Chief Executive Officer

0001085146-19-000994.txt : 20190220 0001085146-19-000994.hdr.sgml : 20190220 20190220130315 ACCESSION NUMBER: 0001085146-19-000994 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190220 DATE AS OF CHANGE: 20190220 EFFECTIVENESS DATE: 20190220 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Surevest Inc. CENTRAL INDEX KEY: 0001593842 IRS NUMBER: 611404205 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19426 FILM NUMBER: 19617687 BUSINESS ADDRESS: STREET 1: 2425 E. CAMELBACK RD STE 890 CITY: PHOENIX STATE: AZ ZIP: 85016 BUSINESS PHONE: 4802727116 MAIL ADDRESS: STREET 1: 2425 E. CAMELBACK RD STE 890 CITY: PHOENIX STATE: AZ ZIP: 85016 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001593842 XXXXXXXX 12-31-2018 12-31-2018 false Surevest Inc.

2425 E. CAMELBACK RD STE 890 PHOENIX AZ 85016

13F HOLDINGS REPORT 028-19426 N Robert Luna Chief Executive Officer 480-272-7116 /s/ Robert Luna Phoenix AZ 02-20-2019 0 141 126665 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 318 1669 SH SOLE 0 0 1669 ABBVIE INC COM 00287Y109 354 3837 SH SOLE 0 0 3837 ABBVIE INC COM 00287Y109 2 400 SH Put SOLE 0 0 400 ABERDEEN ASIA PACIFIC INCOM COM 003009107 63 16357 SH SOLE 0 0 16357 AFLAC INC COM 001055102 277 6072 SH SOLE 0 0 6072 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 285 2080 SH SOLE 0 0 2080 ALLERGAN PLC SHS G0177J108 1324 9904 SH SOLE 0 0 9904 ALLIANCEBERNSTEIN GBL HGH IN COM 01879R106 115 10940 SH SOLE 0 0 10940 ALPHABET INC CAP STK CL A 02079K305 2146 2054 SH SOLE 0 0 2054 ALPHABET INC CAP STK CL C 02079K107 398 384 SH SOLE 0 0 384 AMAZON COM INC COM 023135106 1823 1214 SH SOLE 0 0 1214 AMERCO COM 023586100 317 966 SH SOLE 0 0 966 AMERICAN EXPRESS CO COM 025816109 254 2668 SH SOLE 0 0 2668 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 211 3207 SH SOLE 0 0 3207 APPLE INC COM 037833100 1918 12160 SH SOLE 0 0 12160 ASSURANT INC COM 04621X108 244 2732 SH SOLE 0 0 2732 AT&T INC COM 00206R102 480 16826 SH SOLE 0 0 16826 AT&T INC COM 00206R102 0 400 SH Put SOLE 0 0 400 AUTODESK INC COM 052769106 679 5279 SH SOLE 0 0 5279 AUTODESK INC COM 052769106 11 5200 SH Put SOLE 0 0 5200 AVALONBAY CMNTYS INC COM 053484101 1528 8780 SH SOLE 0 0 8780 BERKSHIRE HATHAWAY INC DEL CL A 084670108 306 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 216 1056 SH SOLE 0 0 1056 BLACKROCK CORPOR HI YLD FD I COM 09255P107 103 11116 SH SOLE 0 0 11116 BLACKROCK FLOAT RATE OME STR COM 09255X100 173 14558 SH SOLE 0 0 14558 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 294 9847 SH SOLE 0 0 9847 BRISTOL MYERS SQUIBB CO COM 110122108 272 5226 SH SOLE 0 0 5226 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 247 7764 SH SOLE 0 0 7764 CHEVRON CORP NEW COM 166764100 275 2529 SH SOLE 0 0 2529 CHUBB LIMITED COM H1467J104 1274 9865 SH SOLE 0 0 9865 COCA COLA CO COM 191216100 263 5564 SH SOLE 0 0 5564 CONSOLIDATED EDISON INC COM 209115104 403 5276 SH SOLE 0 0 5276 COSTCO WHSL CORP NEW COM 22160K105 362 1779 SH SOLE 0 0 1779 CUMMINS INC COM 231021106 252 1887 SH SOLE 0 0 1887 CVS HEALTH CORP COM 126650100 308 4708 SH SOLE 0 0 4708 DIGITAL RLTY TR INC COM 253868103 271 2540 SH SOLE 0 0 2540 DISNEY WALT CO COM DISNEY 254687106 2319 21149 SH SOLE 0 0 21149 DOMINION ENERGY INC COM 25746U109 350 4904 SH SOLE 0 0 4904 EAGLE BANCORP INC MD COM 268948106 1476 30299 SH SOLE 0 0 30299 EMERSON ELEC CO COM 291011104 245 4107 SH SOLE 0 0 4107 EQUITY