0001085146-20-001137.txt : 20200416 0001085146-20-001137.hdr.sgml : 20200416 20200416164257 ACCESSION NUMBER: 0001085146-20-001137 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200416 DATE AS OF CHANGE: 20200416 EFFECTIVENESS DATE: 20200416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Surevest, LLC CENTRAL INDEX KEY: 0001593842 IRS NUMBER: 843898105 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19426 FILM NUMBER: 20796828 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 FORMER COMPANY: FORMER CONFORMED NAME: Surevest Inc. DATE OF NAME CHANGE: 20131209 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001593842 XXXXXXXX 03-31-2020 03-31-2020 false Surevest, LLC

2425 E. CAMELBACK RD STE 890 PHOENIX AZ 85016

13F HOLDINGS REPORT 028-19426 N Robert Luna 480-272-7116 /s/ Robert Luna Phoenix AZ 04-16-2020 0 96 183745 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 2315 16957 SH SOLE 0 0 16957 ABBVIE INC COM 00287Y109 2576 33816 SH SOLE 0 0 33816 AFLAC INC COM 001055102 2279 66564 SH SOLE 0 0 66564 AIR PRODS & CHEMS INC COM 009158106 2416 12105 SH SOLE 0 0 12105 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2838 14592 SH SOLE 0 0 14592 ALPHABET INC CAP STK CL C 02079K107 3399 2923 SH SOLE 0 0 2923 ALPHABET INC CAP STK CL A 02079K305 1002 862 SH SOLE 0 0 862 AMAZON COM INC COM 023135106 4652 2386 SH SOLE 0 0 2386 AMGEN INC COM 031162100 225 1108 SH SOLE 0 0 1108 APPLE INC COM 037833100 4576 17996 SH SOLE 0 0 17996 ASSURANT INC COM 04621X108 2496 23982 SH SOLE 0 0 23982 AT&T INC COM 00206R102 2378 81564 SH SOLE 0 0 81564 AUTODESK INC COM 052769106 590 3779 SH SOLE 0 0 3779 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 523 2860 SH SOLE 0 0 2860 BLACKSTONE GROUP INC COM CL A 09260D107 274 6015 SH SOLE 0 0 6015 BRISTOL-MYERS SQUIBB CO COM 110122108 2694 48338 SH SOLE 0 0 48338 CARLYLE GROUP INC COM 14316J108 2035 93995 SH SOLE 0 0 93995 CHEVRON CORP NEW COM 166764100 2536 35004 SH SOLE 0 0 35004 CLOROX CO DEL COM 189054109 2455 14172 SH SOLE 0 0 14172 COCA COLA CO COM 191216100 2376 53694 SH SOLE 0 0 53694 COLGATE PALMOLIVE CO COM 194162103 2559 38569 SH SOLE 0 0 38569 CONSOLIDATED EDISON INC COM 209115104 2642 33870 SH SOLE 0 0 33870 COSTCO WHSL CORP NEW COM 22160K105 408 1431 SH SOLE 0 0 1431 CROWDSTRIKE HLDGS INC CL A 22788C105 1900 34122 SH SOLE 0 0 34122 CUMMINS INC COM 231021106 2491 18409 SH SOLE 0 0 18409 DISNEY WALT CO COM DISNEY 254687106 2727 28229 SH SOLE 0 0 28229 DOMINION ENERGY INC COM 25746U109 2548 35290 SH SOLE 0 0 35290 EAGLE BANCORP INC MD COM 268948106 388 12843 SH SOLE 0 0 12843 EMERSON ELEC CO COM 291011104 2388 50124 SH SOLE 0 0 50124 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 221 48102 SH SOLE 0 0 48102 ENTERPRISE PRODS PARTNERS L COM 293792107 450 31498 SH SOLE 0 0 31498 EXXON MOBIL CORP COM 30231G102 2270 59790 SH SOLE 0 0 59790 FACEBOOK INC CL A 30303M102 3409 20439 SH SOLE 0 0 20439 FORD MTR CO DEL COM 345370860 73 15200 SH SOLE 0 0 15200 GENERAL DYNAMICS CORP COM 369550108 2377 17962 SH SOLE 0 0 17962 GENERAL MLS INC COM 370334104 2967 56228 SH SOLE 0 0 56228 GENUINE PARTS CO COM 372460105 2389 35479 SH SOLE 0 0 35479 GILEAD SCIENCES INC COM 375558103 548 7335 SH SOLE 0 0 7335 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 265 6986 SH SOLE 0 0 6986 ILLINOIS TOOL WKS INC COM 452308109 2382 16764 SH SOLE 0 0 16764 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 321 5954 SH SOLE 0 0 5954 ISHARES TR RUS MID CAP ETF 464287499 239 5536 SH SOLE 0 0 5536 ISHARES TR