Chief Executive Officer

0001085146-19-001109.txt : 20190409 0001085146-19-001109.hdr.sgml : 20190409 20190409095307 ACCESSION NUMBER: 0001085146-19-001109 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190409 DATE AS OF CHANGE: 20190409 EFFECTIVENESS DATE: 20190409 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: 19738656 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 03-31-2019 03-31-2019 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 04-08-2019 0 122 162475 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 872 4195 SH SOLE 0 0 4195 ABBVIE INC COM 00287Y109 688 8535 SH SOLE 0 0 8535 ABERDEEN ASIA PACIFIC INCOM COM 003009107 53 12467 SH SOLE 0 0 12467 AFLAC INC COM 001055102 702 14031 SH SOLE 0 0 14031 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 826 4526 SH SOLE 0 0 4526 ALLERGAN PLC SHS G0177J108 1694 11572 SH SOLE 0 0 11572 ALPHABET INC CAP STK CL A 02079K305 2710 2303 SH SOLE 0 0 2303 ALPHABET INC CAP STK CL C 02079K107 444 378 SH SOLE 0 0 378 AMAZON COM INC COM 023135106 3113 1748 SH SOLE 0 0 1748 AMERCO COM 023586100 211 568 SH SOLE 0 0 568 APPLE INC COM 037833100 2481 13061 SH SOLE 0 0 13061 ASSURANT INC COM 04621X108 647 6814 SH SOLE 0 0 6814 AT&T INC COM 00206R102 765 24403 SH SOLE 0 0 24403 AUTODESK INC COM 052769106 33 5200 SH Put SOLE 0 0 5200 AUTODESK INC COM 052769106 823 5279 SH SOLE 0 0 5279 AVALONBAY CMNTYS INC COM 053484101 2071 10315 SH SOLE 0 0 10315 BERKSHIRE HATHAWAY INC DEL CL A 084670108 301 1 SH SOLE 0 0 1 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 775 22176 SH SOLE 0 0 22176 BRISTOL MYERS SQUIBB CO COM 110122108 315 6609 SH SOLE 0 0 6609 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 740 17745 SH SOLE 0 0 17745 CHEVRON CORP NEW COM 166764100 752 6102 SH SOLE 0 0 6102 CHUBB LIMITED COM H1467J104 1114 7950 SH SOLE 0 0 7950 COCA COLA CO COM 191216100 603 12875 SH SOLE 0 0 12875 CONSOLIDATED EDISON INC COM 209115104 821 9683 SH SOLE 0 0 9683 COSTCO WHSL CORP NEW COM 22160K105 381 1575 SH SOLE 0 0 1575 CUMMINS INC COM 231021106 744 4715 SH SOLE 0 0 4715 CVS HEALTH CORP COM 126650100 475 8809 SH SOLE 0 0 8809 DIGITAL RLTY TR INC COM 253868103 657 5519 SH SOLE 0 0 5519 DISNEY WALT CO COM DISNEY 254687106 2647 23842 SH SOLE 0 0 23842 DOMINION ENERGY INC COM 25746U109 808 10534 SH SOLE 0 0 10534 EAGLE BANCORP INC MD COM 268948106 1569 31262 SH SOLE 0 0 31262 EMERSON ELEC CO COM 291011104 662 9673 SH SOLE 0 0 9673 ENTERPRISE PRODS PARTNERS L COM 293792107 250 8590 SH SOLE 0 0 8590 EQUITY LIFESTYLE PPTYS INC COM 29472R108 680 5945 SH SOLE 0 0 5945 ESSEX PPTY TR INC COM 297178105 676 2337 SH SOLE 0 0 2337 EXXON MOBIL CORP COM 30231G102 832 10302 SH SOLE 0 0 10302 FACEBOOK INC CL A 30303M102 254 1524 SH SOLE 0 0 1524 GENERAL DYNAMICS CORP COM 369550108 676 3994 SH SOLE 0 0 3994 GENERAL MLS INC COM 370334104 2700 52168 SH SOLE 