Surevest Inc. Buys Vanguard S&P 500, SPDR S&P 500, Raytheon Technologies Corp, Sells RH, The Carlyle Group Inc, Lyft Inc

• New Purchases: VOO, OTIS, ORCL, WFC, INTC, IWO,
• Added Positions: SPY, RTX, BND, AAPL, CRWD, AMZN, NOW, GOOG, CL, FB, PEP, MSFT, T, TRV, PBCT, GD, AFL, JPM, CRM, XOM, MMM, AIZ, PANW, MDT, WM, K, CVX, UNP, KO, EMR, BABA, MCD, NOC, APD, ED, KMB, GPC, BMY, DIS, ITW, CLX, D, NKE, CMI, UPS, SHW, ABBV, V, WFCPL.PFD, IGSB, IGIB, SCHO, JNJ, ANGL, PM, VZ, PG, GIS, PAA,
• Reduced Positions: MPW, SPDW, EGBN, COST, GOOGL, BRK.B, MMP, NTNX, EPD, PII,
• Sold Out: RH, 3VU, LYFT, GILD, STIP, SJNK, VBR, FLOT, EPS, DON, GSK, BX, MDYG, SPYG, SPYV, VIG, KBE, IWR, AMGN, F,

For the details of Surevest Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/surevest+inc./current-portfolio/portfolio

1. Vanguard Total Bond Market ETF (BND) - 162,282 shares, 6.39% of the total portfolio. Shares added by 6.62%
2. Apple Inc (AAPL) - 20,421 shares, 3.32% of the total portfolio. Shares added by 13.48%
3. Amazon.com Inc (AMZN) - 2,674 shares, 3.29% of the total portfolio. Shares added by 12.07%
4. Facebook Inc (FB) - 23,274 shares, 2.35% of the total portfolio. Shares added by 13.87%
5. Alphabet Inc (GOOG) - 3,405 shares, 2.14% of the total portfolio. Shares added by 16.49%

Surevest Inc. initiated holding in Vanguard S&P 500. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $295.75. The impact to a portfolio due to this purchase was 0.92%. The holding were 7,290 shares as of .

Surevest Inc. initiated holding in Otis Worldwide Corp. The purchase prices were between $44 and $61.26, with an estimated average price of $51.55. The stock is now traded at around $58.54. The impact to a portfolio due to this purchase was 0.34%. The holding were 13,396 shares as of .

Surevest Inc. initiated holding in Oracle Corp. The purchase prices were between $48.33 and $55.27, with an estimated average price of $52.9. The stock is now traded at around $57.20. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,098 shares as of .

Surevest Inc. initiated holding in Wells Fargo & Co. The purchase prices were between $22.53 and $33.32, with an estimated average price of $27.42. The stock is now traded at around $25.20. The impact to a portfolio due to this purchase was 0.13%. The holding were 11,448 shares as of .

Surevest Inc. initiated holding in Intel Corp. The purchase prices were between $51.88 and $64.34, with an estimated average price of $59.71. The stock is now traded at around $59.16. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,616 shares as of .

Surevest Inc. initiated holding in iShares Russell 2000 Growth. The purchase prices were between $145.38 and $213.33, with an estimated average price of $186.33. The stock is now traded at around $213.94. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,180 shares as of .

Surevest Inc. added to a holding in SPDR S&P 500 by 102.34%. The purchase prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $321.92. The impact to a portfolio due to this purchase was 0.85%. The holding were 12,268 shares as of .

Surevest Inc. added to a holding in Raytheon Technologies Corp by 95.27%. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $62.78. The impact to a portfolio due to this purchase was 0.6%. The holding were 44,837 shares as of .

Surevest Inc. added to a holding in CrowdStrike Holdings Inc by 24.93%. The purchase prices were between $54.58 and $105.71, with an estimated average price of $79.52. The stock is now traded at around $102.07. The impact to a portfolio due to this purchase was 0.38%. The holding were 42,630 shares as of .

Surevest Inc. added to a holding in Colgate-Palmolive Co by 23.85%. The purchase prices were between $65.55 and $74.36, with an estimated average price of $70.94. The stock is now traded at around $75.01. The impact to a portfolio due to this purchase was 0.3%. The holding were 47,767 shares as of .

Surevest Inc. added to a holding in AT&T Inc by 20.32%. The purchase prices were between $27.46 and $33.23, with an estimated average price of $30.14. The stock is now traded at around $29.92. The impact to a portfolio due to this purchase was 0.22%. The holding were 98,140 shares as of .

Surevest Inc. added to a holding in People's United Financial Inc by 21.58%. The purchase prices were between $9.51 and $13.79, with an estimated average price of $11.62. The stock is now traded at around $11.66. The impact to a portfolio due to this purchase was 0.22%. The holding were 244,402 shares as of .

Surevest Inc. sold out a holding in RH. The sale prices were between $86.19 and $255.26, with an estimated average price of $179.32.

Surevest Inc. sold out a holding in The Carlyle Group Inc. The sale prices were between $17.5 and $27.6, with an estimated average price of $22.98.

Surevest Inc. sold out a holding in Lyft Inc. The sale prices were between $22 and $40.98, with an estimated average price of $31.53.

Surevest Inc. sold out a holding in Gilead Sciences Inc. The sale prices were between $72.34 and $84, with an estimated average price of $76.51.

Surevest Inc. sold out a holding in iShares 0-5 Year TIPS Bond. The sale prices were between $99.85 and $102.42, with an estimated average price of $101.43.

Surevest Inc. sold out a holding in SPDR Bloomberg Barclays Short Term High Yield Bond. The sale prices were between $22.7 and $25.75, with an estimated average price of $24.62.