Kuntz Lesher Capital LLC Buys Schwab International Equity, The Walt Disney Co, iShares Core MSCI Emerging Markets, Sells Facebook Inc, iShares Core MSCI Total International Stock ETF, Amgen Inc

Lancaster, PA, based Investment company Kuntz Lesher Capital LLC buys Schwab International Equity, The Walt Disney Co, iShares Core MSCI Emerging Markets, iShares MBS ETF, iShares 3-7 Year Treasury Bond ETF, Schwab U.S. Broad Market, Marsh & McLennan Inc, SPDR MSCI ACWI ex-US, iShares MSCI EAFE, Vanguard Growth, Covetrus Inc, iShares Russell 3000, iShares Russell 1000 Growth, Vanguard Total Bond Market ETF, 3M Co, Boeing Co, iShares Russell Mid-Cap, Vanguard FTSE Developed Markets, sells Facebook Inc, iShares Core MSCI Total International Stock ETF, Amgen Inc, Vanguard Div Appreciation, Invesco S&P 500 Equal Weight during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Kuntz Lesher Capital LLC. As of 2019Q1, Kuntz Lesher Capital LLC owns 127 stocks with a total value of $507 million. These are the details of the buys and sells.

For the details of Kuntz Lesher Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kuntz+lesher+capital+llc/current-portfolio/portfolio

These are the top 5 holdings of Kuntz Lesher Capital LLC
  1. iShares Core MSCI EAFE (IEFA) - 1,032,585 shares, 12.37% of the total portfolio. Shares added by 4.92%
  2. Schwab U.S. Large-Cap (SCHX) - 592,078 shares, 7.89% of the total portfolio. Shares added by 10.74%
  3. iShares Core S&P 500 (IVV) - 117,567 shares, 6.59% of the total portfolio. Shares added by 18.44%
  4. Schwab U.S. Mid Cap (SCHM) - 438,844 shares, 4.79% of the total portfolio. Shares added by 10.06%
  5. Vanguard Mortgage-Backed Securities ETF (VMBS) - 384,242 shares, 3.97% of the total portfolio. Shares reduced by 5.41%
New Purchase: Marsh & McLennan Companies Inc (MMC)

Kuntz Lesher Capital LLC initiated holding in Marsh & McLennan Companies Inc. 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 $93.64. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,413 shares as of .

New Purchase: Covetrus Inc (CVET)

Kuntz Lesher Capital LLC initiated holding in Covetrus Inc. The purchase prices were between $31.52 and $46.19, with an estimated average price of $36.15. The stock is now traded at around $32.98. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,716 shares as of .

New Purchase: iShares Russell 3000 (IWV)

Kuntz Lesher Capital LLC initiated holding in iShares Russell 3000. The purchase prices were between $143.5 and $168.06, with an estimated average price of $160.29. The stock is now traded at around $172.99. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,654 shares as of .

New Purchase: 3M Co (MMM)

Kuntz Lesher Capital LLC initiated holding in 3M Co. The purchase prices were between $183.76 and $210.58, with an estimated average price of $201.21. The stock is now traded at around $191.67. The impact to a portfolio due to this purchase was 0.04%. The holding were 967 shares as of .

New Purchase: iShares Russell 1000 Growth (IWF)

Kuntz Lesher Capital LLC initiated holding in iShares Russell 1000 Growth. The purchase prices were between $126.75 and $152.69, with an estimated average price of $143.52. The stock is now traded at around $158.57. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,442 shares as of .

New Purchase: Vanguard Total Bond Market ETF (BND)

Kuntz Lesher Capital LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $79.15 and $81.24, with an estimated average price of $79.84. The stock is now traded at around $81.01. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,463 shares as of .

Added: Schwab International Equity (SCHF)

Kuntz Lesher Capital LLC added to a holding in Schwab International Equity by 35.03%. The purchase prices were between $28.07 and $31.69, with an estimated average price of $30.45. The stock is now traded at around $32.04. The impact to a portfolio due to this purchase was 0.9%. The holding were 558,448 shares as of .

Added: The Walt Disney Co (DIS)

Kuntz Lesher Capital LLC added to a holding in The Walt Disney Co by 89.21%. 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 $139.92. The impact to a portfolio due to this purchase was 0.46%. The holding were 44,542 shares as of .

Added: iShares Core MSCI Emerging Markets (IEMG)

Kuntz Lesher Capital LLC added to a holding in iShares Core MSCI Emerging Markets by 22.85%. 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 $52.82. The impact to a portfolio due to this purchase was 0.35%. The holding were 186,647 shares as of .

Added: iShares MBS ETF (MBB)

Kuntz Lesher Capital LLC added to a holding in iShares MBS ETF by 41.93%. The purchase prices were between $104.56 and $106.49, with an estimated average price of $105.16. The stock is now traded at around $106.05. The impact to a portfolio due to this purchase was 0.29%. The holding were 47,257 shares as of .

Added: iShares 3-7 Year Treasury Bond ETF (IEI)

Kuntz Lesher Capital LLC added to a holding in iShares 3-7 Year Treasury Bond ETF by 24.34%. The purchase prices were between $120.92 and $123.41, with an estimated average price of $121.72. The stock is now traded at around $122.86. The impact to a portfolio due to this purchase was 0.2%. The holding were 42,429 shares as of .

Added: Schwab U.S. Broad Market (SCHB)

Kuntz Lesher Capital LLC added to a holding in Schwab U.S. Broad Market by 33.51%. The purchase prices were between $58.58 and $68.55, with an estimated average price of $65.43. The stock is now traded at around $70.59. The impact to a portfolio due to this purchase was 0.15%. The holding were 42,981 shares as of .

Sold Out: iShares Core MSCI Total International Stock ETF (IXUS)

Kuntz Lesher Capital LLC sold out a holding in iShares Core MSCI Total International Stock ETF. The sale prices were between $51.94 and $58.78, with an estimated average price of $56.44.

Sold Out: Vanguard Div Appreciation (VIG)

Kuntz Lesher Capital LLC sold out a holding in Vanguard Div Appreciation. The sale prices were between $95.15 and $109.87, with an estimated average price of $105.3.

Sold Out: Amgen Inc (AMGN)

Kuntz Lesher Capital LLC 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.



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