13F Filings History of Secrest Blakey & Associates, LLC

Latest 13F report
Q3 2020 - 13 Nov 2020
Value $
$43,714,000
Signature - Title
Edward Secrest - Partner/CCO
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by Secrest Blakey & Associates, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Secrest Blakey & Associates, LLC reported 61 stock holdings with total value $43,714,000 as of Q3 2020. Top holdings included PDI, PCI, USMV, AAPL, and ENB.

Notify me when Secrest Blakey & Associates, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2020 61 $43,714,000 +$4,900,362 -$3,882,993 +$1,017,369 PDI, PCI, USMV, AAPL, ENB 13F-HR 13 Nov 2020, 13:58
Q2 2020 59 $41,236,000 +$2,014,469 -$1,236,972 +$777,497 PCI, PDI, USMV, ENB, VZ 13F-HR 12 Aug 2020, 13:53
Q1 2020 56 $36,344,000 +$3,543,060 -$3,204,640 +$338,420 PCI, USMV, PDI, VZ, ENB 13F-HR 24 Apr 2020, 08:29
Q4 2019 60 $45,447,000 +$6,882,865 -$82,585,315 -$75,702,450 PCI, PDI, ENB, USMV, MRK 13F-HR 05 Feb 2020, 16:09
Q3 2019 116 $118,181,000 +$5,370,918 -$3,356,179 +$2,014,739 IVV, SCHZ, SCHG, VIG, VCSH 13F-HR 12 Nov 2019, 18:02
Q2 2019 118 $113,867,000 +$9,819,870 -$1,105,488 +$8,714,382 IVV, SCHZ, SCHG, VYM, VIG 13F-HR 13 Aug 2019, 11:16
Q1 2019 116 $102,889,000 +$2,603,522 -$30,182,298 -$27,578,776 IVV, SCHZ, VYM, SCHG, VCSH 13F-HR 03 May 2019, 17:53
Q4 2018 99 $119,039,000 +$9,152,430 -$5,581,393 +$3,571,037 IVV, SCHZ, VYM, VIG, SCHG 13F-HR 13 Feb 2019, 14:54
Q3 2018 100 $128,100,000 +$4,812,420 -$4,064,355 +$748,065 IVV, SCHZ, SCHG, VIG, VYM 13F-HR 13 Nov 2018, 17:27
Q2 2018 99 $121,340,000 +$7,310,835 -$5,242,514 +$2,068,321 IVV, SCHZ, VYM, SCHG, VIG 13F-HR 02 Aug 2018, 16:13
Q1 2018 101 $117,002,000 +$9,733,289 -$7,355,429 +$2,377,860 IVV, SCHZ, VYM, VIG, SCHG 13F-HR 15 May 2018, 17:22
Q4 2017 100 $118,309,000 $0 $0 $0 IVV, VYM, VIG, SCHZ, SCHG 13F-HR 14 Feb 2018, 13:15