Landmark Financial Advisors, LLC Buys Berkshire Hathaway Inc, Vanguard Real Estate, iShares 0-5 Year TIPS Bond, Sells Citigroup Inc, Eaton Corp PLC, McDonald's Corp

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Apr 22, 2020
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Investment company Landmark Financial Advisors, LLC (Current Portfolio) buys Berkshire Hathaway Inc, Vanguard Real Estate, iShares 0-5 Year TIPS Bond, Vanguard Extended Market, W.P. Carey Inc, sells Citigroup Inc, Eaton Corp PLC, McDonald's Corp, Pinnacle Financial Partners Inc, iShares Core S&P Mid-Cap during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Landmark Financial Advisors, LLC. As of 2020Q1, Landmark Financial Advisors, LLC owns 63 stocks with a total value of $138 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Landmark Financial Advisors, LLC
  1. Vanguard Total Bond Market ETF (BND) - 172,294 shares, 10.87% of the total portfolio. Shares reduced by 18.66%
  2. FlexShares Global Upstream Natural Resources Index (GUNR) - 509,056 shares, 9.24% of the total portfolio. Shares reduced by 7.02%
  3. Vanguard Short-Term Government Bond ETF (VGSH) - 194,492 shares, 8.75% of the total portfolio. Shares reduced by 16.94%
  4. Vanguard S&P 500 (VOO) - 39,886 shares, 7.53% of the total portfolio. Shares added by 7.55%
  5. U.S. Bancorp (USB) - 271,251 shares, 7.02% of the total portfolio. Shares added by 0.22%
New Purchase: Berkshire Hathaway Inc (BRK.B)

Landmark Financial Advisors, LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $186.58. The impact to a portfolio due to this purchase was 1.44%. The holding were 10,295 shares as of .

New Purchase: W.P. Carey Inc (WPC)

Landmark Financial Advisors, LLC initiated holding in W.P. Carey Inc. The purchase prices were between $43.86 and $88.27, with an estimated average price of $77.69. The stock is now traded at around $59.22. The impact to a portfolio due to this purchase was 0.4%. The holding were 8,253 shares as of .

New Purchase: Amazon.com Inc (AMZN)

Landmark Financial Advisors, LLC initiated holding in Amazon.com Inc. 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 $2363.49. The impact to a portfolio due to this purchase was 0.25%. The holding were 152 shares as of .

New Purchase: HCA Healthcare Inc (HCA)

Landmark Financial Advisors, LLC initiated holding in HCA Healthcare Inc. The purchase prices were between $68.13 and $151.04, with an estimated average price of $130.36. The stock is now traded at around $104.52. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,300 shares as of .

New Purchase: CoreCivic Inc (CXW)

Landmark Financial Advisors, LLC initiated holding in CoreCivic Inc. The purchase prices were between $8.73 and $17.4, with an estimated average price of $15.06. The stock is now traded at around $11.10. The impact to a portfolio due to this purchase was 0.18%. The holding were 20,000 shares as of .

New Purchase: American Tower Corp (AMT)

Landmark Financial Advisors, LLC initiated holding in American Tower Corp. The purchase prices were between $179.09 and $256.9, with an estimated average price of $233.06. The stock is now traded at around $252.98. The impact to a portfolio due to this purchase was 0.15%. The holding were 825 shares as of .

Added: Vanguard Real Estate (VNQ)

Landmark Financial Advisors, LLC added to a holding in Vanguard Real Estate by 29.03%. The purchase prices were between $56.91 and $99.57, with an estimated average price of $88.63. The stock is now traded at around $73.05. The impact to a portfolio due to this purchase was 1.18%. The holding were 93,338 shares as of .

Added: iShares 0-5 Year TIPS Bond (STIP)

Landmark Financial Advisors, LLC added to a holding in iShares 0-5 Year TIPS Bond by 144.43%. The purchase prices were between $96.7 and $102.1, with an estimated average price of $100.57. The stock is now traded at around $100.98. The impact to a portfolio due to this purchase was 1.01%. The holding were 23,260 shares as of .

Added: Vanguard Extended Market (VXF)

Landmark Financial Advisors, LLC added to a holding in Vanguard Extended Market by 226.87%. The purchase prices were between $77.36 and $132.73, with an estimated average price of $117.49. The stock is now traded at around $96.94. The impact to a portfolio due to this purchase was 0.72%. The holding were 14,559 shares as of .

Added: Camping World Holdings Inc (CWH)

Landmark Financial Advisors, LLC added to a holding in Camping World Holdings Inc by 54.35%. The purchase prices were between $3.87 and $16.85, with an estimated average price of $12.7. The stock is now traded at around $7.57. The impact to a portfolio due to this purchase was 0.05%. The holding were 28,400 shares as of .

Added: 3M Co (MMM)

Landmark Financial Advisors, LLC added to a holding in 3M Co by 20.50%. The purchase prices were between $117.87 and $181.37, with an estimated average price of $158.06. The stock is now traded at around $143.61. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,528 shares as of .

Added: Johnson & Johnson (JNJ)

Landmark Financial Advisors, LLC added to a holding in Johnson & Johnson by 21.53%. The purchase prices were between $111.14 and $153.99, with an estimated average price of $142.18. The stock is now traded at around $152.99. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,709 shares as of .

Sold Out: Citigroup Inc (C)

Landmark Financial Advisors, LLC sold out a holding in Citigroup Inc. The sale prices were between $35.39 and $81.91, with an estimated average price of $67.72.

Sold Out: McDonald's Corp (MCD)

Landmark Financial Advisors, LLC sold out a holding in McDonald's Corp. The sale prices were between $137.1 and $217.46, with an estimated average price of $197.58.

Sold Out: Eaton Corp PLC (ETN)

Landmark Financial Advisors, LLC sold out a holding in Eaton Corp PLC. The sale prices were between $57.77 and $105.1, with an estimated average price of $91.97.

Sold Out: Pinnacle Financial Partners Inc (PNFP)

Landmark Financial Advisors, LLC sold out a holding in Pinnacle Financial Partners Inc. The sale prices were between $31.98 and $64.03, with an estimated average price of $54.57.

Sold Out: iShares Core S&P Mid-Cap (IJH)

Landmark Financial Advisors, LLC sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $121.03 and $209.33, with an estimated average price of $184.86.

Sold Out: PepsiCo Inc (PEP)

Landmark Financial Advisors, LLC sold out a holding in PepsiCo Inc. The sale prices were between $103.93 and $146.99, with an estimated average price of $135.44.

Reduced: Schwab U.S. TIPs (SCHP)

Landmark Financial Advisors, LLC reduced to a holding in Schwab U.S. TIPs by 36.72%. The sale prices were between $53.09 and $59.55, with an estimated average price of $57.25. The stock is now traded at around $59.03. The impact to a portfolio due to this sale was -0.1%. Landmark Financial Advisors, LLC still held 4,909 shares as of .

Reduced: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Landmark Financial Advisors, LLC reduced to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 26.38%. The sale prices were between $79.78 and $94.82, with an estimated average price of $91.21. The stock is now traded at around $90.77. The impact to a portfolio due to this sale was -0.08%. Landmark Financial Advisors, LLC still held 3,908 shares as of .



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