- New Purchases: BA, NVDA,
- Added Positions: SPAB, SPYV, SCHZ, AOR, SCHF, GOOGL, UNH, GOOG, EMM, JPM,
- Reduced Positions: SPYG, RPG, AOM, BND, SPDW, VXF, SCHG, SCHE, FNDX, AOK, FNDA, AAPL, JNJ, AMZN, EEM, ITOT, VZ, PG, MSFT, SCHM, LMT,
- Sold Out: IWM, DUK,
For the details of RESTON WEALTH MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/reston+wealth+management+llc/current-portfolio/portfolio
These are the top 5 holdings of RESTON WEALTH MANAGEMENT LLC- SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 580,532 shares, 18.76% of the total portfolio. Shares reduced by 7.01%
- SPDR Series Trust Portfolio S&P 500 Value (SPYV) - 842,146 shares, 17.56% of the total portfolio. Shares added by 8.85%
- SPDR Portfolio Developed World ex-US (SPDW) - 869,560 shares, 17.28% of the total portfolio. Shares reduced by 1.61%
- SPDR Portfolio Aggregate Bond (SPAB) - 566,290 shares, 12.57% of the total portfolio. Shares added by 48.54%
- iShares Core Moderate Allocation (AOM) - 135,713 shares, 3.89% of the total portfolio. Shares reduced by 8.33%
Reston Wealth Management Llc initiated holding in Boeing Co. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $179.96. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,109 shares as of .
New Purchase: NVIDIA Corp (NVDA)Reston Wealth Management Llc initiated holding in NVIDIA Corp. The purchase prices were between $243.07 and $381.07, with an estimated average price of $322.32. The stock is now traded at around $415.08. The impact to a portfolio due to this purchase was 0.15%. The holding were 556 shares as of .
Added: SPDR Portfolio Aggregate Bond (SPAB)Reston Wealth Management Llc added to a holding in SPDR Portfolio Aggregate Bond by 48.54%. The purchase prices were between $30 and $30.86, with an estimated average price of $30.54. The stock is now traded at around $30.97. The impact to a portfolio due to this purchase was 4.11%. The holding were 566,290 shares as of .
Added: Schwab US Aggregate Bond (SCHZ)Reston Wealth Management Llc added to a holding in Schwab US Aggregate Bond by 24.88%. The purchase prices were between $54.27 and $56.24, with an estimated average price of $55.62. The stock is now traded at around $56.43. The impact to a portfolio due to this purchase was 0.56%. The holding were 69,129 shares as of .
Sold Out: iShares Russell 2000 (IWM)Reston Wealth Management Llc sold out a holding in iShares Russell 2000. The sale prices were between $104.27 and $152.57, with an estimated average price of $130.6.
Sold Out: Duke Energy Corp (DUK)Reston Wealth Management Llc sold out a holding in Duke Energy Corp. The sale prices were between $76.02 and $91.91, with an estimated average price of $84.51.
Reduced: Invesco S&P 500 Pure Growth (RPG)Reston Wealth Management Llc reduced to a holding in Invesco S&P 500 Pure Growth by 22.44%. The sale prices were between $95 and $132.82, with an estimated average price of $118.77. The stock is now traded at around $132.58. The impact to a portfolio due to this sale was -0.68%. Reston Wealth Management Llc still held 27,673 shares as of .
Reduced: Vanguard Extended Market (VXF)Reston Wealth Management Llc reduced to a holding in Vanguard Extended Market by 20.05%. The sale prices were between $83.41 and $125.14, with an estimated average price of $106.99. The stock is now traded at around $120.33. The impact to a portfolio due to this sale was -0.21%. Reston Wealth Management Llc still held 11,171 shares as of .
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