Burleson & Company, LLC Buys Alerian MLP, Kinder Morgan Inc, Schlumberger, Sells JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, SPDR S&P Regional Banking, Enterprise Products Partners LP

Investment company Burleson & Company, LLC buys Alerian MLP, Kinder Morgan Inc, Schlumberger, Schwab U.S. Large-Cap Growth, Schwab U.S. Mid Cap, SPDR Bloomberg Barclays Intl Treasury Bd, SPDR S&P 500, Vanguard Mid-Cap Growth, International Business Machines Corp, Vanguard Small-Cap Growth, sells JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, SPDR S&P Regional Banking, Enterprise Products Partners LP, VanEck Vectors Oil Services, Procter & Gamble Co during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Burleson & Company, LLC. As of 2018-03-31, Burleson & Company, LLC owns 99 stocks with a total value of $152 million. These are the details of the buys and sells.

For the details of Burleson & Company, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Burleson+%26+Company%2C+LLC

These are the top 5 holdings of Burleson & Company, LLC
  1. Schwab US Aggregate Bond (SCHZ) - 193,754 shares, 6.49% of the total portfolio. Shares added by 0.36%
  2. Schwab International Equity (SCHF) - 239,012 shares, 5.29% of the total portfolio. Shares added by 6.03%
  3. Schwab U.S. Large-Cap (SCHX) - 126,238 shares, 5.23% of the total portfolio. Shares added by 3.05%
  4. SPDR Select Sector Fund - Energy Select Sector (XLE) - 105,906 shares, 4.69% of the total portfolio. Shares reduced by 4.66%
  5. Wells Fargo & Co (WFC) - 133,607 shares, 4.6% of the total portfolio. Shares added by 2.41%
New Purchase: SPDR S&P 500 (SPY)

Burleson & Company, LLC initiated holding in SPDR S&P 500. The purchase prices were between $257.63 and $286.58, with an estimated average price of $272.85. The stock is now traded at around $266.57. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,382 shares as of 2018-03-31.

New Purchase: New Age Beverages Corp (NBEV)

Burleson & Company, LLC initiated holding in New Age Beverages Corp. The purchase prices were between $2.12 and $3.92, with an estimated average price of $3.17. The stock is now traded at around $1.73. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,000 shares as of 2018-03-31.

Added: Alerian MLP (AMLP)

Burleson & Company, LLC added to a holding in Alerian MLP by 89.24%. The purchase prices were between $9.24 and $11.61, with an estimated average price of $10.58. The stock is now traded at around $10.25. The impact to a portfolio due to this purchase was 1.95%. The holding were 671,884 shares as of 2018-03-31.

Added: Kinder Morgan Inc (KMI)

Burleson & Company, LLC added to a holding in Kinder Morgan Inc by 399.76%. The purchase prices were between $14.81 and $19.63, with an estimated average price of $17.32. The stock is now traded at around $16.44. The impact to a portfolio due to this purchase was 0.97%. The holding were 121,946 shares as of 2018-03-31.

Added: Schlumberger Ltd (SLB)

Burleson & Company, LLC added to a holding in Schlumberger Ltd by 67.67%. The purchase prices were between $63.21 and $79.79, with an estimated average price of $69.84. The stock is now traded at around $68.91. The impact to a portfolio due to this purchase was 0.44%. The holding were 25,334 shares as of 2018-03-31.

Added: Schwab U.S. Large-Cap Growth (SCHG)

Burleson & Company, LLC added to a holding in Schwab U.S. Large-Cap Growth by 35.15%. The purchase prices were between $69.36 and $76.83, with an estimated average price of $73.72. The stock is now traded at around $72.74. The impact to a portfolio due to this purchase was 0.3%. The holding were 24,557 shares as of 2018-03-31.

Added: Schwab U.S. Mid Cap (SCHM)

Burleson & Company, LLC added to a holding in Schwab U.S. Mid Cap by 28.56%. The purchase prices were between $50.82 and $56.22, with an estimated average price of $53.88. The stock is now traded at around $53.36. The impact to a portfolio due to this purchase was 0.27%. The holding were 34,950 shares as of 2018-03-31.

Added: SPDR Bloomberg Barclays Intl Treasury Bd (BWX)

Burleson & Company, LLC added to a holding in SPDR Bloomberg Barclays Intl Treasury Bd by 118.95%. The purchase prices were between $28.4 and $29.61, with an estimated average price of $29.08. The stock is now traded at around $28.86. The impact to a portfolio due to this purchase was 0.26%. The holding were 24,722 shares as of 2018-03-31.

Sold Out: SPDR S&P Regional Banking (KRE)

Burleson & Company, LLC sold out a holding in SPDR S&P Regional Banking. The sale prices were between $58.91 and $65.03, with an estimated average price of $62.08.

Sold Out: Enterprise Products Partners LP (EPD)

Burleson & Company, LLC sold out a holding in Enterprise Products Partners LP. The sale prices were between $24.06 and $29.4, with an estimated average price of $26.66.

Sold Out: VanEck Vectors Oil Services (OIH)

Burleson & Company, LLC sold out a holding in VanEck Vectors Oil Services. The sale prices were between $23.35 and $29.37, with an estimated average price of $25.86.

Sold Out: PowerShares Preferred Portfolio (PGX)

Burleson & Company, LLC sold out a holding in PowerShares Preferred Portfolio. The sale prices were between $14.3 and $14.85, with an estimated average price of $14.58.



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