Bruderman Asset Management, LLC Buys 3M Co, VF Corp, BTC iShares MSCI USA Quality Factor ETF, Sells SPDR Portfolio Short Term Treasury ETF, Vanguard Real Estate Index Fund ETF, SSgA SPDR Dividend ETF

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Investment company Bruderman Asset Management, LLC (Current Portfolio) buys 3M Co, VF Corp, BTC iShares MSCI USA Quality Factor ETF, AbbVie Inc, Eaton Corp PLC, sells SPDR Portfolio Short Term Treasury ETF, Vanguard Real Estate Index Fund ETF, SSgA SPDR Dividend ETF, SPDR Portfolio Aggregate Bond ETF, SPDR Bloomberg Barclays 1-3 Month T-Bill ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Bruderman Asset Management, LLC. As of 2020Q4, Bruderman Asset Management, LLC owns 99 stocks with a total value of $327 million. These are the details of the buys and sells.

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
  1. NextEra Energy Inc (NEE) - 208,258 shares, 4.91% of the total portfolio. Shares added by 3.60%
  2. Verizon Communications Inc (VZ) - 224,701 shares, 4.04% of the total portfolio. Shares added by 5.33%
  3. Duke Energy Corp (DUK) - 138,047 shares, 3.86% of the total portfolio. Shares added by 3.44%
  4. Broadcom Inc (AVGO) - 23,626 shares, 3.16% of the total portfolio. Shares added by 9.34%
  5. Garmin Ltd (GRMN) - 84,292 shares, 3.08% of the total portfolio. Shares added by 1.57%
New Purchase: BTC iShares MSCI USA Quality Factor ETF (QUAL)

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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