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