1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Integrys Wealth Advisors LLC Buys 3M Co, Appian Corp, Waste Management Inc, Sells NextEra Energy Inc, Alphabet Inc, Littelfuse Inc

Libertyville, IL, based Investment company Integrys Wealth Advisors LLC (Current Portfolio) buys 3M Co, Appian Corp, Waste Management Inc, PDS Biotechnology Corp, sells NextEra Energy Inc, Alphabet Inc, Littelfuse Inc, General Electric Co during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Integrys Wealth Advisors LLC. As of 2019Q2, Integrys Wealth Advisors LLC owns 74 stocks with a total value of $204 million. These are the details of the buys and sells.

For the details of Integrys Wealth Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/integrys+wealth+advisors+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Integrys Wealth Advisors LLC
  1. SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 648,527 shares, 12.30% of the total portfolio. Shares added by 4.54%
  2. WisdomTree U.S. MidCap Dividend Fund (DON) - 604,652 shares, 10.72% of the total portfolio. Shares added by 2.30%
  3. Vanguard High Dividend Yield (VYM) - 188,852 shares, 8.08% of the total portfolio. Shares added by 1.71%
  4. Vanguard Growth (VUG) - 89,691 shares, 7.18% of the total portfolio. Shares reduced by 2.01%
  5. Vanguard Small-Cap Growth (VBK) - 78,602 shares, 7.17% of the total portfolio. Shares added by 1.19%
New Purchase: Appian Corp (APPN)

Integrys Wealth Advisors LLC initiated holding in Appian Corp. The purchase prices were between $31.36 and $39.75, with an estimated average price of $34.21. The stock is now traded at around $38.05. The impact to a portfolio due to this purchase was 0.15%. The holding were 8,500 shares as of .

New Purchase: Waste Management Inc (WM)

Integrys Wealth Advisors LLC initiated holding in Waste Management Inc. The purchase prices were between $100.57 and $116.97, with an estimated average price of $108.46. The stock is now traded at around $118.03. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,774 shares as of .

New Purchase: PDS Biotechnology Corp (PDSB)

Integrys Wealth Advisors LLC initiated holding in PDS Biotechnology Corp. The purchase prices were between $5.44 and $8.68, with an estimated average price of $6.53. The stock is now traded at around $6.19. The impact to a portfolio due to this purchase was 0.06%. The holding were 21,350 shares as of .

Added: 3M Co (MMM)

Integrys Wealth Advisors LLC added to a holding in 3M Co by 84.59%. The purchase prices were between $159.75 and $219.5, with an estimated average price of $184.37. The stock is now traded at around $172.83. The impact to a portfolio due to this purchase was 0.27%. The holding were 7,105 shares as of .

Sold Out: NextEra Energy Inc (NEE)

Integrys Wealth Advisors LLC sold out a holding in NextEra Energy Inc. The sale prices were between $187.88 and $208.2, with an estimated average price of $196.8.

Sold Out: Alphabet Inc (GOOGL)

Integrys Wealth Advisors LLC sold out a holding in Alphabet Inc. The sale prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78.

Sold Out: Littelfuse Inc (LFUS)

Integrys Wealth Advisors LLC sold out a holding in Littelfuse Inc. The sale prices were between $163.21 and $204.45, with an estimated average price of $181.47.



Here is the complete portfolio of Integrys Wealth Advisors LLC. Also check out:

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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK