For the details of Lake Point Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/lake+point+wealth+management/current-portfolio/portfolioportfolio
These are the top 5 holdings of Lake Point Wealth Management- iShares Core S&P 500 ETF (IVV) - 111,137 shares, 29.59% of the total portfolio.
- ishares Gold Trust (IAU) - 984,361 shares, 12.00% of the total portfolio.
- Vanguard Total World Stock Index Fund (VT) - 126,859 shares, 8.61% of the total portfolio.
- iShares Core U.S. Aggregate Bond ETF (AGG) - 80,723 shares, 8.12% of the total portfolio.
- iShares Core 1-5 Year USD Bond ETF (ISTB) - 176,114 shares, 8.02% of the total portfolio.
Lake Point Wealth Management initiated holding in Adient PLC. The purchase prices were between $14.37 and $25.91, with an estimated average price of $20.61. The stock is now traded at around $24.48. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 2 shares as of .
Added: DuPont de Nemours Inc (DD)Lake Point Wealth Management added to a holding in DuPont de Nemours Inc by 200.00%. The purchase prices were between $63.7 and $83.53, with an estimated average price of $74.05. The stock is now traded at around $68.54. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 45 shares as of .
Added: Micro Focus International PLC (MFGP)Lake Point Wealth Management added to a holding in Micro Focus International PLC by 20.54%. The purchase prices were between $22.46 and $32.61, with an estimated average price of $26.4. The stock is now traded at around $19.88. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 395 shares as of .
Here is the complete portfolio of Lake Point Wealth Management. Also check out:
1. Lake Point Wealth Management's Undervalued Stocks
2. Lake Point Wealth Management's Top Growth Companies, and
3. Lake Point Wealth Management's High Yield stocks
4. Stocks that Lake Point Wealth Management keeps buying
