Affiance Financial, LLC Buys Vanguard Long-Treasury ETF, Aqua America Inc, Exxon Mobil Corp, Sells 3M Co, iShares MSCI EAFE, Eli Lilly and Co

Investment company Affiance Financial, LLC (current portfolio) buys Vanguard Long-Treasury ETF, Aqua America Inc, Exxon Mobil Corp, Northrop Grumman Corp, Vanguard Information Tech, sells 3M Co, iShares MSCI EAFE, Eli Lilly and Co, Blackrock Muniholdings Fund II , Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Affiance Financial, LLC. As of 2019Q2, Affiance Financial, LLC owns 90 stocks with a total value of $155 million. These are the details of the buys and sells.

For the details of Affiance Financial, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/affiance+financial%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Affiance Financial, LLC
  1. iShares Core S&P Mid-Cap (IJH) - 162,794 shares, 20.42% of the total portfolio. Shares added by 2.58%
  2. Vanguard Short-Term Bond (BSV) - 224,963 shares, 11.70% of the total portfolio. Shares added by 0.11%
  3. iShares Core S&P Small-Cap (IJR) - 164,105 shares, 8.29% of the total portfolio. Shares added by 7.48%
  4. Vanguard Total Stock Market (VTI) - 57,202 shares, 5.54% of the total portfolio. Shares added by 1.92%
  5. Flaherty & Crumrine Preferred Securities Income Fu (FFC) - 380,087 shares, 4.89% of the total portfolio. Shares added by 1.88%
New Purchase: Vanguard Long-Treasury ETF (VGLT)

Affiance Financial, LLC initiated holding in Vanguard Long-Treasury ETF. The purchase prices were between $75.21 and $81.67, with an estimated average price of $78.05. The stock is now traded at around $79.98. The impact to a portfolio due to this purchase was 0.27%. The holding were 5,050 shares as of .

New Purchase: Aqua America Inc (WTR)

Affiance Financial, LLC initiated holding in Aqua America Inc. The purchase prices were between $34.82 and $41.95, with an estimated average price of $38.89. The stock is now traded at around $41.19. The impact to a portfolio due to this purchase was 0.23%. The holding were 8,485 shares as of .

New Purchase: Northrop Grumman Corp (NOC)

Affiance Financial, LLC initiated holding in Northrop Grumman Corp. The purchase prices were between $266.76 and $323.82, with an estimated average price of $298.05. The stock is now traded at around $324.84. The impact to a portfolio due to this purchase was 0.14%. The holding were 654 shares as of .

New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)

Affiance Financial, LLC initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $122.21 and $132.9, with an estimated average price of $126.95. The stock is now traded at around $130.07. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,573 shares as of .

Added: Exxon Mobil Corp (XOM)

Affiance Financial, LLC added to a holding in Exxon Mobil Corp by 30.89%. The purchase prices were between $70.77 and $83.38, with an estimated average price of $77.42. The stock is now traded at around $77.56. The impact to a portfolio due to this purchase was 0.2%. The holding were 17,057 shares as of .

Added: Vanguard Information Tech (VGT)

Affiance Financial, LLC added to a holding in Vanguard Information Tech by 26.62%. The purchase prices were between $190.92 and $213.69, with an estimated average price of $206.25. The stock is now traded at around $217.40. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,875 shares as of .

Added: AT&T Inc (T)

Affiance Financial, LLC added to a holding in AT&T Inc by 40.53%. 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 $33.46. The impact to a portfolio due to this purchase was 0.07%. The holding were 11,861 shares as of .

Added: Chevron Corp (CVX)

Affiance Financial, LLC added to a holding in Chevron Corp by 27.76%. The purchase prices were between $113.85 and $126.68, with an estimated average price of $120.87. The stock is now traded at around $125.43. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,301 shares as of .

Sold Out: Eli Lilly and Co (LLY)

Affiance Financial, LLC sold out a holding in Eli Lilly and Co. The sale prices were between $110.79 and $129.32, with an estimated average price of $117.71.

Sold Out: Blackrock Muniholdings Fund II , Inc (MUH)

Affiance Financial, LLC sold out a holding in Blackrock Muniholdings Fund II , Inc. The sale prices were between $14.46 and $15.2, with an estimated average price of $14.9.



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