Chief Executive Officer

0001085146-19-001819.txt : 20190710 0001085146-19-001819.hdr.sgml : 20190710 20190710061515 ACCESSION NUMBER: 0001085146-19-001819 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190710 DATE AS OF CHANGE: 20190710 EFFECTIVENESS DATE: 20190710 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Surevest Inc. CENTRAL INDEX KEY: 0001593842 IRS NUMBER: 611404205 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19426 FILM NUMBER: 19948099 BUSINESS ADDRESS: STREET 1: 2425 E. CAMELBACK RD STE 890 CITY: PHOENIX STATE: AZ ZIP: 85016 BUSINESS PHONE: 4802727116 MAIL ADDRESS: STREET 1: 2425 E. CAMELBACK RD STE 890 CITY: PHOENIX STATE: AZ ZIP: 85016 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001593842 XXXXXXXX 06-30-2019 06-30-2019 false Surevest Inc.

2425 E. CAMELBACK RD STE 890 PHOENIX AZ 85016

13F HOLDINGS REPORT 028-19426 N Robert Luna Chief Executive Officer 480-272-7116 /s/ Robert Luna Phoenix AZ 07-09-2019 0 134 192538 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 1203 6943 SH SOLE 0 0 6943 ABBVIE INC COM 00287Y109 1103 15168 SH SOLE 0 0 15168 AFLAC INC COM 001055102 1337 24397 SH SOLE 0 0 24397 AIR PRODS & CHEMS INC COM 009158106 783 3460 SH SOLE 0 0 3460 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1158 6836 SH SOLE 0 0 6836 ALLERGAN PLC SHS G0177J108 1682 10048 SH SOLE 0 0 10048 ALPHABET INC CAP STK CL A 02079K305 2245 2073 SH SOLE 0 0 2073 ALPHABET INC CAP STK CL C 02079K107 546 505 SH SOLE 0 0 505 AMAZON COM INC COM 023135106 3039 1605 SH SOLE 0 0 1605 AMGEN INC COM 031162100 225 1220 SH SOLE 0 0 1220 APPLE INC COM 037833100 1886 9529 SH SOLE 0 0 9529 ASSURANT INC COM 04621X108 1320 12411 SH SOLE 0 0 12411 AT&T INC COM 00206R102 1381 41204 SH SOLE 0 0 41204 AUTODESK INC COM 052769106 860 5279 SH SOLE 0 0 5279 AUTODESK INC COM 052769106 19 5200 SH Put SOLE 0 0 5200 AVALONBAY CMNTYS INC COM 053484101 2285 11246 SH SOLE 0 0 11246 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 543 2545 SH SOLE 0 0 2545 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1453 32707 SH SOLE 0 0 32707 BRISTOL MYERS SQUIBB CO COM 110122108 663 14617 SH SOLE 0 0 14617 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 610 17503 SH SOLE 0 0 17503 CHEVRON CORP NEW COM 166764100 1284 10316 SH SOLE 0 0 10316 CHUBB LIMITED COM H1467J104 314 2131 SH SOLE 0 0 2131 CLOROX CO DEL COM 189054109 689 4501 SH SOLE 0 0 4501 COCA COLA CO COM 191216100 1224 24035 SH SOLE 0 0 24035 COLGATE PALMOLIVE CO COM 194162103 704 9823 SH SOLE 0 0 9823 CONSOLIDATED EDISON INC COM 209115104 1400 15971 SH SOLE 0 0 15971 COSTCO WHSL CORP NEW COM 22160K105 450 1704 SH SOLE 0 0 1704 CUMMINS INC COM 231021106 1388 8100 SH SOLE 0 0 8100 CVS HEALTH CORP COM 126650100 447 8208 SH SOLE 0 0 8208 DIGITAL RLTY TR INC COM 253868103 1683 14286 SH SOLE 0 0 14286 DISNEY WALT CO COM DISNEY 254687106 2699 19327 SH SOLE 0 0 19327 DOMINION ENERGY INC COM 25746U109 1374 17775 SH SOLE 0 0 17775 EAGLE BANCORP INC MD COM 268948106 1257 23229 SH SOLE 0 0 23229 EMERSON ELEC CO COM 291011104 1192 17867 SH SOLE 0 0 17867 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 677 48102 SH SOLE 0 0 48102 ENTERPRISE PRODS PARTNERS L COM 293792107 872 30189 SH SOLE 0 0 30189 EQUITY LIFESTYLE PPTYS INC COM 29472R108 1814 14946 SH SOLE 0 0 14946 ESSEX