investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
Vontobel Swiss Wealth Advisors AG

Legal Name: VONTOBEL SWISS WEALTH ADVISORS AG

Period of report: Jun 30, 2019
Effectiveness Date: Aug 12, 2019

Security Shares Held / Principal Amount Market Value Option
ALPHABET INC (02079K305) 7,157 $7,750k
Apple Inc (037833100) 33,821 $6,694k
PALO ALTO NETWORKS (697435105) 25,085 $5,111k
PIMCO ETF TR (72201R833) 46,090 $4,690k
ISHARES FLT (46429B655) 88,344 $4,499k
INTEL CORP (458140100) 92,762 $4,441k
ISHARES TR 20 YR TR BD ETF (464287432) 31,665 $4,205k
MICROSOFT CORP (594918104) 31,337 $4,198k
METLIFE INC (59156R108) 83,853 $4,165k
CONSTELLATION BRANDS (21036P108) 19,817 $3,903k
ABBVIE INC (00287Y109) 51,416 $3,739k
XYLEM INC (98419M100) 44,331 $3,708k
HONEYWELL INTL INC (438516106) 21,228 $3,706k
IQVIA HOLDINGS INC (46266C105) 22,928 $3,689k
AT&T INC (00206R102) 109,795 $3,679k
BlackRock, Inc. (09247X101) 7,805 $3,663k
CISCO SYSTEMS INC (17275R102) 66,860 $3,659k
Thermo Fisher Scientific Inc (883556102) 12,219 $3,588k
CITIGROUP INC (172967424) 50,813 $3,558k
WASTE MGMT INC DEL (94106L109) 30,558 $3,525k
GILEAD SCIENCES INC (375558103) 50,379 $3,404k
Bristol-Myers Squibb Co (110122108) 73,885 $3,351k
JOHNSON & JOHNSON (478160104) 23,182 $3,229k
CORNING INCORPORATED (219350105) 96,246 $3,198k
ISHARES (464287234) 73,482 $3,153k
SPDR SERIES TRUST (78464A474) 95,295 $2,933k
ISHARES TR (464287176) 24,226 $2,798k
HOME DEPOT INC (437076102) 13,375 $2,782k
ISHARES (464287242) 21,306 $2,650k
STARBUCKS CORP (855244109) 30,425 $2,551k
WELLS FARGO CO NEW (949746101) 50,975 $2,412k
US BANCORP DEL (902973304) 44,350 $2,324k
Alphabet Inc (02079K107) 2,045 $2,210k
ProShares Trust Short S&P500 (74347B425) 83,000 $2,209k
VANGUARD INTL EQUITY INDEX F (922042874) 39,800 $2,185k
TE CONNECTIVITY (H84989104) 21,725 $2,081k
EOG Resources Inc (26875P101) 21,850 $2,036k
Marathon Petroleum Corp (56585A102) 33,144 $1,852k
ISHARES TR CORE US AGGBD ET (464287226) 15,900 $1,770k
TJX COMPANIES INC (872540109) 33,390 $1,766k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 40,000 $1,701k
JPMORGAN CHASE & CO (46625H100) 15,008 $1,678k
WISDOMTREE TR (97717X867) 45,500 $1,608k
Amazon.com Inc (023135106) 805 $1,524k
CHUBB LIMITED (H1467J104) 10,000 $1,473k
ISHARES TR (464288257) 19,604 $1,445k
SPDR SERIES TRUST BLOOMBERG SRT TR (78468R408) 52,500 $1,430k
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409) 17,700 $1,428k
Facebook Inc (30303M102) 7,300 $1,409k
ISHARES INC (46434G822) 24,858 $1,357k
MCDONALDS CORP (580135101) 6,350 $1,319k
SPDR GOLD TR GOLD (78463V107) 9,725 $1,295k
PEPSICO INC (713448108) 9,643 $1,264k
Schlumberger Ltd (806857108) 29,578 $1,175k
ISHARES INC (464286749) 31,223 $1,173k
