Amgen – Jan 22, 2021 – Divergent Wealth Advisors, Llc Buys iShares Brief Treasury Bond ETF, Sells BTC iShares Core S&P 500 ETF, Boston Scientific Corp, BTC iShares Core S&P Mid-Cap ETF
Funding firm Divergent Wealth Advisors, Llc (Present Portfolio) buys iShares Brief Treasury Bond ETF, sells BTC iShares Core S&P 500 ETF, Boston Scientific Corp, BTC iShares Core S&P Mid-Cap ETF, Medtronic PLC, Amgen Inc in the course of the 3-months ended 2020This fall, in accordance with the newest filings of the funding firm, Divergent Wealth Advisors, Llc. As of 2020This fall, Divergent Wealth Advisors, Llc owns 13 stocks with a complete value of $373 million. These are the small print of the buys and sells.
- Added Positions: SHV, AGG, TIP, ISTB, IAGG,
- Decreased Positions: IVV, IJH, IJR, ONEQ, IEMG, UNP, ITOT, IXUS,
- Bought Out: BSX, MDT, AMGN, GILD, AAPL, CVX, QQQ, XOM, AMZN, VOO, LLY, (TSLA), VXF, DIA, ZAGG, IBM, GOOG, WFC, BDX, F,
For the small print of DIVERGENT WEALTH ADVISORS, LLC’s stock buys and sells,
go to https://www.gurufocus.com/guru/divergent+wealth+advisorspercent2C+llc/current-portfolio/portfolio
These are the highest 5 holdings of DIVERGENT WEALTH ADVISORS, LLC
- BTC iShares Core S&P 500 ETF (IVV) – 301,677 shares, 30.40% of the entire portfolio. Shares lowered by 20.19%
- iShares Brief Treasury Bond ETF (SHV) – 833,977 shares, 24.74% of the entire portfolio. Shares added by 61.84%
- BTC iShares Core U.S. Combination Bond ETF (AGG) – 312,525 shares, 9.91% of the entire portfolio. Shares added by 7.38%
- BTC iShares Core S&P Complete U.S. Stock Market ETF (ITOT) – 260,726 shares, 6.03% of the entire portfolio. Shares lowered by 1.44%
- Constancy Nasdaq Composite Monitoring Stock (ONEQ) – 42,071 shares, 5.67% of the entire portfolio. Shares lowered by 2.28%
Added: iShares Brief Treasury Bond ETF (SHV)
Divergent Wealth Advisors, Llc added to a holding in iShares Brief Treasury Bond ETF by 61.84%. The acquisition costs had been between $110.51 and $110.7, with an estimated common price of $110.62. The stock is now traded at round $110.510000. The impression to a portfolio resulting from this buy was 9.45%. The holding had been 833,977 shares as of 2020-12-31.
Bought Out: Boston Scientific Corp (BSX)
Divergent Wealth Advisors, Llc offered out a holding in Boston Scientific Corp. The sale costs had been between $33.15 and $41.97, with an estimated common price of $35.94.
Bought Out: Medtronic PLC (MDT)
Divergent Wealth Advisors, Llc offered out a holding in Medtronic PLC. The sale costs had been between $100.57 and $117.14, with an estimated common price of $110.32.
Bought Out: Amgen Inc (AMGN)
Divergent Wealth Advisors, Llc offered out a holding in Amgen Inc. The sale costs had been between $216.38 and $257.67, with an estimated common price of $229.9.
Bought Out: Gilead Sciences Inc (GILD)
Divergent Wealth Advisors, Llc offered out a holding in Gilead Sciences Inc. The sale costs had been between $56.65 and $64.55, with an estimated common price of $60.23.
Divergent Wealth Advisors, Llc offered out a holding in Apple Inc. The sale costs had been between $108.77 and $136.69, with an estimated common price of $120.45.
Bought Out: Chevron Corp (CVX)
Divergent Wealth Advisors, Llc offered out a holding in Chevron Corp. The sale costs had been between $66.88 and $95.62, with an estimated common price of $81.37.
Right here is the whole portfolio of DIVERGENT WEALTH ADVISORS, LLC. Additionally try:
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2. DIVERGENT WEALTH ADVISORS, LLC’s Prime Progress Firms, and
3. DIVERGENT WEALTH ADVISORS, LLC’s Excessive Yield stocks
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