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BT Wealth Management LLC Buys Invesco S P 500 Equal Weight ETF, Invesco Financial Preferred ETF, The Home Depot Inc, Sells SSGA SPDR S&P 500, ISHARES TRUST, iShares MSCI ACWI Index Fund

Investment company BT Wealth Management LLC (Current Portfolio) buys Invesco S P 500 Equal Weight ETF, Invesco Financial Preferred ETF, The Home Depot Inc, ServiceNow Inc, RingCentral Inc, sells SSGA SPDR S&P 500, ISHARES TRUST, iShares MSCI ACWI Index Fund, Vanguard Total International Stock, VanEck Vectors ETF Trust Intermediate Muni during the 3-months ended 2020Q3, according to the most recent filings of the investment company, BT Wealth Management LLC. As of 2020Q3, BT Wealth Management LLC owns 58 stocks with a total value of $230 million. These are the details of the buys and sells.

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

These are the top 5 holdings of BT Wealth Management LLC
  1. ISHARES TRUST (IWB) - 327,525 shares, 26.69% of the total portfolio. Shares added by 1.19%
  2. VANGUARD SPECIALIZ (VIG) - 345,848 shares, 19.38% of the total portfolio. Shares reduced by 0.19%
  3. ISHARES TRUST (IVV) - 71,230 shares, 10.42% of the total portfolio. Shares reduced by 18.77%
  4. Invesco S P 500 Equal Weight ETF (RSP) - 161,118 shares, 7.58% of the total portfolio. New Position
  5. ISHARES TRUST (IWF) - 69,491 shares, 6.56% of the total portfolio. Shares added by 4.92%
New Purchase: Invesco S P 500 Equal Weight ETF (RSP)

BT Wealth Management LLC initiated holding in Invesco S P 500 Equal Weight ETF. The purchase prices were between $100.38 and $113.96, with an estimated average price of $107.89. The stock is now traded at around $113.46. The impact to a portfolio due to this purchase was 7.58%. The holding were 161,118 shares as of .

New Purchase: ServiceNow Inc (NOW)

BT Wealth Management LLC initiated holding in ServiceNow Inc. The purchase prices were between $401.87 and $499.69, with an estimated average price of $446.12. The stock is now traded at around $509.32. The impact to a portfolio due to this purchase was 0.19%. The holding were 900 shares as of .

New Purchase: RingCentral Inc (RNG)

BT Wealth Management LLC initiated holding in RingCentral Inc. The purchase prices were between $251.37 and $310.2, with an estimated average price of $277.76. The stock is now traded at around $287.67. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,000 shares as of .

New Purchase: DocuSign Inc (DOCU)

BT Wealth Management LLC initiated holding in DocuSign Inc. The purchase prices were between $178.96 and $268.8, with an estimated average price of $207.45. The stock is now traded at around $217.38. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,300 shares as of .

New Purchase: Procter & Gamble Co (PG)

BT Wealth Management LLC initiated holding in Procter & Gamble Co. The purchase prices were between $119.98 and $140.51, with an estimated average price of $132.66. The stock is now traded at around $142.66. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,647 shares as of .

New Purchase: W.W. Grainger Inc (GWW)

BT Wealth Management LLC initiated holding in W.W. Grainger Inc. The purchase prices were between $307.96 and $370.5, with an estimated average price of $344.39. The stock is now traded at around $361.73. The impact to a portfolio due to this purchase was 0.1%. The holding were 616 shares as of .

Added: Invesco Financial Preferred ETF (PGF)

BT Wealth Management LLC added to a holding in Invesco Financial Preferred ETF by 3136.97%. The purchase prices were between $17.91 and $18.91, with an estimated average price of $18.57. The stock is now traded at around $18.83. The impact to a portfolio due to this purchase was 3.46%. The holding were 436,991 shares as of .

Added: The Home Depot Inc (HD)

BT Wealth Management LLC added to a holding in The Home Depot Inc by 119.17%. The purchase prices were between $247.35 and $291.93, with an estimated average price of $270.51. The stock is now traded at around $279.84. The impact to a portfolio due to this purchase was 0.76%. The holding were 11,478 shares as of .

Added: Teladoc Health Inc (TDOC)

BT Wealth Management LLC added to a holding in Teladoc Health Inc by 36.00%. The purchase prices were between $183.75 and $249.42, with an estimated average price of $211.52. The stock is now traded at around $213.77. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,808 shares as of .

Sold Out: ISHARES TRUST (MUB)

BT Wealth Management LLC sold out a holding in ISHARES TRUST. The sale prices were between $115.26 and $117.22, with an estimated average price of $116.18.

Sold Out: VanEck Vectors ETF Trust Intermediate Muni (ITM)

BT Wealth Management LLC sold out a holding in VanEck Vectors ETF Trust Intermediate Muni. The sale prices were between $50.59 and $51.82, with an estimated average price of $51.33.

Sold Out: AT&T Inc (T)

BT Wealth Management LLC sold out a holding in AT&T Inc. The sale prices were between $27.87 and $30.49, with an estimated average price of $29.59.

Sold Out: Berkshire Hathaway Inc (BRK.A)

BT Wealth Management LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $267020 and $332840, with an estimated average price of $306569.

Sold Out: SPDR SERIES TRUST (SHM)

BT Wealth Management LLC sold out a holding in SPDR SERIES TRUST. The sale prices were between $49.76 and $50.06, with an estimated average price of $49.94.

Reduced: SSGA SPDR S&P 500 (SPY)

BT Wealth Management LLC reduced to a holding in SSGA SPDR S&P 500 by 39.78%. The sale prices were between $310.52 and $357.7, with an estimated average price of $331.29. The stock is now traded at around $344.05. The impact to a portfolio due to this sale was -2.58%. BT Wealth Management LLC still held 24,928 shares as of .

Reduced: iShares MSCI ACWI Index Fund (ACWI)

BT Wealth Management LLC reduced to a holding in iShares MSCI ACWI Index Fund by 41.21%. The sale prices were between $74.27 and $84.01, with an estimated average price of $79.16. The stock is now traded at around $81.99. The impact to a portfolio due to this sale was -0.27%. BT Wealth Management LLC still held 10,386 shares as of .

Reduced: Vanguard Total International Stock (VXUS)

BT Wealth Management LLC reduced to a holding in Vanguard Total International Stock by 33.36%. The sale prices were between $49.42 and $54.25, with an estimated average price of $52.42. The stock is now traded at around $53.43. The impact to a portfolio due to this sale was -0.24%. BT Wealth Management LLC still held 18,897 shares as of .

Reduced: Southern Co (SO)

BT Wealth Management LLC reduced to a holding in Southern Co by 46.17%. The sale prices were between $51.56 and $55.78, with an estimated average price of $53.42. The stock is now traded at around $60.85. The impact to a portfolio due to this sale was -0.16%. BT Wealth Management LLC still held 7,079 shares as of .

Reduced: ISHARES TRUST (IWV)

BT Wealth Management LLC reduced to a holding in ISHARES TRUST by 48.34%. The sale prices were between $180.26 and $207.86, with an estimated average price of $192.8. The stock is now traded at around $202.01. The impact to a portfolio due to this sale was -0.15%. BT Wealth Management LLC still held 1,711 shares as of .

Reduced: International Business Machines Corp (IBM)

BT Wealth Management LLC reduced to a holding in International Business Machines Corp by 31.44%. The sale prices were between $115.71 and $128.67, with an estimated average price of $123.08. The stock is now traded at around $115.65. The impact to a portfolio due to this sale was -0.12%. BT Wealth Management LLC still held 4,143 shares as of .



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

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

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