Silicon Valley Capital Partners Buys iShares Edge MSCI Min Volatility USA ETF, Qualcomm Inc …

Silicon Valley Capital Partners Buys iShares Edge MSCI Min Volatility USA ETF, Qualcomm Inc, NVIDIA Corp, Sells Bloom Energy Corp, iShares Core …

Investment company Silicon Valley Capital Partners (Current Portfolio) buys iShares Edge MSCI Min Volatility USA ETF, Qualcomm Inc, NVIDIA Corp, American Tower Corp, Boeing Co, sells Bloom Energy Corp, iShares Core S&P Mid-Cap ETF, Destination Maternity Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Silicon Valley Capital Partners. As of 2019Q2, Silicon Valley Capital Partners owns 33 stocks with a total value of $230 million. These are the details of the buys and sells.

For the details of Silicon Valley Capital Partners’s stock buys and sells,go to https://www.gurufocus.com/guru/silicon+valley+capital+partners/current-portfolio/portfolioportfolio

These are the top 5 holdings of Silicon Valley Capital Partners

  1. SPDR S&P 500 ETF Trust (SPY) – 335,863 shares, 42.78% of the total portfolio. Shares reduced by 1.9%
  2. PowerShares QQQ Trust Ser 1 (QQQ) – 224,450 shares, 18.22% of the total portfolio. Shares added by 11.07%
  3. iShares S&P 500 Growth ETF (IVW) – 164,300 shares, 12.80% of the total portfolio. Shares added by 0.25%
  4. iShares Edge MSCI Min Volatility USA ETF (USMV) – 240,204 shares, 6.45% of the total portfolio. Shares added by 21.86%
  5. Vanguard Growth ETF (VUG) – 67,436 shares, 4.79% of the total portfolio. Shares added by 4.64%

New Purchase: Qualcomm Inc (QCOM)

Silicon Valley Capital Partners initiated holding in Qualcomm Inc. The purchase prices were between $55.9 and $89.29, with an estimated average price of $73.23. The stock is now traded at around $71.26. The impact to a portfolio due to this purchase was 0.48%. The holding were 14,551 shares as of .

New Purchase: NVIDIA Corp (NVDA)

Silicon Valley Capital Partners initiated holding in NVIDIA Corp. The purchase prices were between $133.78 and $192.1, with an estimated average price of $165.75. The stock is now traded at around $158.26. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,514 shares as of .

New Purchase: American Tower Corp (AMT)

Silicon Valley Capital Partners initiated holding in American Tower Corp. The purchase prices were between $189.85 and $217.52, with an estimated average price of $200.93. The stock is now traded at around $221.02. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,062 shares as of .

New Purchase: Sutter Gold Mining Inc (SGMNF)

Silicon Valley Capital Partners initiated holding in Sutter Gold Mining Inc. The purchase prices were between $0.01 and $0.01, with an estimated average price of $0.01. The stock is now traded at around $0.01. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 10,000 shares as of .

Added: iShares Edge MSCI Min Volatility USA ETF (USMV)

Silicon Valley Capital Partners added to a holding in iShares Edge MSCI Min Volatility USA ETF by 21.86%. The purchase prices were between $58.77 and $62.47, with an estimated average price of $60.01. The stock is now traded at around $63.42. The impact to a portfolio due to this purchase was 1.16%. The holding were 240,204 shares as of .

Added: Boeing Co (BA)

Silicon Valley Capital Partners added to a holding in Boeing Co by 51.03%. The purchase prices were between $337.37 and $395.86, with an estimated average price of $364.73. The stock is now traded at around $336.35. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,024 shares as of .

Sold Out: Bloom Energy Corp (BE)

Silicon Valley Capital Partners sold out a holding in Bloom Energy Corp. The sale prices were between $10.1 and $15.26, with an estimated average price of $12.26.

Sold Out: iShares Core S&P Mid-Cap ETF (IJH)

Silicon Valley Capital Partners sold out a holding in iShares Core S&P Mid-Cap ETF. The sale prices were between $180.31 and $197.09, with an estimated average price of $190.89.

Sold Out: Destination Maternity Corp (DEST)

Silicon Valley Capital Partners sold out a holding in Destination Maternity Corp. The sale prices were between $0.78 and $2.52, with an estimated average price of $1.82.

