SVA Plumb Wealth Management, LLC Buys SCHWAB STRATEGIC T, Texas Instruments Inc, Adobe Inc, Sells Pfizer Inc, Medtronic PLC, Discover Financial Services

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Madison, WI, based Investment company SVA Plumb Wealth Management, LLC (Current Portfolio) buys SCHWAB STRATEGIC T, Texas Instruments Inc, Adobe Inc, Illumina Inc, ServiceNow Inc, sells Pfizer Inc, Medtronic PLC, Discover Financial Services, American Express Co, SELECT SECTOR SPDR during the 3-months ended 2020Q3, according to the most recent filings of the investment company, SVA Plumb Wealth Management, LLC. As of 2020Q3, SVA Plumb Wealth Management, LLC owns 204 stocks with a total value of $949 million. These are the details of the buys and sells.

For the details of SVA Plumb Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sva+plumb+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of SVA Plumb Wealth Management, LLC
  1. SCHWAB STRATEGIC T (SCHM) - 1,732,890 shares, 10.13% of the total portfolio. Shares added by 0.90%
  2. SCHWAB STRATEGIC T (SCHX) - 1,105,488 shares, 9.40% of the total portfolio. Shares added by 4.86%
  3. Vanguard Total International Stock (VXUS) - 1,207,298 shares, 6.64% of the total portfolio. Shares added by 17.07%
  4. WISDOMTREE TRUST (DON) - 1,654,996 shares, 5.04% of the total portfolio. Shares reduced by 19.75%
  5. Apple Inc (AAPL) - 357,396 shares, 4.36% of the total portfolio. Shares reduced by 1.78%
New Purchase: Texas Instruments Inc (TXN)

SVA Plumb Wealth Management, LLC initiated holding in Texas Instruments Inc. The purchase prices were between $124.8 and $147.64, with an estimated average price of $135.83. The stock is now traded at around $145.95. The impact to a portfolio due to this purchase was 0.25%. The holding were 16,635 shares as of .

New Purchase: Illumina Inc (ILMN)

SVA Plumb Wealth Management, LLC initiated holding in Illumina Inc. The purchase prices were between $268.51 and $400.74, with an estimated average price of $354.32. The stock is now traded at around $319.06. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,068 shares as of .

New Purchase: ServiceNow Inc (NOW)

SVA Plumb 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 $501.61. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,160 shares as of .

New Purchase: BlackRock Inc (BLK)

SVA Plumb Wealth Management, LLC initiated holding in BlackRock Inc. The purchase prices were between $535.05 and $608, with an estimated average price of $570.18. The stock is now traded at around $622.19. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,393 shares as of .

New Purchase: Eaton Vance Corp (EV)

SVA Plumb Wealth Management, LLC initiated holding in Eaton Vance Corp. The purchase prices were between $36.02 and $41.83, with an estimated average price of $38.26. The stock is now traded at around $61.11. The impact to a portfolio due to this purchase was 0.06%. The holding were 14,389 shares as of .

New Purchase: Tesla Inc (TSLA)

SVA Plumb Wealth Management, LLC initiated holding in Tesla Inc. The purchase prices were between $223.93 and $498.32, with an estimated average price of $353.47. The stock is now traded at around $420.28. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,095 shares as of .

Added: SCHWAB STRATEGIC T (SCHZ)

SVA Plumb Wealth Management, LLC added to a holding in SCHWAB STRATEGIC T by 35.65%. The purchase prices were between $56.07 and $56.92, with an estimated average price of $56.39. The stock is now traded at around $55.85. The impact to a portfolio due to this purchase was 0.6%. The holding were 386,259 shares as of .

Added: Adobe Inc (ADBE)

SVA Plumb Wealth Management, LLC added to a holding in Adobe Inc by 432.27%. The purchase prices were between $426.29 and $533.8, with an estimated average price of $465.25. The stock is now traded at around $475.20. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,322 shares as of .

Added: Comcast Corp (CMCSA)

SVA Plumb Wealth Management, LLC added to a holding in Comcast Corp by 213.01%. The purchase prices were between $39.25 and $46.81, with an estimated average price of $43.43. The stock is now traded at around $43.77. The impact to a portfolio due to this purchase was 0.07%. The holding were 20,433 shares as of .

Added: SELECT SECTOR SPDR (XLU)

SVA Plumb Wealth Management, LLC added to a holding in SELECT SECTOR SPDR by 21.95%. The purchase prices were between $56.7 and $61.49, with an estimated average price of $59.33. The stock is now traded at around $64.73. The impact to a portfolio due to this purchase was 0.05%. The holding were 43,086 shares as of .

Added: ISHARES TRUST (IVW)

SVA Plumb Wealth Management, LLC added to a holding in ISHARES TRUST by 92.43%. The purchase prices were between $52.3 and $62.28, with an estimated average price of $56.48. The stock is now traded at around $58.35. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,261 shares as of .

Added: S&P Global Inc (SPGI)

SVA Plumb Wealth Management, LLC added to a holding in S&P Global Inc by 92.87%. The purchase prices were between $333.25 and $378.41, with an estimated average price of $352.4. The stock is now traded at around $333.55. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,325 shares as of .

Sold Out: SELECT SECTOR SPDR (XLC)

SVA Plumb Wealth Management, LLC sold out a holding in SELECT SECTOR SPDR. The sale prices were between $55.2 and $65.14, with an estimated average price of $59.2.

Sold Out: Associated Banc-Corp (ASB)

SVA Plumb Wealth Management, LLC sold out a holding in Associated Banc-Corp. The sale prices were between $11.86 and $14.25, with an estimated average price of $13.25.

Sold Out: Allstate Corp (ALL)

SVA Plumb Wealth Management, LLC sold out a holding in Allstate Corp. The sale prices were between $85.82 and $97.25, with an estimated average price of $93.31.

Sold Out: Total SE (TOT)

SVA Plumb Wealth Management, LLC sold out a holding in Total SE. The sale prices were between $32.7 and $40.47, with an estimated average price of $38.14.

Sold Out: Tapestry Inc (TPR)

SVA Plumb Wealth Management, LLC sold out a holding in Tapestry Inc. The sale prices were between $12.34 and $18.1, with an estimated average price of $14.69.

Sold Out: Briggs & Stratton Corp (BGGSQ)

SVA Plumb Wealth Management, LLC sold out a holding in Briggs & Stratton Corp. The sale prices were between $0.11 and $1.44, with an estimated average price of $0.36.



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