Chief Executive Officer

0001085146-19-002522.txt : 20191015 0001085146-19-002522.hdr.sgml : 20191015 20191015105447 ACCESSION NUMBER: 0001085146-19-002522 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191015 DATE AS OF CHANGE: 20191015 EFFECTIVENESS DATE: 20191015 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: 191149962 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 09-30-2019 09-30-2019 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 10-11-2019 0 133 203213 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 1297 7890 SH SOLE 0 0 7890 ABBVIE INC COM 00287Y109 1341 17713 SH SOLE 0 0 17713 AFLAC INC COM 001055102 1687 32246 SH SOLE 0 0 32246 AIR PRODS & CHEMS INC COM 009158106 984 4434 SH SOLE 0 0 4434 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1309 7830 SH SOLE 0 0 7830 ALPHABET INC CAP STK CL A 02079K305 2448 2005 SH SOLE 0 0 2005 ALPHABET INC CAP STK CL C 02079K107 544 446 SH SOLE 0 0 446 AMAZON COM INC COM 023135106 2779 1601 SH SOLE 0 0 1601 AMGEN INC COM 031162100 236 1220 SH SOLE 0 0 1220 APPLE INC COM 037833100 2129 9507 SH SOLE 0 0 9507 ASSURANT INC COM 04621X108 1724 13700 SH SOLE 0 0 13700 AT&T INC COM 00206R102 1742 46030 SH SOLE 0 0 46030 AUTODESK INC COM 052769106 780 5279 SH SOLE 0 0 5279 AUTODESK INC COM 052769106 18 5200 SH Put SOLE 0 0 5200 AVALONBAY CMNTYS INC COM 053484101 2488 11556 SH SOLE 0 0 11556 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 531 2555 SH SOLE 0 0 2555 BLACKSTONE GROUP INC COM CL A 09260D107 1660 33990 SH SOLE 0 0 33990 BRISTOL MYERS SQUIBB CO COM 110122108 980 19333 SH SOLE 0 0 19333 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 597 16188 SH SOLE 0 0 16188 CARLYLE GROUP L P COM UTS LTD PTN 14309L102 1171 45817 SH SOLE 0 0 45817 CHEVRON CORP NEW COM 166764100 1373 11577 SH SOLE 0 0 11577 CHUBB LIMITED COM H1467J104 228 1415 SH SOLE 0 0 1415 CLOROX CO DEL COM 189054109 893 5877 SH SOLE 0 0 5877 COCA COLA CO COM 191216100 1477 27123 SH SOLE 0 0 27123 COLGATE PALMOLIVE CO COM 194162103 944 12846 SH SOLE 0 0 12846 CONSOLIDATED EDISON INC COM 209115104 1681 17790 SH SOLE 0 0 17790 COSTCO WHSL CORP NEW COM 22160K105 492 1706 SH SOLE 0 0 1706 CUMMINS INC COM 231021106 1757 10801 SH SOLE 0 0 10801 CVS HEALTH CORP COM 126650100 484 7668 SH SOLE 0 0 7668 DIGITAL RLTY TR INC COM 253868103 2028 15624 SH SOLE 0 0 15624 DISNEY WALT CO COM DISNEY 254687106 2563 19670 SH SOLE 0 0 19670 DOMINION ENERGY INC COM 25746U109 1613 19902 SH SOLE 0 0 19902 EAGLE BANCORP INC MD COM 268948106 1028 23044 SH SOLE 0 0 23044 EMERSON ELEC CO COM 291011104 1382 20669 SH SOLE 0 0 20669 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 629 48102 SH SOLE 0 0 48102 ENTERPRISE PRODS PARTNERS L COM 293792107 898 31404 SH SOLE 0 0 31404 EQUITY LIFESTYLE PPTYS INC COM 29472R108 2163 16192 SH SOLE 0 0 16192 ESSEX PPTY TR INC COM 297178105 2136 6539 SH SOLE 0 0 6539 EXXON MOBIL CORP COM 30231G102 1651 23380 SH SOLE 0 0 23380 FORD MTR CO DEL COM 345370860 121 13200 SH SOLE 0 0 13200 GENERAL DYNAMICS CORP COM 369550108 1455 7961 SH SOLE 0 0 7961 GENERAL MLS INC COM 370334104 2255 40916 