TRUE Private Wealth Advisors Buys iShares Intermediate Government/Credit Bond, Invesco S&P SmallCap Low Volatility, iShares Core MSCI Emerging Markets, Sells iShares S&P 500 Growth, SPDR S&P 500, Vanguard S&P 500

Investment company TRUE Private Wealth Advisors buys iShares Intermediate Government/Credit Bond, Invesco S&P SmallCap Low Volatility, iShares Core MSCI Emerging Markets, Northwest Natural Holding Co, Marsh & McLennan Inc, iShares MSCI ACWI ex US Index Fund, SPDR S&P Dividend, Digital Realty Trust Inc, Fortinet Inc, American Electric Power Co Inc, iShares Core Moderate Allocation, Mondelez International Inc, Anheuser-Busch InBev SA/NV, Allergan PLC, United Parcel Service Inc, MongoDB Inc, Carnival Corp, Oracle Corp, DISH Network Corp, Alibaba Group Holding, Invesco QQQ Trust Series 1, Agilent Technologies Inc, Lincoln National Corp, Ionis Pharmaceuticals Inc, Berkshire Hathaway Inc, Snap Inc, SIGA Technologies Inc, Caterpillar Inc, AstraZeneca PLC, Suncor Energy Inc, sells iShares S&P 500 Growth, SPDR S&P 500, Vanguard S&P 500, Amazon.com Inc, VanEck Vectors Semiconductor, iShares International Aggregate Bond Fund, Microsoft Corp, Apple Inc, iShares Global Tech, iShares Global Consumer Discretionary, NVIDIA Corp, Northwest Natural Holding Co, Bank of America Corporation, SPDR S&P Insurance, iShares Russell 1000 Value, iShares Core Dividend Growth, Starbucks Corp, Alphabet Inc, Illumina Inc, The Walt Disney Co, Genuine Parts Co, Parker Hannifin Corp, Adobe Inc, Vanguard Div Appreciation, Johnson & Johnson, Netflix Inc, Red Hat Inc, Thermo Fisher Scientific Inc, Visa Inc, Ecolab Inc, Facebook Inc, The Home Depot Inc, Accenture PLC, 3M Co, Target Corp, Rockwell Automation Inc, Intercontinental Exchange Inc, United Technologies Corp, Icon PLC, Becton, Dickinson and Co, Fortive Corp, Danaher Corp, Pfizer Inc, Lowe's Inc, Nike Inc, Abbott Laboratories, Fox Corp, Pivotal Software Inc, Honeywell International Inc, Vanguard Total Stock Market, Air Products & Chemicals Inc, Illinois Tool Works Inc, Union Pacific Corp, Comcast Corp, Medtronic PLC, Emerson Electric Co, Cintas Corp, Sherwin-Williams Co, Stanley Black & Decker Inc, iShares Russell 1000 Growth, Cisco Systems Inc, Archer-Daniels Midland Co, Walmart Inc, Fidelity MSCI Health Care Index, Procter & Gamble Co, Intuitive Surgical Inc, Mastercard Inc, W.W. Grainger Inc, Merck Inc, ConocoPhillips, Costco Wholesale Corp, Vanguard Total Bond Market ETF, Novo Nordisk A/S, CME Group Inc, Bank of New York Mellon Corp, Tesla Inc, La-Z-Boy Inc, McCormick Inc, Sysco Corp, SPDR Gold Trust, Columbia Banking System Inc, iShares MSCI EAFE, KeyCorp, CSX Corp, Duke Energy Corp, Linde PLC, PayPal Holdings Inc, iShares U.S. Technology, AbbVie Inc, Novartis AG, McDonald's Corp, Sempra Energy, Qualcomm Inc, Weyerhaeuser Co, Vanguard Financials, General Electric Co, Citigroup Inc, Deere, PPG Industries Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, TRUE Private Wealth Advisors. As of 2019Q1, TRUE Private Wealth Advisors owns 196 stocks with a total value of $497 million. These are the details of the buys and sells.

For the details of TRUE Private Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/true+private+wealth+advisors/current-portfolio/portfolio

These are the top 5 holdings of TRUE Private Wealth Advisors
  1. iShares 1-3 Year Treasury Bond ETF (SHY) - 1,294,669 shares, 21.93% of the total portfolio. Shares added by 14.37%
  2. iShares Core S&P Total U.S. Stock Market (ITOT) - 977,134 shares, 12.67% of the total portfolio. Shares reduced by 1.59%
  3. iShares Intermediate Government/Credit Bond (GVI) - 228,468 shares, 5.07% of the total portfolio. Shares added by 65.67%
  4. iShares S&P 500 Growth (IVW) - 119,357 shares, 4.14% of the total portfolio. Shares reduced by 35.55%
  5. iShares Core MSCI EAFE (IEFA) - 314,898 shares, 3.85% of the total portfolio. Shares added by 13.06%
New Purchase: Invesco S&P SmallCap Low Volatility (XSLV)

TRUE Private Wealth Advisors initiated holding in Invesco S&P SmallCap Low Volatility. The purchase prices were between $42.32 and $48.73, with an estimated average price of $46.38. The stock is now traded at around $47.84. The impact to a portfolio due to this purchase was 0.99%. The holding were 105,230 shares as of .

