- New Purchases: QUAL, MTUM, XLK, TIP, XLV, TSLX, FB, RH, SAM, SPSC, TTC, MMS, TSLA, PYPL, IAA, GNTX, WDFC, LSTR, BRC,
- Added Positions: MMM, VFC, ABBV, ETN, PG, SPYG, AVGO, BSCM, XLY, MSFT, VZ, COST, HD, NEE, V, AMZN, AMGN, GPN, BSCL, ADBE, DUK, BCE, JNJ, T, BMY, A, GOOGL, LULU, ZTS, D, AAPL, TU, LMT, MRK, TXN, MCD, PEP, GILD, SPGI, ICE, GOOG, GRMN, MMC, TJX, SNY, IBM, FE, EQIX, ISRG, WEC, LQD, MNST, TECH, SJNK, QYLD, HYMB, EMB, FRPT, ORCL, PCI, NTR, STWD, WST, ARCC, NKE, CSPR, FDS, CRM, BRO,
- Reduced Positions: SPTS, SDY, SPY, EFA, IWM, RSP, XLP, BABA, BND, TLT,
- Sold Out: VNQ, SPAB, BIL, XLU, BSCK, SHY, TFI,
For the details of Bruderman Asset Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bruderman+asset+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Bruderman Asset Management, LLC- NextEra Energy Inc (NEE) - 208,258 shares, 4.91% of the total portfolio. Shares added by 3.60%
- Verizon Communications Inc (VZ) - 224,701 shares, 4.04% of the total portfolio. Shares added by 5.33%
- Duke Energy Corp (DUK) - 138,047 shares, 3.86% of the total portfolio. Shares added by 3.44%
- Broadcom Inc (AVGO) - 23,626 shares, 3.16% of the total portfolio. Shares added by 9.34%
- Garmin Ltd (GRMN) - 84,292 shares, 3.08% of the total portfolio. Shares added by 1.57%
Bruderman Asset Management, LLC initiated holding in BTC iShares MSCI USA Quality Factor ETF. The purchase prices were between $100.86 and $116.21, with an estimated average price of $110.3. The stock is now traded at around $114.390000. The impact to a portfolio due to this purchase was 0.72%. The holding were 20,328 shares as of 2020-12-31.
New Purchase: BTC iShares MSCI USA Momentum Factor ETF (MTUM)Bruderman Asset Management, LLC initiated holding in BTC iShares MSCI USA Momentum Factor ETF. The purchase prices were between $141.23 and $162.85, with an estimated average price of $153.43. The stock is now traded at around $165.720000. The impact to a portfolio due to this purchase was 0.5%. The holding were 10,107 shares as of 2020-12-31.
New Purchase: SSgA Technology Select Sector SPDR (XLK)Bruderman Asset Management, LLC initiated holding in SSgA Technology Select Sector SPDR. The purchase prices were between $110.86 and $130.52, with an estimated average price of $121.98. The stock is now traded at around $130.960000. The impact to a portfolio due to this purchase was 0.48%. The holding were 12,125 shares as of 2020-12-31.
New Purchase: BTC iShares TIPS Bond ETF (TIP)Bruderman Asset Management, LLC initiated holding in BTC iShares TIPS Bond ETF. The purchase prices were between $124.65 and $127.65, with an estimated average price of $126.15. The stock is now traded at around $128.100000. The impact to a portfolio due to this purchase was 0.46%. The holding were 11,909 shares as of 2020-12-31.
New Purchase: SSgA Health Care Select Sector SPDR (XLV)Bruderman Asset Management, LLC initiated holding in SSgA Health Care Select Sector SPDR. The purchase prices were between $101.66 and $113.44, with an estimated average price of $109.25. The stock is now traded at around $116.020000. The impact to a portfolio due to this purchase was 0.37%. The holding were 10,603 shares as of 2020-12-31.
