- New Purchases: CG, HTA, AGG, RMD,
- Added Positions: GPC, CMI, R, XOM, UNP, PBCT, AFL, MCD, WFCPL.PFD, V, PM, NKE, DEM, DLS, BMY, K, CL, APD, ITW, KMB, CLX, EES, EMR, ABBV, T, UTX, PII, MDT, SHW, BABA, ESS, ELS, D, DLR, ED, KO, AIZ, LYFT, WM, TRV, NOC, MMM, CVX, GD, PG, PEP, VZ, EPI, GILD, VWO, RCL, MSFT, BX, AVB, SLYV, CRM, DIS, EZM, SPY, MMP, JNJ, EPD, MDYG, SLYG, JPM, DGS,
- Reduced Positions: NTNX, FLOT, CB, PEG, UL, STIP, IBB, XHE, GIS, GOOGL, KBE, GOOG, BTI, VIG, VBR, EPS, DFE, TD, DIM, CVS, IWR, IYG, VGT,
- Sold Out: AGN, VPL, HYS, VGK, FB,
For the details of Surevest Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/surevest+inc./current-portfolio/portfolio
These are the top 5 holdings of Surevest Inc.- Vanguard FTSE All-World ex-US ETF (VEU) - 137,769 shares, 4.02% of the total portfolio. Shares added by 0.06%
- iShares 0-5 Year TIPS Bond ETF (STIP) - 64,560 shares, 3.78% of the total portfolio. Shares reduced by 1.67%
- iShares Floating Rate Bond ETF (FLOT) - 121,811 shares, 3.63% of the total portfolio. Shares reduced by 2.98%
- SPDR Portfolio World ex- US ETF (SPDW) - 178,200 shares, 3.06% of the total portfolio. Shares reduced by 0.77%
- WisdomTree MidCap Dividend Fund (DON) - 114,226 shares, 2.42% of the total portfolio. Shares added by 0.91%
Surevest Inc. initiated holding in The Carlyle Group LP. The purchase prices were between $21.07 and $26.77, with an estimated average price of $23.9. The stock is now traded at around $26.11. The impact to a portfolio due to this purchase was 0.68%. The holding were 45,817 shares as of .
New Purchase: Healthcare Trust of America Inc (HTA)Surevest Inc. initiated holding in Healthcare Trust of America Inc. The purchase prices were between $26.69 and $29.57, with an estimated average price of $27.95. The stock is now traded at around $29.32. The impact to a portfolio due to this purchase was 0.16%. The holding were 9,256 shares as of .
New Purchase: iShares Core U.S. Aggregate Bond ETF (AGG)Surevest Inc. initiated holding in iShares Core U.S. Aggregate Bond ETF. The purchase prices were between $109.91 and $113.78, with an estimated average price of $111.9. The stock is now traded at around $112.65. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,407 shares as of .
New Purchase: ResMed Inc (RMD)Surevest Inc. initiated holding in ResMed Inc. The purchase prices were between $123.37 and $140.33, with an estimated average price of $131.03. The stock is now traded at around $130.23. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,688 shares as of .
Added: Cummins Inc (CMI)Surevest Inc. added to a holding in Cummins Inc by 33.35%. The purchase prices were between $142.02 and $175.37, with an estimated average price of $159.97. The stock is now traded at around $166.35. The impact to a portfolio due to this purchase was 0.26%. The holding were 10,801 shares as of .
Added: Genuine Parts Co (GPC)Surevest Inc. added to a holding in Genuine Parts Co by 37.00%. The purchase prices were between $87.73 and $106.15, with an estimated average price of $96.05. The stock is now traded at around $98.26. The impact to a portfolio due to this purchase was 0.26%. The holding were 16,357 shares as of .
Added: People's United Financial Inc (PBCT)Surevest Inc. added to a holding in People's United Financial Inc by 35.46%. The purchase prices were between $13.94 and $17, with an estimated average price of $15.64. The stock is now traded at around $15.94. The impact to a portfolio due to this purchase was 0.25%. The holding were 104,140 shares as of .
Added: Union Pacific Corp (UNP)Surevest Inc. added to a holding in Union Pacific Corp by 36.85%. The purchase prices were between $157.47 and $179.95, with an estimated average price of $168.11. The stock is now traded at around $162.96. The impact to a portfolio due to this purchase was 0.25%. The holding were 9,882 shares as of .
Added: Ryder System Inc (R)Surevest Inc. added to a holding in Ryder System Inc by 37.63%. The purchase prices were between $45.12 and $60.09, with an estimated average price of $52.23. The stock is now traded at around $51.16. The impact to a portfolio due to this purchase was 0.25%. The holding were 29,611 shares as of .
Added: Exxon Mobil Corp (XOM)Surevest Inc. added to a holding in Exxon Mobil Corp by 33.98%. The purchase prices were between $67.19 and $77.63, with an estimated average price of $72.31. The stock is now traded at around $69.98. The impact to a portfolio due to this purchase was 0.25%. The holding were 23,380 shares as of .
Sold Out: Allergan PLC (AGN)Surevest Inc. sold out a holding in Allergan PLC. The sale prices were between $156.34 and $169.61, with an estimated average price of $162.97.
Sold Out: Vanguard FTSE Pacific ETF (VPL)Surevest Inc. sold out a holding in Vanguard FTSE Pacific ETF. The sale prices were between $61.6 and $67.08, with an estimated average price of $65.03.
Sold Out: PIMCO 0-5 Year High Yield Corporate Bond Index Exc (HYS)Surevest Inc. sold out a holding in PIMCO 0-5 Year High Yield Corporate Bond Index Exc. The sale prices were between $97.72 and $100.01, with an estimated average price of $98.97.
Sold Out: Vanguard FTSE Europe ETF (VGK)Surevest Inc. sold out a holding in Vanguard FTSE Europe ETF. The sale prices were between $50.89 and $55.64, with an estimated average price of $53.51.
Sold Out: Facebook Inc (FB)Surevest Inc. sold out a holding in Facebook Inc. The sale prices were between $177.1 and $204.87, with an estimated average price of $190.12.
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