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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
45
0
4
2
1
0
26
0
3
PARTNERVEST ADVISORY SERVICES LLC

Time Period2018-12-31

Total Holdings218

Total Value ($x1000)207,163
Activities
New37

Increased83

Unchanged7

Decreased91

Sold Out46

Top 10 Stock Holdingstotal 44.72%
SPY22.62

VEGA5.88

USMV4.25

IWF2.7

EFA1.82

 
PEP1.57

IWM1.55

MINT1.55

AAPL1.52

IJR1.26

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
22.62%
TR UNIT
VEGA
5.88%
STAR GLOB BUYW
USMV
4.25%
USA MIN VOL ETF
IWF
2.7%
RUS 1000 GRW ETF
EFA
1.82%
MSCI EAFE ETF
PEP
1.57%
COM
IWM
1.55%
RUSSELL 2000 ETF
MINT
1.55%
ENHAN SHRT MAT
AAPL
1.52%
COM
IJR
1.26%
CORE S&P SCP ETF
IWD
1.1%
RUS 1000 VAL ETF
IWP
1.06%
RUS MD CP GR ETF
XMLV
1.04%
S&P MIDCP LOW
DBEU
1.01%
DB XTR MSCI EUR
JPM
0.98%
COM
MSFT
0.93%
COM
EFAV
0.88%
EAFE MIN VOL ETF
VEA
0.86%
FTSE DEV MKT ETF
SPHD
0.84%
S&P500 HDL VOL
T
0.78%
COM
AGG
0.75%
CORE TOTUSBD ETF
SAN
0.75%
ADR
AMZN
0.73%
COM
HYLD
0.71%
PERITUS HIGH YLD
MAIN
0.7%
COM
DIA
0.67%
UT SER 1
CVX
0.67%
COM
CVGW
0.65%
COM
VZ
0.65%
COM
IVV
0.64%
CORE S&P500 ETF
CRC
0.62%
COM NEW
CSJ
0.59%
1-3 YR CR BD ETF
BSV
0.59%
SHORT TRM BOND
SRE
0.59%
COM
PHB
0.59%
FNDMNTL HY CRP
XOM
0.57%
COM
EEMV
0.56%
EM MK MINVOL ETF
BND
0.56%
TOTAL BND MRKT
IVW
0.53%
S&P 500 GRWT ETF
QQQ
0.53%
UNIT SER 1
JNJ
0.52%
COM
VIG
0.52%
DIV APP ETF
INTC
0.5%
COM
BRK.B
0.49%
CL B NEW
XLK
0.49%
TECHNOLOGY
MDY
0.48%
UTSER1 S&PDCRP
YUM
0.47%
COM
CSCO
0.47%
COM
VWO
0.44%
FTSE EMR MKT ETF
GOOG
0.43%
CAP STK CL C
PG
0.42%
COM
XLF
0.42%
SBI INT-FINL
XLV
0.4%
SBI HEALTHCARE
FB
0.4%
CL A
VTI
0.39%
TOTAL STK MKT
RA
0.38%
SHS BEN INT
QCOM
0.38%
COM
LLY
0.38%
COM
GE
0.37%
COM
MOAT
0.37%
MORNINGSTAR WIDE
CBU
0.37%
COM
VNQ
0.36%
REIT ETF
XSLV
0.36%
S&P SMLCP LOW
IEFA
0.36%
CORE MSCI EAFE
MO
0.35%
COM
BIV
0.35%
INTERMED TERM
ABBV
0.35%
COM
GOOGL
0.35%
CAP STK CL A
WFC
0.34%
COM
IJH
0.33%
CORE S&P MCP ETF
ICF
0.33%
COHEN&STEER REIT
BMY
0.31%
COM
TOT
0.3%
SPONSORED ADR
PWZ
0.29%
CALIF AMT MUN
LMBS
0.28%
FST LOW MTG ETF
BKLN
0.28%
SR LN ETF
HYGH
0.27%
IT RT HDG HGYL
DXJ
0.27%
JAPN HEDGE EQT
CMF
0.27%
CALI AMT-FRE ETF
AMGN
0.27%
COM
FIV
0.27%
SHS
FEI
0.26%
COM
HEWG
0.26%
HDG MSCI GERMN
EEM
0.26%
MSCI EMG MKT ETF
DIS
0.25%
COM DISNEY
PFF
0.25%
U.S. PFD STK ETF
HD
0.24%
COM
CRM
0.24%
COM
PM
0.23%
COM
VUG
0.22%
GROWTH ETF
VFH
0.22%
FINANCIALS ETF
MTUM
0.22%
MSCI USAMOMFCT
RDS/A
0.22%
SPONS ADR A
LMT
0.22%
COM
TSM
0.21%
SPONSORED ADR
OMC
0.21%
COM
PFD
0.21%
COM
BK
0.21%
COM
MRK
0.2%
COM
UPS
0.2%
CL B
NEE
0.2%
COM
MET
0.2%
COM
BABA
0.2%
SPONSORED ADS
XLU
0.19%
SBI INT-UTILS
GIS
0.19%
COM
C
0.19%
COM NEW
MA
0.19%
CL A
FIF
0.19%
COM
NTR
0.19%
COM
IP
0.19%
COM
WMT
0.19%
COM
IVE
0.19%
S&P 500 VAL ETF
TRV
0.18%
COM
KO
0.18%
COM
IBM
0.18%
COM
WBA
0.18%
COM
TMO
0.18%
COM
PSX
0.18%
COM
RTN
