Silversage Advisors Buys iShares MSCI KLD 400 Social, Sells iShares Morningstar Mid-Cap, iShares Core S&P Mid-Cap, Walmart Inc

May 22, 2020

Investment company Silversage Advisors (Current Portfolio) buys iShares MSCI KLD 400 Social, sells iShares Morningstar Mid-Cap, iShares Core S&P Mid-Cap, Walmart Inc, iShares S&P Mid-Cap 400 Growth, The Walt Disney Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Silversage Advisors. As of 2020Q1, Silversage Advisors owns 27 stocks with a total value of $68 million. These are the details of the buys and sells.

Added Positions: SDY, DSI, ARKK, EW, HON,
Reduced Positions: JKG, IJH, WMT, IJK, IVV, XLV, VUG, XLP, XLY, IYH, MSFT, IGM, RSP, SPY, XOM, XLK,
Sold Out: DIS, SWKS, V, HD,

For the details of Silversage Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/silversage+advisors/current-portfolio/portfolio

These are the top 5 holdings of Silversage Advisors

iShares Core S&P 500 (IVV) - 76,146 shares, 28.94% of the total portfolio. Shares reduced by 2.75%
SPDR S&P Dividend (SDY) - 157,501 shares, 18.50% of the total portfolio. Shares added by 4.33%
iShares Edge MSCI Min Vol USA (USMV) - 124,103 shares, 9.86% of the total portfolio. Shares reduced by 0.67%
SPDR Select Sector Fund - Consumer Discretionary (XLY) - 49,249 shares, 7.10% of the total portfolio. Shares reduced by 2.32%
SPDR Select Sector Fund - Health Care (XLV) - 42,348 shares, 5.52% of the total portfolio. Shares reduced by 8.11%

Added: iShares MSCI KLD 400 Social (DSI)

Silversage Advisors added to a holding in iShares MSCI KLD 400 Social by 64.02%. The purchase prices were between $83.87 and $127.27, with an estimated average price of $114.24. The stock is now traded at around $112.52. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,305 shares as of .

Sold Out: The Walt Disney Co (DIS)

Silversage Advisors sold out a holding in The Walt Disney Co. The sale prices were between $85.76 and $148.2, with an estimated average price of $127.19.

Sold Out: Skyworks Solutions Inc (SWKS)

Silversage Advisors sold out a holding in Skyworks Solutions Inc. The sale prices were between $67.9 and $128.19, with an estimated average price of $107.43.

Sold Out: Visa Inc (V)

Silversage Advisors sold out a holding in Visa Inc. The sale prices were between $135.74 and $213.31, with an estimated average price of $188.96.

Sold Out: The Home Depot Inc (HD)

Silversage Advisors sold out a holding in The Home Depot Inc. The sale prices were between $152.15 and $247.02, with an estimated average price of $220.09.

Here is the complete portfolio of Silversage Advisors. Also check out:

1. Silversage Advisors's Undervalued Stocks
2. Silversage Advisors's Top Growth Companies, and
3. Silversage Advisors's High Yield stocks
4. Stocks that Silversage Advisors keeps buying

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