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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
35
0
3
3
2
0
29
2
3
PARTNERVEST ADVISORY SERVICES LLC

Time Period2019-06-30

Total Holdings244

Total Value ($x1000)252,858
Activities
New50

Increased68

Unchanged17

Decreased109

Sold Out55

Top 10 Stock Holdingstotal 47.14%
SPY26.72

USMV4.57

VEGA4.35

JPST2.84

EFA1.59

 
PEP1.56

AAPL1.48

MINT1.42

XLK1.37

SPHD1.24

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
26.72%
TR UNIT
USMV
4.57%
USA MIN VOL ETF
VEGA
4.35%
STAR GLOB BUYW
JPST
2.84%
ULTRA SHRT INC
EFA
1.59%
MSCI EAFE ETF
PEP
1.56%
COM
AAPL
1.48%
COM
MINT
1.42%
ENHAN SHRT MAT
XLK
1.37%
TECHNOLOGY
SPHD
1.24%
S&P500 HDL VOL
XMLV
0.99%
S&P MIDCP LOW
XLY
0.99%
SBI CONS DISCR
GBIL
0.98%
TREASURYACCESS
IWP
0.95%
RUS MD CP GR ETF
XLP
0.91%
SBI CONS STPLS
XLV
0.87%
SBI HEALTHCARE
MSFT
0.85%
COM
EFAV
0.81%
EAFE MIN VOL ETF
IWM
0.8%
RUSSELL 2000 ETF
AMZN
0.8%
COM
JPM
0.76%
COM
DIA
0.74%
UT SER 1
CRC
0.74%
COM NEW
CVGW
0.72%
COM
VEA
0.67%
FTSE DEV MKT ETF
AGG
0.67%
CORE TOTUSBD ETF
FB
0.67%
CL A
IJR
0.63%
CORE S&P SCP ETF
SAN
0.63%
ADR
VO
0.6%
MID CAP ETF
HYG
0.6%
IBOXX HI YD ETF
VOOG
0.6%
500 GRTH IDX F
BSV
0.57%
SHORT TRM BOND
BND
0.56%
TOTAL BND MRKT
VIG
0.56%
DIV APP ETF
LQD
0.55%
IBOXX INV CP ETF
PHB
0.55%
FNDMNTL HY CRP
T
0.54%
COM
SHY
0.54%
1-3 YR TR BD ETF
XOM
0.54%
COM
VBK
0.47%
SML CP GRW ETF
YUM
0.47%
COM
EEMV
0.47%
EM MK MINVOL ETF
DIS
0.46%
COM DISNEY
BRK.B
0.46%
CL B NEW
GE
0.46%
COM
CSJ
0.45%
1-3 YR CR BD ETF
MOAT
0.44%
MORNINGSTAR WIDE
MDY
0.44%
UTSER1 S&PDCRP
PG
0.43%
COM
QQQ
0.42%
UNIT SER 1
IVV
0.42%
CORE S&P500 ETF
CVX
0.4%
COM
VTI
0.4%
TOTAL STK MKT
BX
0.4%
COM UNIT LTD
BAB
0.39%
TAXABLE MUN BD
DXJ
0.38%
JAPN HEDGE EQT
RA
0.37%
SHS BEN INT
GOOG
0.36%
CAP STK CL C
IVW
0.36%
S&P 500 GRWT ETF
IEFA
0.36%
CORE MSCI EAFE
XSLV
0.34%
S&P SMLCP LOW
ICF
0.34%
COHEN&STEER REIT
JNJ
0.31%
COM
GOOGL
0.31%
CAP STK CL A
VNQ
0.29%
REIT ETF
VGT
0.29%
INF TECH ETF
FEI
0.29%
COM
WMT
0.26%
COM
VWO
0.26%
FTSE EMR MKT ETF
XLF
0.26%
SBI INT-FINL
INTC
0.26%
COM
OSTK
