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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
23
0
2
1
2
0
18
5
3
DOLIVER CAPITAL ADVISORS INC

Time Period2018-12-31

Total Holdings143

Total Value ($x1000)203,779
Activities
New45

Increased54

Unchanged9

Decreased35

Sold Out106

Top 10 Stock Holdingstotal 71.45%
XOM44.53

IVV15.33

IWZ4.5

MO1.46

PM1.38

 
FFIN1.01

FEI0.85

FPL0.83

GOOG0.79

GGN0.77

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
XOM
44.53%
COM
IVV
15.33%
CORE S&P500 ETF
IWZ
4.5%
RUS 3000 GRW ETF
MO
1.46%
COM
PM
1.38%
COM
FFIN
1.01%
COM
FEI
0.85%
COM
FPL
0.83%
COM
GOOG
0.79%
CAP STK CL C
GGN
0.77%
COM SH BEN INT
RA
0.71%
SHS BEN INT
EPD
0.67%
COM
CMCSA
0.59%
CL A
V
0.58%
COM CL A
IBTX
0.58%
COM
ABBV
0.57%
COM
JNJ
0.57%
COM
DNI
0.56%
COM NEW
EA
0.53%
COM
AAPL
0.52%
COM
UNH
0.51%
COM
FB
0.5%
CL A
HTY
0.47%
TAX ADV GLB SH
ISRG
0.44%
COM NEW
BABA
0.43%
SPONSORED ADS
CVX
0.41%
COM
AMZN
0.41%
COM
PG
0.4%
COM
CEM
0.4%
COM
ETE
0.39%
COM UT LTD PTN
ICE
0.38%
COM
CHW
0.38%
COM
KO
0.36%
COM
ADBE
0.36%
COM
BUD
0.35%
SPONSORED ADR
CHI
0.34%
SH BEN INT
JKHY
0.34%
COM
FIF
0.33%
COM
BLK
0.33%
COM
ZF
0.3%
COM
DSL
0.3%
COM
USA
0.29%
SH BEN INT
CTR
0.29%
COM
INTC
0.29%
COM
MA
0.29%
CL A
EOI
0.28%
COM
IGD
0.28%
COM
CHTR
0.28%
CL A
ABT
0.28%
COM
IDE
0.27%
COM
BOE
0.27%
COM
ARDC
0.26%
COM
TEI
0.26%
COM
NRO
0.26%
COM
JPM
0.25%
COM
BIV
0.24%
INTERMED TERM
VWOB
0.24%
EMERG MKT BD ETF
BGX
0.24%
COM SHS BN INT
AGG
0.24%
CORE TOTUSBD ETF
BNDX
0.24%
INTL BD IDX ETF
CME
0.23%
COM
FDX
0.22%
COM
HEQ
0.22%
COM
VRSK
0.22%
CL A
DHY
0.2%
SH BEN INT
STZ
0.19%
CL A
EOD
0.19%
COM
NIE
0.19%
COM
MMM
0.19%
COM
MRK
0.19%
COM
AOD
0.18%
COM SH BEN INT
INB
0.18%
COM
ZTR
0.18%
COM
IGR
0.18%
COM
LMT
0.17%
COM
AWP
0.17%
COM SH BEN INT
MDT
0.17%
SHS
GLD
0.16%
GOLD SHS
SINA
0.16%
ORD
CSCO
0.16%
COM
DEO
0.15%
SPON ADR NEW
BX
0.15%
COM UNIT LTD
IGA
0.15%
COM
BCX
0.15%
SHS
EOT
0.15%
COM SHS
ETN
0.15%
SHS
UGI
0.15%
COM
EVT
0.14%
COM
IRR
0.14%
COM
BDJ
0.14%
COM
UTX
0.14%
COM
EMO
0.14%
COM
T
0.14%
COM
GTLS
0.14%
COM PAR $0.01
JPI
0.13%
COM
FCT
0.13%
COM
EFT
0.13%
COM
PFE
0.13%
COM
EDV
0.13%
EXTENDED DUR
PAA
0.12%
UNIT LTD PARTN
VCLT
0.12%
LG-TERM COR BD
DIS
0.12%
COM DISNEY
BOND
0.12%
TOTL RETN ETF
COF
0.12%
COM
WFC
0.12%
COM
CVS
0.12%
COM
MPLX
0.11%
