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Huber Financial Advisors, LLC Buys First Trust North American Energy Infrastructure F, WisdomTree U.S. SmallCap Fund, Element Solutions Inc, Sells Vanguard FTSE Developed Markets, Schwab US Aggregate Bond, Vanguard Small-Cap Value

Investment company Huber Financial Advisors, LLC buys First Trust North American Energy Infrastructure F, WisdomTree U.S. SmallCap Fund, Element Solutions Inc, Amgen Inc, Berkshire Hathaway Inc, Motorola Solutions Inc, Coca-Cola Co, Schwab Fundamental U.S. Large Company Index, Pfizer Inc, Oracle Corp, American Express Co, iShares MSCI EAFE, Schwab U.S. Small-Cap, HFF Inc, Eversource Energy, Boeing Co, Altria Group Inc, iShares National Muni Bond, Cimpress NV, Chevron Corp, Alphabet Inc, BP PLC, iShares MSCI EAFE Small-Cap ETF, Duke Energy Corp, Texas Instruments Inc, Allstate Corp, Verizon Communications Inc, Papa John's International Inc, Vanguard Global ex-U.S. Real Estate ETF, Bristol-Myers Squibb Company, iShares Russell 1000 Growth, iShares Russell 2000, sells Vanguard FTSE Developed Markets, Schwab US Aggregate Bond, Vanguard Small-Cap Value, Vanguard FTSE Emerging Markets, Schwab International Equity, Celgene Corp, SPDR Nuveen Bloomberg Barclays Municipal Bond, Microsoft Corp, Alarm.com Holdings Inc, Alerian MLP, Invesco QQQ Trust Series 1, SPDR S&P Dividend during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Huber Financial Advisors, LLC. As of 2019Q1, Huber Financial Advisors, LLC owns 110 stocks with a total value of $198 million. These are the details of the buys and sells.

For the details of Huber Financial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/huber+financial+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Huber Financial Advisors, LLC
  1. WisdomTree U.S. Quality Dividend Growth Fund (DGRW) - 770,015 shares, 16.72% of the total portfolio. Shares added by 8.81%
  2. Vanguard Total International Bond ETF (BNDX) - 587,588 shares, 16.53% of the total portfolio. Shares added by 5.16%
  3. iShares Edge MSCI USA Momentum Factor (MTUM) - 285,585 shares, 16.16% of the total portfolio. Shares added by 8.00%
  4. First Trust North American Energy Infrastructure F (EMLP) - 658,119 shares, 8.21% of the total portfolio. Shares added by 22.50%
  5. Vanguard FTSE Developed Markets (VEA) - 214,155 shares, 4.41% of the total portfolio. Shares reduced by 39.05%
New Purchase: WisdomTree U.S. SmallCap Fund (EES)

Huber Financial Advisors, LLC initiated holding in WisdomTree U.S. SmallCap Fund. The purchase prices were between $32.04 and $38.39, with an estimated average price of $36.04. The stock is now traded at around $37.93. The impact to a portfolio due to this purchase was 0.73%. The holding were 39,858 shares as of .

New Purchase: Element Solutions Inc (ESI)

Huber Financial Advisors, LLC initiated holding in Element Solutions Inc. The purchase prices were between $9.75 and $11.84, with an estimated average price of $11.08. The stock is now traded at around $11.05. The impact to a portfolio due to this purchase was 0.51%. The holding were 99,572 shares as of .

New Purchase: Motorola Solutions Inc (MSI)

Huber Financial Advisors, LLC initiated holding in Motorola Solutions Inc. The purchase prices were between $110.76 and $143.61, with an estimated average price of $129.43. The stock is now traded at around $143.62. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,325 shares as of .

New Purchase: Coca-Cola Co (KO)

Huber Financial Advisors, LLC initiated holding in Coca-Cola Co. The purchase prices were between $44.69 and $49.79, with an estimated average price of $46.77. The stock is now traded at around $47.28. The impact to a portfolio due to this purchase was 0.16%. The holding were 6,907 shares as of .

New Purchase: Oracle Corp (ORCL)

Huber Financial Advisors, LLC 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 $54.48. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,687 shares as of .

New Purchase: American Express Co (AXP)

Huber Financial Advisors, LLC initiated holding in American Express Co. The purchase prices were between $93.43 and $113.55, with an estimated average price of $104.9. The stock is now traded at around $111.76. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,665 shares as of .

Added: First Trust North American Energy Infrastructure F (EMLP)

Huber Financial Advisors, LLC added to a holding in First Trust North American Energy Infrastructure F by 22.50%. The purchase prices were between $21.41 and $24.8, with an estimated average price of $23.65. The stock is now traded at around $24.56. The impact to a portfolio due to this purchase was 1.51%. The holding were 658,119 shares as of .

Added: Amgen Inc (AMGN)

Huber Financial Advisors, LLC added to a holding in Amgen Inc by 84.44%. The purchase prices were between $180.87 and $203.88, with an estimated average price of $191.19. The stock is now traded at around $182.47. The impact to a portfolio due to this purchase was 0.23%. The holding were 5,262 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Huber Financial Advisors, LLC added to a holding in Berkshire Hathaway Inc by 110.45%. The purchase prices were between $191.66 and $209.19, with an estimated average price of $201.99. The stock is now traded at around $210.37. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,563 shares as of .

Added: Schwab Fundamental U.S. Large Company Index (FNDX)

Huber Financial Advisors, LLC added to a holding in Schwab Fundamental U.S. Large Company Index by 58.38%. The purchase prices were between $33.4 and $38.29, with an estimated average price of $36.81. The stock is now traded at around $38.93. The impact to a portfolio due to this purchase was 0.16%. The holding were 22,632 shares as of .

Added: Pfizer Inc (PFE)

Huber Financial Advisors, LLC added to a holding in Pfizer Inc by 76.27%. The purchase prices were between $39.53 and $43.65, with an estimated average price of $42.24. The stock is now traded at around $39.88. The impact to a portfolio due to this purchase was 0.15%. The holding were 16,303 shares as of .

Added: Allstate Corp (ALL)

Huber Financial Advisors, LLC added to a holding in Allstate Corp by 22.56%. The purchase prices were between $80.3 and $95.06, with an estimated average price of $90.32. The stock is now traded at around $97.43. The impact to a portfolio due to this purchase was 0.09%. The holding were 10,435 shares as of .

Sold Out: Invesco QQQ Trust Series 1 (QQQ)

Huber Financial Advisors, LLC sold out a holding in Invesco QQQ Trust Series 1. The sale prices were between $149.82 and $182.57, with an estimated average price of $169.41.



Here is the complete portfolio of Huber Financial Advisors, LLC. Also check out:

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

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