Notify me when Partnervest Advisory Services LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2020 | 247 | $315,198,000 | +$52,444,891 | -$14,943,011 | +$37,501,880 | SPY, GBIL, USMV, AAPL, VEGA | 13F-HR | 03 Nov 2020, 12:25 |
| Q2 2020 | 219 | $265,177,000 | +$34,085,482 | -$27,232,913 | +$6,852,569 | SPY, GBIL, USMV, VEGA, AAPL | 13F-HR | 05 Aug 2020, 18:08 |
| Q1 2020 | 199 | $222,586,000 | +$48,610,829 | -$54,934,237 | -$6,323,408 | SPY, GBIL, USMV, VEGA, AAPL | 13F-HR | 08 May 2020, 14:20 |
| Q4 2019 | 232 | $272,553,000 | +$20,646,022 | -$42,407,471 | -$21,761,449 | SPY, USMV, VEGA, GBIL, JPST | 13F-HR | 04 Feb 2020, 09:09 |
| Q3 2019 | 251 | $279,074,000 | +$46,378,082 | -$21,669,780 | +$24,708,302 | SPY, USMV, VEGA, GBIL, JPST | 13F-HR | 12 Nov 2019, 12:32 |
| Q2 2019 | 227 | $252,619,000 | +$25,846,278 | -$20,899,885 | +$4,946,393 | SPY, USMV, VEGA, JPST, EFA | 13F-HR | 07 Aug 2019, 17:01 |
| Q1 2019 | 230 | $240,787,000 | +$50,972,147 | -$38,973,098 | +$11,999,049 | SPY, VEGA, USMV, EFA, AAPL | 13F-HR | 10 May 2019, 20:26 |
| Q4 2018 | 201 | $206,982,000 | +$26,453,746 | -$40,214,059 | -$13,760,313 | SPY, VEGA, USMV, IWF, EFA | 13F-HR | 01 Feb 2019, 16:53 |
| Q3 2018 | 214 | $251,697,000 | +$35,255,473 | -$9,554,272 | +$25,701,201 | SPY, VEGA, USMV, IWM, GBIL | 13F-HR | 30 Oct 2018, 16:23 |
| Q2 2018 | 198 | $216,272,000 | +$31,032,912 | -$28,035,192 | +$2,997,720 | SPY, VEGA, USMV, IWM, MINT | 13F-HR | 06 Aug 2018, 19:56 |
| Q1 2018 | 187 | $208,904,000 | +$15,820,853 | -$9,266,396 | +$6,554,457 | SPY, VEGA, USMV, EFA, IWM | 13F-HR | 03 May 2018, 16:01 |
| Q4 2017 | 175 | $205,453,000 | +$15,444,661 | -$25,427,408 | -$9,982,747 | SPY, VEGA, USMV, EFA, AAPL | 13F-HR | 23 Jan 2018, 09:17 |
| Q3 2017 | 181 | $205,153,000 | +$7,394,668 | -$28,844,318 | -$21,449,650 | SPY, VEGA, USMV, EFA, IWF | 13F-HR | 13 Nov 2017, 07:54 |
| Q2 2017 | 200 | $220,607,000 | +$10,583,873 | -$13,587,063 | -$3,003,190 | SPY, VEGA, USMV, RS, EFA | 13F-HR | 01 Aug 2017, 19:25 |
| Q1 2017 | 196 | $220,568,000 | +$21,578,476 | -$25,565,965 | -$3,987,489 | SPY, VEGA, RS, USMV, EFA | 13F-HR | 11 May 2017, 15:14 |
| Q4 2016 | 197 | $215,937,000 | +$16,507,660 | -$14,773,875 | +$1,733,785 | SPY, VEGA, RS, IBM, USMV | 13F-HR | 25 Jan 2017, 17:36 |
| Q3 2016 | 194 | $211,660,000 | +$15,665,429 | -$10,611,285 | +$5,054,144 | SPY, VEGA, RS, IBM, USMV | 13F-HR | 25 Oct 2016, 17:19 |
| Q2 2016 | 194 | $201,918,000 | +$30,382,428 | -$11,765,399 | +$18,617,029 | SPY, VEGA, RS, IBM, USMV | 13F-HR | 04 Aug 2016, 16:04 |
| Q1 2016 | 187 | $179,263,000 | +$31,885,388 | -$36,340,465 | -$4,455,077 | SPY, VEGA, IBM, RS, EFA | 13F-HR | 03 May 2016, 12:45 |
| Q4 2015 | 170 | $180,004,000 | +$32,457,891 | -$32,911,939 | -$454,048 | SPY, VEGA, IBM, RS, EFA | 13F-HR | 12 Feb 2016, 17:08 |
| Q3 2015 | 168 | $175,493,000 | +$16,296,867 | -$29,135,478 | -$12,838,611 | SPY, VEGA, AGG, IBM, RS | 13F-HR | 30 Oct 2015, 16:38 |
| Q2 2015 | 186 | $201,299,000 | +$27,275,759 | -$17,686,354 | +$9,589,405 | SPY, VEGA, AGG, IBM, RS | 13F-HR | 13 Aug 2015, 12:35 |
| Q1 2015 | 163 | $193,115,000 | +$18,399,836 | -$32,181,708 | -$13,781,872 | SPY, VEGA, AGG, IBM, RS | 13F-HR | 11 May 2015, 09:59 |
| Q4 2014 | 160 | $206,368,000 | +$30,787,569 | -$16,370,896 | +$14,416,673 | SPY, VEGA, AGG, IBM, RS | 13F-HR | 13 Feb 2015, 12:35 |
| Q3 2014 | 151 | $191,919,000 | +$21,001,354 | -$48,389,491 | -$27,388,137 | SPY, VEGA, IBM, AGG, RS | 13F-HR | 07 Nov 2014, 16:17 |
| Q2 2014 | 1,037 | $221,876,000 | +$23,916,225 | -$31,624,038 | -$7,707,813 | SPY, VEGA, AGG, RS, EFA | 13F-HR | 14 Aug 2014, 13:30 |
| Q1 2014 | 1,021 | $223,110,000 | +$40,000,801 | -$34,112,512 | +$5,888,289 | SPY, VEGA, AGG, RS, IYR | 13F-HR | 09 May 2014, 17:40 |
| Q4 2013 | 985 | $214,940,000 | $0 | $0 | $0 | SPY, VEGA, RS, EFA, IYR | 13F-HR | 11 Feb 2014, 16:44 |