- New Purchases: NEAR, BSCK,
- Added Positions: IJR, USMV, IAU, IJH, TAN, BRK.B, IEMG, SUB, AMZN, MINT,
- Reduced Positions: IVW, AGG, SHM, IVV, IWM, IJT, IJS, IEFA, SPY, IVE, EEMV, VHT, MDY, IJJ, EFA, USB, HTA, BNDX, MMM, ITOT, IJK, FIW, MSFT, TFI,
- Sold Out: VYM, BBY, MELI, KO, NEE, ABBV, DGRO, DIA, FLRN, PFF, ABT, MDT, UNH, BABA, VCSH, HAL, INTC, BSV, EEM, EES, CAT, CVX, XOM, IBM, DIS, GOOG, SCHD, VB, VWO, BA, MRK, PG, TRV, AOA, VBK, VIG, VXF, LNG, CMI, ENB, FB, DHS, T, BAC, HD, MCD, NOC, PFE, SBUX, WEC, WYNN, CSII, W, AOR, BAB, DBC, ICF, PHO, PSCT, TIP, LLY, GE, GOOGL, JPM, JNJ, UHT, WFC, XEL, BGR, HC5, IGE, IWV, JKG, STPZ, VO, VOO, XSLV, LNT, BAX, FUN, CSCO, C, CMCSA, ED, D, HOG, HE, IDXX, PFG, RYN, CRM, TGT, TECD, VZ, ZBH, CVI, V, 0VVB, TSLA, PNR, AOM, IGSB, HYMB, IWR, IWS, IXJ, RSP, SCHF, ALE, ALL, ASB, ATO, FIS, CI, DUK, EPD, EXC, GS, ISRG, LVS, LEN, MFC, NTRS, NWN, OGE, IOSP, OKE, OSK, PEP, RIO, SRE, SIRI, SO, TTC, TOT, WY, TY, PPT, NAD, NVG, PDM, TRGP, BCX, KMI, NRZ, NVT, DOW, AOK, BND, DVY, IUSV, IWO, IYK, LQD, VDE, VT, VTV, VUG, XLE, XLF, XLI, CB, AES, AGCO, PLD, ABMD, ACN, ATVI, ADBE, AAP, AMD, A, ALB, ARE, ALGN, Y, ATI, MO, HES, AEE, ACC, AEP, AXP, AFG, AIG, AMT, AMP, ADI, AGEN, AON, AIV, ATR, ADM, AJG, AZN, ADSK, ADP, AVA, BCE, BP, BLL, BXS, BMO, BK, BDX, BIO, BKH, BSX, BTI, BRO, BC, CACI, CBRE, CBRL, CMS, CSX, CBT, CDNS, CPT, CPB, CM, COF, KMX, CRS, SCHW, CHE, CME, CIEN, CINF, CTAS, CRUS, CTXS, CTSH, COHR, CL, CMA, CBSH, CBU, VALE, CAG, COP, CNX, STZ, COO, CPRT, INGR, GLW, CR, CCI, CFR, CW, LIVN, DHI, DTE, DHR, DRI, DAR, ATGE, DECK, DE, DEO, DRH, DLR, DISCA, DPZ, UFS, DCI, DOV, DD, ETFC, EOG, EWBC, EGP, ETN, EV, DISH, EIX, EE, EA, EME, EMR, ENS, ETR, EPR, EFX, EQIX, EQR, EXR, FFIV, FLIR, FDS, FICO, FAST, FDX, FITB, FCFS, FFIN, FR, FE, FISV, FL, F, IT, GD, GIS, GPC, GILD, GSK, GGG, HRB, FUL, HAE, LHX, HAS, WELL, HR, EHC, MLHR, HSY, HRC, HUBB, HUM, HBAN, ICUI, IDA, IEX, ILMN, INCY, BCOR, IR, IART, IFF, IP, INTU, IRET, IRM, ITRI, JBHT, SJM, VIAV, JBL, JKHY, J, JLL, KLAC, KSU, K, KMT, KEY, KMB, KIM, KNX, KSS, KFY, KR, LH, SR, LANC, LSTR, LII, LXP, LPT, LB, LECO, LFUS, LMT, LPX, LOW, MDU, MGM, MKSI, MTSC, MRO, MKTX, MLM, MMLP, MAS, MMS, MKC, MPW, MET, MTD, MU, MAA, MSA, MTX, MPWR, MOG.A, MS, MSI, MUR, NCR, NRG, NVDA, NDAQ, NFG, NGG, NEOG, NFLX, NJR, NEU, NWL, NEM, NKE, NDSN, NSC, ES, OXY, ONB, ORI, OLN, OMC, ORCL, PCAR, PNC, PNM, PPG, PPL, PSB, PKG, PTC, PH, PAYX, PKI, PVH, PXD, PIPR, PGR, PB, PEG, PSA, PHM, QCOM, PWR, DORM, RPM, RJF, RTN, O, RBC, REG, RF, RS, RMD, WRK, ROK, ROL, ROST, RGLD, POOL, SEIC, SNY, STX, SIGI, SMTC, SCI, SLAB, SSD, SKYW, SON, SWX, SWK, STLD, SRCL, SHOO, SYK, SU, SNPS, SYY, TCF, TJX, TTWO, TDY, TFX, TER, TEX, TTEK, TCBI, TXN, TXRH, TMO, TKR, TOL, TSCO, RIG, WEN, TRMB, TUP, TYL, TSN, UAL, UGI, UMBF, UMPQ, UAA, UNF, UNP, UNFI, UPS, URI, UFPI, URBN, VFC, VAR, VTR, VRSN, VSH, VOD, WRB, WAB, WBA, WAT, WSO, WTS, WBS, WRI, WCG, WST, EVRG, WDC, WLL, WLTW, WTFC, WWW, WWD, WEX, XRX, XLNX, YUM, ZBRA, ZION, CMG, SQBG, AAN, LEN.B, EMF, IQI, MYI, NEA, PML, MA, WYND, EVR, CVLT, WU, LDOS, FSLR, CPLP, BR, DFS, LULU, MASI, AWK, TDC, FTI, PM, HI, BBK, DISCK, JBT, RGA, LOGM, AVGO, VRSK, PRI, FAF, COR, GM, CZR, NLSN, HCA, HII, AMCX, MPC, DNKN, VAC, POST, PSX, FIVE, GMED, NCLH, TPH, ZTS, COTY, NWSA, SAIC, ALLE, OGS, CTLT, SYF, CFG, ERI, KEYS, CRC, QRVO, VSTO, CC, PYPL, KHC, OLLI, LITE, HPE, UA, NGVT, ASIX, LW, ARNC, BHF, WH, GTX, REZI, DSSI, CTVA, AMCR, FXI, IWB, IYE, MUB, VEU, XLB, XLRE, XLY,
