Market Street Wealth Management Advisors Llc Buys BTC iShares S&P Small-Cap 600 Value ETF, BTC iShares Core MSCI Emerging Markets ETF, BTC iShares S&P 500 Growth ETF, Sells iShares MSCI EAFE Small-Cap ETF

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Investment company Market Street Wealth Management Advisors Llc (Current Portfolio) buys BTC iShares S&P Small-Cap 600 Value ETF, BTC iShares Core MSCI Emerging Markets ETF, BTC iShares S&P 500 Growth ETF, WESCO International Inc, T. Rowe Price Group Inc, sells iShares MSCI EAFE Small-Cap ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Market Street Wealth Management Advisors Llc. As of 2020Q4, Market Street Wealth Management Advisors Llc owns 42 stocks with a total value of $128 million. These are the details of the buys and sells.

For the details of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/market+street+wealth+management+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
  1. BTC iShares Core S&P 500 ETF (IVV) - 58,072 shares, 17.08% of the total portfolio. Shares added by 2.01%
  2. Vanguard Value ETF (VTV) - 151,273 shares, 14.10% of the total portfolio. Shares added by 2.90%
  3. BTC iShares Russell 1000 Growth ETF (IWF) - 30,290 shares, 5.72% of the total portfolio. Shares reduced by 0.58%
  4. BTC iShares Core MSCI Emerging Markets ETF (IEMG) - 113,923 shares, 5.54% of the total portfolio. Shares added by 24.22%
  5. Invesco FTSE RAFI US 1000 ETF (PRF) - 47,573 shares, 4.96% of the total portfolio. Shares reduced by 4.35%
New Purchase: WESCO International Inc (WCC)

Market Street Wealth Management Advisors Llc initiated holding in WESCO International Inc. The purchase prices were between $40.1 and $78.5, with an estimated average price of $59.85. The stock is now traded at around $81.840000. The impact to a portfolio due to this purchase was 0.2%. The holding were 3,169 shares as of 2020-12-31.

New Purchase: T. Rowe Price Group Inc (TROW)

Market Street Wealth Management Advisors Llc initiated holding in T. Rowe Price Group Inc. The purchase prices were between $126.66 and $153.17, with an estimated average price of $143.4. The stock is now traded at around $156.560000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,382 shares as of 2020-12-31.

Added: BTC iShares S&P Small-Cap 600 Value ETF (IJS)

Market Street Wealth Management Advisors Llc added to a holding in BTC iShares S&P Small-Cap 600 Value ETF by 89.97%. The purchase prices were between $63.13 and $81.5, with an estimated average price of $72.84. The stock is now traded at around $89.030000. The impact to a portfolio due to this purchase was 1.55%. The holding were 51,545 shares as of 2020-12-31.

Added: BTC iShares Core MSCI Emerging Markets ETF (IEMG)

Market Street Wealth Management Advisors Llc added to a holding in BTC iShares Core MSCI Emerging Markets ETF by 24.22%. The purchase prices were between $52.03 and $62.1, with an estimated average price of $57.18. The stock is now traded at around $67.110000. The impact to a portfolio due to this purchase was 1.08%. The holding were 113,923 shares as of 2020-12-31.

Added: BTC iShares S&P 500 Growth ETF (IVW)

Market Street Wealth Management Advisors Llc added to a holding in BTC iShares S&P 500 Growth ETF by 299.97%. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $65.960000. The impact to a portfolio due to this purchase was 0.89%. The holding were 23,790 shares as of 2020-12-31.



Here is the complete portfolio of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC. Also check out:

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3. MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's High Yield stocks
4. Stocks that MARKET STREET WEALTH MANAGEMENT ADVISORS LLC keeps buying