Investment company JBJ Investment Partners, LLC (Current Portfolio) buys iShares Intermediate Credit Bond ETF, Schwab International Equity, Schwab US Aggregate Bond, Invesco Preferred, Schwab U.S. REIT, sells Pimco Investment Grade Corporate Bond Index Exchan, Invesco Senior Loan, SPDR Wells Fargo Preferred Stock, Schwab U.S. Large-Cap Value, Schwab U.S. Large-Cap during the 3-months ended 2019Q2, according to the most recent filings of the investment company, JBJ Investment Partners, LLC. As of 2019Q2, JBJ Investment Partners, LLC owns 48 stocks with a total value of $273 million. These are the details of the buys and sells.

  • New Purchases: D, GM, LDOS, MTN,
  • Added Positions: IGIB, SCHF, SCHD, SCHZ, PGX, SCHH, SCHP, MLPA, T, CSCO, PG, EPD, JPM, JNJ, MCD, NSC, PEP, DIS, DEO, PM, WMT, SHW, AAPL, CVX, MSFT, TXN, MO, PFE,
  • Reduced Positions: CORP, SCHB, PSK, SCHV, SCHX, XOM, LHX,
  • Sold Out: BKLN, PAYX, OGS, UTX, KAR, CHKP, NVS, UNP, FB, CARO, MMM, ABT, KO, ETN, EW, INTC, KMB, O, VZ, AFL, EMR, HD, ITW, LNC, AMZN, BDX, DISCA, FITB, HTLF, IBM, LOW, MTD, PPG, RHT, STI, VRSN, DAL, V, ABBV, DVY, ACN, ADBE, BBT, BCE, CHD, CMCSA, DUK, GILD, LECO, LMT, MCK, ES, ORCL, UNH, VFC, WFC, IIPR, QQQ, VIG, VOO, AIG, AMNB, AMGN, AJG, ADP, BP, BAX, BMS, BLK, BA, BMY, BTI, CACI, CBS, CMS, CVS, CAT, CPK, CL, ED, COST, CCI, DE, DLR, ENB, EXC, EXPE, FICO, GIS, GNTX, GPC, GOOD, GSK, GOOGL, GPK, HST, LAMR, LEG, MTB, MDT, MRK, TAP, MOG.A, MS, OXY, OMC, ASGN, OKE, PPL, PH, PHM, RTN, SLB, SIRI, STMP, SBUX, SYY, TJX, TOT, USPH, USB, GWW, WBA, WSO, AWK, WFCPL.PFD, GDOT, MPC, LIND, GOOG, NSA, VBR, VGT, XLI, AXP, ABC, APC, INGR, KINS, ECL, GE, HAS, EHC, JEC, MKC, MNR, RDC, TD, UPS, WAB, WMB, PAC, TAK, DISCK, KMI, AMCX, PSX, GRUB, UBPPG.PFD, TDOC, CLDR, DOW, AMLP, VYM, XLE,

For the details of JBJ Investment Partners, LLC’s stock buys and sells,
go to https://www.gurufocus.com/guru/jbj+investment+partners%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of JBJ Investment Partners, LLC

  1. Schwab US Dividend Equity (SCHD) – 1,609,821 shares, 31.27% of the total portfolio. Shares added by 11.47%
  2. Schwab International Equity (SCHF) – 1,191,140 shares, 13.99% of the total portfolio. Shares added by 30.43%
  3. Schwab U.S. Broad Market (SCHB) – 459,216 shares, 11.86% of the total portfolio. Shares reduced by 11%
  4. iShares Intermediate Credit Bond ETF (IGIB) – 389,811 shares, 8.13% of the total portfolio. Shares added by 2471.31%
  5. Schwab US Aggregate Bond (SCHZ) – 342,750 shares, 6.65% of the total portfolio. Shares added by 35.61%

New Purchase: Dominion Energy Inc (D)

JBJ Investment Partners, LLC initiated holding in Dominion Energy Inc. The purchase prices were between $73.31 and $79.22, with an estimated average price of $76.21. The stock is now traded at around $74.88. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,154 shares as of .

New Purchase: General Motors Co (GM)

JBJ Investment Partners, LLC initiated holding in General Motors Co. The purchase prices were between $33.34 and $40.3, with an estimated average price of $37.5. The stock is now traded at around $40.75. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,538 shares as of .

