- New Purchases: SCHD, VHT, MINT, XLY, XBI, IEI, IYG, IJJ, VTEB, SHY, MA, ITA, IGSB, SCHM, IAU, SHM, EMB, IWB, KMI, ACWV, SCHX, SCHB, URTH, VCSH, SCHP, NVS, GUNR, CLNC, CLNY, OLED, IJT, TOT, SCHA, SPLV, IBB, CWB, XLK, XLI, FNDA, ACWX, CGC, JD, VUG, MCK, XHE, BABA, BX, AMGN, LRCX, PAYX, BKNG, CMI, BSV, FITB, PSX,
- Added Positions: VEA, VWO, SCHG, BRK.B, SCHV, VBK, VBR, VOE, IBDK, VOT, EFA, IVV, DJCI, GOOGL, TIP, VNQ, VNQI, MSFT, DIS, PG, JNJ, IWM, BEN, AGG, SCHF, ITOT, BND, JKE, IWV, PFF, MCD, PEP, XEL, VWOB, XOM, AMZN, EMR, VGT, CVX, INTC, ABBV, HON, VTV, T, UNH, PFE, ED, ECL, COST, MMM, KMB, SCHW, HSY, EOG, MRK, ZBH, PRU, DHR, HD, MO, VZ, MDLZ, NFLX, TMO, V, WFC,
- Reduced Positions: VXF, VOO, AAPL, IVW, WBA, RWO, IWO, IVE, DON, VTI, DES, IYY, GSG, PSK, USB, SLYV, PAA, WMT, PM, IFGL, SPTM, IWS, VEU, EPD, VXUS, HYMB, VT, SBUX, ENB, MDYG, LQD, VTIP, PKW,
- Sold Out: FOXA, XLP, KTF, MBFI, DE, MMP, NEA, TSLA, DEO, BAC, TRV, NIM, ET, HEES, MFC, AIMC, MOS, VGK, BOND, REZI, CRC, GRUB, AAL, TWTR, NWSA, FB, ESND, GBLI, FTR, C, CSCO, CELG, CUK, CVS, BWA, GOLD, CDE, DWDP, SO, LIN, NEM, NRP, NRG, MSI, IBM, HL, BP,
For the details of Guidant Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/guidant+wealth+advisors/current-portfolio/portfolio
These are the top 5 holdings of Guidant Wealth Advisors- Vanguard FTSE Emerging Markets (VWO) - 406,236 shares, 7.77% of the total portfolio. Shares added by 8.42%
- Vanguard FTSE Developed Markets (VEA) - 394,149 shares, 7.25% of the total portfolio. Shares added by 14.83%
- Vanguard Total International Bond ETF (BNDX) - 220,907 shares, 5.54% of the total portfolio. Shares added by 0.33%
- SPDR Bloomberg Barclays High Yield Bond (JNK) - 257,674 shares, 4.17% of the total portfolio. Shares added by 0.73%
- E-TRACS Linked to the Bloomberg Commodity Index To (DJCI) - 560,438 shares, 3.79% of the total portfolio. Shares added by 5.90%
Guidant Wealth Advisors initiated holding in Schwab US Dividend Equity. The purchase prices were between $46.05 and $52.53, with an estimated average price of $50.4. The stock is now traded at around $54.27. The impact to a portfolio due to this purchase was 0.28%. The holding were 11,754 shares as of .
New Purchase: Vanguard Health Care (VHT)Guidant Wealth Advisors initiated holding in Vanguard Health Care. The purchase prices were between $154.88 and $175.58, with an estimated average price of $169.4. The stock is now traded at around $160.60. The impact to a portfolio due to this purchase was 0.24%. The holding were 3,155 shares as of .
New Purchase: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)Guidant Wealth Advisors initiated holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The purchase prices were between $100.95 and $101.56, with an estimated average price of $101.29. The stock is now traded at around $101.56. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,753 shares as of .
