SPC Financial, Inc. Buys iShares U.S. Consumer Services, iShares S&P SmallCap 600 Value, iShares S&P Small-Cap 600 Growth ETF, Sells Invesco S&P 500 Equal Weight, iShares Core MSCI EAFE, iShares U.S. Aerospace & Defense

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Apr 16, 2020
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Rockville, MD, based Investment company SPC Financial, Inc. (Current Portfolio) buys iShares U.S. Consumer Services, iShares S&P SmallCap 600 Value, iShares S&P Small-Cap 600 Growth ETF, Vanguard Mega Cap Growth, Vanguard Mid-Cap Growth, sells Invesco S&P 500 Equal Weight, iShares Core MSCI EAFE, iShares U.S. Aerospace & Defense, iShares Core MSCI Emerging Markets, Vanguard Extended Market during the 3-months ended 2020Q1, according to the most recent filings of the investment company, SPC Financial, Inc.. As of 2020Q1, SPC Financial, Inc. owns 118 stocks with a total value of $318 million. These are the details of the buys and sells.

For the details of SPC Financial, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/spc+financial%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of SPC Financial, Inc.
  1. Invesco S&P 500 Equal Weight (RSP) - 271,463 shares, 7.16% of the total portfolio. Shares reduced by 63.7%
  2. iShares U.S. Medical Devices (IHI) - 69,726 shares, 4.93% of the total portfolio. Shares added by 1.69%
  3. iShares U.S. Technology (IYW) - 75,813 shares, 4.87% of the total portfolio. Shares reduced by 0.51%
  4. iShares Expanded Tech-Software Sector (IGV) - 73,341 shares, 4.84% of the total portfolio. Shares added by 0.56%
  5. iShares S&P Small-Cap 600 Growth ETF (IJT) - 109,391 shares, 4.74% of the total portfolio. Shares added by 53.67%
New Purchase: iShares U.S. Consumer Services (IYC)

SPC Financial, Inc. initiated holding in iShares U.S. Consumer Services. The purchase prices were between $158.73 and $238.02, with an estimated average price of $213.3. The stock is now traded at around $194.34. The impact to a portfolio due to this purchase was 3.99%. The holding were 71,655 shares as of .

New Purchase: Vanguard Mega Cap Growth (MGK)

SPC Financial, Inc. initiated holding in Vanguard Mega Cap Growth. The purchase prices were between $111.48 and $162.1, with an estimated average price of $145.35. The stock is now traded at around $139.50. The impact to a portfolio due to this purchase was 1.54%. The holding were 38,610 shares as of .

New Purchase: Vanguard Mid-Cap Growth (VOT)

SPC Financial, Inc. initiated holding in Vanguard Mid-Cap Growth. The purchase prices were between $108.51 and $170.49, with an estimated average price of $153.09. The stock is now traded at around $137.85. The impact to a portfolio due to this purchase was 1.43%. The holding were 36,045 shares as of .

New Purchase: JPMorgan Ultra-Short Income (JPST)

SPC Financial, Inc. initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $48.93 and $50.6, with an estimated average price of $50.31. The stock is now traded at around $50.15. The impact to a portfolio due to this purchase was 1.2%. The holding were 76,712 shares as of .

New Purchase: SPDR Select Sector Fund - Financial (XLF)

SPC Financial, Inc. initiated holding in SPDR Select Sector Fund - Financial. The purchase prices were between $17.66 and $31.17, with an estimated average price of $27.83. The stock is now traded at around $21.17. The impact to a portfolio due to this purchase was 0.46%. The holding were 71,060 shares as of .

New Purchase: iShares U.S. Health Care Providers (IHF)

SPC Financial, Inc. initiated holding in iShares U.S. Health Care Providers. The purchase prices were between $136.73 and $211.1, with an estimated average price of $188.83. The stock is now traded at around $184.21. The impact to a portfolio due to this purchase was 0.41%. The holding were 7,833 shares as of .

Added: iShares S&P SmallCap 600 Value (IJS)

SPC Financial, Inc. added to a holding in iShares S&P SmallCap 600 Value by 61.01%. The purchase prices were between $87.85 and $161.14, with an estimated average price of $137.91. The stock is now traded at around $98.91. The impact to a portfolio due to this purchase was 1.67%. The holding were 140,690 shares as of .

Added: iShares S&P Small-Cap 600 Growth ETF (IJT)

SPC Financial, Inc. added to a holding in iShares S&P Small-Cap 600 Growth ETF by 53.67%. The purchase prices were between $119.13 and $199.18, with an estimated average price of $176.08. The stock is now traded at around $138.14. The impact to a portfolio due to this purchase was 1.66%. The holding were 109,391 shares as of .

Added: Amazon.com Inc (AMZN)

SPC Financial, Inc. added to a holding in Amazon.com Inc by 146.72%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2400.96. The impact to a portfolio due to this purchase was 0.24%. The holding were 676 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

SPC Financial, Inc. added to a holding in iShares Edge MSCI Min Vol USA by 40.99%. The purchase prices were between $46.61 and $69.67, with an estimated average price of $63.87. The stock is now traded at around $58.02. The impact to a portfolio due to this purchase was 0.15%. The holding were 31,497 shares as of .

Added: Pioneer Natural Resources Co (PXD)

SPC Financial, Inc. added to a holding in Pioneer Natural Resources Co by 104.98%. The purchase prices were between $56.77 and $158.11, with an estimated average price of $120.14. The stock is now traded at around $71.64. The impact to a portfolio due to this purchase was 0.13%. The holding were 11,534 shares as of .

Added: CVS Health Corp (CVS)

SPC Financial, Inc. added to a holding in CVS Health Corp by 25.67%. The purchase prices were between $52.3 and $76.05, with an estimated average price of $67.09. The stock is now traded at around $61.62. The impact to a portfolio due to this purchase was 0.13%. The holding were 33,328 shares as of .

Sold Out: Vanguard Extended Market (VXF)

SPC Financial, Inc. sold out a holding in Vanguard Extended Market. The sale prices were between $77.36 and $132.73, with an estimated average price of $117.49.

Sold Out: Vanguard Mid-Cap Value (VOE)

SPC Financial, Inc. sold out a holding in Vanguard Mid-Cap Value. The sale prices were between $68.69 and $121.9, with an estimated average price of $108.87.

Sold Out: JPMorgan Diversified Return International Equity (JPIN)

SPC Financial, Inc. sold out a holding in JPMorgan Diversified Return International Equity. The sale prices were between $37.58 and $57.57, with an estimated average price of $51.8.

Sold Out: iShares MSCI EAFE Small-Cap ETF (SCZ)

SPC Financial, Inc. sold out a holding in iShares MSCI EAFE Small-Cap ETF. The sale prices were between $38.34 and $62.84, with an estimated average price of $56.15.

Sold Out: O'Reilly Automotive Inc (ORLY)

SPC Financial, Inc. sold out a holding in O'Reilly Automotive Inc. The sale prices were between $260.92 and $441.07, with an estimated average price of $385.19.

Sold Out: First Trust Financials AlphaDEX (FXO)

SPC Financial, Inc. sold out a holding in First Trust Financials AlphaDEX. The sale prices were between $17.61 and $34.24, with an estimated average price of $29.65.



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