Bp Wealth Management, Llc Buys iShares Core S&P 500, iShares MSCI EAFE, iShares Russell 2000, Sells Altice USA Inc, Oracle Corp, Pfizer Inc

Boston, MA, based Investment company Bp Wealth Management, Llc buys iShares Core S&P 500, iShares MSCI EAFE, iShares Russell 2000, SPDR S&P 500, iShares MSCI ACWI ex US Index Fund, sells Altice USA Inc, Oracle Corp, Pfizer Inc, FedEx Corp, Royal Dutch Shell PLC during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Bp Wealth Management, Llc. As of 2019Q2, Bp Wealth Management, Llc owns 505 stocks with a total value of $2.9 billion. These are the details of the buys and sells.

For the details of BP WEALTH MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bp+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of BP WEALTH MANAGEMENT, LLC
  1. Apple Inc (AAPL) - 708,891 shares, 4.78% of the total portfolio. Shares added by 3.04%
  2. Microsoft Corp (MSFT) - 805,292 shares, 3.67% of the total portfolio. Shares reduced by 4.14%
  3. Berkshire Hathaway Inc (BRK.A) - 249 shares, 2.70% of the total portfolio.
  4. JPMorgan Chase & Co (JPM) - 550,020 shares, 2.09% of the total portfolio. Shares reduced by 5.46%
  5. iShares Core S&P 500 (IVV) - 200,600 shares, 2.01% of the total portfolio. New Position
New Purchase: iShares Core S&P 500 (IVV)

Bp Wealth Management, Llc initiated holding in iShares Core S&P 500. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $300.56. The impact to a portfolio due to this purchase was 2.01%. The holding were 200,600 shares as of .

New Purchase: iShares MSCI EAFE (EFA)

Bp Wealth Management, Llc initiated holding in iShares MSCI EAFE. The purchase prices were between $62.06 and $65.73, with an estimated average price of $64.28. The stock is now traded at around $65.76. The impact to a portfolio due to this purchase was 0.91%. The holding were 408,378 shares as of .

New Purchase: iShares Russell 2000 (IWM)

Bp Wealth Management, Llc initiated holding in iShares Russell 2000. The purchase prices were between $145.35 and $160.15, with an estimated average price of $153.69. The stock is now traded at around $156.08. The impact to a portfolio due to this purchase was 0.9%. The holding were 170,120 shares as of .

New Purchase: SPDR S&P 500 (SPY)

Bp Wealth Management, Llc initiated holding in SPDR S&P 500. The purchase prices were between $274.57 and $295.86, with an estimated average price of $287.91. The stock is now traded at around $298.83. The impact to a portfolio due to this purchase was 0.82%. The holding were 82,679 shares as of .

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

Bp Wealth Management, Llc initiated holding in iShares MSCI ACWI ex US Index Fund. The purchase prices were between $44.9 and $47.73, with an estimated average price of $46.48. The stock is now traded at around $46.89. The impact to a portfolio due to this purchase was 0.74%. The holding were 464,178 shares as of .

New Purchase: iShares Core S&P Small-Cap (IJR)

Bp Wealth Management, Llc initiated holding in iShares Core S&P Small-Cap. The purchase prices were between $72.93 and $81.1, with an estimated average price of $77.42. The stock is now traded at around $78.28. The impact to a portfolio due to this purchase was 0.6%. The holding were 224,981 shares as of .

Added: Las Vegas Sands Corp (LVS)

Bp Wealth Management, Llc added to a holding in Las Vegas Sands Corp by 3350.31%. The purchase prices were between $52.94 and $68.44, with an estimated average price of $61.97. The stock is now traded at around $62.38. The impact to a portfolio due to this purchase was 0.36%. The holding were 183,039 shares as of .

Added: Valero Energy Corp (VLO)

Bp Wealth Management, Llc added to a holding in Valero Energy Corp by 24.78%. The purchase prices were between $70.4 and $91.15, with an estimated average price of $82.55. The stock is now traded at around $82.28. The impact to a portfolio due to this purchase was 0.12%. The holding were 212,122 shares as of .

Added: Delta Air Lines Inc (DAL)

Bp Wealth Management, Llc added to a holding in Delta Air Lines Inc by 38.57%. The purchase prices were between $51.5 and $58.43, with an estimated average price of $56.04. The stock is now traded at around $59.45. The impact to a portfolio due to this purchase was 0.03%. The holding were 57,739 shares as of .

Added: Reliance Steel & Aluminum Co (RS)

Bp Wealth Management, Llc added to a holding in Reliance Steel & Aluminum Co by 35.88%. The purchase prices were between $83.27 and $94.62, with an estimated average price of $89.47. The stock is now traded at around $92.02. The impact to a portfolio due to this purchase was 0.01%. The holding were 9,283 shares as of .

Added: Delek US Holdings Inc (DK)

Bp Wealth Management, Llc added to a holding in Delek US Holdings Inc by 22.03%. The purchase prices were between $30.61 and $40.52, with an estimated average price of $36.57. The stock is now traded at around $39.48. The impact to a portfolio due to this purchase was 0.01%. The holding were 44,273 shares as of .

Added: LyondellBasell Industries NV (LYB)

Bp Wealth Management, Llc added to a holding in LyondellBasell Industries NV by 24.18%. The purchase prices were between $74.25 and $92.29, with an estimated average price of $85.31. The stock is now traded at around $84.30. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 6,583 shares as of .

Sold Out: Altice USA Inc (ATUS)

Bp Wealth Management, Llc sold out a holding in Altice USA Inc. The sale prices were between $22.03 and $25.03, with an estimated average price of $23.74.

Sold Out: Sonic Automotive Inc (SAH)

Bp Wealth Management, Llc sold out a holding in Sonic Automotive Inc. The sale prices were between $14.88 and $23.63, with an estimated average price of $19.19.

Sold Out: American Eagle Outfitters Inc (AEO)

Bp Wealth Management, Llc sold out a holding in American Eagle Outfitters Inc. The sale prices were between $16.6 and $24.12, with an estimated average price of $20.26.

Sold Out: Avnet Inc (AVT)

Bp Wealth Management, Llc sold out a holding in Avnet Inc. The sale prices were between $40.84 and $48.61, with an estimated average price of $44.68.

Sold Out: Ethan Allen Interiors Inc (ETH)

Bp Wealth Management, Llc sold out a holding in Ethan Allen Interiors Inc. The sale prices were between $18.96 and $23.03, with an estimated average price of $21.

Sold Out: Clariant AG (CLZNF)

Bp Wealth Management, Llc sold out a holding in Clariant AG. The sale prices were between $18.27 and $21.72, with an estimated average price of $20.54.



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