0.17%
COM NEW
PFE
0.17%
COM
YUMC
0.17%
COM
VTV
0.17%
VALUE ETF
BX
0.17%
COM UNIT LTD
DVY
0.17%
SELECT DIVID ETF
AMT
0.17%
COM
ITOT
0.16%
CORE S&P TTL STK
UNH
0.16%
COM
UTX
0.16%
COM
CME
0.16%
COM
HON
0.16%
COM
FDMO
0.16%
MOMENTUM FACTR
PRLB
0.16%
COM
FENY
0.16%
MSCI ENERGY IDX
IJK
0.15%
S&P MC 400GR ETF
RQI
0.15%
COM
ORCL
0.15%
COM
CEF
0.15%
UNIT
CEF
0.15%
CL A
TOTL
0.14%
SPDR TR TACTIC
CTRA
0.14%
COM
IBB
0.14%
NASDQ BIOTEC ETF
INTF
0.14%
FCTSL MSCI INT
VTIP
0.14%
STRM INFPROIDX
MCD
0.14%
COM
BAB
0.14%
TAXABLE MUN BD
FDL
0.13%
SHS
D
0.13%
COM
PZA
0.13%
NATL AMT MUNI
RDS/B
0.13%
SPON ADR B
SLB
0.13%
COM
IEMG
0.13%
CORE MSCI EMKT
TYG
0.13%
COM
VCSH
0.13%
SHRT TRM CORP BD
SHV
0.13%
SHRT TRS BD ETF
QUAL
0.13%
MSCI USA QLT FAC
UNP
0.13%
COM
MMM
0.13%
COM
MS
0.13%
COM NEW
CCL
0.12%
PAIRED CTF
SDY
0.12%
S&P DIVID ETF
FDX
0.12%
COM
XLE
0.12%
SBI INT-ENERGY
ETE
0.12%
COM UT LTD PTN
ALK
0.12%
COM
GLD
0.11%
GOLD SHS
BUD
0.11%
SPONSORED ADR
BA
0.11%
COM
USAC
0.11%
COMUNIT LTDPAR
TJX
0.11%
COM
FTEC
0.11%
MSCI INFO TECH I
VLUE
0.11%
MSCI USAVALFCT
CVY
0.11%
ZACKS MULT AST
AXP
0.11%
COM
EPD
0.11%
COM
FXI
0.11%
CHINA LG-CAP ETF
DWDP
0.11%
COM
ITW
0.11%
COM
SBUX
0.11%
COM
MFM
0.11%
SH BEN INT
DUK
0.11%
COM NEW
VO
0.11%
MID CAP ETF
NOBL
0.1%
S&P 500 ARISTO
SMLF
0.1%
MSCI USA SMLCP
BOH
0.1%
COM
BAC
0.1%
COM
SPHQ
0.1%
S&P500 QUALITY
SCHF
0.1%
INTL EQTY ETF
ANET
0.1%
COM
NDP
0.1%
COM
DB
0.08%
NAMEN AKT
EFL
0.08%
COM
SPY
0.08%
CALL
F
0.08%
COM PAR $0.01
PDT
0.07%
COM SH BEN INT
PHYS
0.07%
UNIT
NUV
0.07%
COM
CPLP
0.06%
COM UNIT LP
AMLP
0.06%
ALERIAN MLP
OIA
0.05%
COM
SWN
0.03%
COM
PIM
0.03%
SH BEN INT
GPRO
0.02%
CL A
CRC
< 0.01%
CALL
BAC
< 0.01%
CALL
T
< 0.01%
CALL
MPAA
< 0.01%
CALL
FLEX
< 0.01%
CALL
FB
< 0.01%
PUT
FXI
< 0.01%
CALL
CVGW
< 0.01%
CALL
JPM
< 0.01%
CALL
GLD
< 0.01%
CALL
MSFT
< 0.01%
CALL
FB
< 0.01%
CALL
F
< 0.01%
CALL
AKS
< 0.01%
CALL
BAC
< 0.01%
PUT
SPY
< 0.01%
PUT
GBIL
2.11%
TREASURYACCESS
FTLS
0.74%
LNG/SHT EQUITY
CONE
0.69%
COM
CWB
0.36%
BRC CNV SECS ETF
TWTR
0.25%
COM
TGT
0.24%
COM
DOG
0.24%
PSHS SHORT DOW30
TTFS
0.23%
TRIMTABS FLT
VXX
0.22%
IPATH S&P500 VIX
V
0.21%
COM CL A
IYW
0.18%
U.S. TECH ETF
IJS
0.17%
SP SMCP600VL ETF
NKE
0.17%
CL B
SH
0.15%
SHORT S&P 500 NE
RFG
0.14%
S&P MDCP400 PR
MYY
0.14%
PSHS SH MDCAP400
RWM
0.14%
SHRT RUSSELL2000
PCG
0.13%
COM
XLI
0.13%
SBI INT-INDS
NVDA
0.12%
COM
VGK
0.12%
FTSE EUROPE ETF
IJT
0.12%
SP SMCP600GR ETF
XLY
0.1%
SBI CONS DISCR
AGN
0.1%
SHS
CHXF
0.1%
CHINADIV EX FI
DAL
0.09%
COM NEW
EA
0.09%
COM
XSOE
0.09%
EM EX ST-OWNED
HLT
0.09%
WHEN ISSUED
HEDJ
0.09%
EUROPE HEDGED EQ
CVS
0.09%
COM
IDHQ
0.09%
S&P INTL QULTY
STZ
0.08%
CL A
DE
0.08%
COM
ABT
0.08%
COM
FFIN
0.08%
COM
CAT
0.08%
COM
DES
0.08%
SMALLCAP DIVID
ARCC
0.07%
COM
AMAT
0.05%
COM
ORCL
0.01%
CALL
GE
< 0.01%
CALL
MCD
< 0.01%
CALL
INTC
< 0.01%
CALL
KO
< 0.01%
CALL
AMAT
< 0.01%
CALL