Here is the complete portfolio of Silicon Valley Capital Partners. Also check out:

1. Silicon Valley Capital Partners’s Undervalued Stocks

2. Silicon Valley Capital Partners’s Top Growth Companies, and

3. Silicon Valley Capital Partners’s High Yield stocks

4. Stocks that Silicon Valley Capital Partners keeps buying

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San Francisco Sentry Investment Group (ca) Buys Vanguard FTSE All-World ex-US ETF, Vanguard …

San Francisco Sentry Investment Group (ca) Buys Vanguard FTSE … UnitedHealth Group Inc, Vulcan Materials Co, CME Group Inc, DuPont de …

San Francisco, CA, based Investment company San Francisco Sentry Investment Group (ca) (Current Portfolio) buys Vanguard FTSE All-World ex-US ETF, Vanguard REIT ETF, The Walt Disney Co, SPDR S&P 500 ETF Trust, Utilities Select Sector SPDR Fund, sells Caterpillar Inc, UnitedHealth Group Inc, Vulcan Materials Co, CME Group Inc, DuPont de Nemours Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, San Francisco Sentry Investment Group (ca). As of 2019Q2, San Francisco Sentry Investment Group (ca) owns 874 stocks with a total value of $210 million. These are the details of the buys and sells.

For the details of SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)’s stock buys and sells,go to https://www.gurufocus.com/guru/san+francisco+sentry+investment+group+%28ca%29/current-portfolio/portfolioportfolio

These are the top 5 holdings of SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

  1. Apple Inc (AAPL) – 38,519 shares, 3.63% of the total portfolio. Shares reduced by 5.22%
  2. Visa Inc (V) – 36,580 shares, 3.02% of the total portfolio. Shares reduced by 3.14%
  3. Adverum Biotechnologies Inc (ADVM) – 480,000 shares, 2.72% of the total portfolio.
  4. Amazon.com Inc (AMZN) – 2,858 shares, 2.57% of the total portfolio. Shares reduced by 4.77%
  5. Alphabet Inc (GOOGL) – 4,589 shares, 2.36% of the total portfolio. Shares reduced by 4.97%

New Purchase: Air Lease Corp (AL)

San Francisco Sentry Investment Group (ca) initiated holding in Air Lease Corp. The purchase prices were between $35.42 and $41.34, with an estimated average price of $38.11. The stock is now traded at around $40.17. The impact to a portfolio due to this purchase was 0.17%. The holding were 8,700 shares as of .

New Purchase: iShares iBoxx $ Investment Grade Corporate Bond ET (LQD)

San Francisco Sentry Investment Group (ca) initiated holding in iShares iBoxx $ Investment Grade Corporate Bond ET. The purchase prices were between $118.17 and $124.37, with an estimated average price of $120.06. The stock is now traded at around $126.31. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,522 shares as of .

New Purchase: iShares U.S. Preferred Stock (PFF)

San Francisco Sentry Investment Group (ca) initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $36.27 and $37.09, with an estimated average price of $36.64. The stock is now traded at around $37.03. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,360 shares as of .

New Purchase: IAA Inc (IAA)

San Francisco Sentry Investment Group (ca) initiated holding in IAA Inc. The purchase prices were between $36.57 and $40, with an estimated average price of $38.68. The stock is now traded at around $47.01. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,573 shares as of .

New Purchase: BlackRock Taxable Municipal Bond Trust (BBN)

San Francisco Sentry Investment Group (ca) initiated holding in BlackRock Taxable Municipal Bond Trust. The purchase prices were between $22.36 and $23.73, with an estimated average price of $23.09. The stock is now traded at around $24.39. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,300 shares as of .

New Purchase: Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)

San Francisco Sentry Investment Group (ca) initiated holding in Invesco S&P 500 High Dividend Low Volatility ETF. The purchase prices were between $39.89 and $43.31, with an estimated average price of $42.06. The stock is now traded at around $41.15. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,161 shares as of .

Added: Vanguard FTSE All-World ex-US ETF (VEU)

San Francisco Sentry Investment Group (ca) added to a holding in Vanguard FTSE All-World ex-US ETF by 1347.81%. The purchase prices were between $48.72 and $51.74, with an estimated average price of $50.46. The stock is now traded at around $49.01. The impact to a portfolio due to this purchase was 0.88%. The holding were 39,091 shares as of .

Added: Vanguard REIT ETF (VNQ)

San Francisco Sentry Investment Group (ca) added to a holding in Vanguard REIT ETF by 112.64%. The purchase prices were between $84.55 and $91.52, with an estimated average price of $87.51. The stock is now traded at around $90.96. The impact to a portfolio due to this purchase was 0.74%. The holding were 33,750 shares as of .

Added: The Walt Disney Co (DIS)

San Francisco Sentry Investment Group (ca) added to a holding in The Walt Disney Co by 95.58%. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $137.89. The impact to a portfolio due to this purchase was 0.73%. The holding were 22,462 shares as of .

Added: SPDR S&P 500 ETF Trust (SPY)

San Francisco Sentry Investment Group (ca) added to a holding in SPDR S&P 500 ETF Trust by 101.66%. The purchase prices were between $274.57 and $295.86, with an estimated average price of $287.91. The stock is now traded at around $293.62. The impact to a portfolio due to this purchase was 0.63%. The holding were 8,992 shares as of .

