZ
0.05%
CL A
GPOR
0.05%
COM NEW