- New Purchases: FXH,
- Added Positions: ELR, IEF, IJR, JPM,
- Reduced Positions: SPY, QTEC, FXL, VEA, VWO, FDN, AAPL, FXU, BMY, EEM, EFA, BND, VSS,
- Sold Out: FXO, HD, VTV, AMZN, MUB, BRK.B, COST, IEFA, MSFT, TSLA, PG, GOOGL, JNJ, AEP, DVY, DIS, AGG, AMGN, IWF, IXUS, SPDW, VOO, AOM, T, V, MA, KR, QQQ, SPSB, BA, FB, VZ, FISV, CVX, VCIT, GE, NLY, ZIOP, CHK,
For the details of O'Dell Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/o%27dell+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of O'Dell Group, LLC- SPDR Russell 1000 ETF (ELR) - 833,056 shares, 17.46% of the total portfolio. Shares added by 50.80%
- SPDR S&P Dividend (SDY) - 219,326 shares, 12.14% of the total portfolio. Shares added by 0.83%
- Vanguard FTSE Emerging Markets (VWO) - 483,287 shares, 11.24% of the total portfolio. Shares reduced by 1.88%
- iShares 7-10 Year Treasury Bond ETF (IEF) - 126,053 shares, 10.61% of the total portfolio. Shares added by 11.74%
- SPDR S&P 500 (SPY) - 58,853 shares, 10.51% of the total portfolio. Shares reduced by 11.42%
O'Dell Group, LLC initiated holding in First Trust Health Care AlphaDEX. The purchase prices were between $62.13 and $89.54, with an estimated average price of $81.24. The stock is now traded at around $89.59. The impact to a portfolio due to this purchase was 2.79%. The holding were 54,464 shares as of .
Added: SPDR Russell 1000 ETF (ELR)O'Dell Group, LLC added to a holding in SPDR Russell 1000 ETF by 50.80%. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 5.88%. The holding were 833,056 shares as of .
Sold Out: First Trust Financials AlphaDEX (FXO)O'Dell Group, LLC 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.
Sold Out: The Home Depot Inc (HD)O'Dell Group, LLC sold out a holding in The Home Depot Inc. The sale prices were between $152.15 and $247.02, with an estimated average price of $220.09.
Sold Out: Vanguard Value (VTV)O'Dell Group, LLC sold out a holding in Vanguard Value. The sale prices were between $76.76 and $121.42, with an estimated average price of $110.7.
Sold Out: Amazon.com Inc (AMZN)O'Dell Group, LLC sold out a holding in Amazon.com Inc. The sale prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38.
Sold Out: iShares National Muni Bond (MUB)O'Dell Group, LLC sold out a holding in iShares National Muni Bond. The sale prices were between $101.52 and $117.61, with an estimated average price of $114.37.
Sold Out: Berkshire Hathaway Inc (BRK.B)O'Dell Group, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $162.13 and $230.2, with an estimated average price of $213.25.
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