0 0 52168 GENUINE PARTS CO COM 372460105 760 6782 SH SOLE 0 0 6782 GILEAD SCIENCES INC COM 375558103 737 11331 SH SOLE 0 0 11331 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 220 5273 SH SOLE 0 0 5273 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 837 14768 SH SOLE 0 0 14768 INVESCO EXCHNG TRADED FD TR DWA DEV MKTS 46138E875 570 22052 SH SOLE 0 0 22052 ISHARES TR 0-5 YR TIPS ETF 46429B747 6373 63931 SH SOLE 0 0 63931 ISHARES TR FLTG RATE NT ETF 46429B655 6219 122159 SH SOLE 0 0 122159 ISHARES TR INTL MOMENTUM FT 46434V449 2727 95459 SH SOLE 0 0 95459 ISHARES TR INTL QLTY FACTOR 46434V456 232 7937 SH SOLE 0 0 7937 ISHARES TR MSCI ACWI ETF 464288257 2055 28481 SH SOLE 0 0 28481 ISHARES TR NASDAQ BIOTECH 464287556 1359 12156 SH SOLE 0 0 12156 ISHARES TR SHRT NAT MUN ETF 464288158 215 2025 SH SOLE 0 0 2025 ISHARES TR U.S. FIN SVC ETF 464287770 878 7035 SH SOLE 0 0 7035 ISHARES TR USA MOMENTUM FCT 46432F396 2631 23452 SH SOLE 0 0 23452 ISHARES TR USA QUALITY FCTR 46432F339 2661 30051 SH SOLE 0 0 30051 JOHNSON & JOHNSON COM 478160104 1076 7698 SH SOLE 0 0 7698 JPMORGAN CHASE & CO COM 46625H100 289 2852 SH SOLE 0 0 2852 KELLOGG CO COM 487836108 595 10363 SH SOLE 0 0 10363 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 308 5072 SH SOLE 0 0 5072 MCDONALDS CORP COM 580135101 678 3569 SH SOLE 0 0 3569 MEDTRONIC PLC SHS G5960L103 630 6918 SH SOLE 0 0 6918 MICROSOFT CORP COM 594918104 462 3921 SH SOLE 0 0 3921 NORTHROP GRUMMAN CORP COM 666807102 632 2344 SH SOLE 0 0 2344 NUTANIX INC CL A 67059N108 3774 100000 SH SOLE 0 0 100000 PEOPLES UTD FINL INC COM 712704105 700 42589 SH SOLE 0 0 42589 PEPSICO INC COM 713448108 974 7948 SH SOLE 0 0 7948 PHILIP MORRIS INTL INC COM 718172109 769 8699 SH SOLE 0 0 8699 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 284 2837 SH SOLE 0 0 2837 POLARIS INDS INC COM 731068102 694 8214 SH SOLE 0 0 8214 PROCTER AND GAMBLE CO COM 742718109 1227 11790 SH SOLE 0 0 11790 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 815 7109 SH SOLE 0 0 7109 RYDER SYS INC COM 783549108 768 12397 SH SOLE 0 0 12397 SALESFORCE COM INC COM 79466L302 2191 13834 SH SOLE 0 0 13834 SHERWIN WILLIAMS CO COM 824348106 676 1569 SH SOLE 0 0 1569 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4401 150662 SH SOLE 0 0 150662 SPDR S&P 500 ETF TR TR UNIT 78462F103 8 2400 SH Put SOLE 0 0 2400 SPDR S&P 500 ETF TR TR UNIT 78462F103 698 2471 SH SOLE 0 0 2471 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 484 1400 SH SOLE 0 0 1400 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 6 1400 SH Put SOLE 0 0 1400 SPDR SER TR BLOOMBERG SRT TR 78468R408 3245 119078 SH SOLE 0 0 119078 SPDR SER TR NUVEEN BLMBRG SR 78468R739 215 4436 SH SOLE 0 0 4436 SPDR SER TR PRTFLO S&P500 HI 78468R788 259 6849 SH SOLE 0 0 6849 SPDR SERIES TRUST HLTH CR EQUIP 78464A581 1794 22328 SH SOLE 0 0 