Surevest, LLC: summary

Surevest, LLC reported 528 positions with a reported value of $367.59M in its 13F for Q3 2022. Compared with Q2 2022: 22 new positions, 88 exited.

Top positions

• ISHARES RUSSELL 1000 GROWTH ETF
• ISHARES CORE U.S. AGGREGATE BOND ETF
• ISHARES TR
• ISHARES MSCI ACWI EX US INDEX
• APPLE INC COM
• ISHARES MORNINGSTAR VALUE ETF
• VANGUARD FTSE EMERGING MARKETS ETF
• ISHARES TR
• ISHARES TR
• PALO ALTO NETWORKS INC COM