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CIK: 0001805754
Total reported value
$148.4M
$148.4M
23 檔
28.2%
The Q1 2025 SEC filing reveals that swisspartners Advisors Ltd held a total portfolio value of $148.4M, covering 23 public equity positions.
In Q1 2025, swisspartners Advisors Ltd displayed an active expansion posture, initiating 23 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 11.06% | +0.02% | +2.23% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 9.55% | -2.22% | — | |
| 3 | DHI | Dr Horton Inc | Stock-Consumer Disc | 8.48% | +2.10% | +2.18% | |
| 4 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 7.48% | +0.85% | +3.69% | |
| 5 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 7.47% | +1.08% | +3.46% | |
| 6 | STLA | Stellantis N.V. | Stock-Consumer Disc | 7.27% | -0.37% | +6.09% | |
| 7 | APA | Apa CORP | Stock-Energy | 6.57% | -2.44% | +9.28% | |
| 8 | ALK | Alaska Air Group Inc | Stock-Industrials | 6.54% | +2.63% | +1.40% | |
| 9 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 6.33% | +2.18% | +107.11% | |
| 10 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 6.25% | -2.79% | +10.01% | |
| 11 | OXY | Occidental Petroleum CORP | Stock-Energy | 5.60% | -1.29% | — | |
| 12 | DOW | Dow Inc | Stock-Materials | 4.59% | — | +6.27% | |
| 13 | MPC | Marathon Petroleum CORP | Stock-Energy | 3.26% | +0.43% | +8.79% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.21% | +0.01% | +885.31% | |
| 15 | UBS | UBS Group AG | Stock-Financials | 1.88% | +0.13% | +373.41% | |
| 16 | LOGI | Logitech International S.A. | Stock-Tech | 1.15% | — | -0.67% | |
| 17 | IEV | Ishares Europe ETF | ETF-Other | 1.14% | -0.16% | -0.71% | |
| 18 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.89% | +0.40% | -5.56% | |
| 19 | ALC | Alcon Inc. | Stock-Healthcare | 0.84% | — | +11.63% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.08% | — | |
| 21 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.44% | +0.04% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | — | -14.80% | |
| 23 | EWQ | Ishares Msci France ETF | ETF-Other | 0.23% | -0.15% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GXC | State Street Spdr S&p China | — | NEW | New buy |
| 2 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 3 | DHI | Dr Horton Inc | — | NEW | New buy |
| 4 | EDIV | State Street Spdr S&p Emergi | — | NEW | New buy |
| 5 | IMCV | Ishares Morningstar Mid-cap | — | NEW | New buy |
| 6 | STLA | Stellantis N.V. | — | NEW | New buy |
| 7 | APA | Apa CORP | — | NEW | New buy |
| 8 | ALK | Alaska Air Group Inc | — | NEW | New buy |
| 9 | SIRI | Sirius Xm Holdings Inc | — | NEW | New buy |
| 10 | LYB | LyondellBasell Industries N.V. | — | NEW | New buy |
| 11 | OXY | Occidental Petroleum CORP | — | NEW | New buy |
| 12 | DOW | Dow Inc | — | NEW | New buy |
| 13 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 14 | MSFT | Microsoft CORP | — | NEW | New buy |
| 15 | UBS | UBS Group AG | — | NEW | New buy |
| 16 | LOGI | Logitech International S.A. | — | NEW | New buy |
| 17 | IEV | Ishares Europe ETF | — | NEW | New buy |
| 18 | AAXJ | Ishares Msci All Country Asi | — | NEW | New buy |
| 19 | ALC | Alcon Inc. | — | NEW | New buy |
| 20 | AAPL | Apple Inc | — | NEW | New buy |
| 21 | EPP | Ishares Msci Pacific Ex Japa | — | NEW | New buy |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 23 | EWQ | Ishares Msci France ETF | — | NEW | New buy |
According to official SEC Form 13F filings, swisspartners Advisors Ltd reported a total U.S. public equity portfolio value of $148.4M across 23 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GXC, GLD, DHI) accounted for 28.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
GXC
市值: $10.5M
During Q1 2025, swisspartners Advisors Ltd's top holdings by market value included GXC (11.1%)、GLD (9.6%)、DHI (8.5%). The largest single position, GXC, represented 11.1% of total portfolio value.
In Q1 2025, swisspartners Advisors Ltd made 23 total portfolio adjustments, initiating 23 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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