1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

BT Wealth Management LLC Buys Apple Inc, Netflix Inc, Amazon.com Inc, Sells SPDR S&P 500, iShares Core S&P 500, iShares MSCI EAFE

Investment company BT Wealth Management LLC buys Apple Inc, Netflix Inc, Amazon.com Inc, sells SPDR S&P 500, iShares Core S&P 500, iShares MSCI EAFE, Vanguard FTSE Developed Markets, SPDR Bloomberg Barclays 1-3 Month T-Bill, iShares Floating Rate Bond, Ishares MSCI World Index Fund, National Commerce Corp, iShares Core S&P Mid-Cap, iShares Russell 3000, iShares Russell 2000, iShares Core MSCI EAFE, iShares TIPS Bond, Vanguard Real Estate, Microsoft Corp, iShares Currency Hedged MSCI Eurozone, iShares MSCI Japan Index Fund, Berkshire Hathaway Inc, Pfizer Inc, Facebook Inc, Merck Inc, Procter & Gamble Co, Cisco Systems Inc, Bank of America Corporation, iShares MSCI Emerging Index Fund, Intel Corp, iShares Short Treasury Bond ETF, iShares 1-3 Year Treasury Bond ETF, JPMorgan Chase, iShares J.P. Morgan USD Emerging Markets Bond ETF, Alerian MLP, Alphabet Inc, The Walt Disney Co, Comcast Corp, Alphabet Inc, CBS Corp, Chevron Corp, Visa Inc, Lowe's Inc, Exxon Mobil Corp, United Technologies Corp, AT&T Inc, Markel Corp, Union Pacific Corp, Thermo Fisher Scientific Inc, NextEra Energy Inc, McDonald's Corp, PepsiCo Inc, Coca-Cola Co, Mastercard Inc, SPDR Select Sector Fund - Financial, The Mosaic Co, Abbott Laboratories, Eli Lilly and Co, Honeywell International Inc, Citigroup Inc, W.W. Grainger Inc, Invesco QQQ Trust Series 1, Axalta Coating Systems, Kinder Morgan Inc, Wells Fargo, Philip Morris International Inc, UnitedHealth Group Inc, Verizon Communications Inc, Lockheed Martin Corp, Altria Group Inc, Caesars Entertainment Corp, General Electric Co, Aethlon Medical Inc, Helios and Matheson Analytics Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, BT Wealth Management LLC. As of 2019Q1, BT Wealth Management LLC owns 56 stocks with a total value of $161 million. These are the details of the buys and sells.

For the details of BT Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bt+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of BT Wealth Management LLC
  1. iShares Russell 1000 (IWB) - 321,694 shares, 31.40% of the total portfolio. Shares reduced by 1.02%
  2. SPDR S&P 500 (SPY) - 45,823 shares, 8.03% of the total portfolio. Shares reduced by 51.79%
  3. Vanguard FTSE Developed Markets (VEA) - 282,243 shares, 7.16% of the total portfolio. Shares reduced by 26.37%
  4. iShares Core S&P 500 (IVV) - 38,715 shares, 6.84% of the total portfolio. Shares reduced by 49.92%
  5. iShares Russell 1000 Growth (IWF) - 61,766 shares, 5.80% of the total portfolio. Shares reduced by 3.84%
New Purchase: Netflix Inc (NFLX)

BT Wealth Management LLC initiated holding in Netflix Inc. The purchase prices were between $267.66 and $377.87, with an estimated average price of $345.48. The stock is now traded at around $348.87. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,000 shares as of .

Added: Apple Inc (AAPL)

BT Wealth Management LLC added to a holding in Apple Inc by 133.06%. 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 $199.23. The impact to a portfolio due to this purchase was 1.66%. The holding were 24,632 shares as of .

Added: Amazon.com Inc (AMZN)

BT Wealth Management LLC added to a holding in Amazon.com Inc by 22.34%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1844.87. The impact to a portfolio due to this purchase was 0.09%. The holding were 460 shares as of .

Sold Out: iShares MSCI EAFE (EFA)

BT Wealth Management LLC sold out a holding in iShares MSCI EAFE. The sale prices were between $58.13 and $65.61, with an estimated average price of $62.93.

Sold Out: iShares Floating Rate Bond (FLOT)

BT Wealth Management LLC sold out a holding in iShares Floating Rate Bond. The sale prices were between $50.32 and $50.91, with an estimated average price of $50.7.

Sold Out: Ishares MSCI World Index Fund (URTH)

BT Wealth Management LLC sold out a holding in Ishares MSCI World Index Fund. The sale prices were between $77.56 and $89.58, with an estimated average price of $85.38.

Sold Out: National Commerce Corp (NCOM)

BT Wealth Management LLC sold out a holding in National Commerce Corp. The sale prices were between $36 and $43.79, with an estimated average price of $40.71.

Sold Out: iShares Core S&P Mid-Cap (IJH)

BT Wealth Management LLC sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $162.83 and $193.4, with an estimated average price of $184.41.

Sold Out: iShares Core MSCI EAFE (IEFA)

BT Wealth Management LLC sold out a holding in iShares Core MSCI EAFE. The sale prices were between $54.44 and $61.46, with an estimated average price of $58.96.



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

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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK