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Avondale Wealth Management Buys Vanguard Consumer Staples, SPDR S&P Oil & Gas Explor & Product, General Electric Co, Sells iShares Core MSCI EAFE, Berkshire Hathaway Inc, Tesla Inc

Investment company Avondale Wealth Management (Current Portfolio) buys Vanguard Consumer Staples, SPDR S&P Oil & Gas Explor & Product, General Electric Co, Trane Technologies PLC, Zoom Video Communications Inc, sells iShares Core MSCI EAFE, Berkshire Hathaway Inc, Tesla Inc, iShares MSCI ACWI Index Fund, ONEOK Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Avondale Wealth Management. As of 2020Q2, Avondale Wealth Management owns 88 stocks with a total value of $62 million. These are the details of the buys and sells.

For the details of Avondale Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/avondale+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Avondale Wealth Management
  1. iShares Core S&P 500 (IVV) - 52,983 shares, 26.39% of the total portfolio. Shares added by 3.73%
  2. iShares Core S&P Mid-Cap (IJH) - 49,454 shares, 14.14% of the total portfolio. Shares reduced by 1.13%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 31,318 shares, 12.47% of the total portfolio. Shares added by 3.19%
  4. iShares Nasdaq Biotechnology Index Fund (IBB) - 46,741 shares, 10.28% of the total portfolio. Shares reduced by 4.45%
  5. iShares Core S&P Small-Cap (IJR) - 88,023 shares, 9.67% of the total portfolio. Shares reduced by 11.56%
New Purchase: SPDR S&P Oil & Gas Explor & Product (XOP)

Avondale Wealth Management initiated holding in SPDR S&P Oil & Gas Explor & Product. The purchase prices were between $31.04 and $71.82, with an estimated average price of $50.12. The stock is now traded at around $51.34. The impact to a portfolio due to this purchase was 0.21%. The holding were 2,500 shares as of .

New Purchase: Trane Technologies PLC (TT)

Avondale Wealth Management initiated holding in Trane Technologies PLC. The purchase prices were between $76.65 and $102.01, with an estimated average price of $86.92. The stock is now traded at around $101.37. The impact to a portfolio due to this purchase was 0.06%. The holding were 400 shares as of .

New Purchase: Zoom Video Communications Inc (ZM)

Avondale Wealth Management initiated holding in Zoom Video Communications Inc. The purchase prices were between $113.75 and $259.51, with an estimated average price of $178.45. The stock is now traded at around $251.79. The impact to a portfolio due to this purchase was 0.04%. The holding were 100 shares as of .

New Purchase: Ingersoll Rand Inc (IR)

Avondale Wealth Management initiated holding in Ingersoll Rand Inc. The purchase prices were between $23.04 and $35.03, with an estimated average price of $28.17. The stock is now traded at around $30.81. The impact to a portfolio due to this purchase was 0.02%. The holding were 352 shares as of .

Added: Vanguard Consumer Staples (VDC)

Avondale Wealth Management added to a holding in Vanguard Consumer Staples by 234.89%. The purchase prices were between $134.79 and $156.24, with an estimated average price of $148.04. The stock is now traded at around $156.85. The impact to a portfolio due to this purchase was 0.25%. The holding were 1,507 shares as of .

Added: General Electric Co (GE)

Avondale Wealth Management added to a holding in General Electric Co by 60.00%. The purchase prices were between $5.49 and $8.46, with an estimated average price of $6.78. The stock is now traded at around $7.14. The impact to a portfolio due to this purchase was 0.08%. The holding were 20,000 shares as of .

Added: Edwards Lifesciences Corp (EW)

Avondale Wealth Management added to a holding in Edwards Lifesciences Corp by 200.00%. The purchase prices were between $57.54 and $76.95, with an estimated average price of $70.98. The stock is now traded at around $72.37. The impact to a portfolio due to this purchase was 0.02%. The holding were 240 shares as of .

Sold Out: iShares Core MSCI EAFE (IEFA)

Avondale Wealth Management sold out a holding in iShares Core MSCI EAFE. The sale prices were between $46.85 and $60.01, with an estimated average price of $53.6.

Sold Out: iShares MSCI ACWI Index Fund (ACWI)

Avondale Wealth Management sold out a holding in iShares MSCI ACWI Index Fund. The sale prices were between $59.7 and $77.34, with an estimated average price of $69.61.

Sold Out: EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND (EVT)

Avondale Wealth Management sold out a holding in EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND. The sale prices were between $15.46 and $21.83, with an estimated average price of $18.76.

Sold Out: ONEOK Inc (OKE)

Avondale Wealth Management sold out a holding in ONEOK Inc. The sale prices were between $19.2 and $48.04, with an estimated average price of $32.41.

Sold Out: Trane Technologies PLC (2IS)

Avondale Wealth Management sold out a holding in Trane Technologies PLC. The sale prices were between $69.5 and $91, with an estimated average price of $78.35.

Sold Out: Nuveen Tax Advantaged Total Ret Strat Fd (JTA)

Avondale Wealth Management sold out a holding in Nuveen Tax Advantaged Total Ret Strat Fd. The sale prices were between $6.6 and $8.89, with an estimated average price of $7.87.



Here is the complete portfolio of Avondale Wealth Management. Also check out:

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

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