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Chessman Wealth Strategies RIA Buys SPDR Portfolio Aggregate Bond, First Trust Low Duration Opportunities ETF, iShares Core U.S. REIT, Sells SPDR Bloomberg Barclays 1-3 Month T-Bill, SPDR Bloomberg Barclays High Yield Bond, SPDR S&P 600 Small Cap Growth E

Investment company Chessman Wealth Strategies RIA buys SPDR Portfolio Aggregate Bond, First Trust Low Duration Opportunities ETF, iShares Core U.S. REIT, Apple Inc, Oracle Corp, Exxon Mobil Corp, sells SPDR Bloomberg Barclays 1-3 Month T-Bill, SPDR Bloomberg Barclays High Yield Bond, SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm, SPDR Portfolio Small Cap, First Trust NASDAQ-100- Technology Index Fund, FS KKR Capital Corp, ZIOPHARM Oncology Inc, Stonemor Partners LP during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Chessman Wealth Strategies RIA. As of 2019Q1, Chessman Wealth Strategies RIA owns 20 stocks with a total value of $102 million. These are the details of the buys and sells.

For the details of Chessman Wealth Strategies RIA's stock buys and sells, go to https://www.gurufocus.com/guru/chessman+wealth+strategies+ria/current-portfolio/portfolio

These are the top 5 holdings of Chessman Wealth Strategies RIA
  1. (TLO) - 556,616 shares, 19.78% of the total portfolio. New Position
  2. SPDR Portfolio Aggregate Bond (SPAB) - 676,475 shares, 18.85% of the total portfolio. New Position
  3. First Trust Low Duration Opportunities ETF (LMBS) - 363,473 shares, 18.20% of the total portfolio. New Position
  4. SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 373,513 shares, 13.57% of the total portfolio. Shares reduced by 15.56%
  5. iShares Core S&P 500 (IVV) - 34,903 shares, 9.70% of the total portfolio. Shares reduced by 0.07%
New Purchase: SPDR Portfolio Aggregate Bond (SPAB)

Chessman Wealth Strategies RIA initiated holding in SPDR Portfolio Aggregate Bond. The purchase prices were between $27.82 and $28.57, with an estimated average price of $28.06. The stock is now traded at around $28.37. The impact to a portfolio due to this purchase was 18.85%. The holding were 676,475 shares as of .

New Purchase: First Trust Low Duration Opportunities ETF (LMBS)

Chessman Wealth Strategies RIA initiated holding in First Trust Low Duration Opportunities ETF. The purchase prices were between $51.01 and $51.34, with an estimated average price of $51.16. The stock is now traded at around $51.36. The impact to a portfolio due to this purchase was 18.2%. The holding were 363,473 shares as of .

New Purchase: Apple Inc (AAPL)

Chessman Wealth Strategies RIA initiated holding in Apple Inc. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $200.10. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,242 shares as of .

New Purchase: Oracle Corp (ORCL)

Chessman Wealth Strategies RIA initiated holding in Oracle Corp. The purchase prices were between $44.78 and $54.04, with an estimated average price of $50.84. The stock is now traded at around $53.72. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,000 shares as of .

Added: iShares Core U.S. REIT (USRT)

Chessman Wealth Strategies RIA added to a holding in iShares Core U.S. REIT by 50.39%. The purchase prices were between $43.8 and $51.95, with an estimated average price of $49.48. The stock is now traded at around $51.96. The impact to a portfolio due to this purchase was 1.61%. The holding were 94,996 shares as of .

Added: Exxon Mobil Corp (XOM)

Chessman Wealth Strategies RIA added to a holding in Exxon Mobil Corp by 28.21%. The purchase prices were between $68.19 and $81.79, with an estimated average price of $76.09. The stock is now traded at around $83.00. The impact to a portfolio due to this purchase was 0.12%. The holding were 6,680 shares as of .

Sold Out: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

Chessman Wealth Strategies RIA sold out a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill. The sale prices were between $91.44 and $91.62, with an estimated average price of $91.53.

Sold Out: SPDR Bloomberg Barclays High Yield Bond (JNK)

Chessman Wealth Strategies RIA sold out a holding in SPDR Bloomberg Barclays High Yield Bond. The sale prices were between $33.55 and $35.97, with an estimated average price of $35.26.

Sold Out: SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG)

Chessman Wealth Strategies RIA sold out a holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm. The sale prices were between $52.68 and $62.16, with an estimated average price of $59.03.

Sold Out: SPDR Portfolio Small Cap (SPSM)

Chessman Wealth Strategies RIA sold out a holding in SPDR Portfolio Small Cap. The sale prices were between $26.03 and $31.28, with an estimated average price of $29.65.

Sold Out: FS KKR Capital Corp (FSK)

Chessman Wealth Strategies RIA sold out a holding in FS KKR Capital Corp. The sale prices were between $5.18 and $6.59, with an estimated average price of $6.18.

Sold Out: ZIOPHARM Oncology Inc (ZIOP)

Chessman Wealth Strategies RIA sold out a holding in ZIOPHARM Oncology Inc. The sale prices were between $1.87 and $4.4, with an estimated average price of $2.76.

Reduced: First Trust NASDAQ-100- Technology Index Fund (QTEC)

Chessman Wealth Strategies RIA reduced to a holding in First Trust NASDAQ-100- Technology Index Fund by 25.34%. The sale prices were between $65.07 and $84.48, with an estimated average price of $77.01. The stock is now traded at around $86.51. The impact to a portfolio due to this sale was -1.86%. Chessman Wealth Strategies RIA still held 59,333 shares as of .



Here is the complete portfolio of Chessman Wealth Strategies RIA. Also check out:

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

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