Added: Utilities Select Sector SPDR Fund (XLU)

San Francisco Sentry Investment Group (ca) added to a holding in Utilities Select Sector SPDR Fund by 65.53%. The purchase prices were between $56.94 and $61.24, with an estimated average price of $58.73. The stock is now traded at around $60.80. The impact to a portfolio due to this purchase was 0.61%. The holding were 54,721 shares as of .

Added: Vanguard Extended Duration Treasury ETF (EDV)

San Francisco Sentry Investment Group (ca) added to a holding in Vanguard Extended Duration Treasury ETF by 169.78%. The purchase prices were between $113.33 and $127.18, with an estimated average price of $119.62. The stock is now traded at around $137.99. The impact to a portfolio due to this purchase was 0.51%. The holding were 13,427 shares as of .

Sold Out: Square Inc (SQ)

San Francisco Sentry Investment Group (ca) sold out a holding in Square Inc. The sale prices were between $60.62 and $77.05, with an estimated average price of $69.8.

Sold Out: SPDR S&P Homebuilders ETF (XHB)

San Francisco Sentry Investment Group (ca) sold out a holding in SPDR S&P Homebuilders ETF. The sale prices were between $38.36 and $41.68, with an estimated average price of $40.38.

Sold Out: Blackstone Group Inc (BX)

San Francisco Sentry Investment Group (ca) sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.

Sold Out: iShares Edge MSCI Min Volatility Emerging Markets (EEMV)

San Francisco Sentry Investment Group (ca) sold out a holding in iShares Edge MSCI Min Volatility Emerging Markets . The sale prices were between $55.37 and $59.37, with an estimated average price of $57.87.

Sold Out: iShares U.S. Utilities ETF (IDU)

San Francisco Sentry Investment Group (ca) sold out a holding in iShares U.S. Utilities ETF. The sale prices were between $143.24 and $154.17, with an estimated average price of $147.59.

Sold Out: UGI Corp (UGI)

San Francisco Sentry Investment Group (ca) sold out a holding in UGI Corp. The sale prices were between $51.21 and $55.39, with an estimated average price of $53.21.

Here is the complete portfolio of SAN FRANCISCO SENTRY INVESTMENT GROUP (CA). Also check out:

1. SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)’s Undervalued Stocks

2. SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)’s Top Growth Companies, and

3. SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)’s High Yield stocks

4. Stocks that SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) keeps buying

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Baldrige Asset Management LLC Boosts Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA …

Millennium Management LLC boosted its position in shares of Vanguard Small-Cap ETF by 96.0% during the fourth quarter. Millennium Management …

Vanguard Small-Cap ETF logoBaldrige Asset Management LLC raised its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 0.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,520 shares of the company’s stock after purchasing an additional 165 shares during the quarter. Vanguard Small-Cap ETF comprises about 3.7% of Baldrige Asset Management LLC’s investment portfolio, making the stock its 8th biggest position. Baldrige Asset Management LLC’s holdings in Vanguard Small-Cap ETF were worth $3,998,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. BlackRock Inc. boosted its position in shares of Vanguard Small-Cap ETF by 756.4% during the fourth quarter. BlackRock Inc. now owns 183,653 shares of the company’s stock worth $24,240,000 after buying an additional 162,208 shares during the period. Millennium Management LLC boosted its position in shares of Vanguard Small-Cap ETF by 96.0% during the fourth quarter. Millennium Management LLC now owns 10,189 shares of the company’s stock worth $1,345,000 after buying an additional 4,990 shares during the period. Belpointe Asset Management LLC boosted its position in shares of Vanguard Small-Cap ETF by 150.2% during the fourth quarter. Belpointe Asset Management LLC now owns 3,616 shares of the company’s stock worth $477,000 after buying an additional 2,171 shares during the period. Pinnacle Bank acquired a new position in shares of Vanguard Small-Cap ETF during the fourth quarter worth approximately $86,000. Finally, Liberty Wealth Management LLC acquired a new position in shares of Vanguard Small-Cap ETF during the fourth quarter worth approximately $777,000.

Shares of NYSEARCA VB traded up $0.80 during midday trading on Tuesday, hitting $150.77. 250,003 shares of the company’s stock were exchanged, compared to its average volume of 584,074. The business’s 50 day moving average is $156.96. Vanguard Small-Cap ETF has a twelve month low of $123.80 and a twelve month high of $166.03.

Further Reading: What is the downside to momentum investing?

