home Latest News May 15, 2019 – Frontier Wealth Management LLC Buys Bloom Energy Corp, Procter & Gamble Co, Medtronic PLC, Sells Schwab US Aggregate Bond, Vanguard S&P 500, Schwab US REIT – GuruFocus.com

May 15, 2019 – Frontier Wealth Management LLC Buys Bloom Energy Corp, Procter & Gamble Co, Medtronic PLC, Sells Schwab US Aggregate Bond, Vanguard S&P 500, Schwab US REIT – GuruFocus.com

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Kansas City, MO, based Investment company Frontier Wealth Management LLC buys Bloom Energy Corp, Procter & Gamble Co, Medtronic PLC, AT&T Inc, Pimco Investment Grade Corporate Bond Index Exchan, Interactive Brokers Group Inc, TG Therapeutics Inc, First Trust Enhanced Short Maturity ETF, Box Inc, EVI Industries Inc, SPDR Portfolio Aggregate Bond, Bristol-Myers Squibb Company, Invesco QQQ Trust Series 1, S&P Global Inc, Micron Technology Inc, SPDR Portfolio Small Cap, Spotify Technology SA, iShares 0-5 Year High Yield Corporate Bond, Sonos Inc, IQVIA Holdings Inc, Broadcom Inc, Planet Fitness Inc, Eaton Vance Tax-advtgd Global Divid Oppo, Agilent Technologies Inc, Waste Management Inc, EOG Resources Inc, Hess Corp, American Axle & Mfg Holdings Inc, WisdomTree Europe Hedged Equity Fund, Corning Inc, Archer-Daniels Midland Co, NCI Building Systems Inc, Vanguard Div Appreciation, Ubiquiti Networks Inc, Realty Income Corp, American Electric Power Co Inc, Royal Dutch Shell PLC, Checkpoint Therapeutics Inc, Energy Company of Minas Gerais, Qualcomm Inc, Uranium Energy Corp, Israel Chemicals, sells Schwab US Aggregate Bond, Vanguard S&P 500, Schwab U.S. REIT, Spirit AeroSystems Holdings Inc, Schwab Fundamental U.S. Large Company Index, iShares MSCI EAFE, JPMorgan Ultra-Short Income, Schwab International Equity, MGM Resorts International, DowDuPont Inc, Novartis AG, Schwab Short-Term U.S. Treasury, Novo Nordisk A/S, Alkermes PLC, iShares MSCI EAFE Small-Cap ETF, iShares MSCI Emerging Index Fund, BlackRock Inc, Walmart Inc, Schwab US Dividend Equity, Continental Resources Inc, Anadarko Petroleum Corp, Pandora Media Inc, ProAssurance Corp, CF Industries Holdings Inc, Parsley Energy Inc, The Kraft Heinz Co, Global X MLP, Kohl’s Corp, MetLife Inc, Navient Corp, iShares Core U.S. Aggregate Bond, BlackRock Multi-Sector Income Trust, China Life Insurance Co, Orange SA, American International Group Inc, Norfolk Southern Corp, US Silica Holdings Inc, Genworth Financial Inc, Centene Corp, Putnam Premier Income Trust, Ford Motor Co, Edwards Lifesciences Corp, Cormedix Inc, Amkor Technology Inc, Vanguard Consumer Discretion, Vanguard Financials, Freeport-McMoRan Inc, HollyFrontier Corp, First Trust Morningstar, Southwestern Energy Co, Senseonics Holdings Inc, TRI Pointe Group Inc, Venator Materials PLC, Seelos Therapeutics Inc, Nano Dimension, Kopin Corp, Novavax Inc, Armata Pharmaceuticals Inc, Chesapeake Energy Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Frontier Wealth Management LLC. As of 2019Q1, Frontier Wealth Management LLC owns 336 stocks with a total value of $652 million. These are the details of the buys and sells.

For the details of Frontier Wealth Management LLC’s stock buys and sells, go to https://www.gurufocus.com/guru/frontier+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Frontier Wealth Management LLC

  1. GeoPark Ltd (GPRK) – 3,249,823 shares, 8.62% of the total portfolio. Shares reduced by 1.41%
  2. Bank of America Corporation (BAC) – 1,421,443 shares, 6.02% of the total portfolio. Shares reduced by 0.04%
  3. Apple Inc (AAPL) – 125,480 shares, 3.66% of the total portfolio. Shares added by 4.88%
  4. Procter & Gamble Co (PG) – 165,468 shares, 2.64% of the total portfolio. Shares added by 26.50%
  5. JPMorgan Diversified Return International Equity (JPIN) – 306,005 shares, 2.60% of the total portfolio. Shares added by 1.61%

New Purchase: Interactive Brokers Group Inc (IBKR)

Frontier Wealth Management LLC initiated holding in Interactive Brokers Group Inc. The purchase prices were between $49.61 and $57.26, with an estimated average price of $52.6. The stock is now traded at around $54.10. The impact to a portfolio due to this purchase was 0.18%. The holding were 22,162 shares as of .