0.26%
COM
HD
0.26%
COM
BIV
0.25%
INTERMED TERM
VZ
0.24%
COM
EEM
0.23%
MSCI EMG MKT ETF
PWZ
0.23%
CALIF AMT MUN
MA
0.23%
CL A
MTUM
0.23%
MSCI USAMOMFCT
PFD
0.23%
COM
PFF
0.22%
U.S. PFD STK ETF
RTN
0.21%
COM NEW
BKLN
0.21%
SR LN ETF
LMBS
0.21%
FST LOW MTG ETF
CRM
0.21%
COM
HYGH
0.21%
IT RT HDG HGYL
XLI
0.21%
SBI INT-INDS
NFLX
0.21%
COM
CSCO
0.2%
COM
IJH
0.2%
CORE S&P MCP ETF
NEE
0.2%
COM
UTX
0.2%
COM
YUMC
0.19%
COM
IEI
0.19%
3-7 YR TR BD ETF
TMO
0.19%
COM
CMF
0.19%
CALI AMT-FRE ETF
ETE
0.18%
COM UT LTD PTN
DB
0.18%
NAMEN AKT
RQI
0.18%
COM
IBM
0.18%
COM
XLU
0.18%
SBI INT-UTILS
V
0.17%
COM CL A
AMT
0.17%
COM
FIF
0.17%
COM
DGRO
0.17%
CORE DIV GRWTH
VUG
0.17%
GROWTH ETF
FDMO
0.17%
MOMENTUM FACTR
NTR
0.16%
COM
VTV
0.16%
VALUE ETF
ITOT
0.16%
CORE S&P TTL STK
KO
0.16%
COM
WFC
0.16%
COM
CVY
0.15%
ZACKS MULT AST
PZA
0.15%
NATL AMT MUNI
BUD
0.15%
SPONSORED ADR
XLC
0.15%
COMMUNICATION
ANET
0.14%
COM
CME
0.14%
COM
VLUE
0.14%
MSCI USAVALFCT
DVY
0.14%
SELECT DIVID ETF
UNH
0.14%
COM
TYG
0.14%
COM
PFE
0.14%
COM
HON
0.14%
COM
ORCL
0.14%
COM
CBH
0.14%
COM
MCD
0.14%
COM
IVE
0.13%
S&P 500 VAL ETF
PRLB
0.13%
COM
MRK
0.13%
COM
STZ
0.13%
CL A
VFH
0.13%
FINANCIALS ETF
IJK
0.13%
S&P MC 400GR ETF
CEF
0.13%
UNIT
CEF
0.13%
CL A
INTF
0.13%
FCTSL MSCI INT
IEMG
0.13%
CORE MSCI EMKT
GLD
0.12%
GOLD SHS
AMGN
0.12%
COM
FDL
0.12%
SHS
UNP
0.12%
COM
USAC
0.12%
COMUNIT LTDPAR
SBUX
0.12%
COM
MO
0.12%
COM
FTEC
0.12%
MSCI INFO TECH I
FIV
0.12%
SHS
SDY
0.12%
S&P DIVID ETF
AXP
0.11%
COM
BGR
0.11%
COM
MOO
0.11%
AGRIBUSINESS ETF
QUAL
0.11%
MSCI USA QLT FAC
D
0.11%
COM
ABBV
0.11%
COM
UTG
0.11%
COM SH BEN INT
KHC
0.11%
COM
JMF
0.11%
COM
NVDA
0.11%
COM
BAC
0.11%
COM
OKTA
0.11%
CL A
FENY
0.11%
MSCI ENERGY IDX
IYR
0.11%
U.S. REAL ES ETF
TJX
0.11%
COM
TSLA
0.11%
COM
ARCC
0.11%
COM
BOH
0.1%
COM
XME
0.1%
S&P METALS MNG
GD
0.1%
COM
VCSH
0.1%
SHRT TRM CORP BD
IAK
0.1%
U.S. INSRNCE ETF
NOBL
0.1%
S&P 500 ARISTO
SLQD
0.1%
0-5YR INVT GR CP
TIP
0.1%
TIPS BD ETF
ITW
0.1%
COM
MMM
0.1%
COM
CMCSA
0.1%
CL A
VTIP
0.1%
STRM INFPROIDX
XLE
0.1%
SBI INT-ENERGY
IEF
0.1%
7-10 Y TR BD ETF
MFM
0.1%
SH BEN INT
