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Grubman Wealth Management Buys Spotify Technology SA, Vanguard Short-Term Corporate Bond ETF, Alphabet Inc

October 11, 2018 | About:

Berkeley, CA, based Investment company Grubman Wealth Management buys Spotify Technology SA, Vanguard Short-Term Corporate Bond ETF, Alphabet Inc, Exxon Mobil Corp, Facebook Inc, Abeona Therapeutics Inc during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Grubman Wealth Management. As of 2018-09-30, Grubman Wealth Management owns 44 stocks with a total value of $149 million. These are the details of the buys and sells.

For the details of Grubman Wealth Management's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Grubman+Wealth+Management

These are the top 5 holdings of Grubman Wealth Management
  1. iShares Russell 1000 (IWB) - 131,155 shares, 14.27% of the total portfolio. Shares reduced by 1.92%
  2. iShares Russell 1000 Value (IWD) - 158,192 shares, 13.5% of the total portfolio. Shares reduced by 1.2%
  3. iShares MSCI EAFE (EFA) - 158,895 shares, 7.23% of the total portfolio. Shares reduced by 0.47%
  4. iShares Core U.S. Aggregate Bond (AGG) - 99,401 shares, 7.02% of the total portfolio. Shares reduced by 0.37%
  5. iShares MSCI EAFE Value (EFV) - 176,285 shares, 6.13% of the total portfolio. Shares reduced by 1.87%
New Purchase: Spotify Technology SA (SPOT)

Grubman Wealth Management initiated holding in Spotify Technology SA. The purchase prices were between $168.66 and $196.28, with an estimated average price of $183.42. The stock is now traded at around $151.18. The impact to a portfolio due to this purchase was 1.73%. The holding were 14,270 shares as of 2018-09-30.

New Purchase: Alphabet Inc (GOOGL)

Grubman Wealth Management initiated holding in Alphabet Inc. The purchase prices were between $1116.28 and $1285.5, with an estimated average price of $1210.75. The stock is now traded at around $1102.61. The impact to a portfolio due to this purchase was 0.51%. The holding were 627 shares as of 2018-09-30.

New Purchase: Facebook Inc (FB)

Grubman Wealth Management initiated holding in Facebook Inc. The purchase prices were between $160.3 and $217.5, with an estimated average price of $181.03. The stock is now traded at around $153.03. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,804 shares as of 2018-09-30.

New Purchase: Abeona Therapeutics Inc (ABEO)

Grubman Wealth Management initiated holding in Abeona Therapeutics Inc. The purchase prices were between $12.63 and $16.2, with an estimated average price of $14.22. The stock is now traded at around $10.04. The impact to a portfolio due to this purchase was 0.11%. The holding were 12,530 shares as of 2018-09-30.

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Grubman Wealth Management added to a holding in Vanguard Short-Term Corporate Bond ETF by 29.16%. The purchase prices were between $77.96 and $78.42, with an estimated average price of $78.16. The stock is now traded at around $77.86. The impact to a portfolio due to this purchase was 1.25%. The holding were 105,513 shares as of 2018-09-30.

Added: Exxon Mobil Corp (XOM)

Grubman Wealth Management added to a holding in Exxon Mobil Corp by 83.03%. The purchase prices were between $76.94 and $86.6, with an estimated average price of $81.76. The stock is now traded at around $82.82. The impact to a portfolio due to this purchase was 0.25%. The holding were 9,578 shares as of 2018-09-30.



Here is the complete portfolio of Grubman Wealth Management. Also check out:

1. Grubman Wealth Management's Undervalued Stocks
2. Grubman Wealth Management's Top Growth Companies, and
3. Grubman Wealth Management's High Yield stocks
4. Stocks that Grubman Wealth Management keeps buying

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