New Purchase: EVI Industries Inc (EVI)

Frontier Wealth Management LLC initiated holding in EVI Industries Inc. The purchase prices were between $31.62 and $40.56, with an estimated average price of $36.45. The stock is now traded at around $37.46. The impact to a portfolio due to this purchase was 0.07%. The holding were 12,162 shares as of .

New Purchase: Invesco QQQ Trust Series 1 (QQQ)

Frontier Wealth Management LLC initiated holding in Invesco QQQ Trust Series 1. The purchase prices were between $149.82 and $182.57, with an estimated average price of $169.41. The stock is now traded at around $183.09. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,085 shares as of .

New Purchase: iShares 0-5 Year High Yield Corporate Bond (SHYG)

Frontier Wealth Management LLC initiated holding in iShares 0-5 Year High Yield Corporate Bond. The purchase prices were between $44.49 and $46.71, with an estimated average price of $46.14. The stock is now traded at around $46.33. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,969 shares as of .

New Purchase: Micron Technology Inc (MU)

Frontier Wealth Management LLC initiated holding in Micron Technology Inc. The purchase prices were between $31 and $43.99, with an estimated average price of $38.53. The stock is now traded at around $38.41. The impact to a portfolio due to this purchase was 0.05%. The holding were 8,577 shares as of .

New Purchase: IQVIA Holdings Inc (IQV)

Frontier Wealth Management LLC initiated holding in IQVIA Holdings Inc. The purchase prices were between $109.96 and $144.45, with an estimated average price of $133.07. The stock is now traded at around $135.27. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,594 shares as of .

Added: Bloom Energy Corp (BE)

Frontier Wealth Management LLC added to a holding in Bloom Energy Corp by 514.66%. The purchase prices were between $9.21 and $16.3, with an estimated average price of $12.18. The stock is now traded at around $13.35. The impact to a portfolio due to this purchase was 0.59%. The holding were 351,223 shares as of .

Added: Procter & Gamble Co (PG)

Frontier Wealth Management LLC added to a holding in Procter & Gamble Co by 26.50%. The purchase prices were between $90.44 and $104.05, with an estimated average price of $97.18. The stock is now traded at around $106.70. The impact to a portfolio due to this purchase was 0.55%. The holding were 165,468 shares as of .

Added: Medtronic PLC (MDT)

Frontier Wealth Management LLC added to a holding in Medtronic PLC by 131.45%. The purchase prices were between $82.45 and $93.79, with an estimated average price of $89.53. The stock is now traded at around $88.27. The impact to a portfolio due to this purchase was 0.34%. The holding were 42,379 shares as of .

Added: AT&T Inc (T)

Frontier Wealth Management LLC added to a holding in AT&T Inc by 52.37%. The purchase prices were between $28.54 and $31.4, with an estimated average price of $30.44. The stock is now traded at around $31.25. The impact to a portfolio due to this purchase was 0.33%. The holding were 197,269 shares as of .

Added: Pimco Investment Grade Corporate Bond Index Exchan (CORP)

Frontier Wealth Management LLC added to a holding in Pimco Investment Grade Corporate Bond Index Exchan by 98.67%. The purchase prices were between $98.04 and $103.19, with an estimated average price of $100.34. The stock is now traded at around $103.89. The impact to a portfolio due to this purchase was 0.23%. The holding were 28,617 shares as of .

Added: TG Therapeutics Inc (TGTX)

Frontier Wealth Management LLC added to a holding in TG Therapeutics Inc by 439.17%. The purchase prices were between $4.02 and $8.04, with an estimated average price of $5.36. The stock is now traded at around $7.02. The impact to a portfolio due to this purchase was 0.16%. The holding were 161,750 shares as of .

Sold Out: Vanguard S&P 500 (VOO)

Frontier Wealth Management LLC sold out a holding in Vanguard S&P 500. The sale prices were between $224.5 and $261.43, with an estimated average price of $249.48.

Sold Out: Schwab Fundamental U.S. Large Company Index (FNDX)

Frontier Wealth Management LLC sold out a holding in Schwab Fundamental U.S. Large Company Index. The sale prices were between $33.4 and $38.29, with an estimated average price of $36.81.

Sold Out: MGM Resorts International (MGM)

Frontier Wealth Management LLC sold out a holding in MGM Resorts International. The sale prices were between $24.26 and $29.75, with an estimated average price of $27.41.

Sold Out: Novo Nordisk A/S (NVO)

Frontier Wealth Management LLC sold out a holding in Novo Nordisk A/S. The sale prices were between $46.07 and $52.63, with an estimated average price of $49.1.

Sold Out: BlackRock Inc (BLK)

Frontier Wealth Management LLC sold out a holding in BlackRock Inc. The sale prices were between $377.98 and $443.77, with an estimated average price of $419.31.

Sold Out: Continental Resources Inc (CLR)

Frontier Wealth Management LLC sold out a holding in Continental Resources Inc. The sale prices were between $39.9 and $47.59, with an estimated average price of $44.72.

Here is the complete portfolio of Frontier Wealth Management LLC. Also check out:

1. Frontier Wealth Management LLC’s Undervalued Stocks
2. Frontier Wealth Management LLC’s Top Growth Companies, and
3. Frontier Wealth Management LLC’s High Yield stocks
4. Stocks that Frontier Wealth Management LLC keeps buying