Riverpoint Wealth Management Holdings, LLC Buys SPDR Series Trust Portfolio S&P 500 Value, SPDR S&P International Dividend, Invesco Dynamic Large Cap Value, Sells First Trust Large Cap Value AlphaDEX Fund, Boeing Co

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Feb 18, 2020
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Investment company Riverpoint Wealth Management Holdings, LLC (Current Portfolio) buys SPDR Series Trust Portfolio S&P 500 Value, SPDR S&P International Dividend, Invesco Dynamic Large Cap Value, iShares MBS ETF, Berkshire Hathaway Inc, sells First Trust Large Cap Value AlphaDEX Fund, Boeing Co during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Riverpoint Wealth Management Holdings, LLC. As of 2019Q4, Riverpoint Wealth Management Holdings, LLC owns 63 stocks with a total value of $192 million. These are the details of the buys and sells.

For the details of Riverpoint Wealth Management Holdings, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/riverpoint+wealth+management+holdings%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Riverpoint Wealth Management Holdings, LLC
  1. Schwab International Equity (SCHF) - 1,142,161 shares, 19.98% of the total portfolio. Shares added by 4.35%
  2. Vanguard Mid-Cap (VO) - 185,788 shares, 17.22% of the total portfolio. Shares added by 2.73%
  3. iShares Core S&P 500 (IVV) - 43,211 shares, 7.26% of the total portfolio. Shares reduced by 1.48%
  4. Vanguard S&P 500 (VOO) - 39,039 shares, 6.01% of the total portfolio. Shares reduced by 1.86%
  5. Schwab Fundamental U.S. Small Company Index (FNDA) - 277,156 shares, 5.80% of the total portfolio. Shares added by 5.88%
New Purchase: SPDR Series Trust Portfolio S&P 500 Value (SPYV)

Riverpoint Wealth Management Holdings, LLC initiated holding in SPDR Series Trust Portfolio S&P 500 Value. The purchase prices were between $30.96 and $35.07, with an estimated average price of $33.48. The stock is now traded at around $35.13. The impact to a portfolio due to this purchase was 1.68%. The holding were 92,283 shares as of .

New Purchase: SPDR S&P International Dividend (DWX)

Riverpoint Wealth Management Holdings, LLC initiated holding in SPDR S&P International Dividend. The purchase prices were between $37.71 and $40.3, with an estimated average price of $39.28. The stock is now traded at around $40.64. The impact to a portfolio due to this purchase was 0.92%. The holding were 43,885 shares as of .

New Purchase: Invesco Dynamic Large Cap Value (PWV)

Riverpoint Wealth Management Holdings, LLC initiated holding in Invesco Dynamic Large Cap Value. The purchase prices were between $36.63 and $41.64, with an estimated average price of $39.92. The stock is now traded at around $41.45. The impact to a portfolio due to this purchase was 0.88%. The holding were 40,726 shares as of .

New Purchase: FedEx Corp (FDX)

Riverpoint Wealth Management Holdings, LLC initiated holding in FedEx Corp. The purchase prices were between $138.39 and $165.67, with an estimated average price of $154.38. The stock is now traded at around $158.57. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,649 shares as of .

New Purchase: Pfizer Inc (PFE)

Riverpoint Wealth Management Holdings, LLC initiated holding in Pfizer Inc. The purchase prices were between $34.7 and $39.38, with an estimated average price of $37.62. The stock is now traded at around $36.32. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,922 shares as of .

New Purchase: Ventas Inc (VTR)

Riverpoint Wealth Management Holdings, LLC initiated holding in Ventas Inc. The purchase prices were between $55.15 and $74.56, with an estimated average price of $62.5. The stock is now traded at around $59.79. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,736 shares as of .

Added: iShares MBS ETF (MBB)

Riverpoint Wealth Management Holdings, LLC added to a holding in iShares MBS ETF by 42.34%. The purchase prices were between $107.72 and $108.39, with an estimated average price of $108.03. The stock is now traded at around $108.94. The impact to a portfolio due to this purchase was 0.19%. The holding were 11,622 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Riverpoint Wealth Management Holdings, LLC added to a holding in Berkshire Hathaway Inc by 82.64%. The purchase prices were between $203.1 and $227.05, with an estimated average price of $217.51. The stock is now traded at around $226.77. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,315 shares as of .

Added: JPMorgan Chase & Co (JPM)

Riverpoint Wealth Management Holdings, LLC added to a holding in JPMorgan Chase & Co by 76.41%. 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 $135.64. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,941 shares as of .

Added: Microsoft Corp (MSFT)

Riverpoint Wealth Management Holdings, LLC added to a holding in Microsoft Corp by 75.13%. 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 $187.23. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,042 shares as of .

Added: iShares U.S. Home Construction (ITB)

Riverpoint Wealth Management Holdings, LLC added to a holding in iShares U.S. Home Construction by 33.44%. The purchase prices were between $42.52 and $45.83, with an estimated average price of $44.6. The stock is now traded at around $49.67. The impact to a portfolio due to this purchase was 0.07%. The holding were 11,172 shares as of .

Added: Procter & Gamble Co (PG)

Riverpoint Wealth Management Holdings, LLC added to a holding in Procter & Gamble Co by 35.84%. 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 $124.87. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,904 shares as of .

Sold Out: Boeing Co (BA)

Riverpoint Wealth Management Holdings, LLC sold out a holding in Boeing Co. The sale prices were between $325.76 and $376.54, with an estimated average price of $353.58.



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