BA
| |
BKS ADVISORS, LLC13F | |
| BKS ADVISORS, LLC | |
| Last update 2019-04-16 | 200 Stocks (22 new) |
| Value $232.00 Mil | Turnover 8 % |
BKS ADVISORS, LLC Top Holdings of 2019-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLYV | SPDR S&P 600 Small Cap Value ETF | 128,358 | 7,740.0 | +11.29% | 3.340 | +0.34% | 0.250 | +17.92% | -2.28% | 3,857.3 | ||
AAPL | Apple Inc | 153,088 | 7,270.0 | +10.39% | 3.140 | +0.30% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
XLK | Technology Select Sector SPDR ETF | 97,028 | 7,180.0 | -0.36% | 3.100 | -0.01% | 0.030 | +31.65% | +12.33% | 82,708.7 | ||
V | Visa Inc | 39,330 | 6,143.0 | -6.19% | 2.650 | -0.17% | 0.000 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
NOW | ServiceNow Inc | 24,006 | 5,917.0 | -6.96% | 2.550 | -0.16% | 0.010 | +17.69% | -9.78% | 198,126.3 | Software | |
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 76,438 | 5,181.0 | -12.85% | 2.230 | -0.33% | 0.070 | +8.02% | +5.95% | 11,662.2 | ||
LLY | Eli Lilly and Co | 37,608 | 4,880.0 | -0.23% | 2.100 | 0% | 0.000 | -3.48% | +3.87% | 717,192.0 | Drug Manufacturers | |
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 42,608 | 4,851.0 | -0.70% | 2.090 | -0.01% | 0.040 | +19.29% | +1.47% | 23,063.5 | ||
EFA | iShares MSCI EAFE ETF | 73,837 | 4,789.0 | +1.18% | 2.070 | +0.02% | 0.010 | +12.66% | +23.17% | 66,015.9 | ||
VZ | Verizon Communications Inc | 79,966 | 4,728.0 | +0.72% | 2.040 | +0.01% | 0.000 | +1.95% | +12.56% | 180,624.4 | Telecommunication Services |
BKS ADVISORS, LLC's Historical Top Holdings Breakdowns
BKS ADVISORS, LLC Total Holding History ($B)
BKS ADVISORS, LLC's Asset Allocation
BKS ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BKS ADVISORS, LLC's Hypothetical Growth since 2019-03-31
BKS ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BKS ADVISORS, LLC's Holdings Heat Map
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BKS ADVISORS, LLC's Holdings Bubble Chart
BKS ADVISORS, LLC News
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