- New Purchases: BRK.B, WPC, AMZN, HCA, CXW, AMT, PG,
- Added Positions: VNQ, STIP, VXF, VEA, VOO, MMM, JNJ, CWH, GOOGL, AAPL, BAC, MSFT, CVX, ORCL, UPS, SCHH,
- Reduced Positions: BND, VGSH, GUNR, SCHZ, SCHO, SCHE, VWO, SCHF, EFA, VB, VGT, SCHA, SCHP, JPM, SCHX, VCIT, RYT, CSCO, VCSH, VEU, INTC,
- Sold Out: C, ETN, MCD, PNFP, IJH, LHX, PEP,
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- Vanguard Total Bond Market ETF (BND) - 172,294 shares, 10.87% of the total portfolio. Shares reduced by 18.66%
- FlexShares Global Upstream Natural Resources Index (GUNR) - 509,056 shares, 9.24% of the total portfolio. Shares reduced by 7.02%
- Vanguard Short-Term Government Bond ETF (VGSH) - 194,492 shares, 8.75% of the total portfolio. Shares reduced by 16.94%
- Vanguard S&P 500 (VOO) - 39,886 shares, 7.53% of the total portfolio. Shares added by 7.55%
- U.S. Bancorp (USB) - 271,251 shares, 7.02% of the total portfolio. Shares added by 0.22%
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 .
Here is the complete portfolio of Landmark Financial Advisors, LLC. Also check out:
1. Landmark Financial Advisors, LLC's Undervalued Stocks
2. Landmark Financial Advisors, LLC's Top Growth Companies, and
3. Landmark Financial Advisors, LLC's High Yield stocks
4. Stocks that Landmark Financial Advisors, LLC keeps buying