- New Purchases: ITM, SPLV, FDN, LMBS, FIW, NFLX, SRCL, WPC,
- Added Positions: SHY, BIL, FLRN, SCHX, DBEF, DGRW, FPE, STIP, MUB, SHYG, IGIB, SCHA, SCHE, SCHZ, PDBC, SCHM, SCHC, HACK, SCHF, IBB, EZM, BOTZ, BRK.B, MCD, LMT, PFE,
- Reduced Positions: HYG, HEDJ, DXJ, XLF, FTC, DON, FYX, DES, FXO, DBJP, HEWJ, VOT, FNX, HEZU, DLN, FEM, MTUM, MDIV, VBR, IWO, IYF, VUG, XLK, IJH, EES, PFF, VCIT, VYM, LQD, DTD, FTA, VLUE, SJNK, PGX, DEM, IWP, FLOT, VCSH, VBK, SLYG, SCHG, MGK, VFH, TIP, IVW, IJT, HYMB, HYLS, AMJ, FEX, QABA, MBB, EEMV, VO, PRFZ, QQQ, USMV, VMBS, JNJ, AMLP, DGS, VNQ, IEMG, IJR, AOA, IJK, JPM, VTIP, HD, VTEB, BABA, VGT, DHS, MSFT, SPYG, IYW, FXH, MLPI, EXT, IVV, AAPL, RSP, DTH, SPY, IJS, SCHV, FB, DIS, IWF, FDX, CSCO, PGF,
- Sold Out: BKLN, FTSL, PHB, JNK, SRLN, ABBV, GOOGL,
For the details of BSC PRIVATE WEALTH MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bsc+private+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of BSC PRIVATE WEALTH MANAGEMENT, LLC- iShares 1-3 Year Treasury Bond ETF (SHY) - 318,963 shares, 6.54% of the total portfolio. Shares added by 7412.08%
- WisdomTree U.S. Quality Dividend Growth Fund (DGRW) - 621,239 shares, 6.52% of the total portfolio. Shares added by 13.78%
- WisdomTree Japan Hedged Equity Fund (DXJ) - 295,723 shares, 3.65% of the total portfolio. Shares reduced by 13.79%
- First Trust Large Cap Growth AlphaDEX Fund (FTC) - 223,756 shares, 3.65% of the total portfolio. Shares reduced by 8.82%
- WisdomTree Europe Hedged Equity Fund (HEDJ) - 228,315 shares, 3.56% of the total portfolio. Shares reduced by 16.52%
Bsc Private Wealth Management, Llc initiated holding in VanEck Vectors AMT-Free Intermediate Municipal Ind. The purchase prices were between $47.07 and $48.66, with an estimated average price of $47.7. The stock is now traded at around $49.30. The impact to a portfolio due to this purchase was 0.94%. The holding were 79,154 shares as of .
New Purchase: Invesco S&P 500 Low Volatility (SPLV)Bsc Private Wealth Management, Llc initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $53.06. The impact to a portfolio due to this purchase was 0.24%. The holding were 18,917 shares as of .
New Purchase: First Trust DJ Internet Index Fund (FDN)Bsc Private Wealth Management, Llc initiated holding in First Trust DJ Internet Index Fund. The purchase prices were between $114.08 and $142.11, with an estimated average price of $133.21. The stock is now traded at around $137.57. The impact to a portfolio due to this purchase was 0.23%. The holding were 6,886 shares as of .
New Purchase: First Trust Low Duration Opportunities ETF (LMBS)Bsc Private Wealth Management, Llc initiated holding in First Trust Low Duration Opportunities ETF. The purchase prices were between $51.01 and $51.34, with an estimated average price of $51.16. The stock is now traded at around $51.46. The impact to a portfolio due to this purchase was 0.18%. The holding were 14,290 shares as of .
New Purchase: First Trust Water (FIW)Bsc Private Wealth Management, Llc initiated holding in First Trust Water. The purchase prices were between $42.85 and $51.63, with an estimated average price of $48.81. The stock is now traded at around $50.95. The impact to a portfolio due to this purchase was 0.1%. The holding were 8,052 shares as of .
