O'Dell Group, LLC Buys SPDR Russell 1000 ETF, First Trust Health Care AlphaDEX, Sells First Trust Financials AlphaDEX, The Home Depot Inc, Vanguard Value

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May 12, 2020
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Investment company O'Dell Group, LLC (Current Portfolio) buys SPDR Russell 1000 ETF, First Trust Health Care AlphaDEX, sells First Trust Financials AlphaDEX, The Home Depot Inc, Vanguard Value, Amazon.com Inc, iShares National Muni Bond during the 3-months ended 2020Q1, according to the most recent filings of the investment company, O'Dell Group, LLC. As of 2020Q1, O'Dell Group, LLC owns 21 stocks with a total value of $144 million. These are the details of the buys and sells.

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
  1. SPDR Russell 1000 ETF (ELR) - 833,056 shares, 17.46% of the total portfolio. Shares added by 50.80%
  2. SPDR S&P Dividend (SDY) - 219,326 shares, 12.14% of the total portfolio. Shares added by 0.83%
  3. Vanguard FTSE Emerging Markets (VWO) - 483,287 shares, 11.24% of the total portfolio. Shares reduced by 1.88%
  4. iShares 7-10 Year Treasury Bond ETF (IEF) - 126,053 shares, 10.61% of the total portfolio. Shares added by 11.74%
  5. SPDR S&P 500 (SPY) - 58,853 shares, 10.51% of the total portfolio. Shares reduced by 11.42%
New Purchase: First Trust Health Care AlphaDEX (FXH)

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.



Here is the complete portfolio of O'Dell Group, LLC. Also check out:

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4. Stocks that O'Dell Group, LLC keeps buying