- New Purchases: VZ, EPD, TXN,
- Added Positions: IUSV, IEMG, MSFT, AAPL, LMT, JPM, AMZN, DIS, CVX, JNJ, V, UTX, NFLX, AMT, FB, UNH, BRK.B, MCD, BMY, BAC, XOM, BABA, AVY,
- Reduced Positions: EEMV, DAL, IDV, CSCO, MAR, DGRO, IR, ORCL, QCOM, HD, HBMD, IVW, IWF, ABT, GE, SIRI,
- Sold Out: IHE, 6D81, DOW, RHT, AXSM, TXRH, BYD,
For the details of BIEGEL & WALLER LLC's stock buys and sells, go to https://www.gurufocus.com/guru/biegel+%26+waller+llc/current-portfolio/portfolio
These are the top 5 holdings of BIEGEL & WALLER LLC- iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 354,462 shares, 13.40% of the total portfolio. Shares reduced by 0.37%
- iShares Core MSCI Total International Stock ETF (IXUS) - 285,962 shares, 9.31% of the total portfolio. Shares added by 0.14%
- iShares MSCI Emerging Markets ETF (EEM) - 357,129 shares, 8.23% of the total portfolio. Shares reduced by 0.59%
- iShares Edge MSCI Min Volatility Emerging Markets (EEMV) - 224,695 shares, 7.23% of the total portfolio. Shares reduced by 30.05%
- iShares MSCI EAFE Small-Cap ETF (SCZ) - 190,535 shares, 6.15% of the total portfolio. Shares reduced by 0.01%
Biegel & Waller Llc initiated holding in Verizon Communications Inc. The purchase prices were between $55.05 and $60.51, with an estimated average price of $57.61. The stock is now traded at around $60.16. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,824 shares as of .
New Purchase: Enterprise Products Partners LP (EPD)Biegel & Waller Llc initiated holding in Enterprise Products Partners LP. The purchase prices were between $27.86 and $30.68, with an estimated average price of $29.11. The stock is now traded at around $27.86. The impact to a portfolio due to this purchase was 0.12%. The holding were 7,147 shares as of .
New Purchase: Texas Instruments Inc (TXN)Biegel & Waller Llc initiated holding in Texas Instruments Inc. The purchase prices were between $114.93 and $130.22, with an estimated average price of $123.09. The stock is now traded at around $131.75. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,702 shares as of .
Added: iShares Core U.S. Value ETF (IUSV)Biegel & Waller Llc added to a holding in iShares Core U.S. Value ETF by 60.80%. The purchase prices were between $53.97 and $58.29, with an estimated average price of $56.59. The stock is now traded at around $58.30. The impact to a portfolio due to this purchase was 1.8%. The holding were 146,468 shares as of .
Added: iShares Core MSCI Emerging Markets ETF (IEMG)Biegel & Waller Llc added to a holding in iShares Core MSCI Emerging Markets ETF by 62.35%. The purchase prices were between $46.63 and $52.12, with an estimated average price of $49.59. The stock is now traded at around $50.34. The impact to a portfolio due to this purchase was 1.42%. The holding were 133,766 shares as of .
Sold Out: iShares U.S. Pharmaceuticals ETF (IHE)Biegel & Waller Llc sold out a holding in iShares U.S. Pharmaceuticals ETF. The sale prices were between $136.74 and $153.23, with an estimated average price of $143.09.
Sold Out: DuPont de Nemours Inc (6D81)Biegel & Waller Llc sold out a holding in DuPont de Nemours Inc. The sale prices were between $57.27 and $66.9, with an estimated average price of $63.11.
Sold Out: Dow Inc (DOW)Biegel & Waller Llc sold out a holding in Dow Inc. The sale prices were between $40.71 and $52.79, with an estimated average price of $46.79.
Sold Out: Red Hat Inc (RHT)Biegel & Waller Llc sold out a holding in Red Hat Inc. The sale prices were between $187.7 and $188.44, with an estimated average price of $187.88.
Sold Out: Axsome Therapeutics Inc (AXSM)Biegel & Waller Llc sold out a holding in Axsome Therapeutics Inc. The sale prices were between $20.24 and $29.16, with an estimated average price of $25.72.
Sold Out: Texas Roadhouse Inc (TXRH)Biegel & Waller Llc sold out a holding in Texas Roadhouse Inc. The sale prices were between $48.94 and $56.9, with an estimated average price of $53.05.
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