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Secrest Blakey & Associates, LLC Buys Williams Inc, Apple Inc, AT&T Inc, Sells Dominion Energy Inc, NextEra Energy Inc, Welltower Inc

Investment company Secrest Blakey & Associates, LLC (Current Portfolio) buys Williams Inc, Apple Inc, AT&T Inc, Charles Schwab Corp, McDonald's Corp, sells Dominion Energy Inc, NextEra Energy Inc, Welltower Inc, PPL Corp, Wells Fargo during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Secrest Blakey & Associates, LLC. As of 2020Q3, Secrest Blakey & Associates, LLC owns 62 stocks with a total value of $43 million. These are the details of the buys and sells.

For the details of Secrest Blakey & Associates, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/secrest+blakey+%26+associates%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Secrest Blakey & Associates, LLC
  1. PIMCO Dynamic Income Fund (PDI) - 137,920 shares, 8.05% of the total portfolio. Shares added by 18.88%
  2. PIMCO Dynamic Credit & Mortgage Income Fund (PCI) - 152,788 shares, 7.06% of the total portfolio. Shares reduced by 2.87%
  3. ISHARES TRUST (USMV) - 45,086 shares, 6.61% of the total portfolio. Shares reduced by 0.04%
  4. Apple Inc (AAPL) - 16,298 shares, 4.34% of the total portfolio. Shares added by 48.33%
  5. Enbridge Inc (ENB) - 53,433 shares, 3.59% of the total portfolio. Shares added by 10.16%
New Purchase: Williams Companies Inc (WMB)

Secrest Blakey & Associates, LLC initiated holding in Williams Companies Inc. The purchase prices were between $18.27 and $22.34, with an estimated average price of $20.34. The stock is now traded at around $20.34. The impact to a portfolio due to this purchase was 1.73%. The holding were 38,178 shares as of .

New Purchase: Charles Schwab Corp (SCHW)

Secrest Blakey & Associates, LLC initiated holding in Charles Schwab Corp. The purchase prices were between $33.02 and $36.28, with an estimated average price of $34.79. The stock is now traded at around $46.61. The impact to a portfolio due to this purchase was 0.51%. The holding were 6,067 shares as of .

New Purchase: McDonald's Corp (MCD)

Secrest Blakey & Associates, LLC initiated holding in McDonald's Corp. The purchase prices were between $183.52 and $224.81, with an estimated average price of $205.07. The stock is now traded at around $214.09. The impact to a portfolio due to this purchase was 0.47%. The holding were 938 shares as of .

New Purchase: AMPLIFY ETF TR (IBUY)

Secrest Blakey & Associates, LLC initiated holding in AMPLIFY ETF TR. The purchase prices were between $72.21 and $93.9, with an estimated average price of $84.86. The stock is now traded at around $99.52. The impact to a portfolio due to this purchase was 0.12%. The holding were 585 shares as of .

Added: AT&T Inc (T)

Secrest Blakey & Associates, LLC added to a holding in AT&T Inc by 97.44%. The purchase prices were between $27.87 and $30.49, with an estimated average price of $29.59. The stock is now traded at around $28.32. The impact to a portfolio due to this purchase was 1.41%. The holding were 43,643 shares as of .

Added: Apple Inc (AAPL)

Secrest Blakey & Associates, LLC added to a holding in Apple Inc by 48.33%. The purchase prices were between $91.03 and $134.18, with an estimated average price of $109.02. The stock is now traded at around $117.34. The impact to a portfolio due to this purchase was 1.41%. The holding were 16,298 shares as of .

Added: Altria Group Inc (MO)

Secrest Blakey & Associates, LLC added to a holding in Altria Group Inc by 23.40%. The purchase prices were between $37.93 and $44.04, with an estimated average price of $41.61. The stock is now traded at around $39.94. The impact to a portfolio due to this purchase was 0.23%. The holding were 13,615 shares as of .

Sold Out: PPL Corp (PPL)

Secrest Blakey & Associates, LLC sold out a holding in PPL Corp. The sale prices were between $24.4 and $29.12, with an estimated average price of $26.97.

Sold Out: Wells Fargo & Co (WFC)

Secrest Blakey & Associates, LLC sold out a holding in Wells Fargo & Co. The sale prices were between $22.83 and $26.35, with an estimated average price of $24.66.

Sold Out: Realty Income Corp (O)

Secrest Blakey & Associates, LLC sold out a holding in Realty Income Corp. The sale prices were between $56.83 and $65.81, with an estimated average price of $61.07.



Here is the complete portfolio of Secrest Blakey & Associates, LLC. Also check out:

1. Secrest Blakey & Associates, LLC's Undervalued Stocks
2. Secrest Blakey & Associates, LLC's Top Growth Companies, and
3. Secrest Blakey & Associates, LLC's High Yield stocks
4. Stocks that Secrest Blakey & Associates, LLC keeps buying

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