Private Portfolio Partners LLC Buys iShares 1-3 Year Treasury Bond ETF, Vanguard Small-Cap Value, Exxon Mobil Corp, Sells iShares 7-10 Year Treasury Bond ETF, iShares Core S&P Total U.S. Stock Market, iShares Short-Term National Muni Bond

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May 14, 2020
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Investment company Private Portfolio Partners LLC (Current Portfolio) buys iShares 1-3 Year Treasury Bond ETF, Vanguard Small-Cap Value, Exxon Mobil Corp, Schwab US Dividend Equity, VanEck Vectors Morningstar Wide Moat, sells iShares 7-10 Year Treasury Bond ETF, iShares Core S&P Total U.S. Stock Market, iShares Short-Term National Muni Bond, Marriott International Inc, iShares Edge MSCI Min Vol USA during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Private Portfolio Partners LLC. As of 2020Q1, Private Portfolio Partners LLC owns 173 stocks with a total value of $177 million. These are the details of the buys and sells.

For the details of Private Portfolio Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/private+portfolio+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of Private Portfolio Partners LLC
  1. Vanguard Growth (VUG) - 87,958 shares, 7.80% of the total portfolio. Shares added by 2.79%
  2. Vanguard Value (VTV) - 137,001 shares, 6.90% of the total portfolio. Shares added by 6.35%
  3. Vanguard Small-Cap Growth (VBK) - 40,531 shares, 3.45% of the total portfolio. Shares added by 3.74%
  4. Vanguard Small-Cap Value (VBR) - 64,169 shares, 3.22% of the total portfolio. Shares added by 21.83%
  5. Vanguard FTSE Emerging Markets (VWO) - 128,295 shares, 2.43% of the total portfolio. Shares added by 0.92%
New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Private Portfolio Partners LLC initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $84.63 and $86.69, with an estimated average price of $85.36. The stock is now traded at around $86.63. The impact to a portfolio due to this purchase was 0.91%. The holding were 18,563 shares as of .

New Purchase: IQ Merger Arbitrage (MNA)

Private Portfolio Partners LLC initiated holding in IQ Merger Arbitrage. The purchase prices were between $27.88 and $33.46, with an estimated average price of $32.42. The stock is now traded at around $31.36. The impact to a portfolio due to this purchase was 0.2%. The holding were 11,655 shares as of .

New Purchase: Broadcom Inc (AVGO)

Private Portfolio Partners LLC initiated holding in Broadcom Inc. The purchase prices were between $167.87 and $324.7, with an estimated average price of $283.21. The stock is now traded at around $266.60. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,370 shares as of .

New Purchase: Take-Two Interactive Software Inc (TTWO)

Private Portfolio Partners LLC initiated holding in Take-Two Interactive Software Inc. The purchase prices were between $100.15 and $130.39, with an estimated average price of $118.38. The stock is now traded at around $131.53. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,143 shares as of .

New Purchase: Teladoc Health Inc (TDOC)

Private Portfolio Partners LLC initiated holding in Teladoc Health Inc. The purchase prices were between $82.96 and $167.44, with an estimated average price of $115.45. The stock is now traded at around $179.54. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,407 shares as of .

New Purchase: Starbucks Corp (SBUX)

Private Portfolio Partners LLC initiated holding in Starbucks Corp. The purchase prices were between $56.33 and $93.75, with an estimated average price of $81.31. The stock is now traded at around $74.19. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,197 shares as of .

Added: Vanguard Small-Cap Value (VBR)

Private Portfolio Partners LLC added to a holding in Vanguard Small-Cap Value by 21.83%. The purchase prices were between $75.8 and $139.04, with an estimated average price of $122.74. The stock is now traded at around $92.19. The impact to a portfolio due to this purchase was 0.58%. The holding were 64,169 shares as of .

Added: Exxon Mobil Corp (XOM)

Private Portfolio Partners LLC added to a holding in Exxon Mobil Corp by 87.22%. The purchase prices were between $31.45 and $70.9, with an estimated average price of $55.73. The stock is now traded at around $42.30. The impact to a portfolio due to this purchase was 0.43%. The holding were 43,355 shares as of .

Added: Schwab US Dividend Equity (SCHD)

Private Portfolio Partners LLC added to a holding in Schwab US Dividend Equity by 193.87%. 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 $49.46. The impact to a portfolio due to this purchase was 0.36%. The holding were 21,044 shares as of .

Added: VanEck Vectors Morningstar Wide Moat (MOAT)

Private Portfolio Partners LLC added to a holding in VanEck Vectors Morningstar Wide Moat by 91.92%. The purchase prices were between $37.74 and $56.59, with an estimated average price of $51.81. The stock is now traded at around $47.88. The impact to a portfolio due to this purchase was 0.3%. The holding were 24,978 shares as of .

Added: The Walt Disney Co (DIS)

Private Portfolio Partners LLC added to a holding in The Walt Disney Co by 107.91%. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $105.91. The impact to a portfolio due to this purchase was 0.2%. The holding were 7,198 shares as of .

Added: Chevron Corp (CVX)

Private Portfolio Partners LLC added to a holding in Chevron Corp by 36.15%. The purchase prices were between $54.22 and $121.43, with an estimated average price of $99.58. The stock is now traded at around $90.05. The impact to a portfolio due to this purchase was 0.17%. The holding were 15,735 shares as of .

Sold Out: Marriott International Inc (MAR)

Private Portfolio Partners 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: Royal Caribbean Cruises Ltd (RCL)

Private Portfolio Partners LLC sold out a holding in Royal Caribbean Cruises Ltd. The sale prices were between $22.33 and $135.05, with an estimated average price of $93.01.

Sold Out: Truist Financial Corp (TFC)

Private Portfolio Partners LLC sold out a holding in Truist Financial Corp. The sale prices were between $25.69 and $56.67, with an estimated average price of $47.68.

Sold Out: ConocoPhillips (COP)

Private Portfolio Partners LLC sold out a holding in ConocoPhillips. The sale prices were between $22.67 and $66.48, with an estimated average price of $51.43.

Sold Out: The Travelers Companies Inc (TRV)

Private Portfolio Partners LLC sold out a holding in The Travelers Companies Inc. The sale prices were between $81.69 and $141.34, with an estimated average price of $125.01.

Sold Out: National Presto Industries Inc (NPK)

Private Portfolio Partners LLC sold out a holding in National Presto Industries Inc. The sale prices were between $67.09 and $92.48, with an estimated average price of $84.52.



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