NKE
0.1%
CL B
LULU
0.1%
COM
BABA
0.09%
SPONSORED ADS
MCHI
0.09%
CHINA ETF
AMAT
0.09%
COM
SCHF
0.09%
INTL EQTY ETF
EPD
0.09%
COM
CRSP
0.09%
NAMEN AKT
PGX
0.09%
PFD ETF
FDX
0.09%
COM
LMT
0.09%
COM
EIX
0.09%
COM
VTWO
0.09%
VNG RUS2000IDX
PHYS
0.09%
UNIT
SCHX
0.09%
US LRG CAP ETF
SQ
0.09%
CL A
VB
0.08%
SMALL CP ETF
DAL
0.08%
COM NEW
BIIB
0.08%
COM
FFIN
0.08%
COM
ISRG
0.08%
COM NEW
MDLZ
0.08%
CL A
ITA
0.08%
U.S. AER&DEF ETF
SMLF
0.08%
MSCI USA SMLCP
BMY
0.08%
COM
EOS
0.08%
COM
CVS
0.08%
COM
BA
0.08%
COM
NVS
0.08%
SPONSORED ADR
VMO
0.07%
COM
SPY
0.06%
CALL
NUV
0.06%
COM
AMLP
0.06%
ALERIAN MLP
MEN
0.06%
COM
VKQ
0.06%
COM
VGM
0.06%
COM
MQY
0.06%
COM
KTF
0.06%
COM
OCSI
0.05%
COM
EFL
0.04%
COM
CERS
0.04%
COM
OIA
0.03%
COM
VXXB
0.03%
IPATH B MID TERM
RVLV
0.03%
CL A
SWN
0.02%
COM
PIM
0.02%
SH BEN INT
GPRO
0.02%
CL A
CVS
0.01%
CALL
INTC
0.01%
CALL
SPY
< 0.01%
PUT
TLT
< 0.01%
20+ YR TR BD ETF
DENN
< 0.01%
PUT
FDX
< 0.01%
CALL
GLD
< 0.01%
CALL
WFC
< 0.01%
CALL
UNH
< 0.01%
CALL
VXXB
< 0.01%
PUT
CRC
< 0.01%
CALL
RVLV
< 0.01%
CALL
AAPL
< 0.01%
CALL
TLT
< 0.01%
CALL
TLT
< 0.01%
PUT
BA
< 0.01%
CALL
AAPL
< 0.01%
PUT
SRE
0.42%
COM
BK
0.19%
COM
QCOM
0.17%
COM
NDP
0.16%
COM
SFIX
0.16%
CL A
VHT
0.16%
HEALTH CAR ETF
TWLO
0.14%
CL A
APPN
0.14%
CL A
MAR
0.14%
CL A
WIX
0.14%
SHS
EWC
0.12%
MSCI CDA ETF
ATVI
0.12%
COM
FICO
0.12%
COM
PDT
0.12%
COM SH BEN INT
TDG
0.11%
COM
MASI
0.11%
COM
EOT
0.11%
COM SHS
HAS
0.11%
COM
SSTI
0.1%
COM
IBB
0.1%
NASDQ BIOTEC ETF
MKL
0.1%
COM
TLK
0.1%
SPONSORED ADR
GPN
0.09%
COM
DWDP
0.09%
COM
SPHQ
0.09%
S&P500 QUALITY
NIE
0.09%
COM
TOTL
0.09%
SPDR TR TACTIC
VFC
0.09%
COM
LLY
0.09%
COM
SHV
0.08%
SHRT TRS BD ETF
TGT
0.08%
COM
NMZ
0.06%
COM
F
0.06%
COM PAR $0.01
FPL
0.06%
COM
PMX
0.06%
COM
CHI
0.05%
SH BEN INT
MVF
0.05%
COM
DSM
0.05%
COM
VKI
0.04%
SH BEN INT
XLRE
0.01%
RL EST SEL SEC
ADSK
0.01%
COM
WFC
0.01%
PUT
TGT
< 0.01%
CALL
BAC
< 0.01%
CALL
INTC
< 0.01%
PUT
STMP
< 0.01%
PUT
XLRE
< 0.01%
CALL
QCOM
< 0.01%
PUT
T
< 0.01%
CALL
ADSK
< 0.01%
PUT
XLRE
< 0.01%
PUT
BAC
< 0.01%
PUT
STMP
< 0.01%
CALL
CVGW
< 0.01%
CALL
ADSK
< 0.01%
CALL