Burns Wealth Management, Inc. Buys iShares MSCI EAFE Value, iShares S&P SmallCap 600 Value, Bristol-Myers Squibb Company, Sells Parker Hannifin Corp, Carnival Corp, International Flavors & Fragrances Inc

• New Purchases: SPEM, SCHF, BIDU, GNRC, LW, IAU, NVDA, EQIX, USRT, DHR, BIL, SBAC, IVW, UPRO, VGIT, PXH, ONTX,
• Added Positions: EFV, IJS, BMY, SCZ, VBR, VTV, SPY, KO, IVE, ACN, HD, VO, NFLX, RSP, IEV, VSS, VOO, QQQ, FNDF, VUG, AMZN, MSFT, IEMG, VNQI, VBK, IEFA, MTUM, IJH, TSLA, VEU, NVS, SCHM, FNDA, SBUX, GOOGL, ABT, BAX, INTU, MKC, SPGI, BLK, VB, AMT, GS, NKE, IVV, IWF, CP, CL, XYL, ZTS, IT, PFE, ABBV, AMLP, IWD, T, ADBE, ANSS, SCHW, CI, COST, OKE, ORCL, LIN, CRM, FB, DIA, PZA, MMM, APH, BAM, C, DVN, DKS, GE, ICE, ISRG, LMT, MLM, NTRS, TXRH, UNH, WBA, V, KMI, TTP, GOOG, BABA, PYPL, AGG, BND, DLN, DTH, IHI, IWM, MDY, PFF, SCHP, SDY, VNQ, VTI, MO, AMGN, ADP, DUK, ECL, EMR, NEE, INTC, ROP, ALC, BNDX, DVY, JNK, XLY,
• Reduced Positions: XOM, DIS, IWN, UL, MINT, BA, IXJ, TER, MCD, EEM, XBI, OAS, CSCO, VCSH, JNJ, RTN, PSX, FDX, BRK.B, TXN, PEP, PNC, AGIO, IJR, BSV, GPN, EFA, CDW, GWRE, BDX, TGT, BAC, MRK, ENB, EW, CNC, ETN, EWL, XLK, XLF, VGK, VEA, CVS, CVX, CMCSA, GLD, WMB, DHS, HON, MDT, PG, TJX, AWK,
• Sold Out: PH, CCL, IFF, DAL, BC, EOG, PXD, OLLI, XOP, WFC, MCHP, VLO, LYV, IBB, COP, REGN, SLB, CCI, VTIP, PRFZ, UPS, INFO, EXAS, XLU, XLE, LOW, VDE, SRLN, SCHC, MKL, IDXX, GXC, AGR, PAYX, BFAM, KDP, MDLZ, LUV, FSK, TEVA, CHK,

For the details of Burns Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/burns+wealth+management%2C+inc./current-portfolio/portfolio

1. iShares MSCI EAFE Value (EFV) - 595,348 shares, 3.91% of the total portfolio. Shares added by 808.86%
2. Novartis AG (NVS) - 217,509 shares, 3.30% of the total portfolio. Shares added by 4.23%
3. Apple Inc (AAPL) - 64,031 shares, 2.99% of the total portfolio. Shares reduced by 0.1%
4. iShares S&P SmallCap 600 Value (IJS) - 160,638 shares, 2.95% of the total portfolio. Shares added by 2364.53%
5. Bristol-Myers Squibb Company (BMY) - 277,087 shares, 2.84% of the total portfolio. Shares added by 2253.78%

Burns Wealth Management, Inc. initiated holding in SPDR Index Shares Fund Portfolio Emerging Markets. The purchase prices were between $25.76 and $38.65, with an estimated average price of $34.66. The stock is now traded at around $30.13. The impact to a portfolio due to this purchase was 0.63%. The holding were 120,995 shares as of .

Burns Wealth Management, Inc. initiated holding in Schwab International Equity. The purchase prices were between $22.3 and $34.12, with an estimated average price of $31.02. The stock is now traded at around $26.81. The impact to a portfolio due to this purchase was 0.58%. The holding were 122,320 shares as of .

