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Elgethun Capital Management Buys Schwab U.S. Broad Market, Vanguard FTSE Emerging Markets, Alerian MLP, Sells Apple Inc, Vanguard FTSE Developed Markets, Merck Inc

Investment company Elgethun Capital Management (Current Portfolio) buys Schwab U.S. Broad Market, Vanguard FTSE Emerging Markets, Alerian MLP, Boston Omaha Corp, Anheuser-Busch InBev SA/NV, sells Apple Inc, Vanguard FTSE Developed Markets, Merck Inc, Bank of America Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Elgethun Capital Management. As of 2020Q1, Elgethun Capital Management owns 98 stocks with a total value of $170 million. These are the details of the buys and sells.

For the details of Elgethun Capital Management's stock buys and sells, go to https://www.gurufocus.com/guru/elgethun+capital+management/current-portfolio/portfolio

These are the top 5 holdings of Elgethun Capital Management
  1. Berkshire Hathaway Inc (BRK.B) - 98,436 shares, 10.61% of the total portfolio. Shares added by 8.69%
  2. Schwab U.S. Broad Market (SCHB) - 283,298 shares, 10.09% of the total portfolio. New Position
  3. Schwab International Equity (SCHF) - 375,732 shares, 5.72% of the total portfolio. Shares added by 4.03%
  4. Charles Schwab Corp (SCHW) - 178,805 shares, 3.54% of the total portfolio. Shares added by 10.00%
  5. Microsoft Corp (MSFT) - 32,953 shares, 3.06% of the total portfolio. Shares reduced by 0.44%
New Purchase: Schwab U.S. Broad Market (SCHB)

Elgethun Capital Management initiated holding in Schwab U.S. Broad Market. The purchase prices were between $52.35 and $80.88, with an estimated average price of $73.19. The stock is now traded at around $69.14. The impact to a portfolio due to this purchase was 10.09%. The holding were 283,298 shares as of .

New Purchase: Vanguard Energy (VDE)

Elgethun Capital Management initiated holding in Vanguard Energy. The purchase prices were between $31.29 and $82.78, with an estimated average price of $64.6. The stock is now traded at around $51.23. The impact to a portfolio due to this purchase was 0.91%. The holding were 40,554 shares as of .

New Purchase: iShares Core S&P 500 (IVV)

Elgethun Capital Management initiated holding in iShares Core S&P 500. The purchase prices were between $223.25 and $337.76, with an estimated average price of $304.65. The stock is now traded at around $293.46. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,414 shares as of .

New Purchase: Schwab Fundamental International Large Company Ind (FNDF)

Elgethun Capital Management initiated holding in Schwab Fundamental International Large Company Ind. The purchase prices were between $18.2 and $29.21, with an estimated average price of $26.02. The stock is now traded at around $22.02. The impact to a portfolio due to this purchase was 0.17%. The holding were 13,731 shares as of .

New Purchase: NextEra Energy Inc (NEE)

Elgethun Capital Management initiated holding in NextEra Energy Inc. The purchase prices were between $181.66 and $282.22, with an estimated average price of $251.74. The stock is now traded at around $229.73. The impact to a portfolio due to this purchase was 0.11%. The holding were 750 shares as of .

New Purchase: The Bancorp Inc (TBBK)

Elgethun Capital Management initiated holding in The Bancorp Inc. The purchase prices were between $3.58 and $13.65, with an estimated average price of $10.77. The stock is now traded at around $7.18. The impact to a portfolio due to this purchase was 0.07%. The holding were 20,083 shares as of .

Added: Vanguard FTSE Emerging Markets (VWO)

Elgethun Capital Management added to a holding in Vanguard FTSE Emerging Markets by 1314.65%. The purchase prices were between $30.46 and $45.91, with an estimated average price of $41.1. The stock is now traded at around $36.50. The impact to a portfolio due to this purchase was 1.32%. The holding were 72,034 shares as of .

Added: Alerian MLP (AMLP)

Elgethun Capital Management added to a holding in Alerian MLP by 574.88%. The purchase prices were between $2.82 and $8.67, with an estimated average price of $6.68. The stock is now traded at around $4.85. The impact to a portfolio due to this purchase was 1.31%. The holding were 759,397 shares as of .

Added: Boston Omaha Corp (BOMN)

Elgethun Capital Management added to a holding in Boston Omaha Corp by 477.20%. The purchase prices were between $13.32 and $21.63, with an estimated average price of $19.25. The stock is now traded at around $18.46. The impact to a portfolio due to this purchase was 1.31%. The holding were 148,780 shares as of .

Added: Anheuser-Busch InBev SA/NV (BUD)

Elgethun Capital Management added to a holding in Anheuser-Busch InBev SA/NV by 75.20%. The purchase prices were between $35.18 and $83.45, with an estimated average price of $65.86. The stock is now traded at around $43.34. The impact to a portfolio due to this purchase was 0.91%. The holding were 81,818 shares as of .

Added: Citigroup Inc (C)

Elgethun Capital Management added to a holding in Citigroup Inc by 56.32%. The purchase prices were between $35.39 and $81.91, with an estimated average price of $67.72. The stock is now traded at around $46.32. The impact to a portfolio due to this purchase was 0.66%. The holding were 73,731 shares as of .

Added: Axalta Coating Systems Ltd (AXTA)

Elgethun Capital Management added to a holding in Axalta Coating Systems Ltd by 37.49%. The purchase prices were between $13.67 and $31.22, with an estimated average price of $25.8. The stock is now traded at around $19.61. The impact to a portfolio due to this purchase was 0.5%. The holding were 179,452 shares as of .

Sold Out: Vanguard FTSE Developed Markets (VEA)

Elgethun Capital Management sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $28.78 and $44.66, with an estimated average price of $40.48.

Sold Out: Bank of America Corp (BACPL.PFD)

Elgethun Capital Management sold out a holding in Bank of America Corp. The sale prices were between $1062.06 and $1577, with an estimated average price of $1461.58.



Here is the complete portfolio of Elgethun Capital Management. Also check out:

1. Elgethun Capital Management's Undervalued Stocks
2. Elgethun Capital Management's Top Growth Companies, and
3. Elgethun Capital Management's High Yield stocks
4. Stocks that Elgethun Capital Management keeps buying

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