Avoid Fraud, Get The Facts, And Find The Best
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 |
|
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