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Bks Advisors, Llc Buys Ciena Corp, SPDR Portfolio Developed World ex-US, CSX Corp, Sells Broadcom Inc, Alphabet Inc, Exact Sciences Corp

Investment company Bks Advisors, Llc buys Ciena Corp, SPDR Portfolio Developed World ex-US, CSX Corp, SPDR Index Shares Fund Portfolio Emerging Markets, Twilio Inc, SPDR Portfolio Short Term Corporate Bond, The Trade Desk Inc, NVIDIA Corp, Takeda Pharmaceutical Co, Western Midstream Partners LP, Workday Inc, Nike Inc, Tesla Inc, Berkshire Hathaway Inc, RH, Shopify Inc, Canopy Growth Corp, Centene Corp, Vanguard FTSE Developed Markets, Constellation Brands Inc, DexCom Inc, 3M Co, Baxter International Inc, Coca-Cola Co, Crane Co, Square Inc, Fifth Third Bancorp, Marathon Petroleum Corp, Union Pacific Corp, The Travelers Inc, Organovo Holdings Inc, sells Broadcom Inc, Alphabet Inc, Exact Sciences Corp, Shire PLC, GrubHub Inc, Universal Display Corp, Five Below Inc, Lululemon Athletica Inc, SPDR S&P Emerging Markets Dividend, Intel Corp, Western Midstream Partners LP, Boeing Co, First Trust VL Dividend, Ulta Beauty Inc, Vanguard Div Appreciation, iShares Global 100, Align Technology Inc, Fiat Chrysler Automobiles NV, Southern Co, Valero Energy Corp, Advanced Micro Devices Inc, BP PLC, PacWest Bancorp, Calix Inc, Texas Capital Bancshares Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Bks Advisors, Llc. As of 2019Q1, Bks Advisors, Llc owns 200 stocks with a total value of $232 million. These are the details of the buys and sells.

For the details of BKS ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bks+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of BKS ADVISORS, LLC
  1. SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV) - 128,358 shares, 3.34% of the total portfolio. Shares added by 11.29%
  2. Apple Inc (AAPL) - 38,272 shares, 3.14% of the total portfolio. Shares added by 10.39%
  3. SPDR Select Sector Fund - Technology (XLK) - 97,028 shares, 3.10% of the total portfolio. Shares reduced by 0.36%
  4. Visa Inc (V) - 39,330 shares, 2.65% of the total portfolio. Shares reduced by 6.19%
  5. ServiceNow Inc (NOW) - 24,006 shares, 2.55% of the total portfolio. Shares reduced by 6.96%
New Purchase: Ciena Corp (CIEN)

Bks Advisors, Llc initiated holding in Ciena Corp. The purchase prices were between $32.87 and $43.68, with an estimated average price of $38.77. The stock is now traded at around $38.73. The impact to a portfolio due to this purchase was 1.61%. The holding were 99,670 shares as of .

New Purchase: CSX Corp (CSX)

Bks Advisors, Llc initiated holding in CSX Corp. The purchase prices were between $60.98 and $74.82, with an estimated average price of $69.36. The stock is now traded at around $75.87. The impact to a portfolio due to this purchase was 0.44%. The holding were 13,625 shares as of .

New Purchase: The Trade Desk Inc (TTD)

Bks Advisors, Llc initiated holding in The Trade Desk Inc. The purchase prices were between $109.56 and $213.57, with an estimated average price of $162.61. The stock is now traded at around $207.00. The impact to a portfolio due to this purchase was 0.26%. The holding were 3,000 shares as of .

New Purchase: NVIDIA Corp (NVDA)

Bks Advisors, Llc initiated holding in NVIDIA Corp. The purchase prices were between $127.99 and $183.94, with an estimated average price of $154.95. The stock is now traded at around $187.67. The impact to a portfolio due to this purchase was 0.26%. The holding were 3,420 shares as of .

