- New Purchases: IWO, MSFT, LFUS,
- Added Positions: DON, VBR, VBK, VOT, SPYG, IWS, AMZN, SPSM, AAPL, VWO, BAX, VNQ,
- Reduced Positions: ABBV, WPC, ABT, VYM, IVV, VUG, VO, VB, DES, KR, MMP, BRK.B, DIS, GE,
- Sold Out: TLP,
For the details of Integrys Wealth Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/integrys+wealth+advisors+llc/current-portfolio/portfolio
These are the top 5 holdings of Integrys Wealth Advisors LLC- SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 620,354 shares, 11.50% of the total portfolio. Shares added by 1.21%
- WisdomTree U.S. MidCap Dividend Fund (DON) - 591,061 shares, 10.54% of the total portfolio. Shares added by 4.93%
- Vanguard High Dividend Yield (VYM) - 185,686 shares, 7.93% of the total portfolio. Shares reduced by 1.18%
- AbbVie Inc (ABBV) - 192,408 shares, 7.73% of the total portfolio. Shares reduced by 3.58%
- Vanguard Growth (VUG) - 91,529 shares, 7.14% of the total portfolio. Shares reduced by 1.12%
Integrys Wealth Advisors LLC initiated holding in iShares Russell 2000 Growth. The purchase prices were between $164.26 and $202.05, with an estimated average price of $189.96. The stock is now traded at around $201.09. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,000 shares as of .
New Purchase: Microsoft Corp (MSFT)Integrys Wealth Advisors LLC initiated holding in Microsoft Corp. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $120.77. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,935 shares as of .
New Purchase: Littelfuse Inc (LFUS)Integrys Wealth Advisors LLC initiated holding in Littelfuse Inc. The purchase prices were between $163.16 and $195.47, with an estimated average price of $184.49. The stock is now traded at around $200.92. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,100 shares as of .
Added: Vanguard Mid-Cap Growth (VOT)Integrys Wealth Advisors LLC added to a holding in Vanguard Mid-Cap Growth by 155.84%. The purchase prices were between $116.07 and $143.56, with an estimated average price of $134.28. The stock is now traded at around $146.50. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,925 shares as of .
Added: Amazon.com Inc (AMZN)Integrys Wealth Advisors LLC added to a holding in Amazon.com Inc by 38.14%. 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 $1863.04. The impact to a portfolio due to this purchase was 0.08%. The holding were 326 shares as of .
Sold Out: TransMontaigne Partners LP (TLP)Integrys Wealth Advisors LLC sold out a holding in TransMontaigne Partners LP. The sale prices were between $40.58 and $41.54, with an estimated average price of $41.04.
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