Wechter Feldman Wealth Management, Inc. Buys SPDR S&P500 ETF TR, VANGUARD WORLD FDS, VANGUARD SPECIALIZ, Sells SELECT SECTOR SPDR, SPDR SERIES TRUST, ISHARES TRUST

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Aug 05, 2020
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Investment company Wechter Feldman Wealth Management, Inc. (Current Portfolio) buys SPDR S&P500 ETF TR, VANGUARD WORLD FDS, VANGUARD SPECIALIZ, iShares Edge MSCI Min Vol USA, SELECT SECTOR SPDR, sells SELECT SECTOR SPDR, SPDR SERIES TRUST, ISHARES TRUST during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Wechter Feldman Wealth Management, Inc.. As of 2020Q2, Wechter Feldman Wealth Management, Inc. owns 24 stocks with a total value of $110 million. These are the details of the buys and sells.

For the details of Wechter Feldman Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/wechter+feldman+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Wechter Feldman Wealth Management, Inc.
  1. VANGUARD WORLD FDS (VHT) - 104,281 shares, 18.32% of the total portfolio. Shares added by 398.86%
  2. SPDR S&P500 ETF TR (SPY) - 62,952 shares, 17.70% of the total portfolio. New Position
  3. VANGUARD SPECIALIZ (VIG) - 148,044 shares, 15.82% of the total portfolio. Shares added by 703.23%
  4. iShares Edge MSCI Min Vol USA (USMV) - 222,691 shares, 12.31% of the total portfolio. New Position
  5. ISHARES TRUST (STIP) - 111,559 shares, 10.42% of the total portfolio. Shares reduced by 0.27%
New Purchase: SPDR S&P500 ETF TR (SPY)

Wechter Feldman Wealth Management, Inc. initiated holding in SPDR S&P500 ETF TR. 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 $331.79. The impact to a portfolio due to this purchase was 17.7%. The holding were 62,952 shares as of .

New Purchase: iShares Edge MSCI Min Vol USA (USMV)

Wechter Feldman Wealth Management, Inc. initiated holding in iShares Edge MSCI Min Vol USA. The purchase prices were between $51.94 and $64.01, with an estimated average price of $59.26. The stock is now traded at around $63.72. The impact to a portfolio due to this purchase was 12.31%. The holding were 222,691 shares as of .

New Purchase: Moody's Corporation (MCO)

Wechter Feldman Wealth Management, Inc. initiated holding in Moody's Corporation. The purchase prices were between $197.55 and $282.58, with an estimated average price of $253.26. The stock is now traded at around $276.46. The impact to a portfolio due to this purchase was 0.31%. The holding were 1,236 shares as of .

New Purchase: ISHARES TRUST (IWF)

Wechter Feldman Wealth Management, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $143.88 and $193.61, with an estimated average price of $175.61. The stock is now traded at around $211.15. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,210 shares as of .

New Purchase: Alphabet Inc (GOOG)

Wechter Feldman Wealth Management, Inc. initiated holding in Alphabet Inc. The purchase prices were between $1097.88 and $1465.85, with an estimated average price of $1345.56. The stock is now traded at around $1477.77. The impact to a portfolio due to this purchase was 0.2%. The holding were 158 shares as of .

New Purchase: Exxon Mobil Corp (XOM)

Wechter Feldman Wealth Management, Inc. initiated holding in Exxon Mobil Corp. 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 $43.86. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,964 shares as of .

Added: VANGUARD WORLD FDS (VHT)

Wechter Feldman Wealth Management, Inc. added to a holding in VANGUARD WORLD FDS by 398.86%. The purchase prices were between $159.59 and $198.15, with an estimated average price of $187.21. The stock is now traded at around $205.53. The impact to a portfolio due to this purchase was 14.65%. The holding were 104,281 shares as of .

Added: VANGUARD SPECIALIZ (VIG)

Wechter Feldman Wealth Management, Inc. added to a holding in VANGUARD SPECIALIZ by 703.23%. The purchase prices were between $99.31 and $123.37, with an estimated average price of $113.64. The stock is now traded at around $125.07. The impact to a portfolio due to this purchase was 13.85%. The holding were 148,044 shares as of .

Added: SELECT SECTOR SPDR (XLP)

Wechter Feldman Wealth Management, Inc. added to a holding in SELECT SECTOR SPDR by 35.12%. The purchase prices were between $53.55 and $61.07, with an estimated average price of $58.29. The stock is now traded at around $63.14. The impact to a portfolio due to this purchase was 1.54%. The holding were 111,123 shares as of .

Added: VANGUARD INDEX FDS (VTI)

Wechter Feldman Wealth Management, Inc. added to a holding in VANGUARD INDEX FDS by 44.43%. 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 $168.58. The impact to a portfolio due to this purchase was 0.22%. The holding were 5,120 shares as of .



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