Professional Planning Buys Verizon Communications Inc, Invesco Ultra Short Duration, Heico Corp, Sells AT&T Inc

Investment company Professional Planning buys Verizon Communications Inc, Invesco Ultra Short Duration, Heico Corp, Invesco WilderHill Clean Energy, sells AT&T Inc during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Professional Planning. As of 2018-09-30, Professional Planning owns 25 stocks with a total value of $69 million. These are the details of the buys and sells.

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
  1. Apple Inc (AAPL) - 37,790 shares, 12.38% of the total portfolio. Shares added by 7.02%
  2. Visa Inc (V) - 52,325 shares, 11.39% of the total portfolio. Shares added by 2.80%
  3. Invesco QQQ Trust Series 1 (QQQ) - 39,551 shares, 10.66% of the total portfolio. Shares added by 0.97%
  4. Mastercard Inc (MA) - 31,539 shares, 10.18% of the total portfolio. Shares added by 9.36%
  5. Boeing Co (BA) - 18,559 shares, 10.01% of the total portfolio. Shares added by 2.92%
New Purchase: Verizon Communications Inc (VZ)

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:

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