- New Purchases: VEA, BSCJ, PGX, MSFT, PRFZ, VGIT, PG,
- Added Positions: QQQ, FLRN, SLYG, SDOG, FB, DE, GLW, BRK.B, VT, TIP,
- Reduced Positions: SCHM, SCHX, AMZN, CBND, CORP, SCHR, SCHO, SCHP, SCHE, VGK,
- Sold Out: SPIB, ABBV, HYS, INFY, IJH, CWB, SDY, IOO, EFA, AGG,
For the details of McMahon Financial Advisors, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=McMahon+Financial+Advisors%2C+LLC
These are the top 5 holdings of McMahon Financial Advisors, LLC- PowerShares QQQ Trust Ser 1 (QQQ) - 126,747 shares, 20.2% of the total portfolio. Shares added by 4.18%
- Schwab U.S. Large-Cap (SCHX) - 169,915 shares, 10.76% of the total portfolio. Shares reduced by 8.06%
- SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 320,359 shares, 9.57% of the total portfolio. Shares added by 5.01%
- Vanguard FTSE Developed Markets (VEA) - 180,068 shares, 6.95% of the total portfolio. New Position
- ALPS Sector Dividend Dogs (SDOG) - 145,722 shares, 6.3% of the total portfolio. Shares added by 2.91%
McMahon Financial Advisors, LLC initiated holding in Vanguard FTSE Developed Markets. The purchase prices were between $41.81 and $43.94, with an estimated average price of $43.1. The stock is now traded at around $39.67. The impact to a portfolio due to this purchase was 6.95%. The holding were 180,068 shares as of 2018-09-30.
New Purchase: Invesco BulletShares 2019 Corporate Bond (BSCJ)McMahon Financial Advisors, LLC initiated holding in Invesco BulletShares 2019 Corporate Bond. The purchase prices were between $20.98 and $21.11, with an estimated average price of $21.05. The stock is now traded at around $21.07. The impact to a portfolio due to this purchase was 2.45%. The holding were 119,353 shares as of 2018-09-30.
New Purchase: Invesco Preferred (PGX)McMahon Financial Advisors, LLC initiated holding in Invesco Preferred. The purchase prices were between $14.29 and $14.75, with an estimated average price of $14.52. The stock is now traded at around $13.98. The impact to a portfolio due to this purchase was 2.28%. The holding were 167,201 shares as of 2018-09-30.
New Purchase: Microsoft Corp (MSFT)McMahon Financial Advisors, LLC initiated holding in Microsoft Corp. The purchase prices were between $99.05 and $114.67, with an estimated average price of $108.32. The stock is now traded at around $104.97. The impact to a portfolio due to this purchase was 0.91%. The holding were 8,657 shares as of 2018-09-30.
New Purchase: Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ)McMahon Financial Advisors, LLC initiated holding in Invesco FTSE RAFI US 1500 Small-Mid ETF. The purchase prices were between $139.56 and $146.04, with an estimated average price of $142.81. The stock is now traded at around $127.69. The impact to a portfolio due to this purchase was 0.87%. The holding were 6,942 shares as of 2018-09-30.
New Purchase: Vanguard Intermediate-Term Government Bond ETF (VGIT)McMahon Financial Advisors, LLC initiated holding in Vanguard Intermediate-Term Government Bond ETF. The purchase prices were between $61.95 and $62.79, with an estimated average price of $62.43. The stock is now traded at around $62.02. The impact to a portfolio due to this purchase was 0.25%. The holding were 4,136 shares as of 2018-09-30.
Sold Out: SPDR Portfolio Intermediate Term Corporate Bond (SPIB)McMahon Financial Advisors, LLC sold out a holding in SPDR Portfolio Intermediate Term Corporate Bond. The sale prices were between $33.17 and $33.49, with an estimated average price of $33.31.
Sold Out: AbbVie Inc (ABBV)McMahon Financial Advisors, LLC sold out a holding in AbbVie Inc. The sale prices were between $88.91 and $98.84, with an estimated average price of $94.83.
Sold Out: PIMCO 0-5 Year High Yield Corporat Bond Index Exch (HYS)McMahon Financial Advisors, LLC sold out a holding in PIMCO 0-5 Year High Yield Corporat Bond Index Exch. The sale prices were between $99.04 and $100.66, with an estimated average price of $100.16.
Sold Out: Infosys Ltd (INFY)McMahon Financial Advisors, LLC sold out a holding in Infosys Ltd. The sale prices were between $9.58 and $10.61, with an estimated average price of $10.17.
Sold Out: iShares Core S&P Mid-Cap (IJH)McMahon Financial Advisors, LLC sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $194.86 and $204.98, with an estimated average price of $200.94.
Sold Out: SPDR Bloomberg Barclays Convertible Securities (CWB)McMahon Financial Advisors, LLC sold out a holding in SPDR Bloomberg Barclays Convertible Securities. The sale prices were between $52.57 and $54.46, with an estimated average price of $53.6.
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