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 

Capital Wealth Management, Llc Buys Independent Bank Corp, Thermo Fisher Scientific Inc, Aurora Cannabis Inc, Sells iShares S&P Small-Cap 600 Growth ETF, Altria Group Inc

August 13, 2019 | About:

Investment company Capital Wealth Management, Llc (Current Portfolio) buys Independent Bank Corp, Thermo Fisher Scientific Inc, Aurora Cannabis Inc, Maxar Technologies Inc, sells iShares S&P Small-Cap 600 Growth ETF, Altria Group Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Capital Wealth Management, Llc. As of 2019Q2, Capital Wealth Management, Llc owns 34 stocks with a total value of $99 million. These are the details of the buys and sells.

For the details of CAPITAL WEALTH MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/capital+wealth+management%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of CAPITAL WEALTH MANAGEMENT, LLC
  1. Vanguard Growth ETF (VUG) - 98,225 shares, 16.16% of the total portfolio. Shares reduced by 3.2%
  2. Vanguard Value ETF (VTV) - 141,794 shares, 15.84% of the total portfolio. Shares reduced by 0.97%
  3. Vanguard Short-Term Corporate Bond ETF (VCSH) - 92,931 shares, 7.55% of the total portfolio. Shares reduced by 1.55%
  4. SPDR S&P 500 ETF Trust (SPY) - 24,133 shares, 7.12% of the total portfolio. Shares reduced by 2.72%
  5. Invesco Ultra Short Duration ETF (GSY) - 120,892 shares, 6.13% of the total portfolio. Shares added by 5.65%
New Purchase: Independent Bank Corp (INDB)

Capital Wealth Management, Llc initiated holding in Independent Bank Corp. The purchase prices were between $69.35 and $87.35, with an estimated average price of $77.95. The stock is now traded at around $70.97. The impact to a portfolio due to this purchase was 0.44%. The holding were 5,706 shares as of .

New Purchase: Thermo Fisher Scientific Inc (TMO)

Capital Wealth Management, Llc initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $257.51 and $295.55, with an estimated average price of $275.13. The stock is now traded at around $272.00. The impact to a portfolio due to this purchase was 0.21%. The holding were 709 shares as of .

New Purchase: Aurora Cannabis Inc (ACB)

Capital Wealth Management, Llc initiated holding in Aurora Cannabis Inc. The purchase prices were between $7.16 and $9.23, with an estimated average price of $8.38. The stock is now traded at around $6.59. The impact to a portfolio due to this purchase was 0.1%. The holding were 13,120 shares as of .

New Purchase: Maxar Technologies Inc (MAXR)

Capital Wealth Management, Llc initiated holding in Maxar Technologies Inc. The purchase prices were between $4.43 and $8.85, with an estimated average price of $6.21. The stock is now traded at around $7.41. The impact to a portfolio due to this purchase was 0.09%. The holding were 11,635 shares as of .

Sold Out: iShares S&P Small-Cap 600 Growth ETF (IJT)

Capital Wealth Management, Llc sold out a holding in iShares S&P Small-Cap 600 Growth ETF. The sale prices were between $170.29 and $187.33, with an estimated average price of $179.43.

Sold Out: Altria Group Inc (MO)

Capital Wealth Management, Llc 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.



Here is the complete portfolio of CAPITAL WEALTH MANAGEMENT, LLC. Also check out:

1. CAPITAL WEALTH MANAGEMENT, LLC's Undervalued Stocks
2. CAPITAL WEALTH MANAGEMENT, LLC's Top Growth Companies, and
3. CAPITAL WEALTH MANAGEMENT, LLC's High Yield stocks
4. Stocks that CAPITAL WEALTH MANAGEMENT, 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