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TRUE Private Wealth Advisors Buys iShares S&P 500 Value, iShares S&P 500 Growth, ...

TRUE Private Wealth Advisors

  • New Purchases: UUP , QABA , SMH , ERX, KEY, NFLX, GOOG, NVDA, BK, MTD,
  • Added Positions:IVE, IVW, ITOT, TIP, AGG, IJR, IEMG, RSP, EWZ, IXN,
  • Reduced Positions:BND, GLD, IJH, SHY, T, VO, FC, PFE, KO, XOM,
  • Sold Out:IHI, RHS, MU, RING, IWM, SSL, WPC, HPE, TWTR , WFT,

For the details of TRUE Private Wealth Advisors's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=TRUE+Private+Wealth+Advisors

These are the top 5 holdings of TRUE Private Wealth Advisors

  1. iShares Core S&P Total U.S. Stock Market ( ITOT ) - 899,049 shares, 15.07% of the total portfolio. Shares added by 36.94%
  2. iShares S&P 500 Growth ( IVW ) - 221,470 shares, 8.91% of the total portfolio. Shares added by 97.01%
  3. iShares S&P 500 Value ( IVE ) - 271,023 shares, 8.84% of the total portfolio. Shares added by 104.07%
  4. iShares Core U.S. Aggregate Bond ( AGG ) - 206,336 shares, 7.13% of the total portfolio. Shares added by 30.06%
  5. iShares TIPS Bond ( TIP ) - 193,582 shares, 7.07% of the total portfolio. Shares added by 36.07%

New Purchase: PowerShares DB USD Index Bullish (UUP)

TRUE Private Wealth Advisors initiated holdings in PowerShares DB USD Index Bullish. The purchase prices were between $24.73 and $26.7, with an estimated average price of $25.82. The stock is now traded at around $25.98. The impact to the portfolio due to this purchase was 4.18%. The holdings were 506,200 shares as of 2016-12-31.

New Purchase: First Trust NASDAQ ABA Community Bank Index Fund (QABA)

TRUE Private Wealth Advisors initiated holdings in First Trust NASDAQ ABA Community Bank Index Fund. The purchase prices were between $40.71 and $53.51, with an estimated average price of $46.84. The stock is now traded at around $53.10. The impact to the portfolio due to this purchase was 1.3%. The holdings were 78,632 shares as of 2016-12-31.

New Purchase: VanEck Vectors Semiconductor (SMH)

TRUE Private Wealth Advisors initiated holdings in VanEck Vectors Semiconductor. The purchase prices were between $66.59 and $73.76, with an estimated average price of $69.86. The stock is now traded at around $76.58. The impact to the portfolio due to this purchase was 0.51%. The holdings were 21,010 shares as of 2016-12-31.

New Purchase: KeyCorp (KEY)

TRUE Private Wealth Advisors initiated holdings in KeyCorp. The purchase prices were between $12.15 and $18.54, with an estimated average price of $15.77. The stock is now traded at around $19.05. The impact to the portfolio due to this purchase was 0.09%. The holdings were 15,068 shares as of 2016-12-31.

New Purchase: Direxion Energy Bull 3X Shares (ERX)

TRUE Private Wealth Advisors initiated holdings in Direxion Energy Bull 3X Shares. The purchase prices were between $29.27 and $43.57, with an estimated average price of $35.65. The stock is now traded at around $36.25. The impact to the portfolio due to this purchase was 0.09%. The holdings were 7,905 shares as of 2016-12-31.

New Purchase: Alphabet Inc (GOOG)

TRUE Private Wealth Advisors initiated holdings in Alphabet Inc. The purchase prices were between $736.08 and $813.11, with an estimated average price of $779.09. The stock is now traded at around $822.41. The impact to the portfolio due to this purchase was 0.08%. The holdings were 314 shares as of 2016-12-31.

Added: iShares S&P 500 Value ( IVE )

TRUE Private Wealth Advisors added to the holdings in iShares S&P 500 Value by 104.07%. The purchase prices were between $92.1 and $103.3, with an estimated average price of $97.67. The stock is now traded at around $105.01. The impact to the portfolio due to this purchase was 4.51%. The holdings were 271,023 shares as of 2016-12-31.

Added: iShares S&P 500 Growth ( IVW )

TRUE Private Wealth Advisors added to the holdings in iShares S&P 500 Growth by 97.01%. The purchase prices were between $116.49 and $124.09, with an estimated average price of $120.86. The stock is now traded at around $129.36. The impact to the portfolio due to this purchase was 4.39%. The holdings were 221,470 shares as of 2016-12-31.

Added: iShares Core S&P Total U.S. Stock Market ( ITOT )

TRUE Private Wealth Advisors added to the holdings in iShares Core S&P Total U.S. Stock Market by 36.94%. The purchase prices were between $47.46 and $52.3, with an estimated average price of $50.08. The stock is now traded at around $53.89. The impact to the portfolio due to this purchase was 4.06%. The holdings were 899,049 shares as of 2016-12-31.

Added: iShares TIPS Bond ( TIP )

TRUE Private Wealth Advisors added to the holdings in iShares TIPS Bond by 36.07%. The purchase prices were between $111.09 and $116.38, with an estimated average price of $114.14. The stock is now traded at around $114.09. The impact to the portfolio due to this purchase was 1.87%. The holdings were 193,582 shares as of 2016-12-31.

Added: iShares Core U.S. Aggregate Bond ( AGG )

TRUE Private Wealth Advisors added to the holdings in iShares Core U.S. Aggregate Bond by 30.06%. The purchase prices were between $107.16 and $112.09, with an estimated average price of $109.51. The stock is now traded at around $108.11. The impact to the portfolio due to this purchase was 1.65%. The holdings were 206,336 shares as of 2016-12-31.

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

TRUE Private Wealth Advisors added to the holdings in iShares Core S&P Small-Cap by 37.74%. The purchase prices were between $115.58 and $140.99, with an estimated average price of $129.23. The stock is now traded at around $70.20. The impact to the portfolio due to this purchase was 1.24%. The holdings were 207,547 shares as of 2016-12-31.

Sold Out: iShares U.S. Medical Devices (IHI)

TRUE Private Wealth Advisors sold out the holdings in iShares U.S. Medical Devices. The sale prices were between $129.43 and $146.43, with an estimated average price of $136.12.

Sold Out: Guggenheim S&P 500 Equal Weight Consumer Staples (RHS)

TRUE Private Wealth Advisors sold out the holdings in Guggenheim S&P 500 Equal Weight Consumer Staples. The sale prices were between $115.47 and $121.89, with an estimated average price of $119.37.

Sold Out: Micron Technology Inc (MU)

TRUE Private Wealth Advisors sold out the holdings in Micron Technology Inc. The sale prices were between $16.62 and $23.3, with an estimated average price of $18.78.

Sold Out: iShares MSCI Global Gold Miners Fund (RING)

TRUE Private Wealth Advisors sold out the holdings in iShares MSCI Global Gold Miners Fund. The sale prices were between $9.57 and $20.53, with an estimated average price of $14.62.

Sold Out: iShares Russell 2000 (IWM)

TRUE Private Wealth Advisors sold out the holdings in iShares Russell 2000. The sale prices were between $115 and $138.31, with an estimated average price of $128.01.

Sold Out: Sasol Ltd (SSL)

TRUE Private Wealth Advisors sold out the holdings in Sasol Ltd. The sale prices were between $25.12 and $29.76, with an estimated average price of $27.49.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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