0001085146-21-000442.txt : 20210204 0001085146-21-000442.hdr.sgml : 20210204 20210204145554 ACCESSION NUMBER: 0001085146-21-000442 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210204 DATE AS OF CHANGE: 20210204 EFFECTIVENESS DATE: 20210204 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Surevest, LLC CENTRAL INDEX KEY: 0001593842 IRS NUMBER: 843898105 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19426 FILM NUMBER: 21590720 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 FORMER COMPANY: FORMER CONFORMED NAME: Surevest Inc. DATE OF NAME CHANGE: 20131209 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001593842 XXXXXXXX 12-31-2020 12-31-2020 false Surevest, LLC
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 01-19-2021 0 88 299762 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 3992 22838 SH SOLE 0 0 22838 ABBVIE INC COM 00287Y109 4268 39835 SH SOLE 0 0 39835 AFLAC INC COM 001055102 4123 92705 SH SOLE 0 0 92705 AIR PRODS & CHEMS INC COM 009158106 3979 14562 SH SOLE 0 0 14562 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4165 17897 SH SOLE 0 0 17897 ALPHABET INC CAP STK CL A 02079K305 1290 736 SH SOLE 0 0 736 ALPHABET INC CAP STK CL C 02079K107 5754 3285 SH SOLE 0 0 3285 AMAZON COM INC COM 023135106 7711 2368 SH SOLE 0 0 2368 APPLE INC COM 037833100 9867 74359 SH SOLE 0 0 74359 ASSURANT INC COM 04621X108 4111 30177 SH SOLE 0 0 30177 AT&T INC COM 00206R102 3673 127723 SH SOLE 0 0 127723 AUTODESK INC COM 052769106 1154 3779 SH SOLE 0 0 3779 BADGER METER INC COM 056525108 233 2475 SH SOLE 0 0 2475 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 575 2479 SH SOLE 0 0 2479 BRISTOL-MYERS SQUIBB CO COM 110122108 3818 61549 SH SOLE 0 0 61549 CARRIER GLOBAL CORPORATION COM 14448C104 251 6645 SH SOLE 0 0 6645 CHEVRON CORP NEW COM 166764100 4175 49436 SH SOLE 0 0 49436 CLOROX CO DEL COM 189054109 3521 17436 SH SOLE 0 0 17436 COCA COLA CO COM 191216100 3908 71270 SH SOLE 0 0 71270 COLGATE PALMOLIVE CO COM 194162103 4462 52181 SH SOLE 0 0 52181 CONSOLIDATED EDISON INC COM 209115104 3409 47170 SH SOLE 0 0 47170 COSTCO WHSL CORP NEW COM 22160K105 274 727 SH SOLE 0 0 727 CROWDSTRIKE HLDGS INC CL A 22788C105 8686 41006 SH SOLE 0 0 41006 CUMMINS INC COM 231021106 4482 19735 SH SOLE 0 0 19735 DISNEY WALT CO COM 254687106 6723 37104 SH SOLE 0 0 37104 EAGLE BANCORP INC MD COM 268948106 266 6443 SH SOLE 0 0 6443 EMERSON ELEC CO COM 291011104 4627 57573 SH SOLE 0 0 57573 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 297 48102 SH SOLE 0 0 48102 ENTERPRISE PRODS PARTNERS L COM 293792107 628 32034 SH SOLE 0 0 32034 FACEBOOK INC CL A 30303M102 5792 21203 SH SOLE 0 0 21203 FARFETCH LTD ORD SH CL A 30744W107 5537 86767 SH SOLE 0 0 86767 GENERAL DYNAMICS CORP COM 369550108 3656 24568 SH SOLE 0 0 24568 GENERAL MLS INC COM 370334104 3737 63551 SH SOLE 0 0 63551 GENUINE PARTS CO COM 372460105 4154 41360 SH SOLE 0 0 41360 GOLDMAN SACHS GROUP INC COM 38141G104 4705 17842 SH SOLE 0 0 17842 ILLINOIS TOOL WKS INC COM 452308109 3966 19454 SH SOLE 0 0 19454 INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 1775 76194 SH SOLE 0 0 76194 INTEL CORP COM 458140100 230 4616 SH SOLE 0 0 4616 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 379 4325 SH SOLE 