Meritage Portfolio Management Buys iShares Russell 1000 Value, Xilinx Inc, BioTelemetry Inc, Sells Vanguard Value, Vanguard Growth, Cigna Corp

Overland Park, KS, based Investment company Meritage Portfolio Management buys iShares Russell 1000 Value, Xilinx Inc, BioTelemetry Inc, Lennar Corp, CyberArk Software, Lumentum Holdings Inc, IDEX Corp, Nike Inc, Tech Data Corp, Cigna Corp, Micron Technology Inc, Intel Corp, Snap-on Inc, Imperial Oil, KLA-Tencor Corp, Boeing Co, IAC/InterActiveCorp, F5 Networks Inc, Robert Half International Inc, CVS Health Corp, International Paper Co, SPDR Select Sector Fund - Energy Select Sector, Centene Corp, Vanguard Real Estate, Valero Energy Corp, Broadcom Inc, United Overseas Bank, Bristol-Myers Squibb Company, Canadian Natural Resources, Tenneco Inc, Aviva PLC, Discover Financial Services, Capital One Financial Corp, Archer-Daniels Midland Co, Woodside Petroleum, SKF AB, Ternium SA, Hubbell Inc, Equinor ASA, Target Corp, LyondellBasell Industries NV, Dollar General Corp, Designer Brands Inc, Lazard, Tapestry Inc, Biogen Inc, AMC Networks Inc, Align Technology Inc, L3 Technologies Inc, Mondelez International Inc, ishares Gold Trust, NVIDIA Corp, Central European Media Enterprises, sells Vanguard Value, Vanguard Growth, Cigna Corp, Fortinet Inc, Amgen Inc, Accenture PLC, Sony Corp, Emergent BioSolutions Inc, Vishay Intertechnology Inc, Innoviva Inc, CenterPoint Energy Inc, Anthem Inc, Best Buy Co Inc, National Beverage Corp, Vodafone Group PLC, Schwab U.S. Large-Cap Growth, Medical Properties Trust Inc, Athene Holding, Roche Holding AG, General Mills Inc, Citigroup Inc, Merck Inc, Solar Capital, Plains GP Holdings LP, Verizon Communications Inc, Huntsman Corp, AllianceBernstein Holding LP, Schwab U.S. Large-Cap Value, Garmin, Mercer International Inc, SPDR S&P Dividend, Public Service Enterprise Group Inc, iShares Select Dividend ETF, iShares S&P 500 Growth, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, iShares Core S&P 500, iShares S&P 500 Value, Brookfield Asset Management Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Meritage Portfolio Management. As of 2019Q1, Meritage Portfolio Management owns 182 stocks with a total value of $987 million. These are the details of the buys and sells.

• New Purchases: XLNX, BEAT, LEN, LITE, IEX, NKE, TECD, CI, MU, SNA, IMO, KLAC, FFIV, RHI, CVS, IP, XLE, AVGO, UOVEY, BMY, CNQ, TEN, AVVIY, ADM, WOPEY, TX, SKFRY, ALGN, NVDA, MDLZ, LLL, IAU, CETV,
• Added Positions: IWD, CYBR, INTC, BA, IAC, CNC, VNQ, VLO, DFS, COF, HUBB, EQNR, LYB, TGT, DG, DBI, LAZ, BIIB, GOOGL, TPR, ADBE, AMCX, LNC, KBE, ISRG, SPGI, VDC, MNST, WCG, FOXF, HST, STT, MET, RDS.B, NTRS, PDM, FB, T, PKG, PACW, KMI, PPL, IMBBY, IWM, WFC, PFG, PSX, IJR,
• Reduced Positions: VTV, FTNT, SCHG, MRK, VZ, AB, GRMN, SCHV, SDY, PEG, DVY, AMZN, AMJ, MSFT, XLU, IVV, MA, TMK, PRAH, ZBRA, ETR, SPY, CMCSA, CDW, AZO, UNH, RGA, WNS, CVX, ATGE, JNJ, MMS, HD, ADRNY, FISV, IWF, DIS, IR, XLP, BAM, VMW, RDS.A, RBC, ORLY, MTD, PRU, PG, GOOG, NSRGY, NEE, UMBF, DWDP, PEP, KSU, PM, WMT, MCD, GE, XOM,
• Sold Out: VUG, CGN, AMGN, ACN, EBS, SNE, VSH, INVA, CNP, ANTM, BBY, FIZZ, VOD, MPW, ATH, RHHBY, GIS, C, SLRC, PAGP, HUN, MERC, IVW, IVE,

For the details of MERITAGE PORTFOLIO MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/meritage+portfolio+management/current-portfolio/portfolio

These are the top 5 holdings of MERITAGE PORTFOLIO MANAGEMENT

1. Apple Inc (AAPL) - 185,739 shares, 3.58% of the total portfolio. Shares reduced by 0.79%
2. Microsoft Corp (MSFT) - 251,824 shares, 3.01% of the total portfolio. Shares reduced by 1.72%
3. Amazon.com Inc (AMZN) - 15,667 shares, 2.83% of the total portfolio. Shares reduced by 2.01%
4. Zebra Technologies Corp (ZBRA) - 115,761 shares, 2.46% of the total portfolio. Shares reduced by 1.56%
5. Alphabet Inc (GOOGL) - 20,142 shares, 2.40% of the total portfolio. Shares added by 5.18%

New Purchase: Xilinx Inc (XLNX)

Meritage Portfolio Management initiated holding in Xilinx Inc. The purchase prices were between $83.58 and $130.05, with an estimated average price of $111.73. The stock is now traded at around $120.17. The impact to a portfolio due to this purchase was 1.05%. The holding were 81,454 shares as of .

