Richard Bernstein Advisors LLC Q1 2018 Filing

Filed May 14, 2018

Portfolio Value

$2.8T

Holdings

321

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (321 positions)

#StockSharesValue% PortfolioType
1
XLFSELECT SECTOR SPDR TR
8,845,315$244.6B8.68%
2
IEMGISHARES INC
3,997,499$234.0B8.31%
3
VGTVANGUARD WORLD FDS
1,066,165$180.8B6.42%
4
SHYISHARES TR
2,027,871$169.8B6.03%
5
SHYGISHARES TR
3,182,177$149.1B5.29%
6
XLISELECT SECTOR SPDR TR
1,212,520$90.3B3.20%
7
XLYSELECT SECTOR SPDR TR
856,239$86.9B3.09%
8
MCHIISHARES TR
1,178,447$80.9B2.87%
9
VAWVANGUARD WORLD FDS
434,971$56.2B2.00%
10
GQ9SPDR GOLD TRUST
351,803$44.4B1.58%
11
HYHGPROSHARES TR
622,000$41.6B1.48%
12
GDXJVANECK VECTORS ETF TR
1,228,152$39.5B1.40%
13
AAPLAPPLE INC
208,371$35.0B1.24%
14
XLESELECT SECTOR SPDR TR
436,399$29.5B1.05%
15
HYGHISHARES US ETF TR
307,680$28.0B0.99%
16
MSFTMICROSOFT CORP
300,984$27.5B0.97%
17
AMZNAMAZON COM INC
16,702$24.2B0.86%
18
XLKSELECT SECTOR SPDR TR
286,536$18.7B0.67%
19
MBBISHARES TR
178,457$18.7B0.66%
20
METAFACEBOOK INC
105,396$16.8B0.60%
21
EWTISHARES INC
425,403$16.3B0.58%
22
KWEBKRANESHARES TR
262,441$16.2B0.57%
23
EPIWISDOMTREE TR
611,341$16.0B0.57%
24
JPMJPMORGAN CHASE & CO
143,109$15.7B0.56%
25
VVISA INC
120,874$14.5B0.51%
26
XOMEXXON MOBIL CORP
188,038$14.0B0.50%
27
GOOGALPHABET INC
13,340$13.8B0.49%
28
MAMASTERCARD INCORPORATED
78,333$13.7B0.49%
29
BRK/BBERKSHIRE HATHAWAY INC DEL
68,297$13.6B0.48%
30
BACBANK AMER CORP
451,310$13.5B0.48%
31
GOOGLALPHABET INC
12,886$13.4B0.47%
32
HDHOME DEPOT INC
73,799$13.2B0.47%
33
CSCOCISCO SYS INC
300,531$12.9B0.46%
34
JNJJOHNSON & JOHNSON
98,314$12.6B0.45%
35
INTCINTEL CORP
239,104$12.5B0.44%
36
ORCLORACLE CORP
249,890$11.4B0.41%
37
WFCWELLS FARGO CO NEW
212,633$11.1B0.40%
38
MINTPIMCO ETF TR
108,947$11.1B0.39%
39
CVXCHEVRON CORP NEW
95,104$10.8B0.38%
40
MMM3M CO
48,272$10.6B0.38%
41
TRVCCITIGROUP INC
148,908$10.1B0.36%
42
CMCSACOMCAST CORP NEW
293,935$10.0B0.36%
43
DISDISNEY WALT CO
94,555$9.5B0.34%
44
PNCPNC FINL SVCS GROUP INC
62,169$9.4B0.33%
45
BABOEING CO
27,499$9.0B0.32%
46
DOWDUPONT INC
135,773$8.7B0.31%
47
SCHWSCHWAB CHARLES CORP NEW
162,985$8.5B0.30%
48
MCDMCDONALDS CORP
53,260$8.3B0.30%
49
GSGOLDMAN SACHS GROUP INC
32,696$8.2B0.29%
50
USBUS BANCORP DEL
162,864$8.2B0.29%
51
TROWPRICE T ROWE GROUP INC
75,384$8.1B0.29%
52
ACNACCENTURE PLC IRELAND
51,930$8.0B0.28%
53
INTUINTUIT
45,316$7.9B0.28%
54
AXPAMERICAN EXPRESS CO
83,933$7.8B0.28%
55
PGRPROGRESSIVE CORP OHIO
127,919$7.8B0.28%
56
BLKCHFBLACKROCK INC
14,256$7.7B0.27%
57
PAYXPAYCHEX INC
123,606$7.6B0.27%
58
HONHONEYWELL INTL INC
52,668$7.6B0.27%
59
NTRSNORTHERN TR CORP
73,490$7.6B0.27%
60
FISVFISERV INC
105,351$7.5B0.27%
61
UTXZUNITED TECHNOLOGIES CORP
59,267$7.5B0.26%
62
A4SAMERIPRISE FINL INC
50,342$7.4B0.26%
63
TXNTEXAS INSTRS INC
71,237$7.4B0.26%
64
PRUPRUDENTIAL FINL INC
71,339$7.4B0.26%
65
TAT&T INC
204,121$7.3B0.26%
66
AFGAMERICAN FINL GROUP INC OHIO
64,636$7.3B0.26%
67
IBMINTERNATIONAL BUSINESS MACHS
46,895$7.2B0.26%
68
UNPUNION PAC CORP
53,484$7.2B0.26%
69
ADPAUTOMATIC DATA PROCESSING IN
62,946$7.1B0.25%
70
ALSALLSTATE CORP
74,032$7.0B0.25%
71
COFCAPITAL ONE FINL CORP
71,725$6.9B0.24%
72
BKBANK NEW YORK MELLON CORP
131,254$6.8B0.24%
73
CBCHUBB LIMITED
48,693$6.7B0.24%
74
ADBEADOBE SYS INC
30,595$6.6B0.23%
75
AONAON PLC
46,025$6.5B0.23%
76
LLOEWS CORP
126,457$6.3B0.22%
77
TRVTRAVELERS COMPANIES INC
45,014$6.3B0.22%
78
HIGHARTFORD FINL SVCS GROUP INC
120,743$6.2B0.22%
79
NVDANVIDIA CORP
26,683$6.2B0.22%
80
WTWWILLIS TOWERS WATSON PUB LTD
40,417$6.2B0.22%
81
LMTLOCKHEED MARTIN CORP
17,918$6.1B0.21%
82
PYPLPAYPAL HLDGS INC
79,659$6.0B0.21%
83
SLABSILICON LABORATORIES INC
66,810$6.0B0.21%
84
DWDMORGAN STANLEY
110,795$6.0B0.21%
85
AIGAMERICAN INTL GROUP INC
109,782$6.0B0.21%
86
BKNGBOOKING HLDGS INC
2,812$5.8B0.21%
87
COPCONOCOPHILLIPS
96,425$5.7B0.20%
88
SLBSCHLUMBERGER LTD
87,036$5.6B0.20%
89
NFLXNETFLIX INC
18,938$5.6B0.20%
90
TELTE CONNECTIVITY LTD
55,736$5.6B0.20%
91
CATCATERPILLAR INC DEL
37,454$5.5B0.20%
92
ITWILLINOIS TOOL WKS INC
34,523$5.4B0.19%
93
BABAALIBABA GROUP HLDG LTD
29,460$5.4B0.19%
94
CECELANESE CORP DEL
53,940$5.4B0.19%
95
MCOMOODYS CORP
33,447$5.4B0.19%
96
METMETLIFE INC
115,773$5.3B0.19%
97
TJXTJX COS INC NEW
64,664$5.3B0.19%
98
SBUXSTARBUCKS CORP
90,942$5.3B0.19%
99
IFFINTERNATIONAL FLAVORS&FRAGRA
38,195$5.2B0.19%
100
ROPROPER TECHNOLOGIES INC
18,524$5.2B0.18%
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