Strategic Wealth Designers Buys SPDR Portfolio Long Term Treasury, Vanguard Short-Term Government Bond ETF, SPDR S&P 500, Sells ProShares Short S&P500, Invesco DB Commodity Index Tracking Fund, AT&T Inc

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Jul 13, 2020
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Investment company Strategic Wealth Designers (Current Portfolio) buys SPDR Portfolio Long Term Treasury, Vanguard Short-Term Government Bond ETF, SPDR S&P 500, Vanguard Total Stock Market, ProShares S&P 500 Dividend Aristocrats, sells ProShares Short S&P500, Invesco DB Commodity Index Tracking Fund, AT&T Inc, International Business Machines Corp, Vanguard Real Estate during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Strategic Wealth Designers. As of 2020Q2, Strategic Wealth Designers owns 73 stocks with a total value of $98 million. These are the details of the buys and sells.

For the details of Strategic Wealth Designers's stock buys and sells, go to https://www.gurufocus.com/guru/strategic+wealth+designers/current-portfolio/portfolio

These are the top 5 holdings of Strategic Wealth Designers
  1. SPDR Portfolio Long Term Treasury (SPTL) - 270,832 shares, 12.90% of the total portfolio. Shares added by 279.98%
  2. ProShares S&P 500 Dividend Aristocrats (NOBL) - 110,845 shares, 7.58% of the total portfolio. Shares added by 91.73%
  3. Vanguard Short-Term Government Bond ETF (VGSH) - 89,416 shares, 5.65% of the total portfolio. New Position
  4. Apple Inc (AAPL) - 14,496 shares, 5.37% of the total portfolio. Shares reduced by 1.27%
  5. Amazon.com Inc (AMZN) - 1,664 shares, 4.66% of the total portfolio. Shares reduced by 17.99%
New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)

Strategic Wealth Designers initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $62.08 and $62.34, with an estimated average price of $62.22. The stock is now traded at around $62.15. The impact to a portfolio due to this purchase was 5.65%. The holding were 89,416 shares as of .

New Purchase: SPDR S&P 500 (SPY)

Strategic Wealth Designers initiated holding in SPDR S&P 500. The purchase prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $321.58. The impact to a portfolio due to this purchase was 3.89%. The holding were 12,439 shares as of .

New Purchase: WisdomTree India Earnings Fund (EPI)

Strategic Wealth Designers initiated holding in WisdomTree India Earnings Fund. The purchase prices were between $14.92 and $20.43, with an estimated average price of $18.11. The stock is now traded at around $21.42. The impact to a portfolio due to this purchase was 1.9%. The holding were 93,240 shares as of .

New Purchase: Boeing Co (BA)

Strategic Wealth Designers initiated holding in Boeing Co. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $181.18. The impact to a portfolio due to this purchase was 1.53%. The holding were 8,204 shares as of .

New Purchase: The Walt Disney Co (DIS)

Strategic Wealth Designers initiated holding in The Walt Disney Co. The purchase prices were between $93.88 and $127.28, with an estimated average price of $110.22. The stock is now traded at around $119.81. The impact to a portfolio due to this purchase was 1.46%. The holding were 12,882 shares as of .

New Purchase: Starwood Property Trust Inc (STWD)

Strategic Wealth Designers initiated holding in Starwood Property Trust Inc. The purchase prices were between $9.28 and $17.31, with an estimated average price of $13.41. The stock is now traded at around $14.17. The impact to a portfolio due to this purchase was 1.16%. The holding were 76,106 shares as of .

Added: SPDR Portfolio Long Term Treasury (SPTL)

Strategic Wealth Designers added to a holding in SPDR Portfolio Long Term Treasury by 279.98%. The purchase prices were between $44.77 and $48.87, with an estimated average price of $47.13. The stock is now traded at around $47.55. The impact to a portfolio due to this purchase was 9.51%. The holding were 270,832 shares as of .

Added: Vanguard Total Stock Market (VTI)

Strategic Wealth Designers added to a holding in Vanguard Total Stock Market by 1379.70%. The purchase prices were between $122.96 and $164.1, with an estimated average price of $147.09. The stock is now traded at around $162.88. The impact to a portfolio due to this purchase was 3.78%. The holding were 25,510 shares as of .

Added: ProShares S&P 500 Dividend Aristocrats (NOBL)

Strategic Wealth Designers added to a holding in ProShares S&P 500 Dividend Aristocrats by 91.73%. The purchase prices were between $55.35 and $72.85, with an estimated average price of $64.26. The stock is now traded at around $68.68. The impact to a portfolio due to this purchase was 3.63%. The holding were 110,845 shares as of .

Added: Arbor Realty Trust Inc (ABR)

Strategic Wealth Designers added to a holding in Arbor Realty Trust Inc by 32.83%. The purchase prices were between $4.06 and $11, with an estimated average price of $7.66. The stock is now traded at around $8.11. The impact to a portfolio due to this purchase was 0.49%. The holding were 210,630 shares as of .

Added: JPMorgan Chase & Co (JPM)

Strategic Wealth Designers added to a holding in JPMorgan Chase & Co by 33.94%. The purchase prices were between $84.03 and $113.45, with an estimated average price of $94.84. The stock is now traded at around $98.20. The impact to a portfolio due to this purchase was 0.31%. The holding were 12,972 shares as of .

Added: American Express Co (AXP)

Strategic Wealth Designers added to a holding in American Express Co by 49.54%. The purchase prices were between $73.6 and $113.67, with an estimated average price of $91.97. The stock is now traded at around $95.30. The impact to a portfolio due to this purchase was 0.27%. The holding were 8,546 shares as of .

Sold Out: ProShares Short S&P500 (SH)

Strategic Wealth Designers sold out a holding in ProShares Short S&P500. The sale prices were between $21.58 and $28.93, with an estimated average price of $24.08.

Sold Out: Invesco DB Commodity Index Tracking Fund (DBC)

Strategic Wealth Designers sold out a holding in Invesco DB Commodity Index Tracking Fund. The sale prices were between $10.5 and $12.46, with an estimated average price of $11.55.

Sold Out: SPDR Bloomberg Barclays High Yield Bond (JNK)

Strategic Wealth Designers sold out a holding in SPDR Bloomberg Barclays High Yield Bond. The sale prices were between $89.2 and $104.24, with an estimated average price of $98.55.

Sold Out: 3D Systems Corp (DDD)

Strategic Wealth Designers sold out a holding in 3D Systems Corp. The sale prices were between $6.01 and $8.96, with an estimated average price of $7.48.



Here is the complete portfolio of Strategic Wealth Designers. Also check out:

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