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Professional Planning Buys Berkshire Hathaway Inc, SPDR S&P Aerospace & Defense, Waste Management Inc, Sells iShares U.S. Home Construction, SPDR S&P Health Care Equipment, Invesco WilderHill Clean Energy

Investment company Professional Planning buys Berkshire Hathaway Inc, SPDR S&P Aerospace & Defense, Waste Management Inc, American Finance Trust Inc, sells iShares U.S. Home Construction, SPDR S&P Health Care Equipment, Invesco WilderHill Clean Energy, Heico Corp, Invesco Ultra Short Duration during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Professional Planning. As of 2019Q1, Professional Planning owns 29 stocks with a total value of $81 million. These are the details of the buys and sells.

For the details of PROFESSIONAL PLANNING's stock buys and sells, go to https://www.gurufocus.com/guru/professional+planning/current-portfolio/portfolio

These are the top 5 holdings of PROFESSIONAL PLANNING
  1. Apple Inc (AAPL) - 45,620 shares, 10.71% of the total portfolio. Shares added by 12.05%
  2. Visa Inc (V) - 53,495 shares, 10.33% of the total portfolio. Shares added by 1.77%
  3. Mastercard Inc (MA) - 34,125 shares, 9.93% of the total portfolio. Shares added by 6.88%
  4. Boeing Co (BA) - 19,349 shares, 9.12% of the total portfolio. Shares added by 6.05%
  5. Invesco QQQ Trust Series 1 (QQQ) - 39,373 shares, 8.74% of the total portfolio. Shares added by 0.23%
New Purchase: Berkshire Hathaway Inc (BRK.B)

Professional Planning initiated holding in Berkshire Hathaway Inc. 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 $209.50. The impact to a portfolio due to this purchase was 2.49%. The holding were 10,028 shares as of .

New Purchase: SPDR S&P Aerospace & Defense (XAR)

Professional Planning initiated holding in SPDR S&P Aerospace & Defense. The purchase prices were between $76.89 and $96.37, with an estimated average price of $89.54. The stock is now traded at around $97.58. The impact to a portfolio due to this purchase was 2.44%. The holding were 21,483 shares as of .

New Purchase: Waste Management Inc (WM)

Professional Planning initiated holding in Waste Management Inc. The purchase prices were between $88.48 and $103.91, with an estimated average price of $97.42. The stock is now traded at around $104.84. The impact to a portfolio due to this purchase was 1.97%. The holding were 15,336 shares as of .

Added: American Finance Trust Inc (AFIN)

Professional Planning added to a holding in American Finance Trust Inc by 27.94%. The purchase prices were between $10.56 and $13.78, with an estimated average price of $11.91. The stock is now traded at around $9.90. The impact to a portfolio due to this purchase was 0.07%. The holding were 23,283 shares as of .

Sold Out: iShares U.S. Home Construction (ITB)

Professional Planning sold out a holding in iShares U.S. Home Construction. The sale prices were between $30.03 and $35.86, with an estimated average price of $33.92.

Sold Out: SPDR S&P Health Care Equipment (XHE)

Professional Planning sold out a holding in SPDR S&P Health Care Equipment. The sale prices were between $66.75 and $82.46, with an estimated average price of $77.04.



Here is the complete portfolio of PROFESSIONAL PLANNING. Also check out:

1. PROFESSIONAL PLANNING's Undervalued Stocks
2. PROFESSIONAL PLANNING's Top Growth Companies, and
3. PROFESSIONAL PLANNING's High Yield stocks
4. Stocks that PROFESSIONAL PLANNING keeps buying

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