Novare Capital Management Llc Buys Invesco S&P 500 Low Volatility, iShares Edge MSCI Min Vol USA, Visa Inc, Sells Vanguard FTSEEuropean, Schwab Emerging Markets Equity, Oracle Corp

Charlotte, NC, based Investment company Novare Capital Management Llc buys Invesco S&P 500 Low Volatility, iShares Edge MSCI Min Vol USA, Visa Inc, Telefonaktiebolaget L M Ericsson, Cardinal Health Inc, Stryker Corp, iShares Core S&P 500, Schwab Fundamental U.S. Large Company Index, Schwab U.S. Mid Cap, Dominion Energy Inc, Genesis Energy LP, United Parcel Service Inc, Vanguard Intermediate-Term Corporate Bond ETF, Vanguard Div Appreciation, sells Vanguard FTSEEuropean, Schwab Emerging Markets Equity, Oracle Corp, KeyCorp, Exxon Mobil Corp, Vanguard FTSE Emerging Markets, iShares MSCI Eurozone, Sonoco Products Co, iShares MSCI EAFE Small-Cap ETF, SPDR S&P Regional Banking, Vanguard Emerging Markets Government Bond ETF, SPDR Select Sector Fund - Financial, PPG Industries Inc, iShares MSCI Emerging Index Fund, Schwab International Equity, Vanguard Short-Term Corporate Bond ETF, Vanguard FTSE All-Wld ex-US SmCp Idx during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Novare Capital Management Llc. As of 2019Q1, Novare Capital Management Llc owns 125 stocks with a total value of $614 million. These are the details of the buys and sells.

For the details of NOVARE CAPITAL MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/novare+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of NOVARE CAPITAL MANAGEMENT LLC
  1. SPDR S&P 500 (SPY) - 103,761 shares, 4.77% of the total portfolio. Shares added by 9.71%
  2. Microsoft Corp (MSFT) - 156,130 shares, 3.00% of the total portfolio. Shares reduced by 1.57%
  3. Berkshire Hathaway Inc (BRK.B) - 81,691 shares, 2.67% of the total portfolio. Shares reduced by 3.13%
  4. Invesco S&P 500 Low Volatility (SPLV) - 301,471 shares, 2.58% of the total portfolio. New Position
  5. iShares Edge MSCI Min Vol USA (USMV) - 256,176 shares, 2.45% of the total portfolio. New Position
New Purchase: Invesco S&P 500 Low Volatility (SPLV)

Novare Capital Management Llc initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.71. The impact to a portfolio due to this purchase was 2.58%. The holding were 301,471 shares as of .

New Purchase: iShares Edge MSCI Min Vol USA (USMV)

Novare Capital Management Llc initiated holding in iShares Edge MSCI Min Vol USA. The purchase prices were between $51.18 and $58.8, with an estimated average price of $55.95. The stock is now traded at around $59.00. The impact to a portfolio due to this purchase was 2.45%. The holding were 256,176 shares as of .

New Purchase: Visa Inc (V)

Novare Capital Management Llc initiated holding in Visa Inc. The purchase prices were between $128.13 and $156.19, with an estimated average price of $143.85. The stock is now traded at around $159.77. The impact to a portfolio due to this purchase was 1.07%. The holding were 42,022 shares as of .

New Purchase: Telefonaktiebolaget L M Ericsson (ERIC)

Novare Capital Management Llc initiated holding in Telefonaktiebolaget L M Ericsson. The purchase prices were between $8.29 and $9.82, with an estimated average price of $9.03. The stock is now traded at around $9.20. The impact to a portfolio due to this purchase was 0.96%. The holding were 645,330 shares as of .

New Purchase: Schwab U.S. Mid Cap (SCHM)

Novare Capital Management Llc initiated holding in Schwab U.S. Mid Cap. The purchase prices were between $46.99 and $55.98, with an estimated average price of $53.53. The stock is now traded at around $56.11. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,997 shares as of .

New Purchase: Dominion Energy Inc (D)

Novare Capital Management Llc initiated holding in Dominion Energy Inc. The purchase prices were between $67.97 and $77.04, with an estimated average price of $72.95. The stock is now traded at around $73.28. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,729 shares as of .

Added: Cardinal Health Inc (CAH)

Novare Capital Management Llc added to a holding in Cardinal Health Inc by 25.52%. The purchase prices were between $44.16 and $56.79, with an estimated average price of $50.08. The stock is now traded at around $50.16. The impact to a portfolio due to this purchase was 0.17%. The holding were 109,252 shares as of .

Added: Stryker Corp (SYK)

Novare Capital Management Llc added to a holding in Stryker Corp by 20.41%. The purchase prices were between $152.46 and $198, with an estimated average price of $179.51. The stock is now traded at around $188.00. The impact to a portfolio due to this purchase was 0.16%. The holding were 28,684 shares as of .

Added: iShares Core S&P 500 (IVV)

Novare Capital Management Llc added to a holding in iShares Core S&P 500 by 27.16%. The purchase prices were between $244.46 and $286.57, with an estimated average price of $272.5. The stock is now traded at around $288.72. The impact to a portfolio due to this purchase was 0.15%. The holding were 14,734 shares as of .

Added: Schwab Fundamental U.S. Large Company Index (FNDX)

Novare Capital Management Llc added to a holding in Schwab Fundamental U.S. Large Company Index by 132.13%. The purchase prices were between $33.4 and $38.29, with an estimated average price of $36.81. The stock is now traded at around $38.30. The impact to a portfolio due to this purchase was 0.08%. The holding were 22,099 shares as of .

Added: Genesis Energy LP (GEL)

Novare Capital Management Llc added to a holding in Genesis Energy LP by 22.00%. The purchase prices were between $18.47 and $23.88, with an estimated average price of $21.57. The stock is now traded at around $21.22. The impact to a portfolio due to this purchase was 0.04%. The holding were 61,000 shares as of .

Added: Vanguard Div Appreciation (VIG)

Novare Capital Management Llc added to a holding in Vanguard Div Appreciation by 55.60%. The purchase prices were between $95.15 and $109.87, with an estimated average price of $105.3. The stock is now traded at around $111.19. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,058 shares as of .

Sold Out: Vanguard FTSEEuropean (VGK)

Novare Capital Management Llc sold out a holding in Vanguard FTSEEuropean. The sale prices were between $47.99 and $55.13, with an estimated average price of $52.2.

Sold Out: Schwab Emerging Markets Equity (SCHE)

Novare Capital Management Llc sold out a holding in Schwab Emerging Markets Equity. The sale prices were between $23.25 and $26.41, with an estimated average price of $25.3.

Sold Out: Oracle Corp (ORCL)

Novare Capital Management Llc sold out a holding in Oracle Corp. The sale prices were between $44.78 and $54.04, with an estimated average price of $50.84.

Sold Out: KeyCorp (KEY)

Novare Capital Management Llc sold out a holding in KeyCorp. The sale prices were between $14.78 and $17.95, with an estimated average price of $16.66.

Sold Out: Vanguard FTSE Emerging Markets (VWO)

Novare Capital Management Llc sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $37.67 and $43.15, with an estimated average price of $41.12.

Sold Out: iShares MSCI Eurozone (EZU)

Novare Capital Management Llc sold out a holding in iShares MSCI Eurozone. The sale prices were between $34.49 and $39.65, with an estimated average price of $37.51.



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