- New Purchases: APPN, WM, PDSB,
- Added Positions: SPYG, MMM, DON, VBR, VYM, VBK, SPSM, AMZN, AXAS,
- Reduced Positions: HQY, WPC, VUG, ABT, MMP, EW, IWS, VO, VNQ, IVV, KR, GE, MDLZ, VB, BAX, DIS, WBA,
- Sold Out: NEE, GOOGL, LFUS,
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- SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 648,527 shares, 12.30% of the total portfolio. Shares added by 4.54%
- WisdomTree U.S. MidCap Dividend Fund (DON) - 604,652 shares, 10.72% of the total portfolio. Shares added by 2.30%
- Vanguard High Dividend Yield (VYM) - 188,852 shares, 8.08% of the total portfolio. Shares added by 1.71%
- Vanguard Growth (VUG) - 89,691 shares, 7.18% of the total portfolio. Shares reduced by 2.01%
- Vanguard Small-Cap Growth (VBK) - 78,602 shares, 7.17% of the total portfolio. Shares added by 1.19%
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