home Latest News Jan 14, 2020 – Integrys Wealth Advisors LLC Buys First Trust Low Duration Mortgage Opportunities ET, Invesco Ultra Short Duration ETF, JPMorgan Chase, Sells Vanguard Health Care ETF – GuruFocus.com

Jan 14, 2020 – Integrys Wealth Advisors LLC Buys First Trust Low Duration Mortgage Opportunities ET, Invesco Ultra Short Duration ETF, JPMorgan Chase, Sells Vanguard Health Care ETF – GuruFocus.com

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Libertyville, IL, based Investment company Integrys Wealth Advisors LLC (Current Portfolio) buys First Trust Low Duration Mortgage Opportunities ET, Invesco Ultra Short Duration ETF, JPMorgan Chase, Littelfuse Inc, SPDR Gold Trust, sells Vanguard Health Care ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Integrys Wealth Advisors LLC. As of 2019Q4, Integrys Wealth Advisors LLC owns 78 stocks with a total value of $296 million. These are the details of the buys and sells.

For the details of Integrys Wealth Advisors LLC’s stock buys and sells, go to https://www.gurufocus.com/guru/integrys+wealth+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of Integrys Wealth Advisors LLC

  1. SPDR Portfolio S&P 500 Value ETF (SPYV) – 897,770 shares, 10.60% of the total portfolio. Shares added by 0.12%
  2. SPDR Portfolio S&P 500 Growth ETF (SPYG) – 638,795 shares, 9.06% of the total portfolio. Shares reduced by 0.52%
  3. First Trust Low Duration Mortgage Opportunities ET (LMBS) – 488,691 shares, 8.56% of the total portfolio. Shares added by 10477.73%
  4. Invesco Ultra Short Duration ETF (GSY) – 492,252 shares, 8.39% of the total portfolio. New Position
  5. WisdomTree MidCap Dividend Fund (DON) – 612,570 shares, 7.88% of the total portfolio. Shares added by 0.37%

New Purchase: Invesco Ultra Short Duration ETF (GSY)

Integrys Wealth Advisors LLC initiated holding in Invesco Ultra Short Duration ETF. The purchase prices were between $50.09 and $50.38, with an estimated average price of $50.23. The stock is now traded at around $50.44. The impact to a portfolio due to this purchase was 8.39%. The holding were 492,252 shares as of .

New Purchase: JPMorgan Chase & Co (JPM)

Integrys Wealth Advisors LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $111.82 and $139.4, with an estimated average price of $128.65. The stock is now traded at around $138.80. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,643 shares as of .

New Purchase: Littelfuse Inc (LFUS)

Integrys Wealth Advisors LLC initiated holding in Littelfuse Inc. The purchase prices were between $171.73 and $192.02, with an estimated average price of $183.76. The stock is now traded at around $193.38. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,100 shares as of .

Added: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Integrys Wealth Advisors LLC added to a holding in First Trust Low Duration Mortgage Opportunities ET by 10477.73%. The purchase prices were between $51.73 and $52.15, with an estimated average price of $51.89. The stock is now traded at around $51.95. The impact to a portfolio due to this purchase was 8.48%. The holding were 488,691 shares as of .

Added: SPDR Gold Trust (GLD)

Integrys Wealth Advisors LLC added to a holding in SPDR Gold Trust by 66.67%. The purchase prices were between $137.01 and $142.9, with an estimated average price of $139.74. The stock is now traded at around $145.69. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,630 shares as of .

Added: Vanguard REIT ETF (VNQ)

Integrys Wealth Advisors LLC added to a holding in Vanguard REIT ETF by 32.13%. The purchase prices were between $90.14 and $95.25, with an estimated average price of $92.6. The stock is now traded at around $93.04. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,396 shares as of .

Here is the complete portfolio of Integrys Wealth Advisors LLC. Also check out:

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