Institutional Ownership by Quarter for Vanguard Small-Cap ETF (NYSEARCA:VB)

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Brookstone Capital Management Has $2.48 Million Holdings in iShares US Aerospace & Defense …

Millennium Management LLC acquired a new stake in iShares U.S. Aerospace & Defense ETF in the fourth quarter valued at $3,983,000. Finally …

iShares U.S. Aerospace & Defense ETF logoBrookstone Capital Management cut its stake in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA) by 10.4% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,579 shares of the company’s stock after selling 1,344 shares during the period. Brookstone Capital Management’s holdings in iShares U.S. Aerospace & Defense ETF were worth $2,480,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in ITA. Joseph P. Lucia & Associates LLC acquired a new position in shares of iShares U.S. Aerospace & Defense ETF during the first quarter worth $3,939,000. Wells Fargo & Company MN increased its holdings in iShares U.S. Aerospace & Defense ETF by 34.1% in the first quarter. Wells Fargo & Company MN now owns 469,023 shares of the company’s stock valued at $93,607,000 after purchasing an additional 119,306 shares during the period. MinichMacGregor Wealth Management LLC acquired a new stake in iShares U.S. Aerospace & Defense ETF in the first quarter valued at $6,946,000. Millennium Management LLC acquired a new stake in iShares U.S. Aerospace & Defense ETF in the fourth quarter valued at $3,983,000. Finally, Advisory Services Network LLC increased its holdings in iShares U.S. Aerospace & Defense ETF by 221.7% in the first quarter. Advisory Services Network LLC now owns 29,055 shares of the company’s stock valued at $5,799,000 after purchasing an additional 20,024 shares during the period.

BATS ITA opened at $206.56 on Tuesday. iShares U.S. Aerospace & Defense ETF has a twelve month low of $145.00 and a twelve month high of $206.56. The firm has a fifty day moving average of $214.65.

About iShares U.S. Aerospace & Defense ETF

iShares U.S. Aerospace & Defense ETF, formerly iShares Dow Jones U.S. Aerospace & Defense Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Select Aerospace & Defense Index (the Index).

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Institutional Ownership by Quarter for iShares U.S. Aerospace & Defense ETF (BATS:ITA)

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Astor Investment Management LLC Has $306000 Stock Position in Vanguard Real Estate ETF …

Astor Investment Management LLC lowered its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 26.2% in the 2nd quarter, according to its …

Vanguard Real Estate ETF logoAstor Investment Management LLC lowered its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 26.2% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 3,505 shares of the exchange traded fund’s stock after selling 1,247 shares during the period. Astor Investment Management LLC’s holdings in Vanguard Real Estate ETF were worth $306,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Wagner Bowman Management Corp raised its position in shares of Vanguard Real Estate ETF by 1.6% during the 1st quarter. Wagner Bowman Management Corp now owns 7,646 shares of the exchange traded fund’s stock worth $664,000 after buying an additional 120 shares in the last quarter. Round Table Services LLC raised its holdings in shares of Vanguard Real Estate ETF by 2.1% during the second quarter. Round Table Services LLC now owns 5,808 shares of the exchange traded fund’s stock valued at $508,000 after acquiring an additional 120 shares during the period. North Star Investment Management Corp. raised its holdings in shares of Vanguard Real Estate ETF by 9.9% during the first quarter. North Star Investment Management Corp. now owns 1,382 shares of the exchange traded fund’s stock valued at $120,000 after acquiring an additional 125 shares during the period. YorkBridge Wealth Partners LLC raised its holdings in shares of Vanguard Real Estate ETF by 1.8% during the first quarter. YorkBridge Wealth Partners LLC now owns 7,028 shares of the exchange traded fund’s stock valued at $611,000 after acquiring an additional 125 shares during the period. Finally, Jackson Hole Capital Partners LLC raised its holdings in shares of Vanguard Real Estate ETF by 2.8% during the first quarter. Jackson Hole Capital Partners LLC now owns 4,642 shares of the exchange traded fund’s stock valued at $403,000 after acquiring an additional 125 shares during the period.

Shares of VNQ stock traded up $0.43 during trading hours on Tuesday, reaching $87.99. 39,910 shares of the stock traded hands, compared to its average volume of 5,976,509. Vanguard Real Estate ETF has a 1-year low of $71.08 and a 1-year high of $91.85. The firm has a fifty day moving average of $89.01.

Vanguard Real Estate ETF Company Profile

Vanguard REIT ETF (the Fund) is an open-end investment company. The Fund invests in stocks issued by real estate investment trusts (REITs), companies that purchase office buildings, hotels, and other real property. It tracks the return of the MSCI US RIT Index, a gauge of real estate stocks. The Vanguard Group, Inc provides investment advisory services to the Fund.

See Also: Percentage Gainers

Institutional Ownership by Quarter for Vanguard Real Estate ETF (NYSEARCA:VNQ)

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