Pictet North America Advisors SA Diversified Active

CIK: 0001599576 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 6, 2022

Total Value ($000): $862,395 (100.0% shares, 0.0% debt)

Holdings (127)

BUR BURFORD CAP LTD 8.1%
Value ($000) $69,881 Shares 7,647,727 Est. Cost $8.30 Unrealized +10.3%
MSFT MICROSOFT CORP 5.5%
Value ($000) $47,172 Shares 153,001 Est. Cost $81.61 Unrealized +257.1%
CWB SPDR SER TR 5.2%
Value ($000) $44,704 Shares 580,953 Est. Cost $54.23 Unrealized
GOOGL ALPHABET INC 5.2%
Value ($000) $44,599 Shares 16,035 Est. Cost $48.90 Unrealized +175.7%
AAPL APPLE INC 4.6%
Value ($000) $39,564 Shares 226,587 Est. Cost $84.71 Unrealized +94.6%
UNH UNITEDHEALTH GROUP INC 4.3%
Value ($000) $37,095 Shares 72,739 Est. Cost $242.05 Unrealized +86.4%
EWJ ISHARES INC 3.9%
Value ($000) $33,279 Shares 540,155 Est. Cost $56.78 Unrealized
AMZN AMAZON COM INC 3.7%
Value ($000) $32,026 Shares 9,824 Est. Cost $92.29 Unrealized +67.4%
GLD SPDR GOLD TR 3.3%
Value ($000) $28,737 Shares 159,078 Est. Cost $130.51 Unrealized
V VISA INC 3.3%
Value ($000) $28,199 Shares 127,155 Est. Cost $97.23 Unrealized +116.0%
META META PLATFORMS INC 3.2%
Value ($000) $27,604 Shares 124,140 Est. Cost $138.59 Unrealized +79.1%
EBND SPDR SER TR 3.2%
Value ($000) $27,577 Shares 1,213,239 Est. Cost $25.94 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.6%
Value ($000) $22,069 Shares 211,672 Est. Cost $10.89 Unrealized
XLV SELECT SECTOR SPDR TR 2.3%
Value ($000) $20,245 Shares 147,787 Est. Cost $91.01 Unrealized
BARRICK GOLD CORP 2.0%
Value ($000) $17,547 Shares 715,338 Est. Cost $20.60 Unrealized
ALC ALCON AG 2.0%
Value ($000) $17,281 Shares 215,779 Est. Cost $59.81 Unrealized +27.6%
HD HOME DEPOT INC 1.9%
Value ($000) $16,098 Shares 53,779 Est. Cost $127.39 Unrealized +146.5%
VGK VANGUARD INTL EQUITY INDEX F 1.7%
Value ($000) $14,789 Shares 237,459 Est. Cost $53.48 Unrealized
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $14,786 Shares 108,467 Est. Cost $71.03 Unrealized +88.2%
BABA ALIBABA GROUP HLDG LTD 1.6%
Value ($000) $13,520 Shares 124,265 Est. Cost $131.72 Unrealized
AZN ASTRAZENECA PLC 1.5%
Value ($000) $13,112 Shares 197,644 Est. Cost $39.89 Unrealized
UBS UBS GROUP AG 1.5%
Value ($000) $12,728 Shares 645,536 Est. Cost $12.88 Unrealized +46.8%
FIS FIDELITY NATL INFORMATION SV 1.3%
Value ($000) $11,288 Shares 112,406 Est. Cost $101.42 Unrealized -6.5%
BX BLACKSTONE INC 1.3%
Value ($000) $11,121 Shares 87,605 Est. Cost $107.20 Unrealized 0.0%
EEM ISHARES TR 1.3%
Value ($000) $10,811 Shares 239,440 Est. Cost $37.68 Unrealized
EWL ISHARES INC 1.2%
Value ($000) $10,620 Shares 216,287 Est. Cost $39.23 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 1.1%
Value ($000) $9,061 Shares 964,910 Est. Cost $11.17 Unrealized
INDA ISHARES TR 1.0%
Value ($000) $9,009 Shares 202,179 Est. Cost $34.88 Unrealized
MU MICRON TECHNOLOGY INC 0.9%
Value ($000) $8,041 Shares 103,231 Est. Cost $62.27 Unrealized +33.9%
LOGI LOGITECH INTL S A 0.9%
Value ($000) $7,718 Shares 102,636 Est. Cost $82.03 Unrealized -11.8%
EXAS EXACT SCIENCES CORP 0.9%
Value ($000) $7,634 Shares 109,178 Est. Cost $93.50 Unrealized -21.8%
FAST FASTENAL CO 0.8%
Value ($000) $7,027 Shares 118,303 Est. Cost $14.04 Unrealized +81.0%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $5,576 Shares 15,603 Est. Cost $220.84 Unrealized +59.2%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $5,243 Shares 8,877 Est. Cost $406.44 Unrealized +39.8%
CSCO CISCO SYS INC 0.6%
Value ($000) $5,202 Shares 93,287 Est. Cost $31.14 Unrealized +61.4%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $5,177 Shares 22,737 Est. Cost $204.83 Unrealized
GDX VANECK ETF TRUST 0.6%
Value ($000) $4,872 Shares 127,044 Est. Cost $27.51 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $4,753 Shares 19,221 Est. Cost $151.03 Unrealized +50.8%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $4,448 Shares 100,438 Est. Cost $36.32 Unrealized +19.3%
ALGN ALIGN TECHNOLOGY INC 0.5%
Value ($000) $4,357 Shares 9,992 Est. Cost $283.97 Unrealized +71.4%
EOG EOG RES INC 0.5%
