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Novare Capital Management Llc Buys C.H. Robinson Worldwide Inc, Comcast Corp, Zoetis Inc, Sells TJX Inc, Telefonaktiebolaget L M Ericsson, PepsiCo Inc

Charlotte, NC, based Investment company Novare Capital Management Llc (Current Portfolio) buys C.H. Robinson Worldwide Inc, Comcast Corp, Zoetis Inc, International Business Machines Corp, Amazon.com Inc, sells TJX Inc, Telefonaktiebolaget L M Ericsson, PepsiCo Inc, Targa Resources Corp, Genesis Energy LP during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Novare Capital Management Llc. As of 2020Q1, Novare Capital Management Llc owns 117 stocks with a total value of $550 million. These are the details of the buys and sells.

For the details of NOVARE CAPITAL MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/novare+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of NOVARE CAPITAL MANAGEMENT LLC
  1. Microsoft Corp (MSFT) - 153,047 shares, 4.39% of the total portfolio. Shares added by 6.16%
  2. SPDR S&P 500 (SPY) - 87,868 shares, 4.12% of the total portfolio. Shares added by 0.80%
  3. iShares Edge MSCI Min Vol USA (USMV) - 371,819 shares, 3.65% of the total portfolio. Shares added by 3.90%
  4. Invesco S&P 500 Low Volatility (SPLV) - 364,130 shares, 3.11% of the total portfolio. Shares reduced by 0.36%
  5. Apple Inc (AAPL) - 66,139 shares, 3.06% of the total portfolio. Shares reduced by 1.52%
New Purchase: C.H. Robinson Worldwide Inc (CHRW)

Novare Capital Management Llc initiated holding in C.H. Robinson Worldwide Inc. The purchase prices were between $60.11 and $84.1, with an estimated average price of $72.11. The stock is now traded at around $71.13. The impact to a portfolio due to this purchase was 0.88%. The holding were 72,845 shares as of .

New Purchase: Zoetis Inc (ZTS)

Novare Capital Management Llc initiated holding in Zoetis Inc. The purchase prices were between $92.66 and $144.94, with an estimated average price of $132. The stock is now traded at around $131.30. The impact to a portfolio due to this purchase was 0.77%. The holding were 36,185 shares as of .

New Purchase: iShares 3-7 Year Treasury Bond ETF (IEI)

Novare Capital Management Llc initiated holding in iShares 3-7 Year Treasury Bond ETF. The purchase prices were between $125.33 and $133.05, with an estimated average price of $128.4. The stock is now traded at around $133.22. The impact to a portfolio due to this purchase was 0.18%. The holding were 7,400 shares as of .

New Purchase: Truist Financial Corp (TFC)

Novare Capital Management Llc initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $35.25. The impact to a portfolio due to this purchase was 0.11%. The holding were 19,139 shares as of .

Added: Comcast Corp (CMCSA)

Novare Capital Management Llc added to a holding in Comcast Corp by 66.64%. The purchase prices were between $33.37 and $47.5, with an estimated average price of $42.37. The stock is now traded at around $36.05. The impact to a portfolio due to this purchase was 0.8%. The holding were 320,934 shares as of .

Added: International Business Machines Corp (IBM)

Novare Capital Management Llc added to a holding in International Business Machines Corp by 99.23%. The purchase prices were between $94.77 and $156.76, with an estimated average price of $132.68. The stock is now traded at around $122.58. The impact to a portfolio due to this purchase was 0.71%. The holding were 70,348 shares as of .

Added: Amazon.com Inc (AMZN)

Novare Capital Management Llc added to a holding in Amazon.com Inc by 32.61%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2317.80. The impact to a portfolio due to this purchase was 0.44%. The holding were 5,075 shares as of .

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Novare Capital Management Llc added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 58.44%. The purchase prices were between $79.78 and $94.82, with an estimated average price of $91.21. The stock is now traded at around $90.89. The impact to a portfolio due to this purchase was 0.34%. The holding were 58,598 shares as of .

Added: Kellogg Co (K)

Novare Capital Management Llc added to a holding in Kellogg Co by 50.21%. The purchase prices were between $53.56 and $70.88, with an estimated average price of $65.48. The stock is now traded at around $63.24. The impact to a portfolio due to this purchase was 0.25%. The holding were 68,238 shares as of .

Added: Cisco Systems Inc (CSCO)

Novare Capital Management Llc added to a holding in Cisco Systems Inc by 32.15%. The purchase prices were between $33.2 and $49.93, with an estimated average price of $44.06. The stock is now traded at around $41.46. The impact to a portfolio due to this purchase was 0.18%. The holding were 103,614 shares as of .

Sold Out: Telefonaktiebolaget L M Ericsson (ERIC)

Novare Capital Management Llc sold out a holding in Telefonaktiebolaget L M Ericsson. The sale prices were between $6.17 and $9.21, with an estimated average price of $8.21.

Sold Out: Targa Resources Corp (TRGP)

Novare Capital Management Llc sold out a holding in Targa Resources Corp. The sale prices were between $4.73 and $41.97, with an estimated average price of $30.18.

Sold Out: Genesis Energy LP (GEL)

Novare Capital Management Llc sold out a holding in Genesis Energy LP. The sale prices were between $3 and $21.95, with an estimated average price of $14.09.

Sold Out: Williams Companies Inc (WMB)

Novare Capital Management Llc sold out a holding in Williams Companies Inc. The sale prices were between $9.25 and $24.04, with an estimated average price of $19.53.

Sold Out: Truist Financial Corp (BBK)

Novare Capital Management Llc sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)

Novare Capital Management Llc sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $23.57 and $60.87, with an estimated average price of $48.26.



Here is the complete portfolio of NOVARE CAPITAL MANAGEMENT LLC. Also check out:

1. NOVARE CAPITAL MANAGEMENT LLC's Undervalued Stocks
2. NOVARE CAPITAL MANAGEMENT LLC's Top Growth Companies, and
3. NOVARE CAPITAL MANAGEMENT LLC's High Yield stocks
4. Stocks that NOVARE CAPITAL MANAGEMENT LLC keeps buying

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