For the details of Personal Wealth Partners's stock buys and sells, go to https://www.gurufocus.com/guru/personal+wealth+partners/current-portfolio/portfolio
These are the top 5 holdings of Personal Wealth Partners- iShares Edge MSCI Min Vol USA (USMV) - 819,624 shares, 30.08% of the total portfolio. Shares added by 1.41%
- iShares Core S&P Small-Cap (IJR) - 257,014 shares, 9.80% of the total portfolio. Shares added by 5.30%
- iShares Core S&P Mid-Cap (IJH) - 77,174 shares, 7.54% of the total portfolio. Shares added by 1.69%
- iShares S&P 500 Value (IVE) - 105,914 shares, 6.93% of the total portfolio. Shares reduced by 2.79%
- iShares Core U.S. Aggregate Bond (AGG) - 85,445 shares, 6.70% of the total portfolio. Shares reduced by 17.27%
Personal Wealth Partners initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.28. The impact to a portfolio due to this purchase was 0.85%. The holding were 25,793 shares as of .
New Purchase: Invesco BulletShares 2020 Corporate Bond ETF (BSCK)Personal Wealth Partners initiated holding in Invesco BulletShares 2020 Corporate Bond ETF. The purchase prices were between $19.94 and $21.25, with an estimated average price of $21.09. The stock is now traded at around $21.31. The impact to a portfolio due to this purchase was 0.27%. The holding were 19,075 shares as of .
Added: Invesco Solar (TAN)Personal Wealth Partners added to a holding in Invesco Solar by 105.55%. The purchase prices were between $22.22 and $41.86, with an estimated average price of $32.84. The stock is now traded at around $30.96. The impact to a portfolio due to this purchase was 0.13%. The holding were 15,005 shares as of .
Sold Out: Vanguard High Dividend Yield (VYM)Personal Wealth Partners sold out a holding in Vanguard High Dividend Yield. The sale prices were between $60.97 and $94.78, with an estimated average price of $86.65.
Sold Out: Best Buy Co Inc (BBY)Personal Wealth Partners sold out a holding in Best Buy Co Inc. The sale prices were between $50.69 and $91.93, with an estimated average price of $79.75.
Sold Out: MercadoLibre Inc (MELI)Personal Wealth Partners sold out a holding in MercadoLibre Inc. The sale prices were between $452.17 and $742.74, with an estimated average price of $618.66.
Sold Out: iShares U.S. Preferred Stock (PFF)Personal Wealth Partners sold out a holding in iShares U.S. Preferred Stock. The sale prices were between $25.12 and $38.29, with an estimated average price of $36.09.
Sold Out: iShares Core Dividend Growth (DGRO)Personal Wealth Partners sold out a holding in iShares Core Dividend Growth. The sale prices were between $27.77 and $42.79, with an estimated average price of $38.83.
Sold Out: Coca-Cola Co (KO)Personal Wealth Partners sold out a holding in Coca-Cola Co. The sale prices were between $37.56 and $60.13, with an estimated average price of $54.17.
Here is the complete portfolio of Personal Wealth Partners. Also check out:
1. Personal Wealth Partners's Undervalued Stocks
2. Personal Wealth Partners's Top Growth Companies, and
3. Personal Wealth Partners's High Yield stocks
4. Stocks that Personal Wealth Partners keeps buying