LIFESTYLE PPTYS INC COM 29472R108 275 2832 SH SOLE 0 0 2832 ESSEX PPTY TR INC COM 297178105 271 1105 SH SOLE 0 0 1105 EXXON MOBIL CORP COM 30231G102 351 5152 SH SOLE 0 0 5152 GENERAL DYNAMICS CORP COM 369550108 318 2020 SH SOLE 0 0 2020 GENERAL MLS INC COM 370334104 1782 45757 SH SOLE 0 0 45757 GENERAL MLS INC COM 370334104 2 1000 SH Put SOLE 0 0 1000 GENUINE PARTS CO COM 372460105 290 3023 SH SOLE 0 0 3023 GILEAD SCIENCES INC COM 375558103 326 5215 SH SOLE 0 0 5215 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 234 6136 SH SOLE 0 0 6136 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 752 15514 SH SOLE 0 0 15514 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 205 2023 SH SOLE 0 0 2023 INVESCO EXCHNG TRADED FD TR DWA DEV MKTS 46138E875 548 23855 SH SOLE 0 0 23855 ISHARES TR 0-5 YR TIPS ETF 46429B747 6173 62975 SH SOLE 0 0 62975 ISHARES TR CORE S&P SCP ETF 464287804 212 3065 SH SOLE 0 0 3065 ISHARES TR FLTG RATE NT ETF 46429B655 5142 102105 SH SOLE 0 0 102105 ISHARES TR IBOXX INV CP ETF 464287242 205 1820 SH SOLE 0 0 1820 ISHARES TR INTL MOMENTUM FT 46434V449 2312 90304 SH SOLE 0 0 90304 ISHARES TR INTL QLTY FACTOR 46434V456 205 7937 SH SOLE 0 0 7937 ISHARES TR MSCI ACWI ETF 464288257 2036 31733 SH SOLE 0 0 31733 ISHARES TR NASDAQ BIOTECH 464287556 1293 13410 SH SOLE 0 0 13410 ISHARES TR RUS 1000 ETF 464287622 286 2060 SH SOLE 0 0 2060 ISHARES TR RUS MID CAP ETF 464287499 419 9020 SH SOLE 0 0 9020 ISHARES TR RUSSELL 2000 ETF 464287655 277 2069 SH SOLE 0 0 2069 ISHARES TR S&P MC 400GR ETF 464287606 206 1078 SH SOLE 0 0 1078 ISHARES TR S&P MC 400VL ETF 464287705 266 1926 SH SOLE 0 0 1926 ISHARES TR SELECT DIVID ETF 464287168 452 5065 SH SOLE 0 0 5065 ISHARES TR SHRT NAT MUN ETF 464288158 213 2020 SH SOLE 0 0 2020 ISHARES TR U.S. FIN SVC ETF 464287770 795 7081 SH SOLE 0 0 7081 ISHARES TR USA MOMENTUM FCT 46432F396 2831 28250 SH SOLE 0 0 28250 ISHARES TR USA QUALITY FCTR 46432F339 2760 35959 SH SOLE 0 0 35959 JOHNSON & JOHNSON COM 478160104 673 5214 SH SOLE 0 0 5214 JPMORGAN CHASE & CO COM 46625H100 305 3122 SH SOLE 0 0 3122 KELLOGG CO COM 487836108 249 4365 SH SOLE 0 0 4365 MCDONALDS CORP COM 580135101 325 1829 SH SOLE 0 0 1829 MEDTRONIC PLC SHS G5960L103 281 3085 SH SOLE 0 0 3085 MICROSOFT CORP COM 594918104 489 4818 SH SOLE 0 0 4818 NEW AMER HIGH INCOME FD INC COM NEW 641876800 99 13140 SH SOLE 0 0 13140 NORTHROP GRUMMAN CORP COM 666807102 258 1052 SH SOLE 0 0 1052 PEOPLES UNITED FINANCIAL INC COM 712704105 275 19086 SH SOLE 0 0 19086 PEPSICO INC COM 713448108 566 5126 SH SOLE 0 0 5126 PHILIP MORRIS INTL INC COM 718172109 237 3557 SH SOLE 0 0 3557 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 350 3681 SH SOLE 0 0 3681 POLARIS INDS INC COM 731068102 235 3068 SH SOLE 0 0 3068 PROCTER AND GAMBLE CO COM 742718109 811 8825 SH SOLE 0 0 8825 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 409 4184 SH SOLE 0 0 4184 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2 400 SH Put SOLE 0 0 400 RYDER SYS INC COM 783549108 247 5130 SH SOLE 0 0 5130 SALESFORCE COM INC COM 79466L302 1558 11373 SH SOLE 0 0 11373 SANDRIDGE MISSISSIPPIAN TR I UNIT BEN INT 80007T101 17 21210 SH SOLE 0 0 21210 SHERWIN WILLIAMS CO COM 824348106 273 693 SH SOLE 0 0 693 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 214 6047 SH SOLE 0 0 6047 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3760 142167 SH SOLE 0 0 142167 SPDR S&P 500 ETF TR TR UNIT 78462F103 