- New Purchases: EMLC, VST, MYL, NGG, HAL, SHY, AGG, HRB, KWEB, FB,
- Added Positions: HYEM, CI, LVS, CMF, BPMC, TDTT, IDV,
- Reduced Positions: SHYG, AMZN, DD, DIS, XOM, DEO, MO, LQD, HYG, EFA, PG, IWD, PZA, MSFT, HYMB, CAPL, IWR, VYM, EMB, PEP, RDS.A, SDY, IWF, CELG, JPM, IWM, SJNK, VOD, GOOGL, VET, GE, WDC, FCAU, SPOT, ETFC, DXC, MUB, SYLD, TOT, SIVB, SHLX, IQ, ZTO, BE, DIN, USX, SRPT, ADM, JNJ, UNIT,
- Sold Out: ANTM, ANET, LRCX, JNK, MDLZ, CL, PM, HON, ET,
For the details of SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/summit+wealth+%26+retirement+planning%2C+inc./current-portfolio/portfolioportfolio
These are the top 5 holdings of SUMMIT WEALTH & RETIREMENT PLANNING, INC.- Schwab U.S. Large-Cap Growth ETF (SCHG) - 229,114 shares, 12.05% of the total portfolio.
- Schwab U.S. Large-Cap Value ETF (SCHV) - 223,662 shares, 7.93% of the total portfolio. Shares added by 0.68%
- Schwab International Equity ETF (SCHF) - 376,774 shares, 7.64% of the total portfolio. Shares reduced by 0.08%
- Schwab U.S. Mid-Cap ETF (SCHM) - 160,895 shares, 5.80% of the total portfolio. Shares reduced by 0.51%
- Schwab U.S. Small-Cap ETF (SCHA) - 92,170 shares, 4.16% of the total portfolio. Shares added by 0.30%
Summit Wealth & Retirement Planning, Inc. initiated holding in VanEck Vectors J.P. Morgan EM Local Currency Bond . The purchase prices were between $32.01 and $34.35, with an estimated average price of $32.89. The stock is now traded at around $33.70. The impact to a portfolio due to this purchase was 0.68%. The holding were 30,803 shares as of .
New Purchase: Vistra Energy Corp (VST)Summit Wealth & Retirement Planning, Inc. initiated holding in Vistra Energy Corp. The purchase prices were between $22.24 and $27.25, with an estimated average price of $25.07. The stock is now traded at around $21.72. The impact to a portfolio due to this purchase was 0.62%. The holding were 43,670 shares as of .
New Purchase: Mylan NV (MYL)Summit Wealth & Retirement Planning, Inc. initiated holding in Mylan NV. The purchase prices were between $16.8 and $28.47, with an estimated average price of $22.14. The stock is now traded at around $19.35. The impact to a portfolio due to this purchase was 0.46%. The holding were 37,915 shares as of .
New Purchase: National Grid PLC (NGG)Summit Wealth & Retirement Planning, Inc. initiated holding in National Grid PLC. The purchase prices were between $48.95 and $55.43, with an estimated average price of $53.06. The stock is now traded at around $50.66. The impact to a portfolio due to this purchase was 0.37%. The holding were 10,908 shares as of .
New Purchase: Halliburton Co (HAL)Summit Wealth & Retirement Planning, Inc. initiated holding in Halliburton Co. The purchase prices were between $21.07 and $31.81, with an estimated average price of $25.99. The stock is now traded at around $20.31. The impact to a portfolio due to this purchase was 0.28%. The holding were 19,225 shares as of .
New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)Summit Wealth & Retirement Planning, Inc. initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $83.84 and $84.81, with an estimated average price of $84.21. The stock is now traded at around $84.85. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,481 shares as of .
Added: VanEck Vectors Emerging Markets High Yield Bond ET (HYEM)Summit Wealth & Retirement Planning, Inc. added to a holding in VanEck Vectors Emerging Markets High Yield Bond ET by 121.31%. The purchase prices were between $22.8 and $23.64, with an estimated average price of $23.03. The stock is now traded at around $23.59. The impact to a portfolio due to this purchase was 0.71%. The holding were 86,429 shares as of .
Added: Cigna Corp (CI)Summit Wealth & Retirement Planning, Inc. added to a holding in Cigna Corp by 35.65%. The purchase prices were between $145.49 and $169.13, with an estimated average price of $156.48. The stock is now traded at around $159.00. The impact to a portfolio due to this purchase was 0.24%. The holding were 9,037 shares as of .
Sold Out: Anthem Inc (ANTM)Summit Wealth & Retirement Planning, Inc. sold out a holding in Anthem Inc. The sale prices were between $236.25 and $293.76, with an estimated average price of $272.71.
Sold Out: Arista Networks Inc (ANET)Summit Wealth & Retirement Planning, Inc. sold out a holding in Arista Networks Inc. The sale prices were between $236.08 and $328.54, with an estimated average price of $277.33.
Sold Out: Lam Research Corp (LRCX)Summit Wealth & Retirement Planning, Inc. sold out a holding in Lam Research Corp. The sale prices were between $172.43 and $207.78, with an estimated average price of $189.69.
Sold Out: SPDR Barclays High Yield Bond ETF (JNK)Summit Wealth & Retirement Planning, Inc. sold out a holding in SPDR Barclays High Yield Bond ETF. The sale prices were between $105.16 and $108.96, with an estimated average price of $106.88.
Sold Out: Mondelez International Inc (MDLZ)Summit Wealth & Retirement Planning, Inc. sold out a holding in Mondelez International Inc. The sale prices were between $49.61 and $55.48, with an estimated average price of $51.9.
Sold Out: Colgate-Palmolive Co (CL)Summit Wealth & Retirement Planning, Inc. sold out a holding in Colgate-Palmolive Co. The sale prices were between $67.55 and $73.99, with an estimated average price of $70.97.
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