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Goss Wealth Management LLC Buys iShares iBoxx $ Investment Grade Corporate Bond, Intel Corp, Fastenal Co, Sells Bruker Corp, Assurant Inc, iShares Edge MSCI Min Vol Emerging Markets

Baton Rouge, LA, based Investment company Goss Wealth Management LLC (Current Portfolio) buys iShares iBoxx $ Investment Grade Corporate Bond, Intel Corp, Fastenal Co, Sanofi SA, iShares 1-3 Year Credit Bond ETF, sells Bruker Corp, Assurant Inc, iShares Edge MSCI Min Vol Emerging Markets, iShares 7-10 Year Treasury Bond ETF, Sysco Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Goss Wealth Management LLC. As of 2020Q2, Goss Wealth Management LLC owns 787 stocks with a total value of $2.4 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of Goss Wealth Management LLC
  1. iShares Core S&P 500 (IVV) - 229,342 shares, 2.92% of the total portfolio. Shares reduced by 9.15%
  2. Microsoft Corp (MSFT) - 340,404 shares, 2.85% of the total portfolio. Shares added by 8.34%
  3. Apple Inc (AAPL) - 180,201 shares, 2.70% of the total portfolio. Shares added by 12.10%
  4. Vanguard S&P 500 (VOO) - 164,108 shares, 1.91% of the total portfolio. Shares added by 9.20%
  5. Amazon.com Inc (AMZN) - 14,172 shares, 1.61% of the total portfolio. Shares added by 44.30%
New Purchase: iShares MSCI EAFE Growth (EFG)

Goss Wealth Management LLC initiated holding in iShares MSCI EAFE Growth. The purchase prices were between $67.85 and $84.53, with an estimated average price of $77.6. The stock is now traded at around $88.62. The impact to a portfolio due to this purchase was 0.6%. The holding were 176,790 shares as of .

New Purchase: iShares MSCI EM ESG Select ETF (ESGE)

Goss Wealth Management LLC initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $26.29 and $32.85, with an estimated average price of $29.96. The stock is now traded at around $35.59. The impact to a portfolio due to this purchase was 0.39%. The holding were 296,867 shares as of .

New Purchase: Vanguard International Dividend Appreciation ETF (VIGI)

Goss Wealth Management LLC initiated holding in Vanguard International Dividend Appreciation ETF. The purchase prices were between $55.85 and $68.53, with an estimated average price of $63.2. The stock is now traded at around $71.37. The impact to a portfolio due to this purchase was 0.36%. The holding were 130,712 shares as of .

New Purchase: iShares Edge MSCI USA Value Factor (VLUE)

Goss Wealth Management LLC initiated holding in iShares Edge MSCI USA Value Factor. The purchase prices were between $59.26 and $80.55, with an estimated average price of $69.57. The stock is now traded at around $73.29. The impact to a portfolio due to this purchase was 0.28%. The holding were 95,523 shares as of .

New Purchase: iShares Edge MSCI USA Quality Factor (QUAL)

Goss Wealth Management LLC initiated holding in iShares Edge MSCI USA Quality Factor. The purchase prices were between $77.66 and $101.43, with an estimated average price of $91.59. The stock is now traded at around $100.10. The impact to a portfolio due to this purchase was 0.21%. The holding were 53,341 shares as of .

New Purchase: Goldman Sachs Access Treasury 0-1 Year (GBIL)

Goss Wealth Management LLC initiated holding in Goldman Sachs Access Treasury 0-1 Year. The purchase prices were between $100.48 and $100.77, with an estimated average price of $100.56. The stock is now traded at around $100.45. The impact to a portfolio due to this purchase was 0.17%. The holding were 41,467 shares as of .

Added: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Goss Wealth Management LLC added to a holding in iShares iBoxx $ Investment Grade Corporate Bond by 3311.33%. The purchase prices were between $121.1 and $134.5, with an estimated average price of $129.98. The stock is now traded at around $137.75. The impact to a portfolio due to this purchase was 0.99%. The holding were 184,621 shares as of .

Added: Intel Corp (INTC)

Goss Wealth Management LLC added to a holding in Intel Corp by 201.28%. The purchase prices were between $51.88 and $64.34, with an estimated average price of $59.71. The stock is now traded at around $48.10. The impact to a portfolio due to this purchase was 0.72%. The holding were 438,100 shares as of .

Added: Sanofi SA (SNY)

Goss Wealth Management LLC added to a holding in Sanofi SA by 2339.55%. The purchase prices were between $42.91 and $52.5, with an estimated average price of $48.46. The stock is now traded at around $52.90. The impact to a portfolio due to this purchase was 0.69%. The holding were 345,294 shares as of .

Added: Fastenal Co (FAST)

Goss Wealth Management LLC added to a holding in Fastenal Co by 353.41%. The purchase prices were between $30.48 and $42.88, with an estimated average price of $38.06. The stock is now traded at around $46.52. The impact to a portfolio due to this purchase was 0.69%. The holding were 500,164 shares as of .

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

Goss Wealth Management LLC added to a holding in iShares 1-3 Year Credit Bond ETF by 939.34%. The purchase prices were between $51.65 and $54.62, with an estimated average price of $53.63. The stock is now traded at around $54.96. The impact to a portfolio due to this purchase was 0.63%. The holding were 310,512 shares as of .

Added: Amazon.com Inc (AMZN)

Goss Wealth Management LLC added to a holding in Amazon.com Inc by 44.30%. 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 $3027.79. The impact to a portfolio due to this purchase was 0.49%. The holding were 14,172 shares as of .

Sold Out: Vanguard Extended Duration Treasury (EDV)

Goss Wealth Management LLC sold out a holding in Vanguard Extended Duration Treasury. The sale prices were between $154.94 and $176.02, with an estimated average price of $166.34.

Sold Out: Essential Utilities Inc (A2A)

Goss Wealth Management 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.

Sold Out: iShares MSCI United Kingdom (EWU)

Goss Wealth Management LLC sold out a holding in iShares MSCI United Kingdom. The sale prices were between $22.21 and $27.88, with an estimated average price of $24.95.

Sold Out: iShares MSCI France Index Fund (EWQ)

Goss Wealth Management LLC sold out a holding in iShares MSCI France Index Fund. The sale prices were between $21.71 and $29.03, with an estimated average price of $24.99.

Sold Out: Ishares MSCI India (INDA)

Goss Wealth Management LLC sold out a holding in Ishares MSCI India. The sale prices were between $22.01 and $29.64, with an estimated average price of $26.72.

Sold Out: Dentsply Sirona Inc (XRAY)

Goss Wealth Management LLC sold out a holding in Dentsply Sirona Inc. The sale prices were between $35.45 and $51.17, with an estimated average price of $42.23.



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

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

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