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Burns Wealth Management, Inc. Buys iShares MSCI EAFE Value, iShares S&P SmallCap 600 Value, Bristol-Myers Squibb Company, Sells Parker Hannifin Corp, Carnival Corp, International Flavors & Fragrances Inc

Oklahoma City, OK, based Investment company Burns Wealth Management, Inc. (Current Portfolio) buys iShares MSCI EAFE Value, iShares S&P SmallCap 600 Value, Bristol-Myers Squibb Company, iShares MSCI EAFE Small-Cap ETF, Vanguard Small-Cap Value, sells Parker Hannifin Corp, Carnival Corp, International Flavors & Fragrances Inc, Delta Air Lines Inc, Exxon Mobil Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Burns Wealth Management, Inc.. As of 2020Q1, Burns Wealth Management, Inc. owns 230 stocks with a total value of $544 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Burns Wealth Management, Inc.
  1. iShares MSCI EAFE Value (EFV) - 595,348 shares, 3.91% of the total portfolio. Shares added by 808.86%
  2. Novartis AG (NVS) - 217,509 shares, 3.30% of the total portfolio. Shares added by 4.23%
  3. Apple Inc (AAPL) - 64,031 shares, 2.99% of the total portfolio. Shares reduced by 0.1%
  4. iShares S&P SmallCap 600 Value (IJS) - 160,638 shares, 2.95% of the total portfolio. Shares added by 2364.53%
  5. Bristol-Myers Squibb Company (BMY) - 277,087 shares, 2.84% of the total portfolio. Shares added by 2253.78%
New Purchase: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)

Burns Wealth Management, Inc. initiated holding in SPDR Index Shares Fund Portfolio Emerging Markets. The purchase prices were between $25.76 and $38.65, with an estimated average price of $34.66. The stock is now traded at around $30.13. The impact to a portfolio due to this purchase was 0.63%. The holding were 120,995 shares as of .

New Purchase: Schwab International Equity (SCHF)

Burns Wealth Management, Inc. 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 $26.81. The impact to a portfolio due to this purchase was 0.58%. The holding were 122,320 shares as of .

New Purchase: Baidu Inc (BIDU)

Burns Wealth Management, Inc. initiated holding in Baidu Inc. The purchase prices were between $83.62 and $144.51, with an estimated average price of $122.37. The stock is now traded at around $99.86. The impact to a portfolio due to this purchase was 0.57%. The holding were 30,767 shares as of .

New Purchase: Generac Holdings Inc (GNRC)

Burns Wealth Management, Inc. initiated holding in Generac Holdings Inc. The purchase prices were between $79.01 and $118.08, with an estimated average price of $103.12. The stock is now traded at around $104.70. The impact to a portfolio due to this purchase was 0.51%. The holding were 29,664 shares as of .

New Purchase: Lamb Weston Holdings Inc (LW)

Burns Wealth Management, Inc. initiated holding in Lamb Weston Holdings Inc. The purchase prices were between $45.01 and $95.87, with an estimated average price of $82.58. The stock is now traded at around $52.09. The impact to a portfolio due to this purchase was 0.38%. The holding were 36,681 shares as of .

New Purchase: ishares Gold Trust (IAU)

Burns Wealth Management, Inc. initiated holding in ishares Gold Trust. The purchase prices were between $14.03 and $16.04, with an estimated average price of $15.12. The stock is now traded at around $16.67. The impact to a portfolio due to this purchase was 0.16%. The holding were 57,022 shares as of .

Added: iShares MSCI EAFE Value (EFV)

Burns Wealth Management, Inc. added to a holding in iShares MSCI EAFE Value by 808.86%. 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 $35.85. The impact to a portfolio due to this purchase was 3.48%. The holding were 595,348 shares as of .

Added: iShares S&P SmallCap 600 Value (IJS)

Burns Wealth Management, Inc. added to a holding in iShares S&P SmallCap 600 Value by 2364.53%. The purchase prices were between $87.85 and $161.14, with an estimated average price of $137.91. The stock is now traded at around $102.83. The impact to a portfolio due to this purchase was 2.83%. The holding were 160,638 shares as of .

Added: Bristol-Myers Squibb Company (BMY)

Burns Wealth Management, Inc. added to a holding in Bristol-Myers Squibb Company by 2253.78%. The purchase prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $64.09. The impact to a portfolio due to this purchase was 2.72%. The holding were 277,087 shares as of .

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

Burns Wealth Management, Inc. added to a holding in iShares MSCI EAFE Small-Cap ETF by 440.52%. 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 $48.42. The impact to a portfolio due to this purchase was 1.87%. The holding were 279,073 shares as of .

Added: Vanguard Small-Cap Value (VBR)

Burns Wealth Management, Inc. added to a holding in Vanguard Small-Cap Value by 55.08%. 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 $92.76. The impact to a portfolio due to this purchase was 0.97%. The holding were 167,489 shares as of .

Added: Vanguard Value (VTV)

Burns Wealth Management, Inc. added to a holding in Vanguard Value by 52.95%. The purchase prices were between $76.76 and $121.42, with an estimated average price of $110.7. The stock is now traded at around $94.30. The impact to a portfolio due to this purchase was 0.93%. The holding were 164,445 shares as of .

Sold Out: Parker Hannifin Corp (PH)

Burns Wealth Management, Inc. sold out a holding in Parker Hannifin Corp. The sale prices were between $97.56 and $215.28, with an estimated average price of $182.27.

Sold Out: Carnival Corp (CCL)

Burns Wealth Management, Inc. sold out a holding in Carnival Corp. The sale prices were between $9.3 and $51.9, with an estimated average price of $36.18.

Sold Out: International Flavors & Fragrances Inc (IFF)

Burns Wealth Management, Inc. sold out a holding in International Flavors & Fragrances Inc. The sale prices were between $94.28 and $142.67, with an estimated average price of $124.93.

Sold Out: Delta Air Lines Inc (DAL)

Burns Wealth Management, Inc. sold out a holding in Delta Air Lines Inc. The sale prices were between $21.35 and $62.03, with an estimated average price of $50.04.

Sold Out: Brunswick Corp (BC)

Burns Wealth Management, Inc. sold out a holding in Brunswick Corp. The sale prices were between $26.95 and $65.76, with an estimated average price of $53.44.

Sold Out: EOG Resources Inc (EOG)

Burns Wealth Management, Inc. sold out a holding in EOG Resources Inc. The sale prices were between $29.76 and $89.29, with an estimated average price of $65.76.



Here is the complete portfolio of Burns Wealth Management, Inc.. Also check out:

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

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