SH SOLE 0 0 40916 GENUINE PARTS CO COM 372460105 1629 16357 SH SOLE 0 0 16357 GILEAD SCIENCES INC COM 375558103 1392 21962 SH SOLE 0 0 21962 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 319 7468 SH SOLE 0 0 7468 HEALTHCARE TR AMER INC CL A NEW 42225P501 272 9256 SH SOLE 0 0 9256 ILLINOIS TOOL WKS INC COM 452308109 951 6078 SH SOLE 0 0 6078 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 791 12985 SH SOLE 0 0 12985 INVESCO EXCHNG TRADED FD TR DWA DEV MKTS 46138E875 315 11925 SH SOLE 0 0 11925 ISHARES TR 0-5 YR TIPS ETF 46429B747 6467 64560 SH SOLE 0 0 64560 ISHARES TR CORE US AGGBD ET 464287226 272 2407 SH SOLE 0 0 2407 ISHARES TR FLTG RATE NT ETF 46429B655 6209 121811 SH SOLE 0 0 121811 ISHARES TR INTL MOMENTUM FT 46434V449 3165 107721 SH SOLE 0 0 107721 ISHARES TR INTL QLTY FACTOR 46434V456 236 7937 SH SOLE 0 0 7937 ISHARES TR MSCI ACWI ETF 464288257 2116 28692 SH SOLE 0 0 28692 ISHARES TR NASDAQ BIOTECH 464287556 327 3288 SH SOLE 0 0 3288 ISHARES TR RUS MID CAP ETF 464287499 257 4589 SH SOLE 0 0 4589 ISHARES TR SHRT NAT MUN ETF 464288158 217 2041 SH SOLE 0 0 2041 ISHARES TR U.S. FIN SVC ETF 464287770 290 2124 SH SOLE 0 0 2124 ISHARES TR US TREAS BD ETF 46429B267 205 7771 SH SOLE 0 0 7771 ISHARES TR USA MOMENTUM FCT 46432F396 1959 16426 SH SOLE 0 0 16426 ISHARES TR USA QUALITY FCTR 46432F339 2377 25725 SH SOLE 0 0 25725 JOHNSON & JOHNSON COM 478160104 1596 12336 SH SOLE 0 0 12336 JPMORGAN CHASE & CO COM 46625H100 305 2593 SH SOLE 0 0 2593 KELLOGG CO COM 487836108 1545 24002 SH SOLE 0 0 24002 KIMBERLY CLARK CORP COM 494368103 989 6961 SH SOLE 0 0 6961 LYFT INC CL A COM 55087P104 718 17573 SH SOLE 0 0 17573 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 958 14462 SH SOLE 0 0 14462 MCDONALDS CORP COM 580135101 1778 8282 SH SOLE 0 0 8282 MEDTRONIC PLC SHS G5960L103 1602 14751 SH SOLE 0 0 14751 MICROSOFT CORP COM 594918104 818 5884 SH SOLE 0 0 5884 NIKE INC CL B 654106103 1041 11085 SH SOLE 0 0 11085 NORTHROP GRUMMAN CORP COM 666807102 1947 5194 SH SOLE 0 0 5194 NUTANIX INC CL A 67059N108 788 30000 SH SOLE 0 0 30000 PEOPLES UTD FINL INC COM 712704105 1628 104140 SH SOLE 0 0 104140 PEPSICO INC COM 713448108 1837 13398 SH SOLE 0 0 13398 PHILIP MORRIS INTL INC COM 718172109 1349 17765 SH SOLE 0 0 17765 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 606 29226 SH SOLE 0 0 29226 POLARIS INC COM 731068102 1409 16010 SH SOLE 0 0 16010 PROCTER & GAMBLE CO COM 742718109 2070 16644 SH SOLE 0 0 16644 PRUDENTIAL FINL INC COM 744320102 222 2470 SH SOLE 0 0 2470 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 211 3395 SH SOLE 0 0 3395 RESMED INC COM 761152107 228 1688 SH SOLE 0 0 1688 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1188 10964 SH SOLE 0 0 10964 RYDER SYS INC COM 783549108 1533 29611 SH SOLE 0 0 29611 SALESFORCE COM INC COM 79466L302 1778 11976 SH SOLE 0 0 11976 SHERWIN WILLIAMS CO COM 824348106 1717 3123 SH SOLE 0 0 3123 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 5232 178200 SH SOLE 0 0 178200 SPDR S&P 500 ETF TR TR UNIT 78462F103 2331 7855 SH SOLE 0 0 7855 SPDR S&P 500 ETF TR TR UNIT 78462F103 