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Sunburst Financial Group, LLC Buys Schwab US Dividend Equity, iShares Core 1-5 Year USD Bond ETF, Schwab International Equity, Sells Vanguard Value, iShares Core MSCI EAFE, Chevron Corp

Investment company Sunburst Financial Group, LLC (Current Portfolio) buys Schwab US Dividend Equity, iShares Core 1-5 Year USD Bond ETF, Schwab International Equity, Raytheon Co, iShares MSCI EAFE, sells Vanguard Value, iShares Core MSCI EAFE, Chevron Corp, Marriott International Inc, Wells Fargo during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Sunburst Financial Group, LLC. As of 2020Q1, Sunburst Financial Group, LLC owns 52 stocks with a total value of $95 million. These are the details of the buys and sells.

For the details of Sunburst Financial Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sunburst+financial+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Sunburst Financial Group, LLC
  1. iShares Russell 1000 Growth (IWF) - 75,281 shares, 11.98% of the total portfolio.
  2. Vanguard Short-Term Corporate Bond ETF (VCSH) - 140,128 shares, 11.71% of the total portfolio. Shares added by 3.94%
  3. Schwab U.S. Broad Market (SCHB) - 165,220 shares, 10.55% of the total portfolio. Shares added by 4.19%
  4. Vanguard High Dividend Yield (VYM) - 115,822 shares, 8.66% of the total portfolio. Shares added by 0.15%
  5. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 87,941 shares, 8.09% of the total portfolio. Shares reduced by 15.58%
New Purchase: iShares Core 1-5 Year USD Bond ETF (ISTB)

Sunburst Financial Group, LLC initiated holding in iShares Core 1-5 Year USD Bond ETF. The purchase prices were between $48.03 and $51.13, with an estimated average price of $50.14. The stock is now traded at around $50.81. The impact to a portfolio due to this purchase was 0.68%. The holding were 12,839 shares as of .

New Purchase: Schwab International Equity (SCHF)

Sunburst Financial Group, LLC initiated holding in Schwab International Equity. The purchase prices were between $22.3 and $34.12, with an estimated average price of $31.02. The stock is now traded at around $26.85. The impact to a portfolio due to this purchase was 0.58%. The holding were 21,285 shares as of .

New Purchase: Raytheon Co (RTN)

Sunburst Financial Group, LLC initiated holding in Raytheon Co. The purchase prices were between $112.61 and $232.31, with an estimated average price of $199.29. The stock is now traded at around $116.96. The impact to a portfolio due to this purchase was 0.44%. The holding were 4,323 shares as of .

New Purchase: NexTier Oilfield Solutions Inc (NEX)

Sunburst Financial Group, LLC initiated holding in NexTier Oilfield Solutions Inc. The purchase prices were between $1.04 and $7.01, with an estimated average price of $4.48. The stock is now traded at around $2.39. The impact to a portfolio due to this purchase was 0.02%. The holding were 17,812 shares as of .

New Purchase: Callon Petroleum Co (CPE)

Sunburst Financial Group, LLC initiated holding in Callon Petroleum Co. The purchase prices were between $0.42 and $4.88, with an estimated average price of $2.53. The stock is now traded at around $0.86. The impact to a portfolio due to this purchase was 0.01%. The holding were 10,678 shares as of .

Added: Schwab US Dividend Equity (SCHD)

Sunburst Financial Group, LLC added to a holding in Schwab US Dividend Equity by 87.77%. The purchase prices were between $39.5 and $59.28, with an estimated average price of $54.29. The stock is now traded at around $49.41. The impact to a portfolio due to this purchase was 3.51%. The holding were 158,021 shares as of .

Added: iShares MSCI EAFE (EFA)

Sunburst Financial Group, LLC added to a holding in iShares MSCI EAFE by 76.59%. The purchase prices were between $46.5 and $70.38, with an estimated average price of $63.47. The stock is now traded at around $55.32. The impact to a portfolio due to this purchase was 0.38%. The holding were 15,429 shares as of .

Added: Schwab U.S. Small-Cap (SCHA)

Sunburst Financial Group, LLC added to a holding in Schwab U.S. Small-Cap by 106.44%. The purchase prices were between $44.57 and $77.39, with an estimated average price of $68.72. The stock is now traded at around $57.09. The impact to a portfolio due to this purchase was 0.22%. The holding were 7,696 shares as of .

Sold Out: Vanguard Value (VTV)

Sunburst Financial Group, LLC sold out a holding in Vanguard Value. The sale prices were between $76.76 and $121.42, with an estimated average price of $110.7.

Sold Out: iShares Core MSCI EAFE (IEFA)

Sunburst Financial Group, LLC sold out a holding in iShares Core MSCI EAFE. The sale prices were between $43.31 and $66.12, with an estimated average price of $59.51.

Sold Out: Chevron Corp (CVX)

Sunburst Financial Group, LLC sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.

Sold Out: Marriott International Inc (MAR)

Sunburst Financial Group, LLC sold out a holding in Marriott International Inc. The sale prices were between $63.81 and $151.49, with an estimated average price of $125.54.

Sold Out: Wells Fargo & Co (WFC)

Sunburst Financial Group, LLC sold out a holding in Wells Fargo & Co. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87.

Sold Out: Caterpillar Inc (CAT)

Sunburst Financial Group, LLC sold out a holding in Caterpillar Inc. The sale prices were between $91.85 and $150.53, with an estimated average price of $128.51.



Here is the complete portfolio of Sunburst Financial Group, LLC. Also check out:

1. Sunburst Financial Group, LLC's Undervalued Stocks
2. Sunburst Financial Group, LLC's Top Growth Companies, and
3. Sunburst Financial Group, LLC's High Yield stocks
4. Stocks that Sunburst Financial Group, LLC keeps buying

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