New Purchase: Sixth Street Specialty Lending Inc (TSLX)Bruderman Asset Management, LLC initiated holding in Sixth Street Specialty Lending Inc. The purchase prices were between $16.31 and $21.24, with an estimated average price of $19.1. The stock is now traded at around $20.470000. The impact to a portfolio due to this purchase was 0.14%. The holding were 22,799 shares as of 2020-12-31.
Added: 3M Co (MMM)Bruderman Asset Management, LLC added to a holding in 3M Co by 104.14%. The purchase prices were between $158.48 and $177.12, with an estimated average price of $170.12. The stock is now traded at around $178.060000. The impact to a portfolio due to this purchase was 0.95%. The holding were 35,038 shares as of 2020-12-31.
Added: VF Corp (VFC)Bruderman Asset Management, LLC added to a holding in VF Corp by 191.25%. The purchase prices were between $67.2 and $89.26, with an estimated average price of $80.22. The stock is now traded at around $78.470000. The impact to a portfolio due to this purchase was 0.73%. The holding were 42,621 shares as of 2020-12-31.
Added: AbbVie Inc (ABBV)Bruderman Asset Management, LLC added to a holding in AbbVie Inc by 50.01%. The purchase prices were between $80.49 and $108.67, with an estimated average price of $96.47. The stock is now traded at around $104.260000. The impact to a portfolio due to this purchase was 0.7%. The holding were 64,386 shares as of 2020-12-31.
Added: Eaton Corp PLC (ETN)Bruderman Asset Management, LLC added to a holding in Eaton Corp PLC by 44.15%. The purchase prices were between $102.31 and $123.25, with an estimated average price of $113.42. The stock is now traded at around $119.770000. The impact to a portfolio due to this purchase was 0.53%. The holding were 47,310 shares as of 2020-12-31.
Added: Procter & Gamble Co (PG)Bruderman Asset Management, LLC added to a holding in Procter & Gamble Co by 23.98%. The purchase prices were between $135.51 and $144.49, with an estimated average price of $139.72. The stock is now traded at around $129.180000. The impact to a portfolio due to this purchase was 0.52%. The holding were 63,799 shares as of 2020-12-31.
Added: SPDR Portfolio S&P 500 Growth ETF (SPYG)Bruderman Asset Management, LLC added to a holding in SPDR Portfolio S&P 500 Growth ETF by 42.98%. The purchase prices were between $48.59 and $55.29, with an estimated average price of $52.62. The stock is now traded at around $55.670000. The impact to a portfolio due to this purchase was 0.32%. The holding were 62,902 shares as of 2020-12-31.
Sold Out: Vanguard Real Estate Index Fund ETF (VNQ)Bruderman Asset Management, LLC sold out a holding in Vanguard Real Estate Index Fund ETF. The sale prices were between $76.08 and $86.67, with an estimated average price of $83.02.
Sold Out: SPDR Portfolio Aggregate Bond ETF (SPAB)Bruderman Asset Management, LLC sold out a holding in SPDR Portfolio Aggregate Bond ETF. The sale prices were between $30.52 and $30.88, with an estimated average price of $30.71.
Sold Out: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)Bruderman Asset Management, LLC sold out a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill ETF. The sale prices were between $91.51 and $91.53, with an estimated average price of $91.52.
Sold Out: SSgA Utilities Select Sector SPDR (XLU)Bruderman Asset Management, LLC sold out a holding in SSgA Utilities Select Sector SPDR. The sale prices were between $60.69 and $66.76, with an estimated average price of $63.32.
Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)Bruderman Asset Management, LLC sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $86.32 and $86.46, with an estimated average price of $86.39.
Sold Out: Invesco BulletShares 2020 Corporate Bond ETF (BSCK)Bruderman Asset Management, LLC sold out a holding in Invesco BulletShares 2020 Corporate Bond ETF. The sale prices were between $21.17 and $21.21, with an estimated average price of $21.19.
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