Avoid Fraud, Get The Facts, And Find The Best
Legal Name: PARTNERVEST ADVISORY SERVICES LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 7, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ADVISORSHARES TR (00768Y768)
|
296,533 |
$9,547k |
|
GOLDMAN SACHS ETF TR (381430529)
|
24,734 |
$2,482k |
|
Calavo Growers Inc (128246105)
|
18,750 |
$1,814k |
|
Banco Santander Sa (05964H105)
|
347,861 |
$1,593k |
|
Exxon Mobil Corp (30231G102)
|
17,692 |
$1,356k |
|
AT&T INC (00206R102)
|
39,008 |
$1,307k |
|
GENERAL ELECTRIC CO (369604103)
|
109,709 |
$1,152k |
|
Chevron Corp (166764100)
|
8,229 |
$1,024k |
|
BLACKSTONE GROUP (09253U108)
|
22,568 |
$1,002k |
|
BROOKFIELD REAL ASSETS INCOM (112830104)
|
42,752 |
$927k |
|
Alphabet Inc (02079K107)
|
840 |
$908k |
|
FIRST TR MLP & ENERGY INCOME (33739B104)
|
60,700 |
$722k |
|
HOME DEPOT INC (437076102)
|
3,130 |
$651k |
|
INTEL CORP (458140100)
|
13,075 |
$626k |
|
FLAHERTY & CRUMRINE PFD INC (338480106)
|
38,997 |
$574k |
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
10,313 |
$533k |
|
CISCO SYSTEMS INC (17275R102)
|
9,344 |
$511k |
|
ENERGY TRANSFER LP (29273V100)
|
33,076 |
$466k |
|
DEUTSCHE BANK AG-REG (B:DB) (D18190898)
|
60,500 |
$462k |
|
COHEN & STEERS QUAL (19247L106)
|
33,195 |
$454k |
|
INTL BUSINESS MCHN (459200101)
|
3,279 |
$452k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
2,112 |
$432k |
|
FIRST TR ENERGY INFRASTRCTR (33738C103)
|
26,651 |
$425k |
|
FIDELITY (316092816)
|
11,860 |
$420k |
|
COCA-COLA CO (191216100)
|
7,912 |
$403k |
|
INVESCO EXCHANGE TRADED FD T (46137Y500)
|
17,550 |
$388k |
|
ARISTA NETWORKS INC (040413106)
|
1,401 |
$364k |
|
CME GROUP INC (12572Q105)
|
1,865 |
$362k |
|
HONEYWELL INTL INC (438516106)
|
2,005 |
$350k |
|
AllianzGI Convertible & Income 2024 Target Term Fund (01883H102)
|
37,854 |
$349k |
|
CENTRAL FD CDA LTD (153501101)
|
24,305 |
$322k |
|
FIRST TR MORNINGSTAR DIV LEA (336917109)
|
10,209 |
$313k |
|
FIDELITY (316092808)
|
4,755 |
$296k |
|
ALTRIA GROUP INC (02209S103)
|
6,250 |
$296k |
|
FIRST TR SR FLOATING RATE 20 (33740K101)
|
32,912 |
$293k |
|
American Express Co. (025816109)
|
2,351 |
$290k |
|
BLACKROCK ENERGY & RES TR (09250U101)
|
24,321 |
$290k |
|
DOMINION ENERGY INC (25746U109)
|
3,704 |
$286k |
|
ABBVIE INC (00287Y109)
|
3,934 |
$286k |
|
Bank of America Corp. (060505104)
|
9,455 |
$274k |
|
Fidelity(R) MSCI Energy ETF (316092402)
|
15,834 |
$272k |
|
ARES CAP CORP (04010L103)
|
14,866 |
$267k |
|
BANK HAWAII CORP (062540109)
|
3,200 |
$265k |
|
ILLINOIS TOOL WORKS (452308109)
|
1,658 |
$250k |
|
3M CO (88579Y101)
|
1,438 |
$249k |
|
COMCAST CORP (20030N101)
|
5,872 |
$248k |
|
Applied Materials, Inc. (038222105)
|
5,178 |
$233k |
|
ENTERPRISE PRODS (293792107)
|
8,007 |
$231k |
|
INVESCO EXCHNG TRADED FD TR (46138E206)
|
8,575 |
$230k |
|
CRISPR Therapeutics AG (H17182108)
|
4,860 |
$229k |
|
EDISON INTL (281020107)
|
3,262 |
$220k |
|
DELTA AIR LINES (247361702)
|
3,776 |
$214k |
|
FIRST FINL BKSH (32020R109)
|
6,892 |
$212k |
|
INTUITIVE SURGIC INC (46120E602)
|
402 |
$211k |
|
Eaton Vance Enh Eqt Inc Ii (278277108)
|
12,100 |
$206k |
|
Boeing Co/The (097023105)
|
554 |
$202k |
|
INVESCO EXCHNG TRADED FD TR (46138E719)
|
7,885 |
$149k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
14,858 |
$146k |
|
Blackrock Munienhanced Fund (09253Y100)
|
13,052 |
$145k |
|
BLACKROCK MUNIYIELD QUALITY (09254F100)
|
10,024 |
$145k |
|
DWS MUNICIPAL INCOME TRUST (233368109)
|
12,659 |
$143k |
|
EATON VANCE FLTNG RATE 2022 (27831H100)
|
11,891 |
$110k |
|
Cerus Corp (157085101)
|
19,123 |
$107k |
|
INVESCO EXCHNG TRADED FD TR (46138E537)
|
3,627 |
$95k |
|
GENERAL DYNAMICS (369550108)
|
475 |
$86k |
|
GOPRO INC. (38268T103)
|
10,100 |
$55k |
|
Berkshire Hathaway, Inc. (084670702)
|
240 |
$51k |
|
BIOGEN INC (09062X103)
|
220 |
$51k |
|
AMGEN INC (031162100)
|
170 |
$31k |
|
ANHEUSER BUSCH INBEV (03524A108)
|
354 |
$31k |
|
Bristol-Myers Squibb Co (110122108)
|
600 |
$27k |
|
CVS HEALTH CORP (126650100)
|
4,500 |
$18k |
Call |
DISNEY WALT CO (254687106)
|
125 |
$17k |
|
Amazon.com Inc (023135106)
|
4 |
$8k |
|
DENNYS CORP (24869P104)
|
10,000 |
$6k |
Put |
FEDEX CORP (31428X106)
|
1,000 |
$6k |
Call |
ALPHABET INC (02079K305)
|
5 |
$5k |
|
CONSTELLATION BRANDS (21036P108)
|
14 |
$3k |
|
Facebook Inc (30303M102)
|
13 |
$3k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
15 |
$3k |
|
BARCLAYS BANK PLC IPATH B SHRT TERM (06746P621)
|
15,300 |
$3k |
Put |
CALIFORNIA RESOURCES (13057Q206)
|
4,900 |
$3k |
Call |
Apple Inc (037833100)
|
4,000 |
$0k |
Put |
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.