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Engrave Wealth Partners LLC Buys Exxon Mobil Corp, Invesco S&P 500 Low Volatility, NVIDIA Corp, Sells SPDR S&P 500, iShares U.S. Financial, SPDR Select Sector Fund - Financial

Investment company Engrave Wealth Partners LLC (Current Portfolio) buys Exxon Mobil Corp, Invesco S&P 500 Low Volatility, NVIDIA Corp, Newmont Corp, Regeneron Pharmaceuticals Inc, sells SPDR S&P 500, iShares U.S. Financial, SPDR Select Sector Fund - Financial, Raytheon Co, Raytheon Technologies Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Engrave Wealth Partners LLC. As of 2020Q2, Engrave Wealth Partners LLC owns 456 stocks with a total value of $88 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Engrave Wealth Partners LLC
  1. Invesco S&P 500 Top 50 (XLG) - 54,444 shares, 14.78% of the total portfolio. Shares added by 12.48%
  2. Invesco S&P 500 Low Volatility (SPLV) - 211,388 shares, 11.99% of the total portfolio. Shares added by 23.78%
  3. Exxon Mobil Corp (XOM) - 170,942 shares, 8.73% of the total portfolio. Shares added by 50.05%
  4. iShares Edge MSCI USA Momentum Factor (MTUM) - 50,740 shares, 7.59% of the total portfolio. Shares added by 12.66%
  5. Vanguard Information Tech (VGT) - 13,126 shares, 4.18% of the total portfolio. Shares added by 15.41%
New Purchase: Newmont Corp (NEM)

Engrave Wealth Partners LLC initiated holding in Newmont Corp. The purchase prices were between $45.28 and $67.9, with an estimated average price of $59.01. The stock is now traded at around $61.77. The impact to a portfolio due to this purchase was 1.78%. The holding were 25,296 shares as of .

New Purchase: Regeneron Pharmaceuticals Inc (REGN)

Engrave Wealth Partners LLC initiated holding in Regeneron Pharmaceuticals Inc. The purchase prices were between $488.29 and $643.92, with an estimated average price of $565.62. The stock is now traded at around $641.23. The impact to a portfolio due to this purchase was 1.75%. The holding were 2,455 shares as of .

New Purchase: Vertex Pharmaceuticals Inc (VRTX)

Engrave Wealth Partners LLC initiated holding in Vertex Pharmaceuticals Inc. The purchase prices were between $225.48 and $295.8, with an estimated average price of $270.45. The stock is now traded at around $293.83. The impact to a portfolio due to this purchase was 1.72%. The holding were 5,188 shares as of .

New Purchase: Advanced Micro Devices Inc (AMD)

Engrave Wealth Partners LLC initiated holding in Advanced Micro Devices Inc. The purchase prices were between $42.59 and $57.44, with an estimated average price of $52.87. The stock is now traded at around $54.72. The impact to a portfolio due to this purchase was 1.52%. The holding were 25,256 shares as of .

New Purchase: MarketAxess Holdings Inc (MKTX)

Engrave Wealth Partners LLC initiated holding in MarketAxess Holdings Inc. The purchase prices were between $332.57 and $521.11, with an estimated average price of $463.18. The stock is now traded at around $522.22. The impact to a portfolio due to this purchase was 1.32%. The holding were 2,305 shares as of .

New Purchase: Raytheon Technologies Corp (RTX)

Engrave Wealth Partners LLC initiated holding in Raytheon Technologies Corp. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $60.47. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,983 shares as of .

Added: Exxon Mobil Corp (XOM)

Engrave Wealth Partners LLC added to a holding in Exxon Mobil Corp by 50.05%. The purchase prices were between $37.53 and $54.74, with an estimated average price of $44.72. The stock is now traded at around $44.07. The impact to a portfolio due to this purchase was 2.91%. The holding were 170,942 shares as of .

Added: Invesco S&P 500 Low Volatility (SPLV)

Engrave Wealth Partners LLC added to a holding in Invesco S&P 500 Low Volatility by 23.78%. The purchase prices were between $44.63 and $51.65, with an estimated average price of $49.13. The stock is now traded at around $51.36. The impact to a portfolio due to this purchase was 2.3%. The holding were 211,388 shares as of .

Added: NVIDIA Corp (NVDA)

Engrave Wealth Partners LLC added to a holding in NVIDIA Corp by 2171.14%. The purchase prices were between $243.07 and $381.07, with an estimated average price of $322.32. The stock is now traded at around $415.08. The impact to a portfolio due to this purchase was 1.89%. The holding were 4,565 shares as of .

Added: Fortinet Inc (FTNT)

Engrave Wealth Partners LLC added to a holding in Fortinet Inc by 44373.91%. The purchase prices were between $100.47 and $145.62, with an estimated average price of $125.06. The stock is now traded at around $134.48. The impact to a portfolio due to this purchase was 1.6%. The holding were 10,229 shares as of .

Added: iShares Select Dividend ETF (DVY)

Engrave Wealth Partners LLC added to a holding in iShares Select Dividend ETF by 271.26%. The purchase prices were between $68.7 and $90.8, with an estimated average price of $79.17. The stock is now traded at around $81.06. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,881 shares as of .

Added: SPDR S&P Dividend (SDY)

Engrave Wealth Partners LLC added to a holding in SPDR S&P Dividend by 94.88%. The purchase prices were between $76.15 and $100.68, with an estimated average price of $87.74. The stock is now traded at around $91.65. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,828 shares as of .

Sold Out: Raytheon Co (RTN)

Engrave Wealth Partners LLC sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Sold Out: SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC (MDYG)

Engrave Wealth Partners LLC sold out a holding in SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC. The sale prices were between $39.86 and $56.97, with an estimated average price of $49.69.

Sold Out: Raytheon Technologies Corp (5UR)

Engrave Wealth Partners LLC sold out a holding in Raytheon Technologies Corp. The sale prices were between $48.51 and $87.51, with an estimated average price of $59.45.

Sold Out: SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG)

Engrave Wealth Partners LLC sold out a holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm. The sale prices were between $42.16 and $60.6, with an estimated average price of $52.01.

Sold Out: Vanguard Large-Cap (VV)

Engrave Wealth Partners LLC sold out a holding in Vanguard Large-Cap. The sale prices were between $113.24 and $149.5, with an estimated average price of $134.86.

Sold Out: Essential Utilities Inc (A2A)

Engrave Wealth Partners LLC sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.



Here is the complete portfolio of Engrave Wealth Partners LLC. Also check out:

1. Engrave Wealth Partners LLC's Undervalued Stocks
2. Engrave Wealth Partners LLC's Top Growth Companies, and
3. Engrave Wealth Partners LLC's High Yield stocks
4. Stocks that Engrave Wealth Partners LLC keeps buying

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