0 0 4325 ISHARES TR ISHS 1-5YR INVS 464288646 2659 48188 SH SOLE 0 0 48188 ISHARES TR ISHS 5-10YR INVT 464288638 2685 43450 SH SOLE 0 0 43450 ISHARES TR RUS 1000 VAL ETF 464287598 307 2248 SH SOLE 0 0 2248 ISHARES TR RUS 2000 GRW ETF 464287648 338 1180 SH SOLE 0 0 1180 JOHNSON & JOHNSON COM 478160104 3910 24847 SH SOLE 0 0 24847 JPMORGAN CHASE & CO COM 46625H100 5372 42276 SH SOLE 0 0 42276 KELLOGG CO COM 487836108 3461 55618 SH SOLE 0 0 55618 KIMBERLY-CLARK CORP COM 494368103 3440 25514 SH SOLE 0 0 25514 LOCKHEED MARTIN CORP COM 539830109 4047 11400 SH SOLE 0 0 11400 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 525 12378 SH SOLE 0 0 12378 MARSH & MCLENNAN COS INC COM 571748102 234 1999 SH SOLE 0 0 1999 MCDONALDS CORP COM 580135101 3935 18338 SH SOLE 0 0 18338 MEDTRONIC PLC SHS G5960L103 4020 34314 SH SOLE 0 0 34314 MICROSOFT CORP COM 594918104 5089 22879 SH SOLE 0 0 22879 MONMOUTH REAL ESTATE INVT CO CL A 609720107 1493 86221 SH SOLE 0 0 86221 NIKE INC CL B 654106103 4627 32710 SH SOLE 0 0 32710 NORTHROP GRUMMAN CORP COM 666807102 3661 12016 SH SOLE 0 0 12016 ORACLE CORP COM 68389X105 394 6098 SH SOLE 0 0 6098 OTIS WORLDWIDE CORP COM 68902V107 617 9127 SH SOLE 0 0 9127 PALO ALTO NETWORKS INC COM 697435105 7061 19870 SH SOLE 0 0 19870 PEOPLES UNITED FINANCIAL INC COM 712704105 4085 315940 SH SOLE 0 0 315940 PEPSICO INC COM 713448108 4402 29685 SH SOLE 0 0 29685 PHILIP MORRIS INTL INC COM 718172109 3532 42667 SH SOLE 0 0 42667 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 270 32796 SH SOLE 0 0 32796 POLARIS INC COM 731068102 4096 42989 SH SOLE 0 0 42989 PROCTER AND GAMBLE CO COM 742718109 3803 27332 SH SOLE 0 0 27332 RAYTHEON TECHNOLOGIES CORP COM 75513E101 4359 60963 SH SOLE 0 0 60963 RESMED INC COM 761152107 359 1688 SH SOLE 0 0 1688 SALESFORCE COM INC COM 79466L302 5060 22738 SH SOLE 0 0 22738 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2642 51407 SH SOLE 0 0 51407 SERVICENOW INC COM 81762P102 6129 11135 SH SOLE 0 0 11135 SHERWIN WILLIAMS CO COM 824348106 4084 5558 SH SOLE 0 0 5558 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1105 32752 SH SOLE 0 0 32752 SPDR S&P 500 ETF TR TR UNIT 78462F103 4741 12680 SH SOLE 0 0 12680 STANLEY BLACK & DECKER INC COM 854502101 2964 16600 SH SOLE 0 0 16600 TRAVELERS COMPANIES INC COM 89417E109 4326 30821 SH SOLE 0 0 30821 UNION PAC CORP COM 907818108 4047 19439 SH SOLE 0 0 19439 UNITED PARCEL SERVICE INC CL B 911312106 4663 27687 SH SOLE 0 0 27687 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 2908 90584 SH SOLE 0 0 90584 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 17101 193915 SH SOLE 0 0 193915 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2598 7559 SH SOLE 0 0 7559 VANGUARD INDEX FDS SM CP VAL ETF 922908611 223 1566 SH SOLE 0 0 1566 VANGUARD INDEX FDS VALUE ETF 922908744 206 1734 SH SOLE 0 0 1734 VANGUARD WORLD FDS INF TECH ETF 92204A702 208 589 SH SOLE 0 0 589 VERIZON COMMUNICATIONS INC COM 92343V104 3665 62381 SH SOLE 0 0 62381 VISA INC COM CL A 92826C839 4205 19223 SH SOLE 0 0 19223 WASTE MGMT INC DEL COM 94106L109 3670 31122 SH SOLE 0 0 31122 WELLS FARGO CO NEW COM 949746101 346 11448 SH SOLE 0 0 11448 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 3737 11078 SH SOLE 0 0 11078