Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
29
2
4
0
0
0
14
0
2
GENOVESE BURFORD BROTHERS WEALTH RETIREMENT PLAN MANAGEMENT LLC

Time Period2018-12-31

Total Holdings86

Total Value ($x1000)309,862
Activities
New12

Increased32

Unchanged16

Decreased26

Sold Out19

Top 10 Stock Holdingstotal 81.48%
IVV29.98

VEA12.46

XSOE10.95

JPST9.35

SCHF7.02

 
SCHB3.17

VWO2.93

SCHV2.57

AAPL1.71

IDEV1.34

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
29.98%
CORE S&P500 ETF
VEA
12.46%
FTSE DEV MKT ETF
XSOE
10.95%
EM EX ST-OWNED
JPST
9.35%
ULTRA SHRT INC
SCHF
7.02%
INTL EQTY ETF
SCHB
3.17%
US BRD MKT ETF
VWO
2.93%
FTSE EMR MKT ETF
SCHV
2.57%
US LCAP VA ETF
AAPL
1.71%
COM
IDEV
1.34%
CORE MSCI INTL
BND
0.91%
TOTAL BND MRKT
VXUS
0.84%
VG TL INTL STK F
ITOT
0.83%
CORE S&P TTL STK
JPM
0.67%
COM
SRE
0.66%
COM
T
0.66%
COM
BRK.B
0.63%
CL B NEW
CVX
0.54%
COM
AMZN
0.52%
COM
VOO
0.51%
SHS
DUK
0.47%
COM NEW
INTC
0.4%
COM
IWW
0.39%
RUS 3000 VAL ETF
XOM
0.39%
COM
PG
0.38%
COM
EEM
0.38%
MSCI EMG MKT ETF
TRV
0.38%
COM
CBPX
0.34%
COM
GWL
0.32%
S&P WRLD EX US
IWM
0.32%
RUSSELL 2000 ETF
UNP
0.31%
COM
ETR
0.28%
COM
DWDP
0.28%
COM
NNI
0.26%
CL A
BOCH
0.26%
COM
QQQ
0.25%
UNIT SER 1
VZ
0.25%
COM
WDFC
0.24%
COM
JNJ
0.23%
COM
CAT
0.22%
COM
THRK
0.21%
RUSSELL 3000 ETF
PFE
0.21%
COM
VTI
0.21%
TOTAL STK MKT
BECN
0.21%
COM
GE
0.18%
COM
GOOG
0.18%
CAP STK CL C
NEAR
0.18%
SHT MAT BD ETF
LAG
0.18%
BRCLYS AGG ETF
DIS
0.17%
COM DISNEY
COST
0.16%
COM
CATY
0.16%
COM
XEL
0.16%
COM
VCSH
0.16%
SHRT TRM CORP BD
MRK
0.16%
COM
FUN
0.15%
DEPOSITRY UNIT
WFC
0.14%
COM
HD
0.14%
COM
BAC
0.13%
COM
MSFT
0.12%
COM
ED
0.12%
COM
SPY
0.12%
TR UNIT
RWR
0.12%
DJ REIT ETF
QCOM
0.11%
COM
GOOGL
0.1%
CAP STK CL A
CNP
0.09%
COM
DTE
0.09%
COM
IBM
0.08%
COM
V
0.08%
COM CL A
AXP
0.08%
COM
AMRB
0.08%
COM
SITE
0.08%
COM
AWR
0.08%
COM
GMM
0.08%
EMERG MKTS ETF
APD
0.08%
COM
FB
0.08%
CL A
BMY
0.08%
COM
HPQ
0.07%
COM
A
0.07%
COM
BABA
0.07%
SPONSORED ADS
MMM
0.07%
COM
EFA
0.07%
MSCI EAFE ETF
ABT
0.07%
COM
GLD
0.07%
GOLD SHS
CSCO
0.07%
COM
AMLP
0.06%
ALERIAN MLP
F
0.03%
COM PAR $0.01
EPD
0.56%
COM
MDY
0.46%
UTSER1 S&PDCRP
JNK
0.2%
BRC HGH YLD BD
PFF
0.18%
U.S. PFD STK ETF
IDV
0.14%
INTL SEL DIV ETF
BEN
0.1%
COM
MCD
0.09%
COM
WY
0.09%
COM
NFLX
0.09%
COM
ABBV
0.08%
COM
MLPI
0.08%
ALERIAN INFRST
VNQ
0.08%
REIT ETF
BSV
0.08%
SHORT TRM BOND
BDX
0.07%
COM
HAL
0.07%
COM
CMA
0.07%
COM
BA
0.07%
COM
IVE
0.07%
S&P 500 VAL ETF
NLY
0.03%
COM