Burns Wealth Management, Inc. initiated holding in Baidu Inc. The purchase prices were between $83.62 and $144.51, with an estimated average price of $122.37. The stock is now traded at around $99.86. The impact to a portfolio due to this purchase was 0.57%. The holding were 30,767 shares as of .

Burns Wealth Management, Inc. initiated holding in Generac Holdings Inc. The purchase prices were between $79.01 and $118.08, with an estimated average price of $103.12. The stock is now traded at around $104.70. The impact to a portfolio due to this purchase was 0.51%. The holding were 29,664 shares as of .

Burns Wealth Management, Inc. initiated holding in Lamb Weston Holdings Inc. The purchase prices were between $45.01 and $95.87, with an estimated average price of $82.58. The stock is now traded at around $52.09. The impact to a portfolio due to this purchase was 0.38%. The holding were 36,681 shares as of .

Burns Wealth Management, Inc. initiated holding in ishares Gold Trust. The purchase prices were between $14.03 and $16.04, with an estimated average price of $15.12. The stock is now traded at around $16.67. The impact to a portfolio due to this purchase was 0.16%. The holding were 57,022 shares as of .

Burns Wealth Management, Inc. added to a holding in iShares MSCI EAFE Value by 808.86%. The purchase prices were between $30.99 and $50.45, with an estimated average price of $44.48. The stock is now traded at around $35.85. The impact to a portfolio due to this purchase was 3.48%. The holding were 595,348 shares as of .

Burns Wealth Management, Inc. added to a holding in iShares S&P SmallCap 600 Value by 2364.53%. The purchase prices were between $87.85 and $161.14, with an estimated average price of $137.91. The stock is now traded at around $102.83. The impact to a portfolio due to this purchase was 2.83%. The holding were 160,638 shares as of .

Burns Wealth Management, Inc. added to a holding in Bristol-Myers Squibb Company by 2253.78%. The purchase prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $64.09. The impact to a portfolio due to this purchase was 2.72%. The holding were 277,087 shares as of .

Burns Wealth Management, Inc. added to a holding in iShares MSCI EAFE Small-Cap ETF by 440.52%. The purchase prices were between $38.34 and $62.84, with an estimated average price of $56.15. The stock is now traded at around $48.42. The impact to a portfolio due to this purchase was 1.87%. The holding were 279,073 shares as of .

Burns Wealth Management, Inc. added to a holding in Vanguard Small-Cap Value by 55.08%. The purchase prices were between $75.8 and $139.04, with an estimated average price of $122.74. The stock is now traded at around $92.76. The impact to a portfolio due to this purchase was 0.97%. The holding were 167,489 shares as of .

Burns Wealth Management, Inc. added to a holding in Vanguard Value by 52.95%. The purchase prices were between $76.76 and $121.42, with an estimated average price of $110.7. The stock is now traded at around $94.30. The impact to a portfolio due to this purchase was 0.93%. The holding were 164,445 shares as of .

Burns Wealth Management, Inc. sold out a holding in Parker Hannifin Corp. The sale prices were between $97.56 and $215.28, with an estimated average price of $182.27.

Burns Wealth Management, Inc. sold out a holding in Carnival Corp. The sale prices were between $9.3 and $51.9, with an estimated average price of $36.18.

Burns Wealth Management, Inc. sold out a holding in International Flavors & Fragrances Inc. The sale prices were between $94.28 and $142.67, with an estimated average price of $124.93.

Burns Wealth Management, Inc. sold out a holding in Delta Air Lines Inc. The sale prices were between $21.35 and $62.03, with an estimated average price of $50.04.

Burns Wealth Management, Inc. sold out a holding in Brunswick Corp. The sale prices were between $26.95 and $65.76, with an estimated average price of $53.44.

Burns Wealth Management, Inc. sold out a holding in EOG Resources Inc. The sale prices were between $29.76 and $89.29, with an estimated average price of $65.76.