- New Purchases: SPY, VZ, CSCO, MO, TGT, WFC, AXP, PEP, KO,
- Added Positions: FDN, XLY, IEP,
- Reduced Positions: DGRW, FXG, BRK.B,
- Sold Out: EEM, XLV, SLB,
For the details of STRATEGIC WEALTH MANAGEMENT INC 's stock buys and sells, go to https://www.gurufocus.com/guru/strategic+wealth+management+inc+/current-portfolio/portfolio
These are the top 5 holdings of STRATEGIC WEALTH MANAGEMENT INC- First Trust DJ Internet Index Fund (FDN) - 52,583 shares, 20.32% of the total portfolio. Shares added by 99.91%
- SPDR Select Sector Fund - Consumer Discretionary (XLY) - 51,715 shares, 15.84% of the total portfolio. Shares added by 16.44%
- WisdomTree U.S. Dividend Growth Fund (DGRW) - 102,466 shares, 12.45% of the total portfolio. Shares reduced by 12.68%
- Berkshire Hathaway Inc (BRK.B) - 18,012 shares, 10.29% of the total portfolio. Shares reduced by 3.21%
- iShares U.S. Aerospace & Defense (ITA) - 22,582 shares, 10.15% of the total portfolio. Shares reduced by 0.21%
Strategic Wealth Management Inc initiated holding in SPDR S&P 500. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $279.08. The impact to a portfolio due to this purchase was 5.12%. The holding were 6,362 shares as of .
New Purchase: Verizon Communications Inc (VZ)Strategic Wealth Management Inc initiated holding in Verizon Communications Inc. The purchase prices were between $49.94 and $61.4, with an estimated average price of $57.34. The stock is now traded at around $57.59. The impact to a portfolio due to this purchase was 2.37%. The holding were 14,134 shares as of .
New Purchase: Cisco Systems Inc (CSCO)Strategic Wealth Management Inc initiated holding in Cisco Systems Inc. The purchase prices were between $33.2 and $49.93, with an estimated average price of $44.06. The stock is now traded at around $41.62. The impact to a portfolio due to this purchase was 1.84%. The holding were 15,017 shares as of .
New Purchase: Altria Group Inc (MO)Strategic Wealth Management Inc initiated holding in Altria Group Inc. The purchase prices were between $31.38 and $51.25, with an estimated average price of $44.58. The stock is now traded at around $38.45. The impact to a portfolio due to this purchase was 1.81%. The holding were 15,000 shares as of .
New Purchase: Target Corp (TGT)Strategic Wealth Management Inc initiated holding in Target Corp. The purchase prices were between $91.04 and $128.21, with an estimated average price of $111.48. The stock is now traded at around $103.86. The impact to a portfolio due to this purchase was 1.45%. The holding were 5,003 shares as of .
New Purchase: Wells Fargo & Co (WFC)Strategic Wealth Management Inc initiated holding in Wells Fargo & Co. The purchase prices were between $25.25 and $53.8, with an estimated average price of $42.87. The stock is now traded at around $26.53. The impact to a portfolio due to this purchase was 1.35%. The holding were 15,071 shares as of .
Added: First Trust DJ Internet Index Fund (FDN)Strategic Wealth Management Inc added to a holding in First Trust DJ Internet Index Fund by 99.91%. The purchase prices were between $107.38 and $154.58, with an estimated average price of $138.67. The stock is now traded at around $140.84. The impact to a portfolio due to this purchase was 10.16%. The holding were 52,583 shares as of .
Sold Out: iShares MSCI Emerging Index Fund (EEM)Strategic Wealth Management Inc sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $30.61 and $46.3, with an estimated average price of $41.03.
Sold Out: SPDR Select Sector Fund - Health Care (XLV)Strategic Wealth Management Inc sold out a holding in SPDR Select Sector Fund - Health Care. The sale prices were between $74.62 and $104.73, with an estimated average price of $97.73.
Sold Out: Schlumberger Ltd (SLB)Strategic Wealth Management Inc sold out a holding in Schlumberger Ltd. The sale prices were between $12.05 and $40.82, with an estimated average price of $29.34.
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