Value ($000) $3,961 Shares 33,223 Est. Cost $56.72 Unrealized +64.8%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $3,878 Shares 33,528 Est. Cost $116.25 Unrealized +14.2%
BHP BHP GROUP LTD 0.4%
Value ($000) $3,863 Shares 50,000 Est. Cost $23.04 Unrealized
DB DEUTSCHE BANK A G 0.4%
Value ($000) $3,842 Shares 300,000 Est. Cost $13.41 Unrealized -11.0%
PEP PEPSICO INC 0.4%
Value ($000) $3,624 Shares 21,649 Est. Cost $98.96 Unrealized +50.0%
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $3,593 Shares 21,708 Est. Cost $103.23 Unrealized +41.5%
HDB HDFC BANK LTD 0.4%
Value ($000) $3,332 Shares 54,327 Est. Cost $22.32 Unrealized
FXI ISHARES TR 0.4%
Value ($000) $3,072 Shares 96,086 Est. Cost $43.78 Unrealized
AMEDISYS INC 0.4%
Value ($000) $3,055 Shares 17,733 Est. Cost $152.56 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $2,856 Shares 34,523 Est. Cost $44.63 Unrealized +72.5%
BOH BANK HAWAII CORP 0.3%
Value ($000) $2,727 Shares 32,500 Est. Cost $51.48 Unrealized +40.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,645 Shares 5 Est. Cost $206031.66 Unrealized +135.6%
HE HAWAIIAN ELEC INDUSTRIES 0.3%
Value ($000) $2,539 Shares 60,000 Est. Cost $30.62 Unrealized +36.0%
GOOG ALPHABET INC 0.3%
Value ($000) $2,491 Shares 892 Est. Cost $49.32 Unrealized +173.6%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value ($000) $2,380 Shares 50,000 Est. Cost $16.71 Unrealized +149.2%
EWT ISHARES INC 0.3%
Value ($000) $2,319 Shares 37,741 Est. Cost $33.22 Unrealized
EQIX EQUINIX INC 0.3%
Value ($000) $2,217 Shares 2,990 Est. Cost $625.76 Unrealized +6.2%
EZU ISHARES INC 0.2%
Value ($000) $2,111 Shares 48,791 Est. Cost $37.45 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,085 Shares 5,750 Est. Cost $350.46 Unrealized
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $2,047 Shares 31,211 Est. Cost $69.63 Unrealized -8.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $2,025 Shares 21,555 Est. Cost $58.94 Unrealized +40.5%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,702 Shares 36,897 Est. Cost $42.26 Unrealized
EWG ISHARES INC 0.2%
Value ($000) $1,699 Shares 59,859 Est. Cost $29.26 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,641 Shares 4,650 Est. Cost $201.06 Unrealized +60.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,547 Shares 3,426 Est. Cost $341.93 Unrealized
BIDU BAIDU INC 0.2%
Value ($000) $1,478 Shares 11,172 Est. Cost $27.13 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,431 Shares 13,089 Est. Cost $119.38 Unrealized 0.0%
ACWI ISHARES TR 0.2%
Value ($000) $1,396 Shares 13,995 Est. Cost $105.75 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,380 Shares 7,789 Est. Cost $110.76 Unrealized +37.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $1,334 Shares 10,095 Est. Cost $79.69 Unrealized +53.8%
EWQ ISHARES INC 0.2%
Value ($000) $1,333 Shares 37,716 Est. Cost $35.34 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $1,313 Shares 12,772 Est. Cost $57.85 Unrealized +28.4%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,150 Shares 30,000 Est. Cost $23.93 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $1,145 Shares 4,000 Est. Cost $90.28 Unrealized +175.3%
DEO DIAGEO PLC 0.1%
Value ($000) $1,142 Shares 5,623 Est. Cost $47.18 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,084 Shares 10,945 Est. Cost $55.90 Unrealized +55.2%
C CITIGROUP INC 0.1%
Value ($000) $1,059 Shares 19,834 Est. Cost $48.44 Unrealized +10.4%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,046 Shares 6,600 Est. Cost $76.60 Unrealized +86.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,045 Shares 5,698 Est. Cost $91.40 Unrealized +72.1%
CBRE CBRE GROUP INC 0.1%
Value ($000) $1,044 Shares 11,409 Est. Cost $59.38 Unrealized +64.1%
ZTS ZOETIS INC 0.1%
Value ($000) $1,016 Shares 5,386 Est. Cost $86.36 Unrealized +120.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $862 Shares 10,181 Est. Cost $58.09 Unrealized +24.1%
LINDE PLC 0.1%
Value ($000) $858 Shares 2,654 Est. Cost $224.51 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $841 Shares 5,500 Est. Cost $45.91 Unrealized +234.5%
