Institute for Wealth Management, LLC. Buys Amazon.com Inc, iShares S&P 500 Value ETF, Vanguard FTSE Pacific ETF, Sells Microsoft Corp, Starbucks Corp, Vanguard Total Stock Market ETF

• New Purchases: IVE, VPL, 0VVB, VIS, FISV, AEP, PKI, XLV, SUSB, IWN, MRVL, BBK, IEF, SMAR, NCLH, TIF, FDN, KSS, UHAL, ZTS, APH, SLG, ENB, XSLV, TSN, VYM, FIS, VOE, MNST, NVO, DOO, ROKU, FTV,
• Added Positions: AMZN, BRK.A, GOOGL, BKNG, GOOG,
• Reduced Positions: MSFT, SBUX, VTI, AAPL, ADBE, VOO, PYPL, IVV, BA, XMMO, VCSH, FB, BAC, TXN, SPY, NVDA, BND, DIS, SCHG, VGK, VOT, QLD, VEA, AMGN, VNQ, IVW, JPM, BNDX, COST, HIG, XLF, XLI, SHV, V, T, C, CSX, LGLV, SSO, PFE, GM, XLK, CME, DVY, RESN, CSCO, JNJ, NKE, VZ, EEM, MVV, VUG, VWO, WM, MA, AAXN, TSI, TIP, XOM, NFLX, NWBI, EFG, HD, LRCX, GSY, UWM, AXP, INTC, QCOM, URI, MPC, IEV, KSU, TWTR, AMLP, CMCSA, GS, CRM, XLE, AMAT, GSK, MAR, UPS, PBE, USMV, DD, ORCL, RTN, SNY, PID, XLG, AIG, CET, CVX, COP, LOW, XLNX, ABBV, EOG, MTN, FVL, IBM, LUV, CWB, EWJ, IYW, VFH, BRK.B, HON, PG, PRU, MINT, VPU, XLY, LLY, STX, UTX, ECF, DIAX, SQ, DON, DTN, SDIV, VDC, CAT, F, PSX, XLU, MO, CVS, ETN, EBAY, PANW, MSG, DOL, ELR, VGSH, VGT, XHB, ALK, KO, GILD, SLB, DAL, LYB, DOW, FXO, VCR, BAX, EMR, MS, USB, AGN, WY, BX, BP, BMY, GE, MRK, VRTX, RDS.B, H, EZM, PGF, RSP, VOX, MMM, PFG, VLO, GDV, DELL, AGG, DTD, KRE, PRFZ, VAW, AMD, HES, WTR, LNG, CI, DHR, RIO, USA, PDI, NOW, IGSB, PEY, VIG, XLRE, AEG, CSGP, GLW, KEY, LEN, PEP, SO, WSM, DXJ, SMH, VHT, XLB, GIS, MDLZ, LMT, MCD, OXY, RDN, UNP, WMT, ANTM, NIE, HQY, ANGL, EMLP, XLP, ATVI, D, GRMN, GD, MAS, PHM, SWKS, SWK, WDC, HTD, BABA, QRVO, CTVA, ABT, CMI, DE, ILMN, IP, MET, OMC, TJX, UNH, BTO, RDFN, EPS, INDY, MTUM, USRT, GPC, RCI, YUM, CSQ, CHW, OSB, DG, HCA, EEMV, EFA, HEWJ, IWM, SPAB, XLC, XRT, AMT, BIIB, DLTR, FDX, LHX, MGM, JWN, NVS, RDS.A, SYY, TM, OLED, WFC, CII, MGU, TSLA, ARNC, CAPE, ALL, BBY, DISCA, EA, ISRG, KLAC, MDT, MINI, NTR, WRK, ROST, PAC, RMT, BCV, PEO, DFS, WBC, APTV, TTD, FDL, IAU, IGF, MDY, SDY, SLYG, VTV, APD, ADP, CGNX, FFIV, ITW, INTU, LH, LVS, PNC, PSA, REGN, WYNN, FUND, ETO, GLIBA, DHS, FXI, IYF, KBE, MGK, QQEW, ACN, ECL, IT, WELL, LAMR, SGEN, SRE, TMO, WCN, CHI, FFA, BDJ, LULU, ULTA, PM, AVGO, CHTR, MTCH, GLD, IBB, IJK, IWO, IYT, XAR, SHOP, IHI, SHW,
• Sold Out: GWR, AABA, VIAB, CELG, STI, EXPE, NUE, JCI, EWW, BIV, KMI, GGT, BBX, OIH, NAVI, BGB, ETY, JQC, NCV, RFI, ET, EVF, CRF, CLM, NOK, BKT, GAB, DB, RBS, WR4E,

