H D Vest Advisory Services Buys WisdomTree LargeCap Dividend Fund, iShares Edge MSCI Min Volatility USA ETF, iShares Core U.S. Growth ETF, Sells Invesco S&P 500 Pure Growth ETF, Enbridge Inc, SPDR Portfolio S&P 500 Growth ETF

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Nov 08, 2019
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Investment company H D Vest Advisory Services (Current Portfolio) buys WisdomTree LargeCap Dividend Fund, iShares Edge MSCI Min Volatility USA ETF, iShares Core U.S. Growth ETF, Verizon Communications Inc, First Trust Value Line Dividend Index Fund, sells Invesco S&P 500 Pure Growth ETF, Enbridge Inc, SPDR Portfolio S&P 500 Growth ETF, iShares Edge MSCI USA Momentum Factor ETF, Invesco S&P 500 Equal Weight ETF during the 3-months ended 2019Q3, according to the most recent filings of the investment company, H D Vest Advisory Services. As of 2019Q3, H D Vest Advisory Services owns 515 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

For the details of H D Vest Advisory Services's stock buys and sells, go to https://www.gurufocus.com/guru/h+d+vest+advisory+services/current-portfolio/portfolio

These are the top 5 holdings of H D Vest Advisory Services
  1. iShares Russell 2000 ETF (IWM) - 1,222,325 shares, 12.50% of the total portfolio. Shares added by 6.06%
  2. iShares Russell Mid-Cap ETF (IWR) - 3,107,101 shares, 11.74% of the total portfolio. Shares added by 6.23%
  3. Invesco FTSE RAFI Emerging Markets ETF (PXH) - 4,323,375 shares, 5.86% of the total portfolio. Shares added by 6.97%
  4. iShares iBoxx $ Investment Grade Corporate Bond ET (LQD) - 615,199 shares, 5.31% of the total portfolio. Shares added by 8.10%
  5. WisdomTree Emerging Markets High Dividend Fund (DEM) - 1,818,803 shares, 5.07% of the total portfolio. Shares added by 7.59%
New Purchase: iShares Core U.S. Growth ETF (IUSG)

H D Vest Advisory Services initiated holding in iShares Core U.S. Growth ETF. The purchase prices were between $60.64 and $64.46, with an estimated average price of $63.01. The stock is now traded at around $64.44. The impact to a portfolio due to this purchase was 0.2%. The holding were 46,697 shares as of .

New Purchase: Deutsche X-trackers MSCI EAFE Hedged Equity ETF (DBEF)

H D Vest Advisory Services initiated holding in Deutsche X-trackers MSCI EAFE Hedged Equity ETF. The purchase prices were between $30.04 and $32.37, with an estimated average price of $31.55. The stock is now traded at around $33.68. The impact to a portfolio due to this purchase was 0.1%. The holding were 46,116 shares as of .

New Purchase: Teladoc Health Inc (TDOC)

H D Vest Advisory Services initiated holding in Teladoc Health Inc. The purchase prices were between $55.3 and $72.2, with an estimated average price of $65.72. The stock is now traded at around $80.15. The impact to a portfolio due to this purchase was 0.09%. The holding were 20,189 shares as of .

New Purchase: iShares North American Tech-Software ETF (IGV)

H D Vest Advisory Services initiated holding in iShares North American Tech-Software ETF. The purchase prices were between $209.16 and $230.04, with an estimated average price of $218.73. The stock is now traded at around $219.41. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,535 shares as of .

New Purchase: L3Harris Technologies Inc (LHX)

H D Vest Advisory Services initiated holding in L3Harris Technologies Inc. The purchase prices were between $178.15 and $214.7, with an estimated average price of $204.52. The stock is now traded at around $197.26. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,698 shares as of .

New Purchase: iShares North American Tech ETF (IGM)

H D Vest Advisory Services initiated holding in iShares North American Tech ETF. The purchase prices were between $208.81 and $228.19, with an estimated average price of $219.16. The stock is now traded at around $228.21. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,058 shares as of .

Added: WisdomTree LargeCap Dividend Fund (DLN)

H D Vest Advisory Services added to a holding in WisdomTree LargeCap Dividend Fund by 288.92%. The purchase prices were between $93.07 and $99.28, with an estimated average price of $96.9. The stock is now traded at around $102.53. The impact to a portfolio due to this purchase was 0.29%. The holding were 58,821 shares as of .

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

H D Vest Advisory Services added to a holding in iShares Edge MSCI Min Volatility USA ETF by 24.40%. The purchase prices were between $61.12 and $64.69, with an estimated average price of $63.36. The stock is now traded at around $63.40. The impact to a portfolio due to this purchase was 0.22%. The holding were 259,908 shares as of .

Added: Verizon Communications Inc (VZ)

H D Vest Advisory Services added to a holding in Verizon Communications Inc by 24.92%. 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 $59.22. The impact to a portfolio due to this purchase was 0.17%. The holding were 202,810 shares as of .

Added: iShares Core S&P Small-Cap ETF (IJR)

H D Vest Advisory Services added to a holding in iShares Core S&P Small-Cap ETF by 26.62%. The purchase prices were between $73.35 and $80.38, with an estimated average price of $77.18. The stock is now traded at around $81.23. The impact to a portfolio due to this purchase was 0.13%. The holding were 118,074 shares as of .

Added: First Trust Value Line Dividend Index Fund (FVD)

H D Vest Advisory Services added to a holding in First Trust Value Line Dividend Index Fund by 50.51%. The purchase prices were between $32.67 and $34.87, with an estimated average price of $33.88. The stock is now traded at around $35.29. The impact to a portfolio due to this purchase was 0.13%. The holding were 160,039 shares as of .

Added: ProShares S&P 500 Dividend Aristocrats ETF (NOBL)

H D Vest Advisory Services added to a holding in ProShares S&P 500 Dividend Aristocrats ETF by 20.59%. The purchase prices were between $67.02 and $72.24, with an estimated average price of $70. The stock is now traded at around $73.77. The impact to a portfolio due to this purchase was 0.12%. The holding were 146,953 shares as of .

Sold Out: Invesco S&P 500 Pure Growth ETF (RPG)

H D Vest Advisory Services sold out a holding in Invesco S&P 500 Pure Growth ETF. The sale prices were between $115.06 and $122.44, with an estimated average price of $119.51.

Sold Out: Enbridge Inc (ENB)

H D Vest Advisory Services sold out a holding in Enbridge Inc. The sale prices were between $32.61 and $36.89, with an estimated average price of $34.59.

Sold Out: Schwab U.S. TIPs ETF (SCHP)

H D Vest Advisory Services sold out a holding in Schwab U.S. TIPs ETF. The sale prices were between $55.99 and $57.71, with an estimated average price of $56.68.

Sold Out: ServiceNow Inc (NOW)

H D Vest Advisory Services sold out a holding in ServiceNow Inc. The sale prices were between $250.26 and $302.31, with an estimated average price of $272.05.

Sold Out: Tableau Software Inc (DATA)

H D Vest Advisory Services sold out a holding in Tableau Software Inc. The sale prices were between $167.76 and $176.14, with an estimated average price of $172.12.

Sold Out: Johnson Controls International PLC (JCI)

H D Vest Advisory Services sold out a holding in Johnson Controls International PLC. The sale prices were between $40.91 and $44.3, with an estimated average price of $42.34.



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