- New Purchases: WTRG, VCSH, AAPL, ABBV, EMR, DIS, PFE, PSX, CMI, JCI, BDX, NVS,
- Added Positions: PPL, PEP,
- Reduced Positions: RDS.A, T, PG, LLY, QCOM, MPC, BAX, CSCO, GE, INTC, GILD, TIF, MDT, MMM, WMT, RTX,
- Sold Out: A2A, OTIS,
For the details of WHEATLAND ADVISORS INC's stock buys and sells, go to https://www.gurufocus.com/guru/wheatland+advisors+inc/current-portfolio/portfolio
These are the top 5 holdings of WHEATLAND ADVISORS INC- Microsoft Corp (MSFT) - 14,458 shares, 12.20% of the total portfolio. Shares added by 0.09%
- Vanguard High Dividend Yield (VYM) - 14,450 shares, 4.72% of the total portfolio. Shares added by 0.70%
- Verizon Communications Inc (VZ) - 19,404 shares, 4.44% of the total portfolio. Shares added by 0.01%
- Intel Corp (INTC) - 17,600 shares, 4.37% of the total portfolio. Shares reduced by 2.03%
- AT&T Inc (T) - 31,493 shares, 3.95% of the total portfolio. Shares reduced by 3.71%
Wheatland Advisors Inc initiated holding in Essential Utilities Inc. The purchase prices were between $38.5 and $46.61, with an estimated average price of $42.23. The stock is now traded at around $45.52. The impact to a portfolio due to this purchase was 2.85%. The holding were 16,252 shares as of .
New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)Wheatland Advisors Inc initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $78.35 and $82.66, with an estimated average price of $81.32. The stock is now traded at around $82.93. The impact to a portfolio due to this purchase was 1.15%. The holding were 3,367 shares as of .
New Purchase: Apple Inc (AAPL)Wheatland Advisors Inc initiated holding in Apple Inc. The purchase prices were between $240.91 and $366.53, with an estimated average price of $308.62. The stock is now traded at around $376.19. The impact to a portfolio due to this purchase was 1.13%. The holding were 747 shares as of .
New Purchase: AbbVie Inc (ABBV)Wheatland Advisors Inc initiated holding in AbbVie Inc. The purchase prices were between $73.37 and $98.18, with an estimated average price of $87.8. The stock is now traded at around $97.10. The impact to a portfolio due to this purchase was 0.98%. The holding were 2,404 shares as of .
New Purchase: Emerson Electric Co (EMR)Wheatland Advisors Inc initiated holding in Emerson Electric Co. The purchase prices were between $45.7 and $69.33, with an estimated average price of $56.57. The stock is now traded at around $62.52. The impact to a portfolio due to this purchase was 0.94%. The holding were 3,650 shares as of .
New Purchase: The Walt Disney Co (DIS)Wheatland Advisors Inc initiated holding in The Walt Disney Co. The purchase prices were between $93.88 and $127.28, with an estimated average price of $110.22. The stock is now traded at around $115.98. The impact to a portfolio due to this purchase was 0.9%. The holding were 1,950 shares as of .
Sold Out: Essential Utilities Inc (A2A)Wheatland Advisors Inc sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.
Sold Out: Otis Worldwide Corp (OTIS)Wheatland Advisors Inc sold out a holding in Otis Worldwide Corp. The sale prices were between $44 and $61.26, with an estimated average price of $51.55.
Here is the complete portfolio of WHEATLAND ADVISORS INC. Also check out:
1. WHEATLAND ADVISORS INC's Undervalued Stocks
2. WHEATLAND ADVISORS INC's Top Growth Companies, and
3. WHEATLAND ADVISORS INC's High Yield stocks
4. Stocks that WHEATLAND ADVISORS INC keeps buying