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

1. Apple Inc (AAPL) - 10,269 shares, 2.60% of the total portfolio. Shares reduced by 70.87%
2. Microsoft Corp (MSFT) - 9,202 shares, 2.33% of the total portfolio. Shares reduced by 85.29%
3. Adobe Inc (ADBE) - 7,781 shares, 1.97% of the total portfolio. Shares reduced by 67.47%
4. Starbucks Corp (SBUX) - 7,369 shares, 1.86% of the total portfolio. Shares reduced by 91.31%
5. Amazon.com Inc (AMZN) - 6,740 shares, 1.70% of the total portfolio. Shares added by 84.46%

Institute for Wealth Management, LLC. initiated holding in iShares S&P 500 Value ETF. The purchase prices were between $114.75 and $130.26, with an estimated average price of $123.95. The stock is now traded at around $128.54. The impact to a portfolio due to this purchase was 0.53%. The holding were 2,089 shares as of .

Institute for Wealth Management, LLC. initiated holding in Vanguard FTSE Pacific ETF. The purchase prices were between $64.79 and $70.95, with an estimated average price of $68.65. The stock is now traded at around $68.64. The impact to a portfolio due to this purchase was 0.45%. The holding were 1,788 shares as of .

Institute for Wealth Management, LLC. initiated holding in ViacomCBS Inc. The purchase prices were between $31.6 and $38.4, with an estimated average price of $34.93. The stock is now traded at around $33.00. The impact to a portfolio due to this purchase was 0.35%. The holding were 1,369 shares as of .

Institute for Wealth Management, LLC. initiated holding in Vanguard Industrials ETF. The purchase prices were between $139.34 and $155.5, with an estimated average price of $150.66. The stock is now traded at around $154.98. The impact to a portfolio due to this purchase was 0.21%. The holding were 841 shares as of .

Institute for Wealth Management, LLC. initiated holding in Fiserv Inc. The purchase prices were between $100.79 and $117.08, with an estimated average price of $110.71. The stock is now traded at around $119.83. The impact to a portfolio due to this purchase was 0.19%. The holding were 733 shares as of .

Institute for Wealth Management, LLC. initiated holding in American Electric Power Co Inc. The purchase prices were between $88.5 and $95.72, with an estimated average price of $92.37. The stock is now traded at around $102.23. The impact to a portfolio due to this purchase was 0.16%. The holding were 651 shares as of .

Institute for Wealth Management, LLC. added to a holding in Amazon.com Inc by 84.46%. The purchase prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74. The stock is now traded at around $1832.50. The impact to a portfolio due to this purchase was 0.78%. The holding were 6,740 shares as of .

Institute for Wealth Management, LLC. added to a holding in Berkshire Hathaway Inc by 33850.00%. The purchase prices were between $305090 and $340380, with an estimated average price of $326054. The stock is now traded at around $334280.00. The impact to a portfolio due to this purchase was 0.34%. The holding were 1,358 shares as of .

Institute for Wealth Management, LLC. added to a holding in Alphabet Inc by 36.34%. The purchase prices were between $1177.92 and $1362.47, with an estimated average price of $1292.54. The stock is now traded at around $1429.76. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,416 shares as of .

Institute for Wealth Management, LLC. added to a holding in Booking Holdings Inc by 105.71%. The purchase prices were between $1838.03 and $2072.54, with an estimated average price of $1963.19. The stock is now traded at around $1909.95. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,045 shares as of .

Institute for Wealth Management, LLC. added to a holding in Alphabet Inc by 31.07%. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1431.86. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,468 shares as of .

Institute for Wealth Management, LLC. sold out a holding in Genesee & Wyoming Inc. The sale prices were between $110.16 and $111.94, with an estimated average price of $111.13.

Institute for Wealth Management, LLC. sold out a holding in Altaba Inc. The sale prices were between $19.63 and $19.63, with an estimated average price of $19.63.

Institute for Wealth Management, LLC. sold out a holding in Viacom Inc. The sale prices were between $21.23 and $24.22, with an estimated average price of $22.76.

Institute for Wealth Management, LLC. sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Institute for Wealth Management, LLC. sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Institute for Wealth Management, LLC. sold out a holding in Expedia Group Inc. The sale prices were between $94.31 and $138.48, with an estimated average price of $116.71.