New Purchase: Leidos Holdings Inc (LDOS)

JBJ Investment Partners, LLC initiated holding in Leidos Holdings Inc. The purchase prices were between $63.64 and $79.85, with an estimated average price of $72.95. The stock is now traded at around $81.16. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,601 shares as of .

New Purchase: Vail Resorts Inc (MTN)

JBJ Investment Partners, LLC initiated holding in Vail Resorts Inc. The purchase prices were between $209.47 and $237.13, with an estimated average price of $221.83. The stock is now traded at around $246.85. The impact to a portfolio due to this purchase was 0.07%. The holding were 906 shares as of .

Added: iShares Intermediate Credit Bond ETF (IGIB)

JBJ Investment Partners, LLC added to a holding in iShares Intermediate Credit Bond ETF by 2471.31%. The purchase prices were between $54.17 and $56.78, with an estimated average price of $55.14. The stock is now traded at around $56.92. The impact to a portfolio due to this purchase was 7.81%. The holding were 389,811 shares as of .

Added: Schwab International Equity (SCHF)

JBJ Investment Partners, LLC added to a holding in Schwab International Equity by 30.43%. The purchase prices were between $30.53 and $32.33, with an estimated average price of $31.64. The stock is now traded at around $31.88. The impact to a portfolio due to this purchase was 3.26%. The holding were 1,191,140 shares as of .

Added: Schwab US Aggregate Bond (SCHZ)

JBJ Investment Partners, LLC added to a holding in Schwab US Aggregate Bond by 35.61%. The purchase prices were between $51.44 and $53, with an estimated average price of $52. The stock is now traded at around $52.88. The impact to a portfolio due to this purchase was 1.75%. The holding were 342,750 shares as of .

Added: Invesco Preferred (PGX)

JBJ Investment Partners, LLC added to a holding in Invesco Preferred by 21.80%. The purchase prices were between $14.49 and $14.76, with an estimated average price of $14.59. The stock is now traded at around $14.83. The impact to a portfolio due to this purchase was 1.09%. The holding were 1,136,862 shares as of .

Added: Schwab U.S. REIT (SCHH)

JBJ Investment Partners, LLC added to a holding in Schwab U.S. REIT by 20.04%. The purchase prices were between $43.06 and $46.31, with an estimated average price of $44.62. The stock is now traded at around $44.83. The impact to a portfolio due to this purchase was 0.66%. The holding were 243,198 shares as of .

Added: AT&T Inc (T)

JBJ Investment Partners, LLC added to a holding in AT&T Inc by 285.51%. The purchase prices were between $30.3 and $33.51, with an estimated average price of $31.77. The stock is now traded at around $33.81. The impact to a portfolio due to this purchase was 0.12%. The holding were 13,254 shares as of .

Sold Out: Invesco Senior Loan (BKLN)

JBJ Investment Partners, LLC sold out a holding in Invesco Senior Loan. The sale prices were between $22.36 and $22.81, with an estimated average price of $22.64.

Sold Out: Paychex Inc (PAYX)

JBJ Investment Partners, LLC sold out a holding in Paychex Inc. The sale prices were between $80.4 and $87.8, with an estimated average price of $84.31.

Sold Out: ONE Gas Inc (OGS)

JBJ Investment Partners, LLC sold out a holding in ONE Gas Inc. The sale prices were between $85.97 and $92.48, with an estimated average price of $88.45.

Sold Out: United Technologies Corp (UTX)

JBJ Investment Partners, LLC sold out a holding in United Technologies Corp. The sale prices were between $122.94 and $142.61, with an estimated average price of $132.92.

Sold Out: KAR Auction Services Inc (KAR)

JBJ Investment Partners, LLC sold out a holding in KAR Auction Services Inc. The sale prices were between $19.69 and $25, with an estimated average price of $21.53.

Sold Out: Union Pacific Corp (UNP)

JBJ Investment Partners, LLC sold out a holding in Union Pacific Corp. The sale prices were between $164.74 and $179.2, with an estimated average price of $171.46.

Here is the complete portfolio of JBJ Investment Partners, LLC. Also check out:

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