New Purchase: Northwest Natural Holding Co (NWN)

TRUE Private Wealth Advisors initiated holding in Northwest Natural Holding Co. The purchase prices were between $57.46 and $66.36, with an estimated average price of $62.63. The stock is now traded at around $66.90. The impact to a portfolio due to this purchase was 0.38%. The holding were 28,686 shares as of .

New Purchase: iShares MSCI ACWI ex US Index Fund (ACWX)

TRUE Private Wealth Advisors initiated holding in iShares MSCI ACWI ex US Index Fund. The purchase prices were between $41.42 and $46.87, with an estimated average price of $44.99. The stock is now traded at around $47.18. The impact to a portfolio due to this purchase was 0.37%. The holding were 39,435 shares as of .

New Purchase: Digital Realty Trust Inc (DLR)

TRUE Private Wealth Advisors initiated holding in Digital Realty Trust Inc. The purchase prices were between $101.83 and $119.64, with an estimated average price of $111.48. The stock is now traded at around $119.81. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,099 shares as of .

New Purchase: Fortinet Inc (FTNT)

TRUE Private Wealth Advisors initiated holding in Fortinet Inc. The purchase prices were between $66.91 and $88.3, with an estimated average price of $79.46. The stock is now traded at around $92.90. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,896 shares as of .

New Purchase: American Electric Power Co Inc (AEP)

TRUE Private Wealth Advisors initiated holding in American Electric Power Co Inc. The purchase prices were between $72.77 and $85.98, with an estimated average price of $79.4. The stock is now traded at around $84.83. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,644 shares as of .

Added: iShares Intermediate Government/Credit Bond (GVI)

TRUE Private Wealth Advisors added to a holding in iShares Intermediate Government/Credit Bond by 65.67%. The purchase prices were between $108.03 and $110.44, with an estimated average price of $108.89. The stock is now traded at around $110.03. The impact to a portfolio due to this purchase was 2.01%. The holding were 228,468 shares as of .

Added: iShares Core MSCI Emerging Markets (IEMG)

TRUE Private Wealth Advisors added to a holding in iShares Core MSCI Emerging Markets by 62.64%. The purchase prices were between $46.41 and $52.64, with an estimated average price of $50.58. The stock is now traded at around $52.60. The impact to a portfolio due to this purchase was 0.44%. The holding were 110,415 shares as of .

Added: Marsh & McLennan Companies Inc (MMC)

TRUE Private Wealth Advisors added to a holding in Marsh & McLennan Companies Inc by 85.03%. The purchase prices were between $78.01 and $93.9, with an estimated average price of $88.28. The stock is now traded at around $93.91. The impact to a portfolio due to this purchase was 0.38%. The holding were 43,485 shares as of .

Added: SPDR S&P Dividend (SDY)

TRUE Private Wealth Advisors added to a holding in SPDR S&P Dividend by 54.88%. The purchase prices were between $87.8 and $99.63, with an estimated average price of $96.02. The stock is now traded at around $100.47. The impact to a portfolio due to this purchase was 0.1%. The holding were 14,113 shares as of .

Added: Oracle Corp (ORCL)

TRUE Private Wealth Advisors added to a holding in Oracle Corp by 63.86%. 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 $55.01. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,720 shares as of .

Added: United Parcel Service Inc (UPS)

TRUE Private Wealth Advisors added to a holding in United Parcel Service Inc by 54.24%. The purchase prices were between $94.45 and $112.13, with an estimated average price of $105.93. The stock is now traded at around $105.13. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,771 shares as of .

Sold Out: Vanguard S&P 500 (VOO)

TRUE Private Wealth Advisors sold out a holding in Vanguard S&P 500. The sale prices were between $224.5 and $261.43, with an estimated average price of $249.48.

Sold Out: Northwest Natural Holding Co (NN3)

TRUE Private Wealth Advisors sold out a holding in Northwest Natural Holding Co. The sale prices were between $57.92 and $57.92, with an estimated average price of $57.92.

Sold Out: iShares Core Dividend Growth (DGRO)

TRUE Private Wealth Advisors sold out a holding in iShares Core Dividend Growth. The sale prices were between $32.34 and $37.06, with an estimated average price of $35.53.

Sold Out: Genuine Parts Co (GPC)

TRUE Private Wealth Advisors sold out a holding in Genuine Parts Co. The sale prices were between $93.28 and $112.03, with an estimated average price of $103.33.

Sold Out: Parker Hannifin Corp (PH)

TRUE Private Wealth Advisors sold out a holding in Parker Hannifin Corp. The sale prices were between $144.84 and $177.54, with an estimated average price of $165.64.

Sold Out: Adobe Inc (ADBE)

TRUE Private Wealth Advisors sold out a holding in Adobe Inc. The sale prices were between $215.7 and $267.69, with an estimated average price of $251.74.



Here is the complete portfolio of TRUE Private Wealth Advisors. Also check out:

1. TRUE Private Wealth Advisors's Undervalued Stocks
2. TRUE Private Wealth Advisors's Top Growth Companies, and
3. TRUE Private Wealth Advisors's High Yield stocks
4. Stocks that TRUE Private Wealth Advisors keeps buying