New Purchase: BioTelemetry Inc (BEAT)

Meritage Portfolio Management initiated holding in BioTelemetry Inc. The purchase prices were between $55.35 and $77.59, with an estimated average price of $68.68. The stock is now traded at around $58.60. The impact to a portfolio due to this purchase was 1%. The holding were 157,273 shares as of .

New Purchase: Lennar Corp (LEN)

Meritage Portfolio Management initiated holding in Lennar Corp. The purchase prices were between $39.15 and $51.67, with an estimated average price of $46.62. The stock is now traded at around $51.36. The impact to a portfolio due to this purchase was 0.97%. The holding were 194,038 shares as of .

New Purchase: Lumentum Holdings Inc (LITE)

Meritage Portfolio Management initiated holding in Lumentum Holdings Inc. The purchase prices were between $39.01 and $56.54, with an estimated average price of $47.84. The stock is now traded at around $61.58. The impact to a portfolio due to this purchase was 0.7%. The holding were 122,965 shares as of .

New Purchase: IDEX Corp (IEX)

Meritage Portfolio Management initiated holding in IDEX Corp. The purchase prices were between $121.42 and $151.74, with an estimated average price of $141.17. The stock is now traded at around $153.30. The impact to a portfolio due to this purchase was 0.63%. The holding were 41,246 shares as of .

New Purchase: Nike Inc (NKE)

Meritage Portfolio Management initiated holding in Nike Inc. The purchase prices were between $72.75 and $88.01, with an estimated average price of $82.38. The stock is now traded at around $88.23. The impact to a portfolio due to this purchase was 0.61%. The holding were 71,500 shares as of .

Added: iShares Russell 1000 Value (IWD)

Meritage Portfolio Management added to a holding in iShares Russell 1000 Value by 263.09%. The purchase prices were between $109.22 and $125.02, with an estimated average price of $120.05. The stock is now traded at around $126.20. The impact to a portfolio due to this purchase was 1.12%. The holding were 122,833 shares as of .

Added: CyberArk Software Ltd (CYBR)

Meritage Portfolio Management added to a holding in CyberArk Software Ltd by 80.44%. The purchase prices were between $69.42 and $119.05, with an estimated average price of $95.08. The stock is now traded at around $127.07. The impact to a portfolio due to this purchase was 0.75%. The holding were 138,973 shares as of .

Added: Intel Corp (INTC)

Meritage Portfolio Management added to a holding in Intel Corp by 255.29%. The purchase prices were between $44.49 and $54.64, with an estimated average price of $50.66. The stock is now traded at around $58.11. The impact to a portfolio due to this purchase was 0.51%. The holding were 131,289 shares as of .

Added: Boeing Co (BA)

Meritage Portfolio Management added to a holding in Boeing Co by 120.63%. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $375.03. The impact to a portfolio due to this purchase was 0.49%. The holding were 23,352 shares as of .

Added: IAC/InterActiveCorp (IAC)

Meritage Portfolio Management added to a holding in IAC/InterActiveCorp by 37.02%. The purchase prices were between $173.5 and $224, with an estimated average price of $206.73. The stock is now traded at around $230.45. The impact to a portfolio due to this purchase was 0.44%. The holding were 75,681 shares as of .

Added: Centene Corp (CNC)

Meritage Portfolio Management added to a holding in Centene Corp by 97.07%. The purchase prices were between $52.12 and $65.89, with an estimated average price of $60.76. The stock is now traded at around $50.34. The impact to a portfolio due to this purchase was 0.35%. The holding were 132,912 shares as of .

Sold Out: Vanguard Growth (VUG)

Meritage Portfolio Management sold out a holding in Vanguard Growth. The sale prices were between $130.18 and $158.27, with an estimated average price of $147.84.

Sold Out: Cigna Corp (CGN)

Meritage Portfolio Management sold out a holding in Cigna Corp. The sale prices were between $141.45 and $175.43, with an estimated average price of $160.75.

Sold Out: Amgen Inc (AMGN)

Meritage Portfolio Management sold out a holding in Amgen Inc. The sale prices were between $180.87 and $203.88, with an estimated average price of $191.19.

Sold Out: Accenture PLC (ACN)

Meritage Portfolio Management sold out a holding in Accenture PLC. The sale prices were between $135.79 and $176.02, with an estimated average price of $156.8.

Sold Out: Emergent BioSolutions Inc (EBS)

Meritage Portfolio Management sold out a holding in Emergent BioSolutions Inc. The sale prices were between $48.23 and $66.16, with an estimated average price of $59.16.

Sold Out: Sony Corp (SNE)

Meritage Portfolio Management sold out a holding in Sony Corp. The sale prices were between $42.03 and $50.18, with an estimated average price of $46.87.

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