INTRM TR CRP ETF 464288638 2177 39639 SH SOLE 0 0 39639 ISHARES TR SH TR CRPORT ETF 464288646 2171 41456 SH SOLE 0 0 41456 ISHARES TR FLTG RATE NT ETF 46429B655 377 7741 SH SOLE 0 0 7741 ISHARES TR 0-5 YR TIPS ETF 46429B747 515 5152 SH SOLE 0 0 5152 JOHNSON & JOHNSON COM 478160104 2695 20550 SH SOLE 0 0 20550 JPMORGAN CHASE & CO COM 46625H100 2115 23496 SH SOLE 0 0 23496 KELLOGG CO COM 487836108 2459 40998 SH SOLE 0 0 40998 KIMBERLY CLARK CORP COM 494368103 2404 18801 SH SOLE 0 0 18801 LYFT INC CL A COM 55087P104 1975 73567 SH SOLE 0 0 73567 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 529 14503 SH SOLE 0 0 14503 MCDONALDS CORP COM 580135101 2356 14247 SH SOLE 0 0 14247 MEDICAL PPTYS TRUST INC COM 58463J304 3045 176128 SH SOLE 0 0 176128 MEDTRONIC PLC SHS G5960L103 2375 26331 SH SOLE 0 0 26331 MICROSOFT CORP COM 594918104 3092 19606 SH SOLE 0 0 19606 NIKE INC CL B 654106103 2358 28496 SH SOLE 0 0 28496 NORTHROP GRUMMAN CORP COM 666807102 2510 8296 SH SOLE 0 0 8296 NUTANIX INC CL A 67059N108 316 20000 SH SOLE 0 0 20000 PALO ALTO NETWORKS INC COM 697435105 2797 17061 SH SOLE 0 0 17061 PEOPLES UTD FINL INC COM 712704105 2221 201018 SH SOLE 0 0 201018 PEPSICO INC COM 713448108 2644 22013 SH SOLE 0 0 22013 PHILIP MORRIS INTL INC COM 718172109 2236 30645 SH SOLE 0 0 30645 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 154 29226 SH SOLE 0 0 29226 POLARIS INC COM 731068102 2327 48327 SH SOLE 0 0 48327 PROCTER & GAMBLE CO COM 742718109 2712 24652 SH SOLE 0 0 24652 RESMED INC COM 761152107 249 1688 SH SOLE 0 0 1688 RH COM 74967X103 2887 28737 SH SOLE 0 0 28737 SALESFORCE COM INC COM 79466L302 2790 19377 SH SOLE 0 0 19377 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2154 41645 SH SOLE 0 0 41645 SERVICENOW INC COM 81762P102 2671 9322 SH SOLE 0 0 9322 SHERWIN WILLIAMS CO COM 824348106 2297 4998 SH SOLE 0 0 4998 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1196 49942 SH SOLE 0 0 49942 SPDR S&P 500 ETF TR TR UNIT 78462F103 1563 6063 SH SOLE 0 0 6063 SPDR SER TR PRTFLO S&P500 GW 78464A409 272 7604 SH SOLE 0 0 7604 SPDR SER TR PRTFLO S&P500 VL 78464A508 257 9944 SH SOLE 0 0 9944 SPDR SER TR S&P BK ETF 78464A797 240 8892 SH SOLE 0 0 8892 SPDR SER TR S&P 400 MDCP GRW 78464A821 281 6557 SH SOLE 0 0 6557 SPDR SER TR BLOOMBERG SRT TR 78468R408 437 18569 SH SOLE 0 0 18569 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 406 8419 SH SOLE 0 0 8419 TRAVELERS COMPANIES INC COM 89417E109 2221 22352 SH SOLE 0 0 22352 UNION PAC CORP COM 907818108 2298 16295 SH SOLE 0 0 16295 UNITED PARCEL SERVICE INC CL B 911312106 2430 26010 SH SOLE 0 0 26010 UNITED TECHNOLOGIES CORP COM 913017109 2166 22961 SH SOLE 0 0 22961 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 2252 89000 SH SOLE 0 0 89000 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 12991 152212 SH SOLE 0 0 152212 VANGUARD INDEX FDS SM CP VAL ETF 922908611 417 4693 SH SOLE 0 0 4693 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 239 2314 SH SOLE 0 0 2314 VERIZON COMMUNICATIONS INC COM 92343V104 2730 50812 SH SOLE 0 0 50812 VISA INC COM CL A 92826C839 2646 16421 SH SOLE 0 0 16421 WASTE MGMT INC DEL COM 94106L109 2293 24771 SH SOLE 0 0 24771 WELLS FARGO CO NEW PERP PFD CNV A 949746804 1828 1435 SH SOLE 0 0 1435 WISDOMTREE TR US MIDCAP DIVID 97717W505 316 13076 SH SOLE 0 0 13076 WISDOMTREE TR US LARGECAP FUND 97717W588 338 12015 SH SOLE 0 0 12015 WISDOMTREE TR YIELD ENHANCD US 97717X511 376 7281 SH SOLE 0 0 7281 WISDOMTREE TR FLOATNG RAT TREA 97717X628 1347 53650 SH SOLE 0 0 53650