SVA Plumb Wealth Management, LLC Buys Walt Disney Co, General Electric Co, Allergan PLC, Sells WisdomTree U.S. MidCap Dividend Fund, iShares 7-10 Year Treasury Bond ETF, WisdomTree U.S. SmallCap Dividend Fund

Madison, WI, based Investment company SVA Plumb Wealth Management, LLC buys Walt Disney Co, General Electric Co, Allergan PLC, Schlumberger, Vanguard Total International Bond ETF, Vanguard High Dividend Yield, Vanguard Small-Cap Value, Vanguard Short-Term Bond, SPDR S&P 500, Vanguard Total Stock Market, sells WisdomTree U.S. MidCap Dividend Fund, iShares 7-10 Year Treasury Bond ETF, WisdomTree U.S. SmallCap Dividend Fund, Intuitive Surgical Inc, Snap-on Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, SVA Plumb Wealth Management, LLC. As of 2018-03-31, SVA Plumb Wealth Management, LLC owns 197 stocks with a total value of $716 million. These are the details of the buys and sells.

For the details of SVA Plumb Wealth Management, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=SVA+Plumb+Wealth+Management%2C+LLC

These are the top 5 holdings of SVA Plumb Wealth Management, LLC
  1. Schwab U.S. Mid Cap (SCHM) - 1,474,796 shares, 10.32% of the total portfolio. Shares reduced by 1.69%
  2. Schwab U.S. Large-Cap (SCHX) - 581,345 shares, 4.88% of the total portfolio. Shares reduced by 6%
  3. WisdomTree U.S. SmallCap Earnings Fund (EES) - 883,642 shares, 4.32% of the total portfolio. Shares reduced by 1.18%
  4. WisdomTree U.S. MidCap Dividend Fund (DON) - 295,063 shares, 4.12% of the total portfolio. Shares reduced by 67.93%
  5. Apple Inc (AAPL) - 111,759 shares, 2.41% of the total portfolio. Shares added by 1.53%
New Purchase: Allergan PLC (AGN)

SVA Plumb Wealth Management, LLC initiated holding in Allergan PLC. The purchase prices were between $144.02 and $188.15, with an estimated average price of $167.73. The stock is now traded at around $153.32. The impact to a portfolio due to this purchase was 0.29%. The holding were 10,266 shares as of 2018-03-31.

New Purchase: Vanguard Total International Bond ETF (BNDX)

SVA Plumb Wealth Management, LLC initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $53.88 and $54.73, with an estimated average price of $54.21. The stock is now traded at around $54.53. The impact to a portfolio due to this purchase was 0.19%. The holding were 24,869 shares as of 2018-03-31.

New Purchase: iShares International Select Dividend (IDV)

SVA Plumb Wealth Management, LLC initiated holding in iShares International Select Dividend. The purchase prices were between $32.4 and $35.88, with an estimated average price of $34.03. The stock is now traded at around $34.15. The impact to a portfolio due to this purchase was 0.04%. The holding were 9,549 shares as of 2018-03-31.

New Purchase: Celgene Corp (CELG)

SVA Plumb Wealth Management, LLC initiated holding in Celgene Corp. The purchase prices were between $84.98 and $109.14, with an estimated average price of $96. The stock is now traded at around $82.19. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,925 shares as of 2018-03-31.

New Purchase: Gilead Sciences Inc (GILD)

SVA Plumb Wealth Management, LLC initiated holding in Gilead Sciences Inc. The purchase prices were between $72.84 and $88.8, with an estimated average price of $79.49. The stock is now traded at around $65.83. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,720 shares as of 2018-03-31.

New Purchase: Sanofi SA (SNY)

SVA Plumb Wealth Management, LLC initiated holding in Sanofi SA. The purchase prices were between $38.98 and $45.76, with an estimated average price of $41.61. The stock is now traded at around $37.75. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,369 shares as of 2018-03-31.

Added: Walt Disney Co (DIS)

SVA Plumb Wealth Management, LLC added to a holding in Walt Disney Co by 228.32%. The purchase prices were between $98.54 and $112.47, with an estimated average price of $106.26. The stock is now traded at around $101.72. The impact to a portfolio due to this purchase was 0.63%. The holding were 66,338 shares as of 2018-03-31.

Added: General Electric Co (GE)

SVA Plumb Wealth Management, LLC added to a holding in General Electric Co by 56.68%. The purchase prices were between $12.89 and $19.02, with an estimated average price of $15.54. The stock is now traded at around $14.65. The impact to a portfolio due to this purchase was 0.31%. The holding were 258,269 shares as of 2018-03-31.

Added: Schlumberger Ltd (SLB)

SVA Plumb Wealth Management, LLC added to a holding in Schlumberger Ltd by 53.31%. 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 $70.68. The impact to a portfolio due to this purchase was 0.19%. The holding were 55,920 shares as of 2018-03-31.

Added: Vanguard Small-Cap Value (VBR)

SVA Plumb Wealth Management, LLC added to a holding in Vanguard Small-Cap Value by 30.57%. The purchase prices were between $125.45 and $138.26, with an estimated average price of $132.56. The stock is now traded at around $134.30. The impact to a portfolio due to this purchase was 0.08%. The holding were 19,155 shares as of 2018-03-31.

Added: Vanguard Short-Term Bond (BSV)

SVA Plumb Wealth Management, LLC added to a holding in Vanguard Short-Term Bond by 35.48%. The purchase prices were between $78.21 and $79.06, with an estimated average price of $78.57. The stock is now traded at around $77.98. The impact to a portfolio due to this purchase was 0.08%. The holding were 29,020 shares as of 2018-03-31.

Added: Vanguard High Dividend Yield (VYM)

SVA Plumb Wealth Management, LLC added to a holding in Vanguard High Dividend Yield by 33.34%. The purchase prices were between $80.94 and $90.91, with an estimated average price of $85.96. The stock is now traded at around $84.09. The impact to a portfolio due to this purchase was 0.08%. The holding were 27,754 shares as of 2018-03-31.

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

SVA Plumb Wealth Management, LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $101.6 and $105.33, with an estimated average price of $102.99.

Sold Out: Snap-on Inc (SNA)

SVA Plumb Wealth Management, LLC sold out a holding in Snap-on Inc. The sale prices were between $146.26 and $183.76, with an estimated average price of $164.35.

Sold Out: Allstate Corp (ALL)

SVA Plumb Wealth Management, LLC sold out a holding in Allstate Corp. The sale prices were between $90.06 and $104.43, with an estimated average price of $96.87.

Sold Out: iShares Select Dividend ETF (DVY)

SVA Plumb Wealth Management, LLC sold out a holding in iShares Select Dividend ETF. The sale prices were between $92.49 and $102.32, with an estimated average price of $97.65.

Sold Out: Kemper Corp (KMPR)

SVA Plumb Wealth Management, LLC sold out a holding in Kemper Corp. The sale prices were between $53.55 and $70.95, with an estimated average price of $61.41.

Sold Out: Northrop Grumman Corp (NOC)

SVA Plumb Wealth Management, LLC sold out a holding in Northrop Grumman Corp. The sale prices were between $305.24 and $356.91, with an estimated average price of $334.95.



Here is the complete portfolio of SVA Plumb Wealth Management, LLC. Also check out:

1. SVA Plumb Wealth Management, LLC's Undervalued Stocks
2. SVA Plumb Wealth Management, LLC's Top Growth Companies, and
3. SVA Plumb Wealth Management, LLC's High Yield stocks
4. Stocks that SVA Plumb Wealth Management, LLC keeps buying