- New Purchases: YUM, ORCL, VOO, AEP, V, BA, JPM, DIS,
- Added Positions: HTLF, BSV, BIV, XOM, SCHB, CMCSA, LLY, BRK.B, AMZN, DTE, PFE,
- Reduced Positions: VTI, MSFT, NOC, MDY, IWF, IVW, VNQ, SHY, MGK, IVE, ICF, EFA, EEM, PG, MMM, IJS,
For the details of Diversified Portfolios, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/diversified+portfolios%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Diversified Portfolios, Inc.- Vanguard Total Stock Market (VTI) - 364,329 shares, 29.31% of the total portfolio. Shares reduced by 1.85%
- Vanguard Short-Term Bond (BSV) - 339,928 shares, 15.04% of the total portfolio. Shares added by 1.88%
- Vanguard Intermediate-Term Bond (BIV) - 210,753 shares, 9.83% of the total portfolio. Shares added by 1.25%
- iShares Russell 3000 (IWV) - 79,274 shares, 7.35% of the total portfolio. Shares added by 0.19%
- SPDR S&P 500 (SPY) - 44,254 shares, 6.95% of the total portfolio. Shares reduced by 0.87%
Diversified Portfolios, Inc. initiated holding in Yum Brands Inc. The purchase prices were between $89.14 and $100.9, with an estimated average price of $94.61. The stock is now traded at around $100.67. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,339 shares as of .
New Purchase: Oracle Corp (ORCL)Diversified Portfolios, Inc. initiated holding in Oracle Corp. 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 $54.07. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,250 shares as of .
New Purchase: Vanguard S&P 500 (VOO)Diversified Portfolios, Inc. initiated holding in Vanguard S&P 500. The purchase prices were between $224.5 and $261.43, with an estimated average price of $249.48. The stock is now traded at around $259.62. The impact to a portfolio due to this purchase was 0.13%. The holding were 927 shares as of .
New Purchase: American Electric Power Co Inc (AEP)Diversified Portfolios, Inc. 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 $86.06. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,516 shares as of .
New Purchase: Visa Inc (V)Diversified Portfolios, Inc. 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 $158.40. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,383 shares as of .
New Purchase: Boeing Co (BA)Diversified Portfolios, Inc. initiated holding in Boeing Co. 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 $339.52. The impact to a portfolio due to this purchase was 0.11%. The holding were 536 shares as of .
Added: Heartland Financial USA Inc (HTLF)Diversified Portfolios, Inc. added to a holding in Heartland Financial USA Inc by 100.00%. The purchase prices were between $42.05 and $49.16, with an estimated average price of $46.44. The stock is now traded at around $42.97. The impact to a portfolio due to this purchase was 0.57%. The holding were 47,808 shares as of .
Added: Exxon Mobil Corp (XOM)Diversified Portfolios, Inc. added to a holding in Exxon Mobil Corp by 36.42%. The purchase prices were between $68.19 and $81.79, with an estimated average price of $76.09. The stock is now traded at around $76.42. The impact to a portfolio due to this purchase was 0.1%. The holding were 8,784 shares as of .
Added: Comcast Corp (CMCSA)Diversified Portfolios, Inc. added to a holding in Comcast Corp by 26.72%. The purchase prices were between $34.05 and $40.47, with an estimated average price of $37.55. The stock is now traded at around $42.79. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,977 shares as of .
Added: Amazon.com Inc (AMZN)Diversified Portfolios, Inc. added to a holding in Amazon.com Inc by 22.14%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1826.56. The impact to a portfolio due to this purchase was 0.03%. The holding were 171 shares as of .
Here is the complete portfolio of Diversified Portfolios, Inc.. Also check out:
1. Diversified Portfolios, Inc.'s Undervalued Stocks
2. Diversified Portfolios, Inc.'s Top Growth Companies, and
3. Diversified Portfolios, Inc.'s High Yield stocks
4. Stocks that Diversified Portfolios, Inc. keeps buying