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MAI Wealth Advisors Buys Sherwin-Williams Co, AbbVie Inc, Amazon.com Inc, Sells Mastercard Inc, Raytheon Co, Citigroup Inc

Cleveland, OH, based Investment company MAI Wealth Advisors (Current Portfolio) buys Sherwin-Williams Co, AbbVie Inc, Amazon.com Inc, Facebook Inc, Alphabet Inc, sells Mastercard Inc, Raytheon Co, Citigroup Inc, Constellation Brands Inc, UBS AG ETN during the 3-months ended 2020Q2, according to the most recent filings of the investment company, MAI Wealth Advisors. As of 2020Q2, MAI Wealth Advisors owns 518 stocks with a total value of $3.1 billion. These are the details of the buys and sells.

For the details of MAI Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/mai+wealth+advisors/current-portfolio/portfolio

These are the top 5 holdings of MAI Wealth Advisors
  1. iShares Core S&P 500 (IVV) - 682,318 shares, 6.91% of the total portfolio. Shares added by 3.06%
  2. Microsoft Corp (MSFT) - 785,236 shares, 5.23% of the total portfolio. Shares added by 0.69%
  3. SPDR S&P 500 (SPY) - 391,585 shares, 3.95% of the total portfolio. Shares added by 1.22%
  4. Amazon.com Inc (AMZN) - 38,509 shares, 3.47% of the total portfolio. Shares added by 25.86%
  5. Apple Inc (AAPL) - 277,592 shares, 3.31% of the total portfolio. Shares added by 13.01%
New Purchase: Roku Inc (ROKU)

MAI Wealth Advisors initiated holding in Roku Inc. The purchase prices were between $81.46 and $137.5, with an estimated average price of $113.54. The stock is now traded at around $154.96. The impact to a portfolio due to this purchase was 0.32%. The holding were 83,427 shares as of .

New Purchase: Boston Scientific Corp (BSX)

MAI Wealth Advisors initiated holding in Boston Scientific Corp. The purchase prices were between $30.19 and $39.11, with an estimated average price of $35.97. The stock is now traded at around $38.53. The impact to a portfolio due to this purchase was 0.3%. The holding were 264,826 shares as of .

New Purchase: Goldman Sachs ActiveBeta U.S. Large Cap Equity (GSLC)

MAI Wealth Advisors initiated holding in Goldman Sachs ActiveBeta U.S. Large Cap Equity. The purchase prices were between $49.94 and $65.05, with an estimated average price of $59.17. The stock is now traded at around $65.43. The impact to a portfolio due to this purchase was 0.25%. The holding were 121,002 shares as of .

New Purchase: CME Group Inc (CME)

MAI Wealth Advisors initiated holding in CME Group Inc. The purchase prices were between $162.01 and $192.14, with an estimated average price of $179.31. The stock is now traded at around $168.61. The impact to a portfolio due to this purchase was 0.21%. The holding were 40,247 shares as of .

New Purchase: Domino's Pizza Inc (DPZ)

MAI Wealth Advisors initiated holding in Domino's Pizza Inc. The purchase prices were between $324.07 and $392.32, with an estimated average price of $367.44. The stock is now traded at around $388.20. The impact to a portfolio due to this purchase was 0.19%. The holding were 16,062 shares as of .

New Purchase: American Electric Power Co Inc (AEP)

MAI Wealth Advisors initiated holding in American Electric Power Co Inc. The purchase prices were between $72.5 and $87.91, with an estimated average price of $81.63. The stock is now traded at around $83.88. The impact to a portfolio due to this purchase was 0.15%. The holding were 57,784 shares as of .

Added: Sherwin-Williams Co (SHW)

MAI Wealth Advisors added to a holding in Sherwin-Williams Co by 117.36%. The purchase prices were between $420.03 and $597.11, with an estimated average price of $539.48. The stock is now traded at around $627.25. The impact to a portfolio due to this purchase was 0.89%. The holding were 87,085 shares as of .

Added: AbbVie Inc (ABBV)

MAI Wealth Advisors added to a holding in AbbVie Inc by 303.36%. The purchase prices were between $73.37 and $98.18, with an estimated average price of $87.8. The stock is now traded at around $97.53. The impact to a portfolio due to this purchase was 0.84%. The holding were 347,665 shares as of .

Added: Amazon.com Inc (AMZN)

MAI Wealth Advisors added to a holding in Amazon.com Inc by 25.86%. The purchase prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3062.16. The impact to a portfolio due to this purchase was 0.71%. The holding were 38,509 shares as of .

Added: Facebook Inc (FB)

MAI Wealth Advisors added to a holding in Facebook Inc by 21.28%. The purchase prices were between $154.18 and $242.24, with an estimated average price of $208.03. The stock is now traded at around $233.02. The impact to a portfolio due to this purchase was 0.49%. The holding were 374,332 shares as of .

Added: Alphabet Inc (GOOGL)

MAI Wealth Advisors added to a holding in Alphabet Inc by 37.86%. The purchase prices were between $1092.7 and $1464.7, with an estimated average price of $1344.49. The stock is now traded at around $1527.64. The impact to a portfolio due to this purchase was 0.41%. The holding were 32,536 shares as of .

Added: Raytheon Technologies Corp (RTX)

MAI Wealth Advisors added to a holding in Raytheon Technologies Corp by 307.29%. 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 $60.93. The impact to a portfolio due to this purchase was 0.38%. The holding were 255,266 shares as of .

Sold Out: Raytheon Co (RTN)

MAI Wealth Advisors 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: Affiliated Managers Group Inc (AMG)

MAI Wealth Advisors sold out a holding in Affiliated Managers Group Inc. The sale prices were between $55.36 and $81.72, with an estimated average price of $67.4.

Sold Out: Trane Technologies PLC (2IS)

MAI Wealth Advisors 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: Genpact Ltd (G)

MAI Wealth Advisors sold out a holding in Genpact Ltd. The sale prices were between $26.2 and $38.27, with an estimated average price of $33.67.

Sold Out: EQM Midstream Partners LP (EQM)

MAI Wealth Advisors sold out a holding in EQM Midstream Partners LP. The sale prices were between $11.65 and $23.43, with an estimated average price of $18.44.

Sold Out: McKesson Corp (MCK)

MAI Wealth Advisors sold out a holding in McKesson Corp. The sale prices were between $125.49 and $164.68, with an estimated average price of $144.19.



Here is the complete portfolio of MAI Wealth Advisors. Also check out:

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

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