Sylvest Advisors, LLC
71 holdingsFiling period: 2026-03-31Current AUM: $212.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | 122.2K | $26.1M | $30.8M | 14.49% | +4.8K | 2026-03-31 |
| 2 | SCHF | SCHWAB STRATEGIC TR | 864.1K | $21.4M | $23.7M | 11.16% | +4.0K | 2026-03-31 |
| 3 | IWF | ISHARES TR | 43.2K | $18.4M | $20.5M | 9.63% | +1.8K | 2026-03-31 |
| 4 | VO | VANGUARD INDEX FDS | 57.2K | $16.4M | $18.5M | 8.73% | +703 | 2026-03-31 |
| 5 | COWZ | PACER FDS TR | 220.8K | $13.8M | $14.8M | 6.95% | +1.7K | 2026-03-31 |
| 6 | IJR | ISHARES TR | 94.9K | $11.8M | $13.8M | 6.50% | +1.2K | 2026-03-31 |
| 7 | COWG | PACER FDS TR | 311.7K | $10.5M | $11.8M | 5.56% | +7.5K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 19.9K | $7.4M | $9.3M | 4.36% | +1.5K | 2026-03-31 |
| 9 | AVEM | AMERICAN CENTY ETF TR | 82.4K | $6.6M | $7.4M | 3.47% | -13,816 | 2026-03-31 |
| 10 | AVUV | AMERICAN CENTY ETF TR | 47.4K | $5.2M | $5.9M | 2.79% | +3.4K | 2026-03-31 |
| 11 | AAPL | APPLE INC | 18.0K | $4.6M | $5.6M | 2.62% | +145 | 2026-03-31 |
| 12 | VTI | VANGUARD INDEX FDS | 13.4K | $4.3M | $4.9M | 2.32% | +379 | 2026-03-31 |
| 13 | EZM | WISDOMTREE TR | 56.9K | $3.8M | $4.3M | 2.03% | +7.9K | 2026-03-31 |
| 14 | FNY | FIRST TR EXCHANGE-TRADED ALP | 18.8K | $1.7M | $1.9M | 0.90% | +246 | 2026-03-31 |
| 15 | VNQ | VANGUARD INDEX FDS | 17.1K | $1.5M | $1.7M | 0.80% | -- | 2026-03-31 |
| 16 | JNJ | JOHNSON & JOHNSON | 5.8K | $1.4M | $1.5M | 0.71% | -101 | 2026-03-31 |
| 17 | MRK | MERCK & CO INC | 11.8K | $1.4M | $1.5M | 0.72% | -55 | 2026-03-31 |
| 18 | ITOT | ISHARES TR | 7.9K | $1.1M | $1.3M | 0.61% | -101 | 2026-03-31 |
| 19 | AMGN | AMGEN INC | 3.1K | $1.1M | $1.2M | 0.57% | +23 | 2026-03-31 |
| 20 | — | FRESH DEL MONTE PRODUCE INC | 26.2K | $1.1M | $1.1M | 0.50% | -324 | 2026-03-31 |
| 21 | HSY | HERSHEY CO | 5.0K | $1.0M | $882K | 0.42% | +56 | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.0K | $960K | $960K | 0.45% | -- | 2026-03-31 |
| 23 | NTAP | NETAPP INC | 9.3K | $950K | $1.7M | 0.78% | +587 | 2026-03-31 |
| 24 | GOOGL | ALPHABET INC | 3.1K | $900K | $1.1M | 0.52% | +4 | 2026-03-31 |
| 25 | ZTS | ZOETIS INC | 7.2K | $850K | $556K | 0.26% | +1.2K | 2026-03-31 |
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