- New Purchases: VZ, GSY, PBW,
- Added Positions: HEI, MA, AAPL, MSFT, JPM, V, BA, BAC, DIS, FB,
- Reduced Positions: SBUX,
- Sold Out: T,
For the details of PROFESSIONAL PLANNING's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=PROFESSIONAL+PLANNING
These are the top 5 holdings of PROFESSIONAL PLANNING- Apple Inc (AAPL) - 37,790 shares, 12.38% of the total portfolio. Shares added by 7.02%
- Visa Inc (V) - 52,325 shares, 11.39% of the total portfolio. Shares added by 2.80%
- Invesco QQQ Trust Series 1 (QQQ) - 39,551 shares, 10.66% of the total portfolio. Shares added by 0.97%
- Mastercard Inc (MA) - 31,539 shares, 10.18% of the total portfolio. Shares added by 9.36%
- Boeing Co (BA) - 18,559 shares, 10.01% of the total portfolio. Shares added by 2.92%
Professional Planning initiated holding in Verizon Communications Inc. The purchase prices were between $50.42 and $54.97, with an estimated average price of $52.93. The stock is now traded at around $54.65. The impact to a portfolio due to this purchase was 1.65%. The holding were 21,337 shares as of 2018-09-30.
New Purchase: Invesco Ultra Short Duration (GSY)Professional Planning initiated holding in Invesco Ultra Short Duration. The purchase prices were between $50.18 and $50.34, with an estimated average price of $50.25. The stock is now traded at around $50.27. The impact to a portfolio due to this purchase was 1.02%. The holding were 13,981 shares as of 2018-09-30.
New Purchase: Invesco WilderHill Clean Energy (PBW)Professional Planning initiated holding in Invesco WilderHill Clean Energy. The purchase prices were between $24.78 and $26.04, with an estimated average price of $25.38. The stock is now traded at around $23.42. The impact to a portfolio due to this purchase was 0.75%. The holding were 20,754 shares as of 2018-09-30.
Added: Heico Corp (HEI)Professional Planning added to a holding in Heico Corp by 65.42%. The purchase prices were between $72.38 and $93.61, with an estimated average price of $82.19. The stock is now traded at around $86.42. The impact to a portfolio due to this purchase was 0.91%. The holding were 17,181 shares as of 2018-09-30.
Sold Out: AT&T Inc (T)Professional Planning sold out a holding in AT&T Inc. The sale prices were between $30.25 and $33.91, with an estimated average price of $32.43.
Here is the complete portfolio of PROFESSIONAL PLANNING. Also check out:
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