EIDO ISHARES TR 0.1%
Value ($000) $835 Shares 33,750 Est. Cost $25.85 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $819 Shares 3,929 Est. Cost $86.26 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $815 Shares 16,450 Est. Cost $37.82 Unrealized +22.1%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $811 Shares 5,100 Est. Cost $71.71 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $787 Shares 3,458 Est. Cost $120.81 Unrealized +63.0%
CME CME GROUP INC 0.1%
Value ($000) $708 Shares 2,975 Est. Cost $129.10 Unrealized +55.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $701 Shares 3,605 Est. Cost $112.57 Unrealized +51.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $656 Shares 5,129 Est. Cost $126.23 Unrealized -7.7%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $648 Shares 928 Est. Cost $334.59 Unrealized +88.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $621 Shares 1,495 Est. Cost $396.19 Unrealized
EWU ISHARES TR 0.1%
Value ($000) $621 Shares 18,470 Est. Cost $33.62 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $605 Shares 7,375 Est. Cost $52.33 Unrealized +33.5%
EWA ISHARES INC 0.1%
Value ($000) $584 Shares 22,100 Est. Cost $22.59 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $564 Shares 5,084 Est. Cost $92.57 Unrealized +1.2%
VNM VANECK ETF TRUST 0.1%
Value ($000) $550 Shares 29,164 Est. Cost $14.45 Unrealized
INCO COLUMBIA ETF TR II 0.1%
Value ($000) $475 Shares 9,589 Est. Cost $38.59 Unrealized
THD ISHARES INC 0.1%
Value ($000) $449 Shares 5,760 Est. Cost $77.95 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $439 Shares 8,475 Est. Cost $27.36 Unrealized +55.3%
AGG ISHARES TR 0.1%
Value ($000) $439 Shares 4,100 Est. Cost $109.51 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $437 Shares 1,260 Est. Cost $245.77 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $401 Shares 1,330 Est. Cost $319.40 Unrealized -8.5%
CI CIGNA CORP NEW 0.0%
Value ($000) $367 Shares 1,532 Est. Cost $204.18 Unrealized +6.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $362 Shares 8,760 Est. Cost $26.27 Unrealized +36.7%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $360 Shares 2,925 Est. Cost $86.55 Unrealized +31.7%
CQQQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $342 Shares 7,284 Est. Cost $45.72 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $309 Shares 1,443 Est. Cost $131.94 Unrealized +46.2%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $268 Shares 795 Est. Cost $224.85 Unrealized +41.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $265 Shares 582 Est. Cost $374.71 Unrealized +28.4%
SE SEA LTD 0.0%
Value ($000) $264 Shares 2,203 Est. Cost $217.31 Unrealized
MMM 3M CO 0.0%
Value ($000) $261 Shares 1,750 Est. Cost $113.18 Unrealized +1.3%
EPHE ISHARES TR 0.0%
Value ($000) $261 Shares 8,379 Est. Cost $26.85 Unrealized
NKE NIKE INC 0.0%
Value ($000) $254 Shares 1,889 Est. Cost $146.78 Unrealized -10.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $248 Shares 6,937 Est. Cost $31.17 Unrealized +15.4%
CNYA ISHARES TR 0.0%
Value ($000) $241 Shares 6,530 Est. Cost $31.55 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $239 Shares 1,033 Est. Cost $232.69 Unrealized +1.8%
DHR DANAHER CORPORATION 0.0%
Value ($000) $234 Shares 798 Est. Cost $175.68 Unrealized +39.9%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $227 Shares 892 Est. Cost $265.16 Unrealized
TCOM TRIP COM GROUP LTD 0.0%
Value ($000) $225 Shares 9,713 Est. Cost $32.40 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $219 Shares 1,611 Est. Cost $141.19 Unrealized -14.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $210 Shares 2,750 Est. Cost $76.36 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $209 Shares 983 Est. Cost $226.91 Unrealized -6.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $207 Shares 2,819 Est. Cost $29.21 Unrealized +3.0%
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $80 Shares 22,917 Est. Cost $10.77 Unrealized -53.0%