Litman Gregory Wealth Management LLC Closed Holding Positions

Litman Gregory Wealth Management LLC

  • $1.16 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BCE
Bce Inc

Communication Services
Q1 2020 Filed on Apr 28, 2020
166
$31.96 - $49.18 $5.31K - $8.16K
PII
Polaris Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
269
$41.77 - $103.03 $11.2K - $27.7K
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
Q1 2020 Filed on Apr 28, 2020
100
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2020 Filed on Apr 28, 2020
125
$26.18 - $40.44 $3.27K - $5.06K
Royal Dutch Shell
Q1 2020 Filed on Apr 28, 2020
1,205
N/A
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q1 2020 Filed on Apr 28, 2020
990
$62.87 - $112.81 $62.2K - $112K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2020 Filed on Apr 28, 2020
504
N/A
NOC
Northrop Grumman Corp

Industrials
Q1 2020 Filed on Apr 28, 2020
10
$269.86 - $384.87 $2.7K - $3.85K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2020 Filed on Apr 28, 2020
7
$78.75 - $100.3 $551 - $702
BDX
Becton Dickinson & CO

Healthcare
Q1 2020 Filed on Apr 28, 2020
15
$195.69 - $279.01 $2.94K - $4.19K
XLF
Financial Sector Spdr

ETFs
Q1 2020 Filed on Apr 28, 2020
603
$17.66 - $31.17 $10.6K - $18.8K
D
Dominion Energy, Inc

Utilities
Q1 2020 Filed on Apr 28, 2020
266
$59.39 - $89.8 $15.8K - $23.9K
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2020 Filed on Apr 28, 2020
9
$16.15 - $47.37 $145 - $426
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
Q1 2020 Filed on Apr 28, 2020
1,329
$26.31 - $42.87 $35K - $57K
MMM
3 M CO

Industrials
Q1 2020 Filed on Apr 28, 2020
62
$117.87 - $181.37 $7.31K - $11.2K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q1 2020 Filed on Apr 28, 2020
2,217
$48.55 - $70.86 $108K - $157K
Mc Cormick & Co. Inc.
Q1 2020 Filed on Apr 28, 2020
25
N/A
HMC
Honda Motor CO LTD

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
650
$19.86 - $28.64 $12.9K - $18.6K
ECL
Ecolab Inc.

Basic Materials
Q1 2020 Filed on Apr 28, 2020
25
$125.22 - $210.31 $3.13K - $5.26K
Spdr Mfs Systematic Core Equity (Etf)
Q1 2020 Filed on Apr 28, 2020
18
N/A
AMP
Ameriprise Financial Inc

Financial Services
Q1 2020 Filed on Apr 28, 2020
99
$82.88 - $179.72 $8.21K - $17.8K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q1 2020 Filed on Apr 28, 2020
185
$59.35 - $90.15 $11K - $16.7K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2020 Filed on Apr 28, 2020
12
$40.75 - $81.0 $489 - $972
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2020 Filed on Apr 28, 2020
131
$41.02 - $59.59 $5.37K - $7.81K
SNA
Snap On Inc

Industrials
Q1 2020 Filed on Apr 28, 2020
804
$95.57 - $170.0 $76.8K - $137K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2020 Filed on Apr 28, 2020
58
$13.54 - $24.27 $785 - $1.41K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2020 Filed on Apr 28, 2020
399
$30.81 - $36.22 $12.3K - $14.5K
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
80
$36.76 - $63.99 $2.94K - $5.12K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q1 2020 Filed on Apr 28, 2020
127
$32.36 - $58.18 $4.11K - $7.39K
VDE
Vanguard Energy ETF

ETFs
Q1 2020 Filed on Apr 28, 2020
100
$31.29 - $82.78 $3.13K - $8.28K
AGCO
Agco Corp

Industrials
Q1 2020 Filed on Apr 28, 2020
134
$36.97 - $78.22 $4.95K - $10.5K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2020 Filed on Apr 28, 2020
697
$27.49 - $51.48 $19.2K - $35.9K
CVS
Cvs Health Corp

Healthcare
Q4 2019 Filed on Jan 30, 2020
10
$60.38 - $76.58 $604 - $766
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2019 Filed on Jan 30, 2020
16
$127.4 - $146.83 $2.04K - $2.35K
FDX
Fedex Corp

Industrials
Q4 2019 Filed on Jan 30, 2020
7
$138.39 - $165.67 $969 - $1.16K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
19
$101.03 - $134.17 $1.92K - $2.55K
PVH
Pvh Corp.

Consumer Cyclical
Q4 2019 Filed on Jan 30, 2020
10
$80.81 - $106.91 $808 - $1.07K
COP
Conocophillips

Energy
Q4 2019 Filed on Jan 30, 2020
131
$53.07 - $65.03 $6.95K - $8.52K
OGE
Oge Energy Corp.

Utilities
Q4 2019 Filed on Jan 30, 2020
130
$41.96 - $45.26 $5.45K - $5.88K
SRE
Sempra Energy

Utilities
Q4 2019 Filed on Jan 30, 2020
12
$141.17 - $152.03 $1.69K - $1.82K
Suntrust Banks Inc.
Q4 2019 Filed on Jan 30, 2020
31
N/A
XLI
Industrial Sector Spdr

ETFs
Q4 2019 Filed on Jan 30, 2020
766
$74.07 - $82.5 $56.7K - $63.2K
COO
Cooper Companies, Inc.

Healthcare
Q4 2019 Filed on Jan 30, 2020
5
$281.18 - $322.05 $1.41K - $1.61K
NTRS
Northern Trust Corp

Financial Services
Q4 2019 Filed on Jan 30, 2020
138
$86.82 - $109.88 $12K - $15.2K
Xcelera Inc (Nv)
Q4 2019 Filed on Jan 30, 2020
150
N/A
DOW
Dow Inc.

Basic Materials
Q4 2019 Filed on Jan 30, 2020
223
$43.85 - $55.99 $9.78K - $12.5K
EOG
Eog Resources Inc

Energy
Q4 2019 Filed on Jan 30, 2020
18
$64.44 - $83.81 $1.16K - $1.51K
DVN
Devon Energy Corp

Energy
Q4 2019 Filed on Jan 30, 2020
32
$19.8 - $26.54 $634 - $849
CB
Chubb LTD

Financial Services
Q4 2019 Filed on Jan 30, 2020
13
$147.72 - $162.06 $1.92K - $2.11K
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