PPTY TR INC COM 297178105 1756 6016 SH SOLE 0 0 6016 EXXON MOBIL CORP COM 30231G102 1337 17451 SH SOLE 0 0 17451 FACEBOOK INC CL A 30303M102 225 1167 SH SOLE 0 0 1167 FORD MTR CO DEL COM 345370860 135 13200 SH SOLE 0 0 13200 GENERAL DYNAMICS CORP COM 369550108 1293 7109 SH SOLE 0 0 7109 GENERAL MLS INC COM 370334104 2229 42449 SH SOLE 0 0 42449 GENUINE PARTS CO COM 372460105 1237 11939 SH SOLE 0 0 11939 GILEAD SCIENCES INC COM 375558103 1387 20527 SH SOLE 0 0 20527 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 298 7450 SH SOLE 0 0 7450 ILLINOIS TOOL WKS INC COM 452308109 707 4685 SH SOLE 0 0 4685 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 849 14077 SH SOLE 0 0 14077 INVESCO EXCHNG TRADED FD TR DWA DEV MKTS 46138E875 358 13219 SH SOLE 0 0 13219 ISHARES TR 0-5 YR TIPS ETF 46429B747 6604 65656 SH SOLE 0 0 65656 ISHARES TR FLTG RATE NT ETF 46429B655 6394 125546 SH SOLE 0 0 125546 ISHARES TR INTL MOMENTUM FT 46434V449 3094 104173 SH SOLE 0 0 104173 ISHARES TR INTL QLTY FACTOR 46434V456 240 7937 SH SOLE 0 0 7937 ISHARES TR MSCI ACWI ETF 464288257 2115 28692 SH SOLE 0 0 28692 ISHARES TR NASDAQ BIOTECH 464287556 477 4369 SH SOLE 0 0 4369 ISHARES TR RUS MID CAP ETF 464287499 267 4784 SH SOLE 0 0 4784 ISHARES TR SHRT NAT MUN ETF 464288158 217 2033 SH SOLE 0 0 2033 ISHARES TR U.S. FIN SVC ETF 464287770 309 2306 SH SOLE 0 0 2306 ISHARES TR US TREAS BD ETF 46429B267 200 7734 SH SOLE 0 0 7734 ISHARES TR USA MOMENTUM FCT 46432F396 1943 16385 SH SOLE 0 0 16385 ISHARES TR USA QUALITY FCTR 46432F339 2379 26012 SH SOLE 0 0 26012 JOHNSON & JOHNSON COM 478160104 1681 12071 SH SOLE 0 0 12071 JPMORGAN CHASE & CO COM 46625H100 271 2427 SH SOLE 0 0 2427 KELLOGG CO COM 487836108 1083 20220 SH SOLE 0 0 20220 KIMBERLY CLARK CORP COM 494368103 720 5400 SH SOLE 0 0 5400 LYFT INC CL A COM 55087P104 904 13759 SH SOLE 0 0 13759 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 890 13911 SH SOLE 0 0 13911 MCDONALDS CORP COM 580135101 1322 6366 SH SOLE 0 0 6366 MEDTRONIC PLC SHS G5960L103 1280 13142 SH SOLE 0 0 13142 MICROSOFT CORP COM 594918104 719 5367 SH SOLE 0 0 5367 NIKE INC CL B 654106103 699 8329 SH SOLE 0 0 8329 NORTHROP GRUMMAN CORP COM 666807102 1541 4769 SH SOLE 0 0 4769 NUTANIX INC CL A 67059N108 1038 40000 SH SOLE 0 0 40000 PEOPLES UTD FINL INC COM 712704105 1290 76877 SH SOLE 0 0 76877 PEPSICO INC COM 713448108 1644 12537 SH SOLE 0 0 12537 PHILIP MORRIS INTL INC COM 718172109 1136 14470 SH SOLE 0 0 14470 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 244 2426 SH SOLE 0 0 2426 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 712 29226 SH SOLE 0 0 29226 POLARIS INDS INC COM 731068102 1285 14086 SH SOLE 0 0 14086 PROCTER AND GAMBLE CO COM 742718109 1713 15621 SH SOLE 0 0 15621 PRUDENTIAL FINL INC COM 744320102 249 2462 SH SOLE 0 0 2462 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 306 5195 SH SOLE 0 0 5195 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1223 10092 SH SOLE 0 0 10092 RYDER SYS INC COM 783549108 1254 21515 SH SOLE 0 0 21515 SALESFORCE COM INC COM 79466L302 1758 11585 SH SOLE 0 0 11585 SHERWIN WILLIAMS CO COM 824348106 1289 2813 SH SOLE 0 0 2813 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 5314 179585 SH SOLE 0 0 179585 SPDR S&P 500 ETF TR TR UNIT 78462F103 2253 7691 SH SOLE 0 0 7691 