New Purchase: SPDR Select Sector Fund - Consumer Discretionary (XLY)Guidant Wealth Advisors initiated holding in SPDR Select Sector Fund - Consumer Discretionary. The purchase prices were between $97.6 and $113.93, with an estimated average price of $108.29. The stock is now traded at around $119.41. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,234 shares as of .
New Purchase: SPDR Series Trust S&P Biotech (XBI)Guidant Wealth Advisors initiated holding in SPDR Series Trust S&P Biotech. The purchase prices were between $71.21 and $91.92, with an estimated average price of $84.86. The stock is now traded at around $83.70. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,060 shares as of .
New Purchase: iShares U.S. Financial Services (IYG)Guidant Wealth Advisors initiated holding in iShares U.S. Financial Services. The purchase prices were between $111.55 and $131.04, with an estimated average price of $124.18. The stock is now traded at around $133.16. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,059 shares as of .
Added: Berkshire Hathaway Inc (BRK.B)Guidant Wealth Advisors added to a holding in Berkshire Hathaway Inc by 20.10%. 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 $210.45. The impact to a portfolio due to this purchase was 0.42%. The holding were 27,865 shares as of .
Added: iShares Core S&P 500 (IVV)Guidant Wealth Advisors added to a holding in iShares Core S&P 500 by 160.22%. The purchase prices were between $245.43 and $286.57, with an estimated average price of $273.1. The stock is now traded at around $291.82. The impact to a portfolio due to this purchase was 0.21%. The holding were 2,662 shares as of .
Added: Alphabet Inc (GOOGL)Guidant Wealth Advisors added to a holding in Alphabet Inc by 290.15%. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1241.36. The impact to a portfolio due to this purchase was 0.2%. The holding were 515 shares as of .
Added: Microsoft Corp (MSFT)Guidant Wealth Advisors added to a holding in Microsoft Corp by 1329.00%. 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 $122.86. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,429 shares as of .
Added: Johnson & Johnson (JNJ)Guidant Wealth Advisors added to a holding in Johnson & Johnson by 184.47%. The purchase prices were between $125.72 and $139.79, with an estimated average price of $133.86. The stock is now traded at around $136.28. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,465 shares as of .
Added: The Walt Disney Co (DIS)Guidant Wealth Advisors added to a holding in The Walt Disney Co by 140.91%. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $132.18. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,014 shares as of .
Sold Out: Fox Corp (FOXA)Guidant Wealth Advisors sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.
Sold Out: DWS Municipal Income Trust (KTF)Guidant Wealth Advisors sold out a holding in DWS Municipal Income Trust. The sale prices were between $10.3 and $11.02, with an estimated average price of $10.82.
Sold Out: SPDR Select Sector Fund - Consumer Staples (XLP)Guidant Wealth Advisors sold out a holding in SPDR Select Sector Fund - Consumer Staples. The sale prices were between $50.19 and $56.11, with an estimated average price of $53.44.
Sold Out: Deere & Co (DE)Guidant Wealth Advisors sold out a holding in Deere & Co. The sale prices were between $144.05 and $165.97, with an estimated average price of $159.68.
Sold Out: Magellan Midstream Partners LP (MMP)Guidant Wealth Advisors sold out a holding in Magellan Midstream Partners LP. The sale prices were between $56.64 and $63.65, with an estimated average price of $60.37.
Sold Out: MB Financial Inc (MBFI)Guidant Wealth Advisors sold out a holding in MB Financial Inc. The sale prices were between $39.63 and $47.22, with an estimated average price of $44.26.
Here is the complete portfolio of Guidant Wealth Advisors. Also check out:
1. Guidant Wealth Advisors's Undervalued Stocks
2. Guidant Wealth Advisors's Top Growth Companies, and
3. Guidant Wealth Advisors's High Yield stocks
4. Stocks that Guidant Wealth Advisors keeps buying