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Divergent Wealth Advisors, Llc Buys Union Pacific Corp

GuruFocus.com
·2-min read

- By insider

Investment company Divergent Wealth Advisors, Llc (Current Portfolio) buys Union Pacific Corp during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Divergent Wealth Advisors, Llc. As of 2021Q1, Divergent Wealth Advisors, Llc owns 13 stocks with a total value of $406 million. These are the details of the buys and sells.

  • Added Positions: SHV, AGG, IVV, ISTB, TIP, IAGG, ONEQ, UNP,

  • Reduced Positions: IJR, IJH, IXUS,


For the details of DIVERGENT WEALTH ADVISORS, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/divergent+wealth+advisors%2C+llc/current-portfolio/portfolio

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These are the top 5 holdings of DIVERGENT WEALTH ADVISORS, LLC

  1. iShares Core S&P 500 ETF (IVV) - 312,743 shares, 30.64% of the total portfolio. Shares added by 3.67%

  2. iShares Short Treasury Bond ETF (SHV) - 935,852 shares, 25.47% of the total portfolio. Shares added by 12.22%

  3. iShares Core U.S. Aggregate Bond ETF (AGG) - 353,684 shares, 9.91% of the total portfolio. Shares added by 13.17%

  4. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 260,246 shares, 5.87% of the total portfolio. Shares reduced by 0.18%

  5. Fidelity Nasdaq Composite Tracking Stock (ONEQ) - 43,223 shares, 5.47% of the total portfolio. Shares added by 2.74%

Added: Union Pacific Corp (UNP)

Divergent Wealth Advisors, Llc added to a holding in Union Pacific Corp by 55.14%. The purchase prices were between $194.33 and $222.98, with an estimated average price of $210.02. The stock is now traded at around $223.540000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,615 shares as of 2021-03-31.



Here is the complete portfolio of DIVERGENT WEALTH ADVISORS, LLC. Also check out:

1. DIVERGENT WEALTH ADVISORS, LLC's Undervalued Stocks

2. DIVERGENT WEALTH ADVISORS, LLC's Top Growth Companies, and

3. DIVERGENT WEALTH ADVISORS, LLC's High Yield stocks

4. Stocks that DIVERGENT WEALTH ADVISORS, LLC keeps buyingThis article first appeared on GuruFocus.