Bridgeworth, LLC Buys ISHARES GOLD TRUST, McKesson Corp, ISHARES TRUST, Sells ISHARES TRUST, PIMCO ETF TRUST, Bank of America Corp

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Investment company Bridgeworth, LLC (Current Portfolio) buys ISHARES GOLD TRUST, McKesson Corp, ISHARES TRUST, SPDR SERIES TRUST, Merck Inc, sells ISHARES TRUST, PIMCO ETF TRUST, Bank of America Corp, PowerShares QQQ Trust Ser 1, L3Harris Technologies Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Bridgeworth, LLC. As of 2020Q3, Bridgeworth, LLC owns 117 stocks with a total value of $265 million. These are the details of the buys and sells.

For the details of Bridgeworth, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bridgeworth%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Bridgeworth, LLC
  1. VANGUARD INDEX FDS (VOO) - 154,109 shares, 17.92% of the total portfolio. Shares added by 3.00%
  2. VANGUARD INDEX FDS (VXF) - 224,641 shares, 11.01% of the total portfolio. Shares added by 8.26%
  3. VANGUARD ADMIRAL F (IVOO) - 161,196 shares, 7.65% of the total portfolio. Shares reduced by 0.3%
  4. VANGUARD ADMIRAL F (VIOO) - 90,631 shares, 4.42% of the total portfolio. Shares reduced by 4.85%
  5. GLDMN SACHS ETF TR (GSLC) - 141,692 shares, 3.64% of the total portfolio. Shares reduced by 5.7%
New Purchase: McKesson Corp (MCK)

Bridgeworth, LLC initiated holding in McKesson Corp. The purchase prices were between $140.89 and $159.9, with an estimated average price of $151.85. The stock is now traded at around $169.87. The impact to a portfolio due to this purchase was 0.21%. The holding were 3,650 shares as of .

New Purchase: ISHARES TRUST (EFV)

Bridgeworth, LLC initiated holding in ISHARES TRUST. The purchase prices were between $39.83 and $42.77, with an estimated average price of $41.36. The stock is now traded at around $45.83. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,105 shares as of .

New Purchase: SPDR SERIES TRUST (SPAB)

Bridgeworth, LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $30.77 and $31.23, with an estimated average price of $30.95. The stock is now traded at around $30.85. The impact to a portfolio due to this purchase was 0.11%. The holding were 9,404 shares as of .

New Purchase: Merck & Co Inc (MRK)

Bridgeworth, LLC initiated holding in Merck & Co Inc. The purchase prices were between $76.69 and $86.93, with an estimated average price of $82.09. The stock is now traded at around $80.45. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,563 shares as of .

New Purchase: HCA Healthcare Inc (HCA)

Bridgeworth, LLC initiated holding in HCA Healthcare Inc. The purchase prices were between $94.34 and $138.17, with an estimated average price of $123.59. The stock is now traded at around $147.34. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,618 shares as of .

New Purchase: Alibaba Group Holding Ltd (BABA)

Bridgeworth, LLC initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $215.95 and $298, with an estimated average price of $263.14. The stock is now traded at around $270.74. The impact to a portfolio due to this purchase was 0.08%. The holding were 682 shares as of .

Added: ISHARES GOLD TRUST (IAU)

Bridgeworth, LLC added to a holding in ISHARES GOLD TRUST by 392.03%. The purchase prices were between $16.92 and $19.71, with an estimated average price of $18.26. The stock is now traded at around $17.87. The impact to a portfolio due to this purchase was 0.63%. The holding were 115,790 shares as of .

Added: EQT Corp (EQT)

Bridgeworth, LLC added to a holding in EQT Corp by 36.59%. The purchase prices were between $11.44 and $17.17, with an estimated average price of $14.65. The stock is now traded at around $14.72. The impact to a portfolio due to this purchase was 0.03%. The holding were 21,081 shares as of .

Added: SPDR SERIES TRUST (SPTS)

Bridgeworth, LLC added to a holding in SPDR SERIES TRUST by 25.66%. The purchase prices were between $30.69 and $30.73, with an estimated average price of $30.71. The stock is now traded at around $30.68. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,025 shares as of .

Sold Out: Bank of America Corp (BAC)

Bridgeworth, LLC sold out a holding in Bank of America Corp. The sale prices were between $22.77 and $26.92, with an estimated average price of $24.9.

Sold Out: L3Harris Technologies Inc (LHX)

Bridgeworth, LLC sold out a holding in L3Harris Technologies Inc. The sale prices were between $159.8 and $185.44, with an estimated average price of $175.44.

Sold Out: PNC Financial Services Group Inc (PNC)

Bridgeworth, LLC sold out a holding in PNC Financial Services Group Inc. The sale prices were between $98.85 and $114.18, with an estimated average price of $107.55.

Sold Out: U.S. Bancorp (USB)

Bridgeworth, LLC sold out a holding in U.S. Bancorp. The sale prices were between $34.22 and $38.31, with an estimated average price of $36.61.

Sold Out: ISHARES TRUST (EEM)

Bridgeworth, LLC sold out a holding in ISHARES TRUST. The sale prices were between $40.44 and $45.55, with an estimated average price of $43.87.

Sold Out: Royal Dutch Shell PLC (RDS.B)

Bridgeworth, LLC sold out a holding in Royal Dutch Shell PLC. The sale prices were between $24.22 and $31.81, with an estimated average price of $28.67.



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