22328 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 1931 36750 SH SOLE 0 0 36750 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 587 9832 SH SOLE 0 0 9832 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 618 10243 SH SOLE 0 0 10243 SPDR SERIES TRUST S&P BK ETF 78464A797 1715 41057 SH SOLE 0 0 41057 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 4249 86296 SH SOLE 0 0 86296 TORONTO DOMINION BK ONT COM NEW 891160509 693 12761 SH SOLE 0 0 12761 UNILEVER PLC SPON ADR NEW 904767704 742 12848 SH SOLE 0 0 12848 UNION PACIFIC CORP COM 907818108 676 4041 SH SOLE 0 0 4041 UNITED TECHNOLOGIES CORP COM 913017109 776 6022 SH SOLE 0 0 6022 VANGUARD GROUP DIV APP ETF 921908844 483 4409 SH SOLE 0 0 4409 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1140 8859 SH SOLE 0 0 8859 VANGUARD INDEX FDS VALUE ETF 922908744 576 5351 SH SOLE 0 0 5351 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 6872 137028 SH SOLE 0 0 137028 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 607 14287 SH SOLE 0 0 14287 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 341 6367 SH SOLE 0 0 6367 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 563 8543 SH SOLE 0 0 8543 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 253 5199 SH SOLE 0 0 5199 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 296 3459 SH SOLE 0 0 3459 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 258 1496 SH SOLE 0 0 1496 VANGUARD WORLD FDS INF TECH ETF 92204A702 364 1814 SH SOLE 0 0 1814 VERIZON COMMUNICATIONS INC COM 92343V104 1118 18909 SH SOLE 0 0 18909 VISA INC COM CL A 92826C839 976 6250 SH SOLE 0 0 6250 WASTE MGMT INC DEL COM 94106L109 695 6688 SH SOLE 0 0 6688 WISDOMTREE TR CURRNCY INT EQ 97717X263 3085 108217 SH SOLE 0 0 108217 WISDOMTREE TR DYNAMIC LNG EQ 97717X313 1415 48214 SH SOLE 0 0 48214 WISDOMTREE TR EM EX ST-OWNED 97717X578 2118 73462 SH SOLE 0 0 73462 WISDOMTREE TR EMER MKT HIGH FD 97717W315 3638 82994 SH SOLE 0 0 82994 WISDOMTREE TR EMG MKTS SMCAP 97717W281 859 18235 SH SOLE 0 0 18235 WISDOMTREE TR EUROPE SMCP DV 97717W869 362 6197 SH SOLE 0 0 6197 WISDOMTREE TR FLOATNG RAT TREA 97717X628 2455 97882 SH SOLE 0 0 97882 WISDOMTREE TR INDIA ERNGS FD 97717W422 2416 91769 SH SOLE 0 0 91769 WISDOMTREE TR INTL MIDCAP DV 97717W778 2353 37902 SH SOLE 0 0 37902 WISDOMTREE TR INTL QULTY DIV 97717X131 4526 157480 SH SOLE 0 0 157480 WISDOMTREE TR INTL SMCAP DIV 97717W760 3044 46258 SH SOLE 0 0 46258 WISDOMTREE TR JP SMALLCP DIV 97717W836 298 4372 SH SOLE 0 0 4372 WISDOMTREE TR US LARGECAP FUND 97717W588 2504 78780 SH SOLE 0 0 78780 WISDOMTREE TR US MIDCAP DIVID 97717W505 3285 91782 SH SOLE 0 0 91782 WISDOMTREE TR US MIDCAP FUND 97717W570 1925 48930 SH SOLE 0 0 48930 WISDOMTREE TR US SMALLCAP FUND 97717W562 2385 66044 SH SOLE 0 0 66044 WISDOMTREE TR YIELD ENHANCD US 97717X511 4587 92062 SH SOLE 0 0 92062