New Purchase: Netflix Inc (NFLX)Bsc Private Wealth Management, Llc initiated holding in Netflix Inc. The purchase prices were between $267.66 and $377.87, with an estimated average price of $345.48. The stock is now traded at around $345.26. The impact to a portfolio due to this purchase was 0.06%. The holding were 745 shares as of .
Added: iShares 1-3 Year Treasury Bond ETF (SHY)Bsc Private Wealth Management, Llc added to a holding in iShares 1-3 Year Treasury Bond ETF by 7412.08%. The purchase prices were between $83.51 and $84.18, with an estimated average price of $83.71. The stock is now traded at around $84.14. The impact to a portfolio due to this purchase was 6.45%. The holding were 318,963 shares as of .
Added: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)Bsc Private Wealth Management, Llc added to a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill by 3420.99%. The purchase prices were between $90.75 and $91.25, with an estimated average price of $91.01. The stock is now traded at around $91.49. The impact to a portfolio due to this purchase was 3.17%. The holding were 146,121 shares as of .
Added: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)Bsc Private Wealth Management, Llc added to a holding in SPDR Bloomberg Barclays Investment Grade Floating by 408.70%. The purchase prices were between $30.03 and $30.54, with an estimated average price of $30.35. The stock is now traded at around $30.66. The impact to a portfolio due to this purchase was 1.47%. The holding were 244,608 shares as of .
Added: Schwab U.S. Large-Cap (SCHX)Bsc Private Wealth Management, Llc added to a holding in Schwab U.S. Large-Cap by 151.45%. The purchase prices were between $58.26 and $68.11, with an estimated average price of $64.92. The stock is now traded at around $67.23. The impact to a portfolio due to this purchase was 1.32%. The holding were 132,651 shares as of .
Added: Xtrackers MSCI EAFE Hedged Equity (DBEF)Bsc Private Wealth Management, Llc added to a holding in Xtrackers MSCI EAFE Hedged Equity by 80.67%. The purchase prices were between $27.63 and $31.37, with an estimated average price of $30.07. The stock is now traded at around $30.80. The impact to a portfolio due to this purchase was 1.07%. The holding were 313,558 shares as of .
Added: First Trust Preferred Securities and Income ETF (FPE)Bsc Private Wealth Management, Llc added to a holding in First Trust Preferred Securities and Income ETF by 277.11%. The purchase prices were between $17.95 and $19.09, with an estimated average price of $18.71. The stock is now traded at around $19.20. The impact to a portfolio due to this purchase was 0.67%. The holding were 195,066 shares as of .
Sold Out: Invesco Senior Loan (BKLN)Bsc Private Wealth Management, Llc sold out a holding in Invesco Senior Loan. The sale prices were between $21.57 and $22.75, with an estimated average price of $22.43.
Sold Out: First Trust Senior Loan Fund ETF (FTSL)Bsc Private Wealth Management, Llc sold out a holding in First Trust Senior Loan Fund ETF. The sale prices were between $45.5 and $47.68, with an estimated average price of $47.12.
Sold Out: Invesco Fundamental High Yield Corporate Bond (PHB)Bsc Private Wealth Management, Llc sold out a holding in Invesco Fundamental High Yield Corporate Bond. The sale prices were between $17.66 and $18.65, with an estimated average price of $18.4.
Sold Out: SPDR Bloomberg Barclays High Yield Bond (JNK)Bsc Private Wealth Management, Llc sold out a holding in SPDR Bloomberg Barclays High Yield Bond. The sale prices were between $98.76 and $106.9, with an estimated average price of $104.36.
Sold Out: SPDR Blackstone GSO Senior Loan (SRLN)Bsc Private Wealth Management, Llc sold out a holding in SPDR Blackstone GSO Senior Loan. The sale prices were between $44.7 and $46.62, with an estimated average price of $45.94.
Sold Out: AbbVie Inc (ABBV)Bsc Private Wealth Management, Llc sold out a holding in AbbVie Inc. The sale prices were between $77.14 and $92.19, with an estimated average price of $82.08.
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