247 990 SH SOLE 0 0 990 SPDR SER TR BLOOMBERG SRT TR 78468R408 2972 114184 SH SOLE 0 0 114184 SPDR SER TR NUVEEN BLMBRG SR 78468R739 213 4425 SH SOLE 0 0 4425 SPDR SER TR PRTFLO S&P500 HI 78468R788 268 7867 SH SOLE 0 0 7867 SPDR SERIES TRUST HLTH CR EQUIP 78464A581 1381 19713 SH SOLE 0 0 19713 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 1222 26652 SH SOLE 0 0 26652 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 494 9158 SH SOLE 0 0 9158 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 271 5036 SH SOLE 0 0 5036 SPDR SERIES TRUST S&P BK ETF 78464A797 1562 41810 SH SOLE 0 0 41810 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 3465 71241 SH SOLE 0 0 71241 TORONTO DOMINION BK ONT COM NEW 891160509 317 6381 SH SOLE 0 0 6381 TRAVELERS COMPANIES INC COM 89417E109 287 2396 SH SOLE 0 0 2396 UNILEVER PLC SPON ADR NEW 904767704 276 5279 SH SOLE 0 0 5279 UNION PAC CORP COM 907818108 282 2040 SH SOLE 0 0 2040 UNITED TECHNOLOGIES CORP COM 913017109 345 3242 SH SOLE 0 0 3242 VANGUARD GROUP DIV APP ETF 921908844 464 4733 SH SOLE 0 0 4733 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 610 8175 SH SOLE 0 0 8175 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1122 9838 SH SOLE 0 0 9838 VANGUARD INDEX FDS TOTAL STK MKT 922908769 298 2336 SH SOLE 0 0 2336 VANGUARD INDEX FDS VALUE ETF 922908744 557 5686 SH SOLE 0 0 5686 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 6405 140514 SH SOLE 0 0 140514 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 839 22023 SH SOLE 0 0 22023 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 328 6743 SH SOLE 0 0 6743 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 696 11488 SH SOLE 0 0 11488 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 297 6199 SH SOLE 0 0 6199 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 647 17439 SH SOLE 0 0 17439 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 268 3435 SH SOLE 0 0 3435 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 427 2661 SH SOLE 0 0 2661 VANGUARD WORLD FDS INF TECH ETF 92204A702 334 2004 SH SOLE 0 0 2004 VERIZON COMMUNICATIONS INC COM 92343V104 807 14363 SH SOLE 0 0 14363 VISA INC COM CL A 92826C839 357 2705 SH SOLE 0 0 2705 WASTE MGMT INC DEL COM 94106L109 285 3201 SH SOLE 0 0 3201 WISDOMTREE TR CURRNCY INT EQ 97717X263 2870 110761 SH SOLE 0 0 110761 WISDOMTREE TR DYNAMIC LNG EQ 97717X313 1372 47345 SH SOLE 0 0 47345 WISDOMTREE TR EM EX ST-OWNED 97717X578 1947 76168 SH SOLE 0 0 76168 WISDOMTREE TR EMER MKT HIGH FD 97717W315 2766 68897 SH SOLE 0 0 68897 WISDOMTREE TR EMG MKTS SMCAP 97717W281 829 19783 SH SOLE 0 0 19783 WISDOMTREE TR EUROPE SMCP DV 97717W869 395 7402 SH SOLE 0 0 7402 WISDOMTREE TR FLOATNG RAT TREA 97717X628 1531 61037 SH SOLE 0 0 61037 WISDOMTREE TR INDIA ERNGS FD 97717W422 1825 73571 SH SOLE 0 0 73571 WISDOMTREE TR INTL MIDCAP DV 97717W778 2183 38471 SH SOLE 0 0 38471 WISDOMTREE TR INTL QULTY DIV 97717X131 2714 108154 SH SOLE 0 0 108154 WISDOMTREE TR INTL SMCAP DIV 97717W760 2155 35728 SH SOLE 0 0 35728 WISDOMTREE TR JP SMALLCP DIV 97717W836 422 6554 SH SOLE 0 0 6554 WISDOMTREE TR US EARNINGS 500 97717W588 2282 80937 SH SOLE 0 0 80937 WISDOMTREE TR US MIDCAP DIVID 97717W505 2741 86667 SH SOLE 0 0 86667 WISDOMTREE TR US MIDCP EARNING 97717W570 1130 32957 SH SOLE 0 0 32957 WISDOMTREE TR US SMALLCP ERNGS 97717W562 1498 46740 SH SOLE 0 0 46740 WISDOMTREE TR YIELD ENHANCD US 97717X511 4436 91990 SH SOLE 0 0 91990