- New Purchases: LRCX, UNP, VMBS, XEL, SPSB, HSY, MCD,
- Added Positions: IVV, XLP, TMO, MSFT, XLK, ABT, V, ROP, ORLY, CRM, GOOGL, RSG, ANTM, BLK, VZ, SSNC, CACI, ALL, TJX, PLNT, XLV, IHI, XLC, CME, LOW, PG, SHW, XLU, WFC, XLE, XLI, FB, MPC, XLF,
- Reduced Positions: AAPL,
For the details of SWARTHMORE GROUP INC's stock buys and sells, go to https://www.gurufocus.com/guru/swarthmore+group+inc/current-portfolio/portfolio
These are the top 5 holdings of SWARTHMORE GROUP INC- iShares Core S&P 500 (IVV) - 190,075 shares, 20.07% of the total portfolio. Shares added by 1684.74%
- SPDR Select Sector Fund - Consumer Staples (XLP) - 227,675 shares, 4.55% of the total portfolio. Shares added by 870.90%
- SPDR Select Sector Fund - Technology (XLK) - 103,525 shares, 3.69% of the total portfolio. Shares added by 716.77%
- Thermo Fisher Scientific Inc (TMO) - 29,475 shares, 3.64% of the total portfolio. Shares added by 1195.60%
- Microsoft Corp (MSFT) - 51,222 shares, 3.55% of the total portfolio. Shares added by 1070.79%
Swarthmore Group Inc initiated holding in Lam Research Corp. The purchase prices were between $218.15 and $323.46, with an estimated average price of $271.81. The stock is now traded at around $357.02. The impact to a portfolio due to this purchase was 1.79%. The holding were 16,276 shares as of .
New Purchase: Union Pacific Corp (UNP)Swarthmore Group Inc initiated holding in Union Pacific Corp. The purchase prices were between $136.49 and $184.83, with an estimated average price of $159.87. The stock is now traded at around $178.66. The impact to a portfolio due to this purchase was 1.49%. The holding were 25,854 shares as of .
New Purchase: Vanguard Mortgage-Backed Securities ETF (VMBS)Swarthmore Group Inc initiated holding in Vanguard Mortgage-Backed Securities ETF. The purchase prices were between $54.11 and $54.66, with an estimated average price of $54.43. The stock is now traded at around $54.35. The impact to a portfolio due to this purchase was 0.73%. The holding were 39,400 shares as of .
New Purchase: Xcel Energy Inc (XEL)Swarthmore Group Inc initiated holding in Xcel Energy Inc. The purchase prices were between $57.86 and $67.15, with an estimated average price of $62.99. The stock is now traded at around $66.22. The impact to a portfolio due to this purchase was 0.56%. The holding were 26,150 shares as of .
New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)Swarthmore Group Inc initiated holding in SPDR Portfolio Short Term Corporate Bond. The purchase prices were between $30.09 and $31.34, with an estimated average price of $30.99. The stock is now traded at around $31.38. The impact to a portfolio due to this purchase was 0.2%. The holding were 18,295 shares as of .
New Purchase: The Hershey Co (HSY)Swarthmore Group Inc initiated holding in The Hershey Co. The purchase prices were between $125.85 and $146.46, with an estimated average price of $134.5. The stock is now traded at around $137.31. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,279 shares as of .
Added: iShares Core S&P 500 (IVV)Swarthmore Group Inc added to a holding in iShares Core S&P 500 by 1684.74%. The purchase prices were between $245.78 and $323.06, with an estimated average price of $292.09. The stock is now traded at around $326.25. The impact to a portfolio due to this purchase was 18.95%. The holding were 190,075 shares as of .
Added: SPDR Select Sector Fund - Consumer Staples (XLP)Swarthmore Group Inc added to a holding in SPDR Select Sector Fund - Consumer Staples by 870.90%. The purchase prices were between $53.55 and $61.07, with an estimated average price of $58.29. The stock is now traded at around $61.50. The impact to a portfolio due to this purchase was 4.08%. The holding were 227,675 shares as of .
Added: Thermo Fisher Scientific Inc (TMO)Swarthmore Group Inc added to a holding in Thermo Fisher Scientific Inc by 1195.60%. The purchase prices were between $275.2 and $362.34, with an estimated average price of $334.21. The stock is now traded at around $403.09. The impact to a portfolio due to this purchase was 3.36%. The holding were 29,475 shares as of .
Added: Microsoft Corp (MSFT)Swarthmore Group Inc added to a holding in Microsoft Corp by 1070.79%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $208.75. The impact to a portfolio due to this purchase was 3.25%. The holding were 51,222 shares as of .
Added: SPDR Select Sector Fund - Technology (XLK)Swarthmore Group Inc added to a holding in SPDR Select Sector Fund - Technology by 716.77%. The purchase prices were between $76.54 and $104.63, with an estimated average price of $93.77. The stock is now traded at around $108.46. The impact to a portfolio due to this purchase was 3.24%. The holding were 103,525 shares as of .
Added: Abbott Laboratories (ABT)Swarthmore Group Inc added to a holding in Abbott Laboratories by 1039.77%. The purchase prices were between $76.57 and $98, with an estimated average price of $90.16. The stock is now traded at around $98.19. The impact to a portfolio due to this purchase was 3.09%. The holding were 108,745 shares as of .
Here is the complete portfolio of SWARTHMORE GROUP INC. Also check out:
1. SWARTHMORE GROUP INC's Undervalued Stocks
2. SWARTHMORE GROUP INC's Top Growth Companies, and
3. SWARTHMORE GROUP INC's High Yield stocks
4. Stocks that SWARTHMORE GROUP INC keeps buying