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CIK: 0002044121
Total reported value
$221.8M
$221.8M
74 檔
35.0%
According to the latest 13F quarterly dataset, Sylvest Advisors, LLC managed an equity portfolio of $221.8M at the end of Q4 2024, spanning 74 distinct U.S. exchange-listed positions.
During Q4 2024, Sylvest Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 11.68% | +0.56% | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 9.44% | +1.77% | — | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.15% | -0.45% | — | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 9.08% | -1.23% | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 8.44% | -0.32% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.92% | -0.26% | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.37% | +0.08% | — | |
| 8 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 3.39% | -0.05% | — | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.20% | +0.09% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.92% | -0.12% | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.64% | -0.12% | — | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.30% | +0.04% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.58% | — | — | |
| 14 | FNK | First Trust Mid Cap Value | ETF-Other | 1.22% | — | — | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.95% | -0.11% | — | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.82% | -0.02% | — | |
| 17 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.82% | — | — | |
| 18 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.77% | +0.02% | — | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 0.73% | — | — | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | — | — | |
| 21 | KR | Kroger Co | Stock-Consumer Staples | 0.70% | — | — | |
| 22 | COR | Cencora Inc | Stock-Healthcare | 0.68% | — | — | |
| 23 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.68% | — | — | |
| 24 | CME | Cme Group Inc | Stock-Financials | 0.61% | — | — | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.26% | — | |
| 27 | NTAP | Netapp Inc | Stock-Tech | 0.53% | -0.51% | EXIT | |
| 28 | JEF | Jefferies Financial Group In | Stock-Financials | 0.50% | +0.01% | — | |
| 29 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.49% | — | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.76% | EXIT | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.48% | -0.15% | — | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.46% | -0.08% | — | |
| 33 | G | Genpact Limited | Stock-Tech | 0.45% | -0.11% | — | |
| 34 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.44% | -0.02% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.02% | — | |
| 36 | PPG | Ppg Industries Inc | Stock-Materials | 0.43% | -0.03% | — | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.02% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.02% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.11% | — | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.40% | -0.04% | — | |
| 41 | CMA | Comerica Inc | Stock-Other | 0.38% | — | — | |
| 42 | SNA | Snap-on Inc | Stock-Industrials | 0.37% | — | — | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.37% | — | — | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.08% | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.03% | — | |
| 46 | PRI | Primerica Inc | Stock-Financials | 0.33% | -0.01% | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | — | — | |
| 48 | USB | US Bancorp | Stock-Financials | 0.32% | -0.01% | — | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.32% | — | — | |
| 50 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.31% | -0.02% | — |
According to official SEC Form 13F filings, Sylvest Advisors, LLC reported a total U.S. public equity portfolio value of $221.8M across 74 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWD, IWF, SCHF) accounted for 35.0% of total reported equity market value during Q4 2024.
During Q4 2024, Sylvest Advisors, LLC's top holdings by market value included IWD (11.7%)、IWF (9.4%)、SCHF (9.2%). The largest single position, IWD, represented 11.7% of total portfolio value.
In Q4 2024, Sylvest Advisors, LLC made 0 total portfolio adjustments, initiating 0 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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