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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
34
2
2
1
0
0
24
1
0
SMITH CHAS P ASSOCIATES PA CPAS

Time Period2018-12-31

Total Holdings102

Total Value ($x1000)737,584
Activities
New5

Increased42

Unchanged14

Decreased41

Sold Out6

Top 10 Stock Holdingstotal 36.32%
BRK.B4.3

AAPL4.07

PFE3.9

JPM3.62

CVX3.55

 
MRK3.46

QQQ3.41

KO3.35

VZ3.33

XOM3.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
4.3%
CL B NEW
AAPL
4.07%
COM
PFE
3.9%
COM
JPM
3.62%
COM
CVX
3.55%
COM
MRK
3.46%
COM
QQQ
3.41%
UNIT SER 1
KO
3.35%
COM
VZ
3.33%
COM
XOM
3.33%
COM
JNJ
3.33%
COM
CSCO
3.3%
COM
PG
3.09%
COM
WMT
3.06%
COM
GOOG
3.04%
CAP STK CL C
WFC
2.96%
COM
MSFT
2.92%
COM
EFAV
2.79%
EAFE MIN VOL ETF
EEMV
2.7%
EM MK MINVOL ETF
PEP
2.53%
COM
IVV
2.47%
CORE S&P500 ETF
MCD
2.44%
COM
T
2.44%
COM
HD
2.4%
COM
BA
2.32%
COM
IJR
1.98%
CORE S&P SCP ETF
MMM
1.93%
COM
UPS
1.85%
CL B
PM
1.68%
COM
AEP
1.55%
COM
ONEQ
1.33%
NDQ CP IDX TRK
FHLC
1.19%
MSCI HLTH CARE I
IJJ
1.09%
S&P MC 400VL ETF
FNCL
0.91%
MSCI FINLS IDX
FSTA
0.9%
CONSMR STAPLES
NEE
0.8%
COM
FENY
0.78%
MSCI ENERGY IDX
CL
0.57%
COM
BRK.A
0.46%
CL A
ORCL
0.45%
COM
IJH
0.36%
CORE S&P MCP ETF
FIDU
0.36%
MSCI INDL INDX
WBA
0.23%
COM
MO
0.19%
COM
SSO
0.18%
PSHS ULT S&P 500
ABT
0.14%
COM
MAR
0.13%
CL A
HDV
0.13%
HIGH DIVIDND ETF
AMZN
0.13%
COM
IJS
0.12%
SP SMCP600VL ETF
KMI
0.11%
COM
LOW
0.11%
COM
DVY
0.11%
SELECT DIVID ETF
DUK
0.1%
COM NEW
V
0.09%
COM CL A
JKK
0.08%
MRGSTR SM CP GR
BP
0.08%
SPONSORED ADR
INTC
0.08%
COM
IWM
0.08%
RUSSELL 2000 ETF
DWDP
0.08%
COM
SPY
0.08%
TR UNIT
CHFC
0.07%
COM
VB
0.07%
SMALL CP ETF
RY
0.07%
COM
GIS
0.06%
COM
SO
0.06%
COM
PAYX
0.06%
COM
ABBV
0.06%
COM
CLX
0.05%
COM
CINF
0.05%
COM
COST
0.05%
COM
FB
0.05%
CL A
STI
0.05%
COM
IVE
0.04%
S&P 500 VAL ETF
VIG
0.04%
DIV APP ETF
DIS
0.04%
COM DISNEY
VYM
0.04%
HIGH DIV YLD
BAC
0.04%
COM
CW
0.04%
COM
VTI
0.04%
TOTAL STK MKT
4 BUCKS ...
0.04%
COM
UTX
0.04%
COM
BMY
0.04%
COM
LMT
0.04%
COM
AMGN
0.03%
COM
MA
0.03%
CL A
IBM
0.03%
COM
NFLX
0.03%
COM
CNI
0.03%
COM
AON
0.03%
SHS CL A
SRE
0.03%
COM
SBUX
0.03%
COM
ORTHOPED...
0.03%
COM
K
0.03%
COM
MDY
0.03%
UTSER1 S&PDCRP
F
0.01%
COM PAR $0.01
IR 4C IN...
0.01%
COM
GREEN EN...
< 0.01%
COM
VYSTAR C...
< 0.01%
COM
MASSEY E...
< 0.01%
COM
CBA FLOR...
< 0.01%
COM
ALPHA NA...
< 0.01%
COM
UNP
0.03%
COM
CMA
0.03%
COM
HON
0.03%
COM
TOT
0.02%
SPONSORED ADR
ENB
0.02%
COM
INNI
< 0.01%
COM