BKS ADVISORS, LLC

13F Filings History

Latest 13F report
Q1 2019 - Apr 16, 2019
Value $
$249M
Signature - Title
Craig Simmons - Managing Partner
Location
Southfield, MI
Summary
This page shows a list of all the recent 13F filings made by BKS ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BKS ADVISORS, LLC reported 209 stock holdings with total value $249M as of Q1 2019. Top holdings included ARKK, SLYV, AAPL, XLK, and V.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2019 209 $249M +$19.8M -$22M -$2.26M ARKK, SLYV, AAPL, XLK, V 13F-HR 4/16/2019, 10:22 AM
Q4 2018 197 $220M +$23.3M -$35.6M -$12.4M AVGO, ARKK, SLYV, XLK, V 13F-HR 1/30/2019, 08:58 AM
Q3 2018 219 $272M +$21.6M -$48.1M -$26.5M XLK, ARKK, AAPL, FXR, V 13F-HR 10/26/2018, 10:15 AM
Q2 2018 231 $283M +$25.6M -$27.2M -$1.55M NTES, XLK, ARKK, V, ABMD 13F-HR 8/6/2018, 11:25 AM
Q1 2018 215 $274M +$16.6M -$14.8M +$1.86M NTES, XLK, V, FXR, AVGO 13F-HR 5/3/2018, 09:50 AM
Q4 2017 212 $276M +$20.6M -$18M +$2.57M NTES, AVGO, META, XLK, V 13F-HR 2/12/2018, 11:55 AM
Q3 2017 213 $258M +$22.1M -$18.6M +$3.41M NTES, AVGO, META, XLK, ARKK 13F-HR 11/9/2017, 04:09 PM
Q2 2017 205 $246M +$24.5M -$15M +$9.48M NTES, AVGO, META, XLY, XLK 13F-HR 8/8/2017, 12:23 PM
Q1 2017 198 $228M +$22.4M -$19.9M +$2.5M NTES, AVGO, META, XLK, SSO 13F-HR 5/15/2017, 10:47 AM
Q4 2016 185 $213M +$33M -$37.3M -$4.25M NTES, SSO, XLK, XLB, AVGO 13F-HR 2/13/2017, 11:44 AM
Q3 2016 235 $217M +$40.8M -$26.9M +$13.9M META, NTES, XLRE, XLK, V 13F-HR 11/9/2016, 09:26 AM
Q2 2016 174 $194M +$34.4M -$27.8M +$6.6M META, V, XLB, XLK, EFA 13F-HR 8/9/2016, 10:09 AM
Q1 2016 168 $192M +$24.1M -$20.9M +$3.21M META, UAA, V, GOOG, FXH 13F-HR 5/9/2016, 12:08 PM
Q4 2015 152 $194M +$36.4M -$29.3M +$7.14M V, MNKKQ, UAA, FXH, AMZN 13F-HR 2/2/2016, 11:04 AM
Q3 2015 150 $180M +$11M -$21.4M -$10.4M UAA, PANW, FXH, AAPL, MNKKQ 13F-HR 11/12/2015, 09:08 AM
Q2 2015 159 $209M +$19.2M -$24.6M -$5.38M CELG, PANW, MNKKQ, UAA, FXH 13F-HR 8/12/2015, 01:58 PM
Q1 2015 161 $210M $0 $0 PANW, CELG, MNKKQ, HAR, UAA 13F-HR 5/14/2015, 08:28 AM