SPDR S&P 500 ETF TR TR UNIT 78462F103 31 2400 SH Put SOLE 0 0 2400 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 20 1400 SH Put SOLE 0 0 1400 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 498 1403 SH SOLE 0 0 1403 SPDR SERIES TRUST BLOOMBERG SRT TR 78468R408 2970 109054 SH SOLE 0 0 109054 SPDR SERIES TRUST HLTH CR EQUIP 78464A581 982 12001 SH SOLE 0 0 12001 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 218 4451 SH SOLE 0 0 4451 SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 262 6893 SH SOLE 0 0 6893 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 2140 39434 SH SOLE 0 0 39434 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 766 12579 SH SOLE 0 0 12579 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 1093 18020 SH SOLE 0 0 18020 SPDR SERIES TRUST S&P BK ETF 78464A797 863 19897 SH SOLE 0 0 19897 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 5764 115994 SH SOLE 0 0 115994 TORONTO DOMINION BK ONT COM NEW 891160509 768 13157 SH SOLE 0 0 13157 TRAVELERS COMPANIES INC COM 89417E109 1340 8962 SH SOLE 0 0 8962 UNILEVER PLC SPON ADR NEW 904767704 791 12764 SH SOLE 0 0 12764 UNION PACIFIC CORP COM 907818108 1221 7221 SH SOLE 0 0 7221 UNITED TECHNOLOGIES CORP COM 913017109 1319 10129 SH SOLE 0 0 10129 VANGUARD GROUP DIV APP ETF 921908844 425 3687 SH SOLE 0 0 3687 VANGUARD INDEX FDS SM CP VAL ETF 922908611 886 6784 SH SOLE 0 0 6784 VANGUARD INDEX FDS VALUE ETF 922908744 283 2550 SH SOLE 0 0 2550 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 7021 137691 SH SOLE 0 0 137691 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 321 7537 SH SOLE 0 0 7537 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 236 4302 SH SOLE 0 0 4302 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 266 4019 SH SOLE 0 0 4019 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 304 3482 SH SOLE 0 0 3482 VANGUARD WORLD FDS INF TECH ETF 92204A702 231 1095 SH SOLE 0 0 1095 VERIZON COMMUNICATIONS INC COM 92343V104 1521 26625 SH SOLE 0 0 26625 VISA INC COM CL A 92826C839 1737 10008 SH SOLE 0 0 10008 WASTE MGMT INC DEL COM 94106L109 1354 11733 SH SOLE 0 0 11733 WELLS FARGO CO NEW PERP PFD CNV A 949746804 576 422 SH SOLE 0 0 422 WISDOMTREE TR CURRNCY INT EQ 97717X263 3235 111516 SH SOLE 0 0 111516 WISDOMTREE TR DYNAMIC LNG EQ 97717X313 1564 56487 SH SOLE 0 0 56487 WISDOMTREE TR EM EX ST-OWNED 97717X578 1323 45829 SH SOLE 0 0 45829 WISDOMTREE TR EMER MKT HIGH FD 97717W315 3891 87119 SH SOLE 0 0 87119 WISDOMTREE TR EMG MKTS SMCAP 97717W281 545 11586 SH SOLE 0 0 11586 WISDOMTREE TR EUROPE SMCP DV 97717W869 253 4342 SH SOLE 0 0 4342 WISDOMTREE TR FLOATNG RAT TREA 97717X628 1999 79726 SH SOLE 0 0 79726 WISDOMTREE TR INDIA ERNGS FD 97717W422 2243 86073 SH SOLE 0 0 86073 WISDOMTREE TR INTL MIDCAP DV 97717W778 2584 41730 SH SOLE 0 0 41730 WISDOMTREE TR INTL QULTY DIV 97717X131 5108 175045 SH SOLE 0 0 175045 WISDOMTREE TR INTL SMCAP DIV 97717W760 3735 57450 SH SOLE 0 0 57450 WISDOMTREE TR US LARGECAP FUND 97717W588 2236 68019 SH SOLE 0 0 68019 WISDOMTREE TR US MIDCAP DIVID 97717W505 4098 113199 SH SOLE 0 0 113199 WISDOMTREE TR US MIDCAP FUND 97717W570 2095 52378 SH SOLE 0 0 52378 WISDOMTREE TR US SMALLCAP FUND 97717W562 2392 66654 SH SOLE 0 0 66654 WISDOMTREE TR YIELD ENHANCD US 97717X511 5353 104474 SH SOLE 0 0 104474