- New Purchases: GILD, BSX, MDT, AMGN, CVX, XOM, WFC, ROP, AAPL, QQQ,
- Added Positions: IVV, ITOT, IJH, IJR, IEMG, IFGL, ZION, IBM,
- Reduced Positions: AGG, TIP, IAGG, BRK.B,
For the details of DIVERGENT WEALTH ADVISORS, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=DIVERGENT+WEALTH+ADVISORS%2C+LLC
These are the top 5 holdings of DIVERGENT WEALTH ADVISORS, LLC- iShares Core S&P 500 (IVV) - 122,077 shares, 17.34% of the total portfolio. Shares added by 27.50%
- iShares Core U.S. Aggregate Bond (AGG) - 289,169 shares, 16.6% of the total portfolio. Shares reduced by 12.66%
- iShares Core S&P Total U.S. Stock Market (ITOT) - 473,033 shares, 15.31% of the total portfolio. Shares added by 26.98%
- iShares Core S&P Mid-Cap (IJH) - 118,457 shares, 11.89% of the total portfolio. Shares added by 27.96%
- iShares Core S&P Small-Cap (IJR) - 241,772 shares, 9.97% of the total portfolio. Shares added by 28.65%
Divergent Wealth Advisors, Llc initiated holding in Gilead Sciences Inc. The purchase prices were between $72.84 and $88.8, with an estimated average price of $79.49. The stock is now traded at around $74.33. The impact to a portfolio due to this purchase was 1.54%. The holding were 38,053 shares as of 2018-03-31.
New Purchase: Boston Scientific Corp (BSX)Divergent Wealth Advisors, Llc initiated holding in Boston Scientific Corp. The purchase prices were between $24.79 and $28.54, with an estimated average price of $27.15. The stock is now traded at around $27.93. The impact to a portfolio due to this purchase was 1.31%. The holding were 89,902 shares as of 2018-03-31.
New Purchase: Medtronic PLC (MDT)Divergent Wealth Advisors, Llc initiated holding in Medtronic PLC. The purchase prices were between $76.55 and $87.26, with an estimated average price of $82.48. The stock is now traded at around $78.59. The impact to a portfolio due to this purchase was 1.06%. The holding were 24,662 shares as of 2018-03-31.
New Purchase: Amgen Inc (AMGN)Divergent Wealth Advisors, Llc initiated holding in Amgen Inc. The purchase prices were between $169.43 and $198, with an estimated average price of $183.57. The stock is now traded at around $172.41. The impact to a portfolio due to this purchase was 0.89%. The holding were 9,777 shares as of 2018-03-31.
New Purchase: Chevron Corp (CVX)Divergent Wealth Advisors, Llc initiated holding in Chevron Corp. The purchase prices were between $109.06 and $133.6, with an estimated average price of $119.74. The stock is now traded at around $119.25. The impact to a portfolio due to this purchase was 0.71%. The holding were 11,568 shares as of 2018-03-31.
New Purchase: Exxon Mobil Corp (XOM)Divergent Wealth Advisors, Llc initiated holding in Exxon Mobil Corp. The purchase prices were between $72.81 and $89.07, with an estimated average price of $80.06. The stock is now traded at around $77.43. The impact to a portfolio due to this purchase was 0.5%. The holding were 12,437 shares as of 2018-03-31.
Added: iShares Core S&P 500 (IVV)Divergent Wealth Advisors, Llc added to a holding in iShares Core S&P 500 by 27.50%. The purchase prices were between $259.62 and $288.66, with an estimated average price of $274.94. The stock is now traded at around $265.52. The impact to a portfolio due to this purchase was 3.74%. The holding were 122,077 shares as of 2018-03-31.
Added: iShares Core S&P Total U.S. Stock Market (ITOT)Divergent Wealth Advisors, Llc added to a holding in iShares Core S&P Total U.S. Stock Market by 26.98%. The purchase prices were between $58.94 and $65.4, with an estimated average price of $62.43. The stock is now traded at around $60.54. The impact to a portfolio due to this purchase was 3.25%. The holding were 473,033 shares as of 2018-03-31.
Added: iShares Core S&P Mid-Cap (IJH)Divergent Wealth Advisors, Llc added to a holding in iShares Core S&P Mid-Cap by 27.96%. The purchase prices were between $179.89 and $199.21, with an estimated average price of $191.27. The stock is now traded at around $187.85. The impact to a portfolio due to this purchase was 2.6%. The holding were 118,457 shares as of 2018-03-31.
Added: iShares Core S&P Small-Cap (IJR)Divergent Wealth Advisors, Llc added to a holding in iShares Core S&P Small-Cap by 28.65%. The purchase prices were between $73.35 and $80.36, with an estimated average price of $77.84. The stock is now traded at around $78.14. The impact to a portfolio due to this purchase was 2.22%. The holding were 241,772 shares as of 2018-03-31.
Added: iShares Core MSCI Emerging Markets (IEMG)Divergent Wealth Advisors, Llc added to a holding in iShares Core MSCI Emerging Markets by 21.04%. The purchase prices were between $55.19 and $62.69, with an estimated average price of $59.14. The stock is now traded at around $58.20. The impact to a portfolio due to this purchase was 1.19%. The holding were 218,222 shares as of 2018-03-31.
Added: Zions Bancorp (ZION)Divergent Wealth Advisors, Llc added to a holding in Zions Bancorp by 104.89%. The purchase prices were between $50.62 and $57.04, with an estimated average price of $53.82. The stock is now traded at around $52.14. The impact to a portfolio due to this purchase was 0.12%. The holding were 8,259 shares as of 2018-03-31.
Reduced: iShares TIPS Bond (TIP)Divergent Wealth Advisors, Llc reduced to a holding in iShares TIPS Bond by 32.61%. The sale prices were between $111.39 and $113.94, with an estimated average price of $112.57. The stock is now traded at around $113.13. The impact to a portfolio due to this sale was -1.8%. Divergent Wealth Advisors, Llc still held 49,609 shares as of 2018-03-31.
Reduced: Berkshire Hathaway Inc (BRK.B)Divergent Wealth Advisors, Llc reduced to a holding in Berkshire Hathaway Inc by 33.15%. The sale prices were between $191.42 and $217.25, with an estimated average price of $205.28. The stock is now traded at around $195.22. The impact to a portfolio due to this sale was -0.06%. Divergent Wealth Advisors, Llc still held 980 shares as of 2018-03-31.
Here is the complete portfolio of DIVERGENT WEALTH ADVISORS, LLC. Also check out:
1. DIVERGENT WEALTH ADVISORS, LLC's Undervalued Stocks
2. DIVERGENT WEALTH ADVISORS, LLC's Top Growth Companies, and
3. DIVERGENT WEALTH ADVISORS, LLC's High Yield stocks
4. Stocks that DIVERGENT WEALTH ADVISORS, LLC keeps buying