BT Wealth Management LLC Buys Genuine Parts Co, The Home Depot Inc, Ameris Bancorp, Sells SPDR Barclays 1-3 Month T-Bill ETF, Exxon Mobil Corp, PepsiCo Inc

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Jan 13, 2020
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Investment company BT Wealth Management LLC (Current Portfolio) buys Genuine Parts Co, The Home Depot Inc, Ameris Bancorp, Truist Financial Corp, Bank of America Corp, sells SPDR Barclays 1-3 Month T-Bill ETF, Exxon Mobil Corp, PepsiCo Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, BT Wealth Management LLC. As of 2019Q4, BT Wealth Management LLC owns 63 stocks with a total value of $186 million. These are the details of the buys and sells.

For the details of BT Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bt+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of BT Wealth Management LLC
  1. iShares Russell 1000 ETF (IWB) - 329,638 shares, 31.59% of the total portfolio. Shares added by 1.93%
  2. iShares Core S&P 500 ETF (IVV) - 47,516 shares, 8.25% of the total portfolio. Shares added by 7.87%
  3. SPDR S&P 500 ETF Trust (SPY) - 45,164 shares, 7.81% of the total portfolio. Shares reduced by 0.76%
  4. Vanguard FTSE Developed Markets ETF (VEA) - 276,066 shares, 6.53% of the total portfolio. Shares reduced by 0.22%
  5. iShares Russell 1000 Growth ETF (IWF) - 61,744 shares, 5.83% of the total portfolio. Shares added by 1.33%
New Purchase: Genuine Parts Co (GPC)

BT Wealth Management LLC initiated holding in Genuine Parts Co. The purchase prices were between $92.55 and $107.74, with an estimated average price of $102.99. The stock is now traded at around $99.29. The impact to a portfolio due to this purchase was 1.02%. The holding were 17,872 shares as of .

New Purchase: Ameris Bancorp (ABCB)

BT Wealth Management LLC initiated holding in Ameris Bancorp. The purchase prices were between $38.57 and $44.57, with an estimated average price of $42.76. The stock is now traded at around $42.57. The impact to a portfolio due to this purchase was 0.21%. The holding were 8,970 shares as of .

New Purchase: Truist Financial Corp (BBK)

BT Wealth Management LLC initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $50.00. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,538 shares as of .

New Purchase: Bank of America Corp (BAC)

BT Wealth Management LLC initiated holding in Bank of America Corp. The purchase prices were between $27.63 and $35.52, with an estimated average price of $32.44. The stock is now traded at around $34.92. The impact to a portfolio due to this purchase was 0.16%. The holding were 8,521 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

BT Wealth Management LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $203.1 and $227.05, with an estimated average price of $217.51. The stock is now traded at around $227.65. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,227 shares as of .

New Purchase: Caterpillar Inc (CAT)

BT Wealth Management LLC initiated holding in Caterpillar Inc. The purchase prices were between $117.97 and $148.5, with an estimated average price of $140.03. The stock is now traded at around $146.01. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,797 shares as of .

Added: The Home Depot Inc (HD)

BT Wealth Management LLC added to a holding in The Home Depot Inc by 74.48%. The purchase prices were between $212 and $238.85, with an estimated average price of $226.26. The stock is now traded at around $223.16. The impact to a portfolio due to this purchase was 0.26%. The holding were 5,236 shares as of .

Added: Southern Co (SO)

BT Wealth Management LLC added to a holding in Southern Co by 32.79%. The purchase prices were between $60.33 and $63.86, with an estimated average price of $61.99. The stock is now traded at around $64.69. The impact to a portfolio due to this purchase was 0.15%. The holding were 17,463 shares as of .

Added: The Walt Disney Co (DIS)

BT Wealth Management LLC added to a holding in The Walt Disney Co by 22.99%. The purchase prices were between $128.15 and $151.64, with an estimated average price of $140. The stock is now traded at around $144.17. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,530 shares as of .

Sold Out: PepsiCo Inc (PEP)

BT Wealth Management LLC sold out a holding in PepsiCo Inc. The sale prices were between $131.98 and $140.28, with an estimated average price of $136.08.



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