COM UNIT REP LTD
VCIT
0.11%
INT-TERM CORP
CHY
0.11%
COM SHS
DVY
0.11%
SELECT DIVID ETF
MTN
0.11%
COM
CELG
0.11%
COM
GE
0.11%
COM
KSU
0.1%
COM NEW
IID
0.1%
COM
AMGN
0.1%
COM
AVK
0.09%
COM
JMLP
0.08%
COM
PHD
0.08%
COM
DPG
0.07%
COM
GLQ
0.07%
COM
DEX
0.07%
COM
VGI
0.06%
COM
GNT
0.05%
SH BEN INT
SGU
0.05%
UNIT LTD PARTNR
EAD
0.05%
COM SHS
F
0.05%
COM PAR $0.01
RMT
0.04%
COM
CUBA
0.04%
COM
HIX
0.04%
COM
FT
0.04%
SH BEN INT
HIO
0.03%
COM
CIF
0.03%
SH BEN INT
NCV
0.03%
COM
VVR
0.03%
COM
SWN
0.03%
COM
FUND
0.03%
COM
BGY
0.03%
COM BENE INTER
CIK
0.03%
COM
PPR
0.03%
SH BEN INT
DHF
0.02%
SH BEN INT
BAGR
0.01%
COM
WFT
< 0.01%
ORD
JPS
0.87%
COM
JQC
0.81%
COM SHS
QQQX
0.77%
SHS
JMF
0.58%
COM
DSU
0.56%
COM NEW
GER
0.51%
COM
VTA
0.51%
COM
CEN
0.49%
SHS
FEN
0.44%
COM
GMZ
0.43%
SHS
SPY
0.4%
TR UNIT
JPC
0.4%
COM
FRA
0.4%
COM
LDP
0.37%
COM
EFR
0.37%
COM
FMO
0.35%
COM
MIE
0.35%
COM SHS
CBA
0.34%
COM
PEO
0.33%
COM
FPF
0.29%
COM
STK
0.29%
COM
RIF
0.29%
COM
ETP
0.28%
UNIT LTD PRT INT
JPG
0.27%
COM
EVF
0.24%
SH BEN INT
NHS
0.24%
COM
JDD
0.22%
COM
AFT
0.21%
COM
UTF
0.21%
COM
EVG
0.21%
COM
DSE
0.17%
COM
SOR
0.17%
COM
PEP
0.17%
COM
DMO
0.16%
COM
GAM
0.16%
COM
EXD
0.15%
COM SH BEN INT
ERC
0.15%
COM SHS
BGR
0.15%
COM
HYI
0.15%
COM
JSD
0.14%
COM
KIO
0.14%
COM
DVN
0.14%
COM
ISD
0.14%
COM
INF
0.14%
COM SHS
WBA
0.13%
COM
EOS
0.13%
COM
THQ
0.13%
SHS
PGZ
0.12%
SHS BEN INT
BTT
0.12%
COM SHS BEN IN
VGM
0.12%
COM
HYT
0.12%
COM
MGU
0.11%
COM
USB
0.11%
COM NEW
EFF
0.11%
COM SHS BEN INT
FAX
0.11%
COM
AWF
0.11%
COM
TSLF
0.11%
COM
IBM
0.11%
COM
BIDU
0.1%
SPON ADR REP A
LGI
0.1%
COM
WIW
0.1%
COM
HSY
0.1%
COM
JMM
0.1%
COM
TEGP
0.1%
CL A
GRX
0.1%
SHS
AGD
0.1%
COM
TLI
0.1%
COM
EVV
0.1%
COM
ADX
0.1%
COM
PHT
0.09%
COM
GHY
0.09%
COM
BCV
0.09%
COM
MMP
0.09%
COM UNIT RP LP
DUK
0.09%
COM NEW
MSD
0.09%
COM
UPS
0.09%
CL B
HNW
0.09%
COM
HON
0.09%
COM
FSD
0.08%
COM
PNC
0.08%
COM
HAL
0.08%
COM
BLW
0.08%
COM SHS
VLT
0.08%
COM
LOR
0.08%
COM
EHI
0.08%
COM
RFI
0.08%
COM
WIA
0.08%
COM SH BEN INT
BTZ
0.08%
COM
GFY
0.07%
COM
RGT
0.07%
COM
JRI
0.07%
COM
BGT
0.07%
COM
NFJ
0.07%
COM
FMY
0.07%
COM SHS
PIM
0.07%
SH BEN INT
IVH
0.07%
COM
NSL
0.07%
COM
BHK
0.06%
SHS BEN INT
JFR
0.06%
COM
JRO
0.06%
COM SHS
EMI
0.06%
SH BEN INT
ASG
0.05%
COM
EXG
0.04%
COM
GDL
0.04%
COM SH BEN IT
EDD
0.03%
COM
SPCB
0.01%
NEW SHS NEW