MERCK & CO INC (58933Y105) 13,981 $1,172k
ALIBABA GROUP HLDG LTD (01609W102) 6,675 $1,131k
ISHARES TR RUSSELL 2000 ETF (464287655) 6,825 $1,061k
COMCAST CORP (20030N101) 21,950 $928k
ROBO Gbl Robotics & Auto'n ETF (301505707) 22,955 $917k
VISA INC COM CL A (92826C839) 4,960 $861k
ISHARES INC (464286608) 18,310 $724k
ISHARES INC (464286533) 11,725 $690k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363) 2,500 $673k
JOHNSON CONTROLS INT (G51502105) 15,336 $634k
Exxon Mobil Corp (30231G102) 8,242 $632k
ISHARES (464287465) 9,290 $611k
ISHARES TR CORE S&P500 ETF (464287200) 2,000 $590k
SAP SE (803054204) 4,200 $575k
ALLERGAN PLC (G0177J108) 3,400 $569k
ISHARES TR JPMORGAN USD EMG (464288281) 5,000 $566k
NVIDIA Corp (67066G104) 3,400 $558k
VERIZON COMMUNICATIONS (92343V104) 9,425 $538k
VANECK VECTORS ETF TR (92189F700) 7,700 $514k
AMGEN INC (031162100) 2,687 $495k
VanEck Vectors Russia ETF (92189F403) 20,565 $486k
ISHARES TR (464287382) 8,200 $480k
ISHARES TR (46432F339) 5,194 $475k
EMERSON ELEC CO (291011104) 7,001 $467k
UNITED TECHNOLOGIES (913017109) 3,500 $456k
VANECK VECTORS ETF TR (92189h300) 13,000 $451k
DARDEN RESTAURANT (237194105) 3,624 $441k
SPROUTS FARMERS MARKETS LLC (85208M102) 23,000 $434k
salesforce.com Inc (79466L302) 2,842 $431k
FIRST TR EXCH TRD ALPHA FD I (33737J232) 8,331 $427k
SPDR INDEX SHS FDS (78463X301) 4,323 $423k
Albemarle Corp (012653101) 6,000 $422k
ALTRIA GROUP INC (02209S103) 8,693 $412k
Bunge Ltd (G16962105) 7,200 $401k
3M CO (88579Y101) 2,300 $399k
PROCTER & GAMBLE CO (742718109) 3,584 $393k
SPDR S&P DIVIDEND (78464A763) 3,858 $389k
ISHARES (464287184) 9,000 $385k
ISHARES NORTH AMERICAN NATURAL RESOURCES (464287374) 11,485 $353k
I SHARES TR (46429B598) 9,790 $346k
WELLTOWER INC (95040Q104) 4,100 $334k
DISNEY WALT CO (254687106) 2,311 $323k
ACCENTURE PLC IRELAND (G1151C101) 1,725 $319k
ETF MANAGERS TR (26924G201) 7,740 $308k
ISHAR (464286509) 10,700 $306k
ISHARES TR (46435G334) 9,275 $300k
COCA-COLA CO (191216100) 5,800 $295k
NOBLE ENERGY INC (655044105) 13,000 $291k
WISDOMTREE TR (97717W505) 7,807 $283k
WISDOMTREE TR (97717W869) 4,714 $275k
ISHARES TR IBOXX HI YD ETF (464288513) 3,100 $270k
AMYRIS INC (03236M200) 75,387 $268k
ISHARES MSCI SWEDEN ETF (464286756) 8,510 $262k
Wisdomtree Small Emerging Mark (97717W281) 5,500 $259k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 870 $255k
ISHARES TR (464288182) 3,575 $249k
VANECK VECTORS ETF TR (92189F486) 9,000 $227k
Occidental Petroleum Corp (674599105) 4,000 $201k
CHINA LIFE INS CO LTD (16939P106) 12,000 $148k
AMBEV SA (02319V103) 16,000 $75k

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.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.