Loveless Wealth Management LLC Buys SPDR Homebuilders ETF, Sprouts Farmers Market Inc, Duke Energy Corp

Investment company Loveless Wealth Management LLC (Current Portfolio) buys SPDR Homebuilders ETF, Sprouts Farmers Market Inc, Duke Energy Corp, McDonald's Corp, Fidelity MSCI Health Care Index ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Loveless Wealth Management LLC. As of 2021Q1, Loveless Wealth Management LLC owns 119 stocks with a total value of $151 million. These are the details of the buys and sells.

For the details of Loveless Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/loveless+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Loveless Wealth Management LLC
  1. Exxon Mobil Corp (XOM) - 133,813 shares, 4.93% of the total portfolio. Shares added by 2.79%
  2. Deere & Co (DE) - 13,608 shares, 3.36% of the total portfolio. Shares reduced by 2.49%
  3. Caterpillar Inc (CAT) - 18,660 shares, 2.86% of the total portfolio. Shares added by 0.54%
  4. Realty Income Corp (O) - 68,307 shares, 2.86% of the total portfolio. Shares added by 1.90%
  5. Technology Select Sector SPDR ETF (XLK) - 27,014 shares, 2.37% of the total portfolio. Shares added by 4.72%
New Purchase: Sprouts Farmers Market Inc (SFM)

Loveless Wealth Management LLC initiated holding in Sprouts Farmers Market Inc. The purchase prices were between $19.42 and $28.13, with an estimated average price of $22.72. The stock is now traded at around $26.560000. The impact to a portfolio due to this purchase was 0.17%. The holding were 9,400 shares as of 2021-03-31.

New Purchase: Fidelity MSCI Health Care Index ETF (FHLC)

Loveless Wealth Management LLC initiated holding in Fidelity MSCI Health Care Index ETF. The purchase prices were between $56.08 and $60.87, with an estimated average price of $58.97. The stock is now traded at around $61.870000. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,755 shares as of 2021-03-31.

New Purchase: Duke Energy Corp (DUK)

Loveless Wealth Management LLC initiated holding in Duke Energy Corp. The purchase prices were between $85.59 and $97.58, with an estimated average price of $91.24. The stock is now traded at around $101.130000. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,300 shares as of 2021-03-31.

Added: SPDR Homebuilders ETF (XHB)

Loveless Wealth Management LLC added to a holding in SPDR Homebuilders ETF by 60.08%. The purchase prices were between $56.67 and $70.84, with an estimated average price of $63.57. The stock is now traded at around $77.305000. The impact to a portfolio due to this purchase was 0.41%. The holding were 23,195 shares as of 2021-03-31.

Added: McDonald's Corp (MCD)

Loveless Wealth Management LLC added to a holding in McDonald's Corp by 21.32%. The purchase prices were between $204.84 and $227.35, with an estimated average price of $213.87. The stock is now traded at around $235.450000. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,896 shares as of 2021-03-31.

Added: Industrial Select Sector SPDR (XLI)

Loveless Wealth Management LLC added to a holding in Industrial Select Sector SPDR by 35.30%. The purchase prices were between $84.51 and $98.77, with an estimated average price of $91.33. The stock is now traded at around $103.080000. The impact to a portfolio due to this purchase was 0.13%. The holding were 7,623 shares as of 2021-03-31.

Added: Target Corp (TGT)

Loveless Wealth Management LLC added to a holding in Target Corp by 21.19%. The purchase prices were between $169.82 and $200.95, with an estimated average price of $187.23. The stock is now traded at around $211.640000. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,091 shares as of 2021-03-31.

Added: The Travelers Companies Inc (TRV)

Loveless Wealth Management LLC added to a holding in The Travelers Companies Inc by 43.73%. The purchase prices were between $134.53 and $157.92, with an estimated average price of $146.97. The stock is now traded at around $157.190000. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,580 shares as of 2021-03-31.

Added: 3M Co (MMM)

Loveless Wealth Management LLC added to a holding in 3M Co by 21.75%. The purchase prices were between $165.2 and $195.74, with an estimated average price of $179.02. The stock is now traded at around $198.725000. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,631 shares as of 2021-03-31.



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