Highwater Wealth Management, LLC Buys Vanguard Small-Cap, Ecolab Inc, Berkshire Hathaway Inc, Sells Nordson Corp, Apple Inc

Investment company Highwater Wealth Management, LLC (Current Portfolio) buys Vanguard Small-Cap, Ecolab Inc, Berkshire Hathaway Inc, sells Nordson Corp, Apple Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Highwater Wealth Management, LLC. As of 2019Q2, Highwater Wealth Management, LLC owns 31 stocks with a total value of $22 million. These are the details of the buys and sells.

For the details of Highwater Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/highwater+wealth+management%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Highwater Wealth Management, LLC
  1. Nordson Corp (NDSN) - 36,561 shares, 23.64% of the total portfolio. Shares reduced by 36.08%
  2. ProShares S&P 500 Dividend Aristocrats (NOBL) - 23,343 shares, 7.41% of the total portfolio. Shares added by 2.95%
  3. Exxon Mobil Corp (XOM) - 20,120 shares, 7.06% of the total portfolio.
  4. iShares Russell 1000 Value (IWD) - 8,781 shares, 5.11% of the total portfolio. Shares reduced by 8.23%
  5. iShares Core S&P 500 (IVV) - 3,349 shares, 4.52% of the total portfolio. Shares reduced by 0.53%
New Purchase: Vanguard Small-Cap (VB)

Highwater Wealth Management, LLC initiated holding in Vanguard Small-Cap. The purchase prices were between $146.92 and $159.74, with an estimated average price of $154.5. The stock is now traded at around $156.97. The impact to a portfolio due to this purchase was 1.34%. The holding were 1,865 shares as of .

New Purchase: Ecolab Inc (ECL)

Highwater Wealth Management, LLC initiated holding in Ecolab Inc. The purchase prices were between $178.14 and $199.69, with an estimated average price of $185.84. The stock is now traded at around $196.68. The impact to a portfolio due to this purchase was 0.94%. The holding were 1,044 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

Highwater Wealth Management, LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $197.42 and $218.6, with an estimated average price of $206.89. The stock is now traded at around $207.71. The impact to a portfolio due to this purchase was 0.93%. The holding were 957 shares as of .

Reduced: Nordson Corp (NDSN)

Highwater Wealth Management, LLC reduced to a holding in Nordson Corp by 36.08%. The sale prices were between $125.62 and $148.86, with an estimated average price of $137.58. The stock is now traded at around $137.80. The impact to a portfolio due to this sale was -11.45%. Highwater Wealth Management, LLC still held 36,561 shares as of .

Reduced: Apple Inc (AAPL)

Highwater Wealth Management, LLC reduced to a holding in Apple Inc by 53.62%. The sale prices were between $173.3 and $211.75, with an estimated average price of $194.79. The stock is now traded at around $204.74. The impact to a portfolio due to this sale was -1.11%. Highwater Wealth Management, LLC still held 1,209 shares as of .



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