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Rsm Us Wealth Management Llc Buys Dimensional International Value ETF, CSX Corp, Deere, Sells Alphabet Inc, Vanguard Mid-Cap ETF, Amazon.com Inc

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Nov 08, 2021
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Investment company Rsm Us Wealth Management Llc (Current Portfolio) buys Dimensional International Value ETF, CSX Corp, Deere, General Dynamics Corp, Norfolk Southern Corp, sells Alphabet Inc, Vanguard Mid-Cap ETF, Amazon.com Inc, Alphabet Inc, ISHARES TRUST during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Rsm Us Wealth Management Llc. As of 2021Q3, Rsm Us Wealth Management Llc owns 222 stocks with a total value of $1.9 billion. These are the details of the buys and sells.

For the details of RSM US WEALTH MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/rsm+us+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of RSM US WEALTH MANAGEMENT LLC
  1. Vanguard Growth ETF (VUG) - 920,897 shares, 14.29% of the total portfolio. Shares reduced by 0.15%
  2. Vanguard Value ETF (VTV) - 1,285,654 shares, 9.31% of the total portfolio. Shares added by 6.32%
  3. Vanguard Small Cap Value ETF (VBR) - 861,295 shares, 7.80% of the total portfolio. Shares added by 4.12%
  4. Vanguard Small Cap Growth ETF (VBK) - 448,983 shares, 6.73% of the total portfolio. Shares added by 2.44%
  5. iShares Russell 1000 Growth ETF (IWF) - 352,333 shares, 5.16% of the total portfolio. Shares reduced by 1.93%
New Purchase: Dimensional International Value ETF (DFIV)

Rsm Us Wealth Management Llc initiated holding in Dimensional International Value ETF. The purchase prices were between $32.07 and $33.47, with an estimated average price of $32.96. The stock is now traded at around $34.150000. The impact to a portfolio due to this purchase was 1.55%. The holding were 883,321 shares as of 2021-09-30.

New Purchase: CSX Corp (CSX)

Rsm Us Wealth Management Llc initiated holding in CSX Corp. The purchase prices were between $29.71 and $34.13, with an estimated average price of $32.03. The stock is now traded at around $35.470000. The impact to a portfolio due to this purchase was 0.09%. The holding were 56,803 shares as of 2021-09-30.

New Purchase: General Dynamics Corp (GD)

Rsm Us Wealth Management Llc initiated holding in General Dynamics Corp. The purchase prices were between $184.09 and $204.4, with an estimated average price of $195.74. The stock is now traded at around $202.640000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,407 shares as of 2021-09-30.

New Purchase: Texas Pacific Land Corp (TPL)

Rsm Us Wealth Management Llc initiated holding in Texas Pacific Land Corp. The purchase prices were between $1209.36 and $1615.84, with an estimated average price of $1400.64. The stock is now traded at around $1385.420000. The impact to a portfolio due to this purchase was 0.03%. The holding were 500 shares as of 2021-09-30.

New Purchase: Morgan Stanley (MS)

Rsm Us Wealth Management Llc initiated holding in Morgan Stanley. The purchase prices were between $87.64 and $105.45, with an estimated average price of $99.05. The stock is now traded at around $100.070000. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,510 shares as of 2021-09-30.

New Purchase: Sysco Corp (SYY)

Rsm Us Wealth Management Llc initiated holding in Sysco Corp. The purchase prices were between $70.47 and $81.66, with an estimated average price of $76.29. The stock is now traded at around $80.410000. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,794 shares as of 2021-09-30.

Added: Deere & Co (DE)

Rsm Us Wealth Management Llc added to a holding in Deere & Co by 138.88%. The purchase prices were between $334.95 and $389.34, with an estimated average price of $360.66. The stock is now traded at around $360.860000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,628 shares as of 2021-09-30.

Added: Norfolk Southern Corp (NSC)

Rsm Us Wealth Management Llc added to a holding in Norfolk Southern Corp by 58.81%. The purchase prices were between $239.24 and $273.35, with an estimated average price of $256.57. The stock is now traded at around $284.640000. The impact to a portfolio due to this purchase was 0.06%. The holding were 12,557 shares as of 2021-09-30.

Added: Boeing Co (BA)

Rsm Us Wealth Management Llc added to a holding in Boeing Co by 23.81%. The purchase prices were between $206.99 and $239.73, with an estimated average price of $223.15. The stock is now traded at around $222.680000. The impact to a portfolio due to this purchase was 0.01%. The holding were 4,201 shares as of 2021-09-30.

Added: iShares Core MSCI Emerging Markets ETF (IEMG)

Rsm Us Wealth Management Llc added to a holding in iShares Core MSCI Emerging Markets ETF by 39.97%. The purchase prices were between $60.55 and $66.68, with an estimated average price of $63.66. The stock is now traded at around $63.110000. The impact to a portfolio due to this purchase was 0.01%. The holding were 6,962 shares as of 2021-09-30.

Added: Schwab U.S. Broad Market ETF (SCHB)

Rsm Us Wealth Management Llc added to a holding in Schwab U.S. Broad Market ETF by 23.22%. The purchase prices were between $102.31 and $109.3, with an estimated average price of $106.4. The stock is now traded at around $113.590000. The impact to a portfolio due to this purchase was 0.01%. The holding were 7,906 shares as of 2021-09-30.

Added: Thermo Fisher Scientific Inc (TMO)

Rsm Us Wealth Management Llc added to a holding in Thermo Fisher Scientific Inc by 43.53%. The purchase prices were between $509.53 and $609.78, with an estimated average price of $548.6. The stock is now traded at around $624.470000. The impact to a portfolio due to this purchase was 0.01%. The holding were 943 shares as of 2021-09-30.

Sold Out: Ulta Beauty Inc (ULTA)

Rsm Us Wealth Management Llc sold out a holding in Ulta Beauty Inc. The sale prices were between $323.67 and $389.9, with an estimated average price of $361.38.

Sold Out: ISHARES TRUST (PFF)

Rsm Us Wealth Management Llc sold out a holding in ISHARES TRUST. The sale prices were between $38.25 and $39.19, with an estimated average price of $38.79.

Sold Out: Adobe Inc (ADBE)

Rsm Us Wealth Management Llc sold out a holding in Adobe Inc. The sale prices were between $575.72 and $666.59, with an estimated average price of $629.42.

Sold Out: Otis Worldwide Corp (OTIS)

Rsm Us Wealth Management Llc sold out a holding in Otis Worldwide Corp. The sale prices were between $82 and $92.37, with an estimated average price of $87.91.

Sold Out: First Trust North American Energy Infrastructure F (EMLP)

Rsm Us Wealth Management Llc sold out a holding in First Trust North American Energy Infrastructure F. The sale prices were between $23.38 and $24.82, with an estimated average price of $24.14.

Sold Out: Core Laboratories NV (CLB)

Rsm Us Wealth Management Llc sold out a holding in Core Laboratories NV. The sale prices were between $24.5 and $39.11, with an estimated average price of $30.53.



Here is the complete portfolio of RSM US WEALTH MANAGEMENT LLC. Also check out:

1. RSM US WEALTH MANAGEMENT LLC's Undervalued Stocks
2. RSM US WEALTH MANAGEMENT LLC's Top Growth Companies, and
3. RSM US WEALTH MANAGEMENT LLC's High Yield stocks
4. Stocks that RSM US WEALTH MANAGEMENT LLC keeps buying
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