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Southern Wealth Management, LLP Buys iShares MSCI ACWI Ex US Index Fund, iShares Global Infrastructure ETF, iShares Edge MSCI Min Vol Emerging Markets, Sells Vanguard Mid-Cap Value, Vanguard Value, iShares Core MSCI EAFE

Investment company Southern Wealth Management, LLP (Current Portfolio) buys iShares MSCI ACWI Ex US Index Fund, iShares Global Infrastructure ETF, iShares Edge MSCI Min Vol Emerging Markets, iShares MSCI EAFE Small-Cap ETF, iShares MSCI Emerging Index Fund, sells Vanguard Mid-Cap Value, Vanguard Value, iShares Core MSCI EAFE, Vanguard FTSE Developed Markets, Vanguard Small-Cap Value during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Southern Wealth Management, LLP. As of 2020Q1, Southern Wealth Management, LLP owns 54 stocks with a total value of $465 million. These are the details of the buys and sells.

For the details of Southern Wealth Management, LLP's stock buys and sells, go to https://www.gurufocus.com/guru/southern+wealth+management%2C+llp/current-portfolio/portfolio

These are the top 5 holdings of Southern Wealth Management, LLP
  1. Lennox International Inc (LII) - 1,469,124 shares, 57.44% of the total portfolio.
  2. iShares MSCI EAFE Value (EFV) - 594,786 shares, 4.57% of the total portfolio. Shares added by 34.31%
  3. iShares MSCI EAFE Small-Cap ETF (SCZ) - 444,780 shares, 4.29% of the total portfolio. Shares added by 68.35%
  4. Vanguard Growth (VUG) - 102,405 shares, 3.45% of the total portfolio. Shares added by 0.65%
  5. iShares MSCI ACWI Ex US Index Fund (ACWX) - 407,775 shares, 3.30% of the total portfolio. New Position
New Purchase: iShares MSCI ACWI Ex US Index Fund (ACWX)

Southern Wealth Management, LLP initiated holding in iShares MSCI ACWI Ex US Index Fund. The purchase prices were between $32.8 and $50, with an estimated average price of $45.32. The stock is now traded at around $39.27. The impact to a portfolio due to this purchase was 3.3%. The holding were 407,775 shares as of .

New Purchase: Schwab International Small-Cap Equity (SCHC)

Southern Wealth Management, LLP initiated holding in Schwab International Small-Cap Equity. The purchase prices were between $20.7 and $34.9, with an estimated average price of $31.07. The stock is now traded at around $26.43. The impact to a portfolio due to this purchase was 0.99%. The holding were 188,553 shares as of .

New Purchase: SPDR S&P 500 (SPY)

Southern Wealth Management, LLP initiated holding in SPDR S&P 500. The purchase prices were between $222.95 and $338.34, with an estimated average price of $305.03. The stock is now traded at around $284.97. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,086 shares as of .

Added: iShares Global Infrastructure ETF (IGF)

Southern Wealth Management, LLP added to a holding in iShares Global Infrastructure ETF by 931.66%. The purchase prices were between $28.86 and $49.85, with an estimated average price of $44.72. The stock is now traded at around $35.43. The impact to a portfolio due to this purchase was 2.79%. The holding were 420,743 shares as of .

Added: iShares Edge MSCI Min Vol Emerging Markets (EEMV)

Southern Wealth Management, LLP added to a holding in iShares Edge MSCI Min Vol Emerging Markets by 1267.98%. The purchase prices were between $42.59 and $59.58, with an estimated average price of $53.96. The stock is now traded at around $50.18. The impact to a portfolio due to this purchase was 2.56%. The holding were 273,719 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Southern Wealth Management, LLP added to a holding in iShares MSCI EAFE Small-Cap ETF by 68.35%. The purchase prices were between $38.34 and $62.84, with an estimated average price of $56.15. The stock is now traded at around $48.27. The impact to a portfolio due to this purchase was 1.74%. The holding were 444,780 shares as of .

Added: iShares MSCI Emerging Index Fund (EEM)

Southern Wealth Management, LLP added to a holding in iShares MSCI Emerging Index Fund by 144.21%. The purchase prices were between $30.61 and $46.3, with an estimated average price of $41.03. The stock is now traded at around $36.53. The impact to a portfolio due to this purchase was 1.62%. The holding were 372,822 shares as of .

Added: iShares MSCI EAFE Value (EFV)

Southern Wealth Management, LLP added to a holding in iShares MSCI EAFE Value by 34.31%. The purchase prices were between $30.99 and $50.45, with an estimated average price of $44.48. The stock is now traded at around $35.79. The impact to a portfolio due to this purchase was 1.17%. The holding were 594,786 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

Southern Wealth Management, LLP added to a holding in iShares Edge MSCI Min Vol USA by 43.91%. The purchase prices were between $46.61 and $69.67, with an estimated average price of $63.87. The stock is now traded at around $57.91. The impact to a portfolio due to this purchase was 0.97%. The holding were 273,121 shares as of .

Sold Out: iShares MSCI EAFE (EFA)

Southern Wealth Management, LLP sold out a holding in iShares MSCI EAFE. The sale prices were between $46.5 and $70.38, with an estimated average price of $63.47.

Sold Out: Exxon Mobil Corp (XOM)

Southern Wealth Management, LLP sold out a holding in Exxon Mobil Corp. The sale prices were between $31.45 and $70.9, with an estimated average price of $55.73.

Sold Out: Alibaba Group Holding Ltd (BABA)

Southern Wealth Management, LLP sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $176.34 and $230.48, with an estimated average price of $209.23.

Sold Out: Schwab Fundamental International Large Company Ind (FNDF)

Southern Wealth Management, LLP sold out a holding in Schwab Fundamental International Large Company Ind. The sale prices were between $18.2 and $29.21, with an estimated average price of $26.02.

Sold Out: Chevron Corp (CVX)

Southern Wealth Management, LLP 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.



Here is the complete portfolio of Southern Wealth Management, LLP. Also check out:

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

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