New Purchase: Takeda Pharmaceutical Co Ltd (TAK)

Bks Advisors, Llc initiated holding in Takeda Pharmaceutical Co Ltd. The purchase prices were between $16.7 and $21.52, with an estimated average price of $20.07. The stock is now traded at around $19.08. The impact to a portfolio due to this purchase was 0.18%. The holding were 20,993 shares as of .

New Purchase: Workday Inc (WDAY)

Bks Advisors, Llc initiated holding in Workday Inc. The purchase prices were between $154.02 and $197.93, with an estimated average price of $181.52. The stock is now traded at around $197.93. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,050 shares as of .

Added: SPDR Portfolio Developed World ex-US (SPDW)

Bks Advisors, Llc added to a holding in SPDR Portfolio Developed World ex-US by 236.46%. The purchase prices were between $26.18 and $29.6, with an estimated average price of $28.45. The stock is now traded at around $30.02. The impact to a portfolio due to this purchase was 0.84%. The holding were 94,347 shares as of .

Added: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)

Bks Advisors, Llc added to a holding in SPDR Index Shares Fund Portfolio Emerging Markets by 209.83%. The purchase prices were between $32 and $36.28, with an estimated average price of $34.78. The stock is now traded at around $36.76. The impact to a portfolio due to this purchase was 0.32%. The holding were 30,540 shares as of .

Added: Twilio Inc (TWLO)

Bks Advisors, Llc added to a holding in Twilio Inc by 99.72%. The purchase prices were between $81.25 and $135.66, with an estimated average price of $112.06. The stock is now traded at around $129.71. The impact to a portfolio due to this purchase was 0.31%. The holding were 11,216 shares as of .

Added: SPDR Portfolio Short Term Corporate Bond (SPSB)

Bks Advisors, Llc added to a holding in SPDR Portfolio Short Term Corporate Bond by 78.10%. The purchase prices were between $30.12 and $30.57, with an estimated average price of $30.34. The stock is now traded at around $30.45. The impact to a portfolio due to this purchase was 0.29%. The holding were 49,484 shares as of .

Added: Tesla Inc (TSLA)

Bks Advisors, Llc added to a holding in Tesla Inc by 40.65%. The purchase prices were between $260.42 and $347.31, with an estimated average price of $301.74. The stock is now traded at around $273.23. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,138 shares as of .

Added: Berkshire Hathaway Inc (BRK.A)

Bks Advisors, Llc added to a holding in Berkshire Hathaway Inc by 33.33%. The purchase prices were between $287000 and $313875, with an estimated average price of $302958. The stock is now traded at around $316420.00. The impact to a portfolio due to this purchase was 0.13%. The holding were 4 shares as of .

Sold Out: Broadcom Inc (AVGO)

Bks Advisors, Llc sold out a holding in Broadcom Inc. The sale prices were between $230.96 and $300.71, with an estimated average price of $270.85.

Sold Out: Exact Sciences Corp (EXAS)

Bks Advisors, Llc sold out a holding in Exact Sciences Corp. The sale prices were between $61.98 and $96.5, with an estimated average price of $84.73.

Sold Out: Shire PLC (SHPG)

Bks Advisors, Llc sold out a holding in Shire PLC. The sale prices were between $172.15 and $179.2, with an estimated average price of $176.08.

Sold Out: Five Below Inc (FIVE)

Bks Advisors, Llc sold out a holding in Five Below Inc. The sale prices were between $102.32 and $131.63, with an estimated average price of $120.95.

Sold Out: Lululemon Athletica Inc (LULU)

Bks Advisors, Llc sold out a holding in Lululemon Athletica Inc. The sale prices were between $121.61 and $167.54, with an estimated average price of $145.83.

Sold Out: Western Midstream Partners LP (WES)

Bks Advisors, Llc sold out a holding in Western Midstream Partners LP. The sale prices were between $42.23 and $51.27, with an estimated average price of $47.88.



Here is the complete portfolio of BKS ADVISORS, LLC. Also check out:

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

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