Wealthcare Capital Management Llc Buys iShares 10-20 Year Treasury Bond ETF, Amazon.com Inc, Berkshire Hathaway Inc, Sells Bank of America Corp, SPDR Nuveen Barclays Municipal Bond ETF, iShares TIPS Bond ETF

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Jan 29, 2020
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Richmond, VA, based Investment company Wealthcare Capital Management Llc (Current Portfolio) buys iShares 10-20 Year Treasury Bond ETF, Amazon.com Inc, Berkshire Hathaway Inc, JPMorgan Chase, Microsoft Corp, sells Bank of America Corp, SPDR Nuveen Barclays Municipal Bond ETF, iShares TIPS Bond ETF, EPR Properties, Covetrus Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Wealthcare Capital Management Llc. As of 2019Q4, Wealthcare Capital Management Llc owns 668 stocks with a total value of $836 million. These are the details of the buys and sells.

For the details of WEALTHCARE CAPITAL MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealthcare+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of WEALTHCARE CAPITAL MANAGEMENT LLC
  1. Vanguard Total Stock Market ETF (VTI) - 2,144,484 shares, 41.97% of the total portfolio. Shares reduced by 3.03%
  2. iShares 7-10 Year Treasury Bond ETF (IEF) - 2,186,235 shares, 28.82% of the total portfolio. Shares added by 1.73%
  3. Schwab U.S. TIPs ETF (SCHP) - 1,331,567 shares, 9.02% of the total portfolio. Shares added by 2.13%
  4. Vanguard FTSE All-World ex-US ETF (VEU) - 1,220,852 shares, 7.85% of the total portfolio. Shares added by 0.69%
  5. iShares National Muni Bond ETF (MUB) - 110,977 shares, 1.51% of the total portfolio. Shares reduced by 11.03%
New Purchase: Teledyne Technologies Inc (TDY)

Wealthcare Capital Management Llc initiated holding in Teledyne Technologies Inc. The purchase prices were between $311.65 and $349.76, with an estimated average price of $336.76. The stock is now traded at around $376.32. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 7 shares as of .

New Purchase: Medtronic PLC (MDT)

Wealthcare Capital Management Llc initiated holding in Medtronic PLC. The purchase prices were between $104.49 and $114.54, with an estimated average price of $109.86. The stock is now traded at around $118.94. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 96 shares as of .

New Purchase: CenturyLink Inc (CTL)

Wealthcare Capital Management Llc initiated holding in CenturyLink Inc. The purchase prices were between $11.35 and $15.22, with an estimated average price of $13.44. The stock is now traded at around $13.97. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 130 shares as of .

New Purchase: VeriSign Inc (VRSN)

Wealthcare Capital Management Llc initiated holding in VeriSign Inc. The purchase prices were between $177.95 and $194.05, with an estimated average price of $188.08. The stock is now traded at around $211.81. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 12 shares as of .

New Purchase: ONEOK Inc (OKE)

Wealthcare Capital Management Llc initiated holding in ONEOK Inc. The purchase prices were between $68.2 and $76.13, with an estimated average price of $71.53. The stock is now traded at around $74.99. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 33 shares as of .

New Purchase: D.R. Horton Inc (DHI)

Wealthcare Capital Management Llc initiated holding in D.R. Horton Inc. The purchase prices were between $50.71 and $55.91, with an estimated average price of $53.43. The stock is now traded at around $60.79. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 43 shares as of .

Added: iShares 10-20 Year Treasury Bond ETF (TLH)

Wealthcare Capital Management Llc added to a holding in iShares 10-20 Year Treasury Bond ETF by 74.83%. The purchase prices were between $143.61 and $151.73, with an estimated average price of $146.55. The stock is now traded at around $150.43. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,876 shares as of .

Added: Amazon.com Inc (AMZN)

Wealthcare Capital Management Llc added to a holding in Amazon.com Inc by 30.11%. The purchase prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74. The stock is now traded at around $1865.78. The impact to a portfolio due to this purchase was 0.01%. The holding were 121 shares as of .

Added: JPMorgan Chase & Co (JPM)

Wealthcare Capital Management Llc added to a holding in JPMorgan Chase & Co by 105.22%. The purchase prices were between $111.82 and $139.4, with an estimated average price of $128.65. The stock is now traded at around $134.30. The impact to a portfolio due to this purchase was 0.01%. The holding were 472 shares as of .

Added: Procter & Gamble Co (PG)

Wealthcare Capital Management Llc added to a holding in Procter & Gamble Co by 126.00%. The purchase prices were between $116.63 and $126.09, with an estimated average price of $122.36. The stock is now traded at around $125.72. The impact to a portfolio due to this purchase was 0.01%. The holding were 339 shares as of .

Added: Microsoft Corp (MSFT)

Wealthcare Capital Management Llc added to a holding in Microsoft Corp by 100.90%. The purchase prices were between $134.65 and $158.96, with an estimated average price of $147.3. The stock is now traded at around $168.45. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,113 shares as of .

Added: Alphabet Inc (GOOG)

Wealthcare Capital Management Llc added to a holding in Alphabet Inc by 300.00%. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1462.90. The impact to a portfolio due to this purchase was 0.01%. The holding were 32 shares as of .

Sold Out: Covetrus Inc (CVET)

Wealthcare Capital Management Llc sold out a holding in Covetrus Inc. The sale prices were between $8.8 and $14.93, with an estimated average price of $12.16.

Sold Out: EPR Properties (EPR)

Wealthcare Capital Management Llc sold out a holding in EPR Properties. The sale prices were between $67.95 and $79.51, with an estimated average price of $73.63.



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