13F History

WealthTrust-Arizona, LLC

13F Filings History

Latest 13F report: Q4 2018 - Feb 7, 2019
Value $: $172M
Signature - Title: Kelli Walker - Investment Operations Associate
Location: Scottsdale, AZ
Summary: This page shows a list of all the recent 13F filings made by WealthTrust-Arizona, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthTrust-Arizona, LLC reported 678 stock holdings with total value $172M as of Q4 2018. Top holdings included PWV, SCHX, QQQ, SCHM, and RPG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2018	678	$172M	+$4.76M	-$13M	-$8.22M	PWV, SCHX, QQQ, SCHM, RPG	13F-HR	2/7/2019, 01:23 PM
Q3 2018	681	$209M	+$10.9M	-$6.43M	+$4.48M	PWV, SCHX, QQQ, SCHM, RPG	13F-HR	10/17/2018, 04:59 PM
Q2 2018	669	$194M	+$68.7M	-$68.1M	+$629K	PWV, SCHX, SCHM, QQQ, RPG	13F-HR	7/17/2018, 02:51 PM
Q1 2018	645	$190M	+$5.27M	-$15.5M	-$10.2M	PWV, SCHX, SCHM, RPG, QQQ	13F-HR	4/18/2018, 09:37 AM
Q4 2017	645	$203M	+$7.11M	-$8.68M	-$1.57M	PWV, SCHX, RPG, SCHM, FBND	13F-HR	1/18/2018, 10:46 AM
Q3 2017	639	$197M	+$9.41M	-$13.3M	-$3.84M	PWV, SCHX, RPG, SCHM, BSCK	13F-HR	10/18/2017, 04:22 PM
Q2 2017	623	$194M	+$8.99M	-$5.12M	+$3.88M	PWV, RPG, SCHX, SCHM, BSCK	13F-HR	7/21/2017, 03:50 PM
Q1 2017	603	$186M	+$13.1M	-$7.02M	+$6.13M	PWV, RPG, SCHX, SCHM, BSCK	13F-HR	4/19/2017, 01:49 PM
Q4 2016	605	$174M	+$14M	-$9.17M	+$4.79M	PWV, RPG, BSCK, SCHX, SCHM	13F-HR	1/17/2017, 05:08 PM
Q3 2016	607	$166M	+$2.84M	-$3.42M	-$574K	BSCK, RPG, PWV, SCHX, VNQ	13F-HR	10/21/2016, 01:38 PM
Q2 2016	586	$162M	+$10.9M	-$8.81M	+$2.08M	BSCK, RPG, PWV, SCHX, VNQ	13F-HR	7/20/2016, 05:29 PM
Q1 2016	574	$157M	+$16.3M	-$26.7M	-$10.4M	RPG, PWV, BSCK, SCHX, VNQ	13F-HR	4/26/2016, 04:58 PM
Q4 2015	582	$166M	+$12.8M	-$13M	-$214K	RPG, PWV, DBEF, SCHX, SCHM	13F-HR	1/26/2016, 05:27 PM
Q3 2015	576	$161M	+$19.7M	-$12.8M	+$6.97M	RPG, PWV, DBEF, QAI, SCHX	13F-HR	10/28/2015, 09:09 AM
Q2 2015	620	$166M	+$12.3M	-$5.82M	+$6.46M	PWV, RPG, DBEF, QAI, SCHX	13F-HR	7/20/2015, 10:54 AM
Q1 2015	635	$163M	+$56.5M	-$14.9M	+$41.6M	PWV, RPG, DBEF, QAI, SCHM	13F-HR	4/24/2015, 11:18 AM
Q4 2014	610	$119M	+$40.2M	-$14.9M	+$25.3M	VNQ, PWV, SDY, QAI, RPG	13F-HR	1/22/2015, 02:23 PM
Q3 2014	631	$90.7M	+$13.8M	-$14.3M	-$457K	VNQ, SDY, QQQ, SLYV, IVV	13F-HR	10/23/2014, 01:05 PM
Q2 2014	628	$93.5M	+$13.2M	-$10.9M	+$2.3M	VNQ, SDY, VIG, QQQ, RPAI	13F-HR	7/22/2014, 05:03 PM
Q1 2014	688	$88.6M	+$13M	-$11.4M	+$1.52M	SDY, RPAI, VNQ, QQQ, SPY	13F-HR	4/23/2014, 12:13 PM
Q4 2013	650	$85.9M	$0	$0		RPAI, SDY, IWM, QQQ, VIG	13F-HR	1/22/2014, 03:45 PM

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