Tlwm Buys Marathon Petroleum Corp, UnitedHealth Group Inc, HCP Inc, Sells Invesco S&P 500 Equal Weight, Vanguard FTSE Emerging Markets, Akamai Technologies Inc

Investment company Tlwm (current portfolio) buys Marathon Petroleum Corp, UnitedHealth Group Inc, HCP Inc, Analog Devices Inc, SPDR Portfolio Developed World ex-US, sells Invesco S&P 500 Equal Weight, Vanguard FTSE Emerging Markets, Akamai Technologies Inc, Altria Group Inc, Halliburton Co during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Tlwm. As of 2019Q2, Tlwm owns 45 stocks with a total value of $138 million. These are the details of the buys and sells.

For the details of TLWM's stock buys and sells, go to https://www.gurufocus.com/guru/tlwm/current-portfolio/portfolioportfolio

These are the top 5 holdings of TLWM
  1. iShares Russell 3000 (IWV) - 215,876 shares, 27.02% of the total portfolio. Shares added by 2.99%
  2. SPDR S&P 500 (SPY) - 119,991 shares, 25.52% of the total portfolio. Shares added by 2.13%
  3. iShares MSCI ACWI ex US Index Fund (ACWX) - 431,049 shares, 14.64% of the total portfolio. Shares added by 1.82%
  4. Invesco S&P 500 Equal Weight (RSP) - 115,458 shares, 9.03% of the total portfolio. Shares reduced by 46.11%
  5. iShares iBonds Dec 2019 Term Corporate (IBDK) - 342,655 shares, 6.18% of the total portfolio. Shares added by 11.87%
New Purchase: Marathon Petroleum Corp (MPC)

Tlwm initiated holding in Marathon Petroleum Corp. The purchase prices were between $45.99 and $63.6, with an estimated average price of $54.73. The stock is now traded at around $55.48. The impact to a portfolio due to this purchase was 0.36%. The holding were 8,718 shares as of .

New Purchase: UnitedHealth Group Inc (UNH)

Tlwm initiated holding in UnitedHealth Group Inc. The purchase prices were between $216.84 and $252.28, with an estimated average price of $240.34. The stock is now traded at around $265.90. The impact to a portfolio due to this purchase was 0.36%. The holding were 2,011 shares as of .

New Purchase: HCP Inc (HCP)

Tlwm initiated holding in HCP Inc. The purchase prices were between $29.15 and $33.29, with an estimated average price of $31.08. The stock is now traded at around $32.57. The impact to a portfolio due to this purchase was 0.34%. The holding were 14,677 shares as of .

New Purchase: Analog Devices Inc (ADI)

Tlwm initiated holding in Analog Devices Inc. The purchase prices were between $96.07 and $117.29, with an estimated average price of $108.27. The stock is now traded at around $116.20. The impact to a portfolio due to this purchase was 0.31%. The holding were 3,796 shares as of .

New Purchase: SPDR Portfolio Developed World ex-US (SPDW)

Tlwm initiated holding in SPDR Portfolio Developed World ex-US. The purchase prices were between $28.44 and $30.14, with an estimated average price of $29.45. The stock is now traded at around $29.58. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,845 shares as of .

Added: AT&T Inc (T)

Tlwm added to a holding in AT&T Inc by 36.17%. The purchase prices were between $30.3 and $33.51, with an estimated average price of $31.77. The stock is now traded at around $33.65. The impact to a portfolio due to this purchase was 0.13%. The holding were 19,931 shares as of .

Added: ING Groep NV (ING)

Tlwm added to a holding in ING Groep NV by 44.39%. The purchase prices were between $10.76 and $13.66, with an estimated average price of $11.93. The stock is now traded at around $11.66. The impact to a portfolio due to this purchase was 0.11%. The holding were 42,093 shares as of .

Added: SPDR Portfolio Total Stock Market (SPTM)

Tlwm added to a holding in SPDR Portfolio Total Stock Market by 24.85%. The purchase prices were between $34.16 and $36.82, with an estimated average price of $35.83. The stock is now traded at around $37.35. The impact to a portfolio due to this purchase was 0.04%. The holding were 8,316 shares as of .

Sold Out: Vanguard FTSE Emerging Markets (VWO)

Tlwm 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: Akamai Technologies Inc (AKAM)

Tlwm sold out a holding in Akamai Technologies Inc. The sale prices were between $72.73 and $81.04, with an estimated average price of $77.32.

Sold Out: Altria Group Inc (MO)

Tlwm sold out a holding in Altria Group Inc. The sale prices were between $47.35 and $57.73, with an estimated average price of $52.4.

Sold Out: Halliburton Co (HAL)

Tlwm sold out a holding in Halliburton Co. The sale prices were between $21.07 and $31.81, with an estimated average price of $25.99.



Here is the complete portfolio of TLWM. Also check out:

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