31 2400 SH Put SOLE 0 0 2400 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 497 1409 SH SOLE 0 0 1409 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 21 1400 SH Put SOLE 0 0 1400 SPDR SERIES TRUST BLOOMBERG SRT TR 78468R408 2921 108139 SH SOLE 0 0 108139 SPDR SERIES TRUST HLTH CR EQUIP 78464A581 854 10939 SH SOLE 0 0 10939 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 219 4467 SH SOLE 0 0 4467 SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 273 7178 SH SOLE 0 0 7178 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 2158 40162 SH SOLE 0 0 40162 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 781 13114 SH SOLE 0 0 13114 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 1169 19075 SH SOLE 0 0 19075 SPDR SERIES TRUST S&P BK ETF 78464A797 777 18011 SH SOLE 0 0 18011 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 5674 114242 SH SOLE 0 0 114242 TORONTO DOMINION BK ONT COM NEW 891160509 720 12352 SH SOLE 0 0 12352 TRAVELERS COMPANIES INC COM 89417E109 1495 10057 SH SOLE 0 0 10057 UNILEVER PLC SPON ADR NEW 904767704 653 10873 SH SOLE 0 0 10873 UNION PACIFIC CORP COM 907818108 1601 9882 SH SOLE 0 0 9882 UNITED TECHNOLOGIES CORP COM 913017109 1558 11410 SH SOLE 0 0 11410 VANGUARD GROUP DIV APP ETF 921908844 394 3291 SH SOLE 0 0 3291 VANGUARD INDEX FDS SM CP VAL ETF 922908611 828 6428 SH SOLE 0 0 6428 VANGUARD INDEX FDS VALUE ETF 922908744 283 2531 SH SOLE 0 0 2531 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 6875 137769 SH SOLE 0 0 137769 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 393 9760 SH SOLE 0 0 9760 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 312 3511 SH SOLE 0 0 3511 VANGUARD WORLD FDS INF TECH ETF 92204A702 220 1019 SH SOLE 0 0 1019 VERIZON COMMUNICATIONS INC COM 92343V104 1734 28720 SH SOLE 0 0 28720 VISA INC COM CL A 92826C839 2082 12102 SH SOLE 0 0 12102 WASTE MGMT INC DEL COM 94106L109 1503 13071 SH SOLE 0 0 13071 WELLS FARGO CO NEW PERP PFD CNV A 949746804 999 656 SH SOLE 0 0 656 WISDOMTREE TR CURRNCY INT EQ 97717X263 3222 111814 SH SOLE 0 0 111814 WISDOMTREE TR DYNAMIC LNG EQ 97717X313 1602 57662 SH SOLE 0 0 57662 WISDOMTREE TR EM EX ST-OWNED 97717X578 1249 45183 SH SOLE 0 0 45183 WISDOMTREE TR EMER MKT HIGH FD 97717W315 3860 93448 SH SOLE 0 0 93448 WISDOMTREE TR EMG MKTS SMCAP 97717W281 530 11953 SH SOLE 0 0 11953 WISDOMTREE TR EUROPE SMCP DV 97717W869 201 3594 SH SOLE 0 0 3594 WISDOMTREE TR FLOATNG RAT TREA 97717X628 1998 79762 SH SOLE 0 0 79762 WISDOMTREE TR INDIA ERNGS FD 97717W422 2150 90164 SH SOLE 0 0 90164 WISDOMTREE TR INTL MIDCAP DV 97717W778 2479 41107 SH SOLE 0 0 41107 WISDOMTREE TR INTL QULTY DIV 97717X131 5758 200003 SH SOLE 0 0 200003 WISDOMTREE TR INTL SMCAP DIV 97717W760 3892 61269 SH SOLE 0 0 61269 WISDOMTREE TR US LARGECAP FUND 97717W588 2232 66547 SH SOLE 0 0 66547 WISDOMTREE TR US MIDCAP DIVID 97717W505 4148 114226 SH SOLE 0 0 114226 WISDOMTREE TR US MIDCAP FUND 97717W570 2113 53584 SH SOLE 0 0 53584 WISDOMTREE TR US SMALLCAP FUND 97717W562 2581 72499 SH SOLE 0 0 72499 WISDOMTREE TR YIELD ENHANCD US 97717X511 5287 101122 SH SOLE 0 0 101122