Strategic Wealth Management Inc Buys iShares MSCI EAFE, Berkshire Hathaway Inc, iShares PHLX SOX Semiconductor Sector Index Fund, Sells Vanguard FTSE Emerging Markets, SPDR Dow Jones Industrial Average, SPDR Select Sector Fund - Financial

Investment company Strategic Wealth Management Inc buys iShares MSCI EAFE, Berkshire Hathaway Inc, iShares PHLX SOX Semiconductor Sector Index Fund, SPDR Select Sector Fund - Health Care, Icahn Enterprises LP, sells Vanguard FTSE Emerging Markets, SPDR Dow Jones Industrial Average, SPDR Select Sector Fund - Financial, iShares Russell Mid-cap Value, iShares S&P Mid-Cap 400 Growth during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Strategic Wealth Management Inc . As of 2019Q2, Strategic Wealth Management Inc owns 15 stocks with a total value of $54 million. These are the details of the buys and sells.

For the details of STRATEGIC WEALTH MANAGEMENT INC 's stock buys and sells, go to https://www.gurufocus.com/guru/strategic+wealth+management+inc+/current-portfolio/portfolioportfolio

These are the top 5 holdings of STRATEGIC WEALTH MANAGEMENT INC
  1. SPDR Select Sector Fund - Health Care (XLV) - 63,324 shares, 10.82% of the total portfolio. Shares added by 105.00%
  2. iShares U.S. Aerospace & Defense (ITA) - 22,630 shares, 8.94% of the total portfolio. Shares added by 0.45%
  3. iShares MSCI EAFE (EFA) - 72,051 shares, 8.73% of the total portfolio. New Position
  4. iShares MSCI Emerging Index Fund (EEM) - 109,027 shares, 8.63% of the total portfolio.
  5. First Trust DJ Internet Index Fund (FDN) - 28,332 shares, 7.51% of the total portfolio. Shares reduced by 0.61%
New Purchase: iShares MSCI EAFE (EFA)

Strategic Wealth Management Inc 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 $65.74. The impact to a portfolio due to this purchase was 8.73%. The holding were 72,051 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

Strategic Wealth Management Inc initiated holding in Berkshire Hathaway Inc. The purchase prices were between $197.42 and $218.6, with an estimated average price of $206.89. The stock is now traded at around $214.03. The impact to a portfolio due to this purchase was 7.09%. The holding were 18,036 shares as of .

New Purchase: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)

Strategic Wealth Management Inc initiated holding in iShares PHLX SOX Semiconductor Sector Index Fund. The purchase prices were between $176.52 and $215.69, with an estimated average price of $196. The stock is now traded at around $200.10. The impact to a portfolio due to this purchase was 6.26%. The holding were 17,100 shares as of .

New Purchase: Icahn Enterprises LP (IEP)

Strategic Wealth Management Inc initiated holding in Icahn Enterprises LP. The purchase prices were between $69.08 and $76.44, with an estimated average price of $72.53. The stock is now traded at around $73.75. The impact to a portfolio due to this purchase was 5.31%. The holding were 39,755 shares as of .

New Purchase: WisdomTree U.S. Quality Dividend Growth Fund (DGRW)

Strategic Wealth Management Inc initiated holding in WisdomTree U.S. Quality Dividend Growth Fund. The purchase prices were between $40.89 and $44.45, with an estimated average price of $43.3. The stock is now traded at around $44.19. The impact to a portfolio due to this purchase was 5.25%. The holding were 65,193 shares as of .

New Purchase: Blackstone Group Inc (BX)

Strategic Wealth Management Inc initiated holding in Blackstone Group Inc. The purchase prices were between $34.45 and $45.04, with an estimated average price of $39.87. The stock is now traded at around $46.38. The impact to a portfolio due to this purchase was 3.8%. The holding were 46,320 shares as of .

Added: SPDR Select Sector Fund - Health Care (XLV)

Strategic Wealth Management Inc added to a holding in SPDR Select Sector Fund - Health Care by 105.00%. The purchase prices were between $85.78 and $93.73, with an estimated average price of $89.84. The stock is now traded at around $93.46. The impact to a portfolio due to this purchase was 5.54%. The holding were 63,324 shares as of .

Sold Out: Vanguard FTSE Emerging Markets (VWO)

Strategic Wealth Management Inc sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $39.79 and $44.01, with an estimated average price of $42.07.

Sold Out: SPDR Dow Jones Industrial Average (DIA)

Strategic Wealth Management Inc sold out a holding in SPDR Dow Jones Industrial Average. The sale prices were between $247.63 and $267.44, with an estimated average price of $260.11.

Sold Out: SPDR Select Sector Fund - Financial (XLF)

Strategic Wealth Management Inc sold out a holding in SPDR Select Sector Fund - Financial. The sale prices were between $26.01 and $28.07, with an estimated average price of $27.08.

Sold Out: iShares Russell Mid-cap Value (IWS)

Strategic Wealth Management Inc sold out a holding in iShares Russell Mid-cap Value. The sale prices were between $83.51 and $89.29, with an estimated average price of $87.46.

Sold Out: iShares S&P Mid-Cap 400 Growth (IJK)

Strategic Wealth Management Inc sold out a holding in iShares S&P Mid-Cap 400 Growth. The sale prices were between $211.25 and $227.24, with an estimated average price of $221.31.

Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)

Strategic Wealth Management Inc sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $58.77 and $68.61, with an estimated average price of $64.04.



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