- New Purchases: EDAP, MTUM, FDN, USB,
- Added Positions: RSP, ANGL, SCZ, SCHX, VV, BBY, EFA, ADBE, BNDX, DON, MMM, GIM, DEM, IDXX, IWR, CWB, RYT, SCHB, CVX, HACK, LUV, VGT, RTN, SPLV, VEA, TGT, SCHZ, IWF, IBM, CRM, PFPT, DAL, NOW, XRAY, NEE, IWM, TOT, MA, IWV, ECL, ITOT, JNJ, VTV, MDT, HD, EEMA, HON, IHI, CAT, PKW, FNDA, VO, AMZN, BA, LMT, SDOG, AOA, LAND, VT, UNH, VCIT, MSFT, GOOG, BDJ, IVE,
- Reduced Positions: SCHO, VIG, IVW, AOR, FNDF, MOAT, VNQ, DGRW, IEFA, BRK.B, VWO, SCHM, IJH, SCHA, SCHF, VCSH, GNR, USMV, BSV, BIP, SCHH, SCHV, VNQI, SLYV, CHRW, DTN, IJS, SCHG, FM, EMB, IVV, IWD, BSCK, INTC, VZ, V, EVV, PDBC, BP, SLYG, SCHE, IHE, VYM, MCD, FAX, IJR, PGF, DLS, FNDX, WFC, AMLP, NTG, PPT, BAC, CSCO, COST, AMAT, XEL, VOD, D, T, FVD, VIOO, PLM, WPRT, VTI, VTIP, HYT,
- Sold Out: FTCS, XOM, GRI, IJT, SCHC, AXP, FNX, IXC, VB, BOTZ, EEM, FXH, DIS, UN, JPM, CMCSA, CBRE, BMY,
For the details of OHE FINANCIAL INC's stock buys and sells, go to https://www.gurufocus.com/guru/ohe+financial+inc/current-portfolio/portfolio
These are the top 5 holdings of OHE FINANCIAL INC- iShares MSCI EAFE Small-Cap ETF (SCZ) - 86,120 shares, 6.84% of the total portfolio. Shares added by 130.79%
- Invesco S&P 500 Equal Weight (RSP) - 254,959 shares, 6.35% of the total portfolio. Shares added by 2266.65%
- Schwab U.S. Large-Cap (SCHX) - 117,156 shares, 5.43% of the total portfolio. Shares added by 181.90%
- VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL) - 103,376 shares, 5.14% of the total portfolio. Shares added by 511.95%
- Edap TMS SA (EDAP) - 31,660 shares, 2.79% of the total portfolio. New Position
Ohe Financial Inc initiated holding in Edap TMS SA. The purchase prices were between $1.72 and $4.47, with an estimated average price of $3.55. The stock is now traded at around $2.13. The impact to a portfolio due to this purchase was 2.79%. The holding were 31,660 shares as of .
New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)Ohe Financial Inc initiated holding in iShares Edge MSCI USA Momentum Factor. The purchase prices were between $90.36 and $137.08, with an estimated average price of $124.42. The stock is now traded at around $122.46. The impact to a portfolio due to this purchase was 1.05%. The holding were 53,330 shares as of .
New Purchase: First Trust DJ Internet Index Fund (FDN)Ohe Financial Inc initiated holding in First Trust DJ Internet Index Fund. The purchase prices were between $107.38 and $154.58, with an estimated average price of $138.67. The stock is now traded at around $154.49. The impact to a portfolio due to this purchase was 0.51%. The holding were 3,718 shares as of .
New Purchase: U.S. Bancorp (USB)Ohe Financial Inc initiated holding in U.S. Bancorp. The purchase prices were between $28.93 and $59.29, with an estimated average price of $48.59. The stock is now traded at around $30.68. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,774 shares as of .
Added: Invesco S&P 500 Equal Weight (RSP)Ohe Financial Inc added to a holding in Invesco S&P 500 Equal Weight by 2266.65%. The purchase prices were between $71.66 and $118.71, with an estimated average price of $107.28. The stock is now traded at around $91.26. The impact to a portfolio due to this purchase was 6.08%. The holding were 254,959 shares as of .
Added: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)Ohe Financial Inc added to a holding in VanEck Vectors Fallen Angel High Yield Bond ETF by 511.95%. The purchase prices were between $21.3 and $30.13, with an estimated average price of $28.21. The stock is now traded at around $26.60. The impact to a portfolio due to this purchase was 4.3%. The holding were 103,376 shares as of .
Added: iShares MSCI EAFE Small-Cap ETF (SCZ)Ohe Financial Inc added to a holding in iShares MSCI EAFE Small-Cap ETF by 130.79%. The purchase prices were between $38.34 and $62.84, with an estimated average price of $56.15. The stock is now traded at around $48.42. The impact to a portfolio due to this purchase was 3.88%. The holding were 86,120 shares as of .
Added: Schwab U.S. Large-Cap (SCHX)Ohe Financial Inc added to a holding in Schwab U.S. Large-Cap by 181.90%. The purchase prices were between $53.21 and $81.03, with an estimated average price of $73.44. The stock is now traded at around $68.31. The impact to a portfolio due to this purchase was 3.5%. The holding were 117,156 shares as of .
Added: Vanguard Large-Cap (VV)Ohe Financial Inc added to a holding in Vanguard Large-Cap by 1031.93%. The purchase prices were between $102.61 and $156.13, with an estimated average price of $141.58. The stock is now traded at around $132.27. The impact to a portfolio due to this purchase was 1.97%. The holding were 102,768 shares as of .
Added: Best Buy Co Inc (BBY)Ohe Financial Inc added to a holding in Best Buy Co Inc by 2303.24%. The purchase prices were between $50.69 and $91.93, with an estimated average price of $79.75. The stock is now traded at around $78.61. The impact to a portfolio due to this purchase was 1.95%. The holding were 101,729 shares as of .
Sold Out: First Trust Capital Strength ETF (FTCS)Ohe Financial Inc sold out a holding in First Trust Capital Strength ETF. The sale prices were between $43.11 and $63.33, with an estimated average price of $58.11.
Sold Out: Exxon Mobil Corp (XOM)Ohe Financial Inc sold out a holding in Exxon Mobil Corp. The sale prices were between $31.45 and $70.9, with an estimated average price of $55.73.
Sold Out: (GRI)Ohe Financial Inc sold out a holding in . The sale prices were between $47.25 and $47.78, with an estimated average price of $47.59.
Sold Out: iShares S&P Small-Cap 600 Growth ETF (IJT)Ohe Financial Inc sold out a holding in iShares S&P Small-Cap 600 Growth ETF. The sale prices were between $119.13 and $199.18, with an estimated average price of $176.08.
Sold Out: Schwab International Small-Cap Equity (SCHC)Ohe Financial Inc sold out a holding in Schwab International Small-Cap Equity. The sale prices were between $20.7 and $34.9, with an estimated average price of $31.07.
Sold Out: American Express Co (AXP)Ohe Financial Inc sold out a holding in American Express Co. The sale prices were between $68.96 and $136.93, with an estimated average price of $117.01.
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