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Independent Family Office, LLC Buys SPDR S&P 500, SPDR Gold Trust, Invesco BuyBack Achievers ETF, Sells American Express Co, iShares Inc MSCI Singapore, Chevron Corp

Investment company Independent Family Office, LLC (Current Portfolio) buys SPDR S&P 500, SPDR Gold Trust, Invesco BuyBack Achievers ETF, iShares Russell 2000, PayPal Holdings Inc, sells American Express Co, iShares Inc MSCI Singapore, Chevron Corp, Illinois Tool Works Inc, iShares U.S. Aerospace & Defense during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Independent Family Office, LLC. As of 2020Q1, Independent Family Office, LLC owns 55 stocks with a total value of $161 million. These are the details of the buys and sells.

For the details of Independent Family Office, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/independent+family+office%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Independent Family Office, LLC
  1. SPDR S&P 500 (SPY) - 303,049 shares, 48.60% of the total portfolio. Shares added by 34.45%
  2. ishares Gold Trust (IAU) - 722,200 shares, 6.77% of the total portfolio. Shares added by 10.04%
  3. SPDR Gold Trust (GLD) - 49,986 shares, 4.60% of the total portfolio. Shares added by 26.36%
  4. iShares Floating Rate Bond (FLOT) - 139,571 shares, 4.23% of the total portfolio. Shares added by 12.95%
  5. iShares Russell 1000 Value (IWD) - 65,759 shares, 4.06% of the total portfolio. Shares added by 1.08%
New Purchase: PayPal Holdings Inc (PYPL)

Independent Family Office, LLC initiated holding in PayPal Holdings Inc. The purchase prices were between $85.26 and $123.91, with an estimated average price of $110.65. The stock is now traded at around $173.49. The impact to a portfolio due to this purchase was 0.35%. The holding were 5,885 shares as of .

New Purchase: Intuitive Surgical Inc (ISRG)

Independent Family Office, LLC initiated holding in Intuitive Surgical Inc. The purchase prices were between $367.75 and $618.29, with an estimated average price of $551.71. The stock is now traded at around $590.51. The impact to a portfolio due to this purchase was 0.34%. The holding were 1,116 shares as of .

New Purchase: Edwards Lifesciences Corp (EW)

Independent Family Office, LLC initiated holding in Edwards Lifesciences Corp. The purchase prices were between $52.41 and $81, with an estimated average price of $72.39. The stock is now traded at around $71.19. The impact to a portfolio due to this purchase was 0.28%. The holding were 7,053 shares as of .

New Purchase: Novo Nordisk A/S (NVO)

Independent Family Office, LLC initiated holding in Novo Nordisk A/S. The purchase prices were between $49.46 and $64.78, with an estimated average price of $59.61. The stock is now traded at around $68.24. The impact to a portfolio due to this purchase was 0.26%. The holding were 6,855 shares as of .

New Purchase: Mastercard Inc (MA)

Independent Family Office, LLC initiated holding in Mastercard Inc. The purchase prices were between $203.3 and $344.56, with an estimated average price of $298.41. The stock is now traded at around $308.80. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,500 shares as of .

New Purchase: Ecolab Inc (ECL)

Independent Family Office, LLC initiated holding in Ecolab Inc. The purchase prices were between $125.22 and $210.31, with an estimated average price of $188.41. The stock is now traded at around $200.81. The impact to a portfolio due to this purchase was 0.21%. The holding were 2,178 shares as of .

Added: SPDR S&P 500 (SPY)

Independent Family Office, LLC added to a holding in SPDR S&P 500 by 34.45%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $305.03. The stock is now traded at around $313.03. The impact to a portfolio due to this purchase was 12.45%. The holding were 303,049 shares as of .

Added: SPDR Gold Trust (GLD)

Independent Family Office, LLC added to a holding in SPDR Gold Trust by 26.36%. The purchase prices were between $138.04 and $157.81, with an estimated average price of $148.89. The stock is now traded at around $166.20. The impact to a portfolio due to this purchase was 0.96%. The holding were 49,986 shares as of .

Added: Invesco BuyBack Achievers ETF (PKW)

Independent Family Office, LLC added to a holding in Invesco BuyBack Achievers ETF by 146.69%. The purchase prices were between $41.45 and $70.64, with an estimated average price of $62.71. The stock is now traded at around $58.35. The impact to a portfolio due to this purchase was 0.96%. The holding were 53,373 shares as of .

Added: iShares Russell 2000 (IWM)

Independent Family Office, LLC added to a holding in iShares Russell 2000 by 21.02%. The purchase prices were between $99.18 and $168.31, with an estimated average price of $148.05. The stock is now traded at around $143.52. The impact to a portfolio due to this purchase was 0.69%. The holding were 55,638 shares as of .

Added: iShares U.S. Real Estate (IYR)

Independent Family Office, LLC added to a holding in iShares U.S. Real Estate by 87.61%. The purchase prices were between $56.91 and $98.67, with an estimated average price of $87.13. The stock is now traded at around $79.47. The impact to a portfolio due to this purchase was 0.3%. The holding were 14,849 shares as of .

Added: Agnico Eagle Mines Ltd (AEM)

Independent Family Office, LLC added to a holding in Agnico Eagle Mines Ltd by 61.80%. The purchase prices were between $36.36 and $62.45, with an estimated average price of $52.88. The stock is now traded at around $62.68. The impact to a portfolio due to this purchase was 0.06%. The holding were 6,545 shares as of .

Sold Out: iShares Inc MSCI Singapore (EWS)

Independent Family Office, LLC sold out a holding in iShares Inc MSCI Singapore. The sale prices were between $15.12 and $24.26, with an estimated average price of $21.45.

Sold Out: American Express Co (AXP)

Independent Family Office, LLC 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.

Sold Out: Chevron Corp (CVX)

Independent Family Office, LLC sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.

Sold Out: Illinois Tool Works Inc (ITW)

Independent Family Office, LLC sold out a holding in Illinois Tool Works Inc. The sale prices were between $118.09 and $190, with an estimated average price of $170.51.

Sold Out: iShares U.S. Aerospace & Defense (ITA)

Independent Family Office, LLC sold out a holding in iShares U.S. Aerospace & Defense. The sale prices were between $116.52 and $237.79, with an estimated average price of $203.03.

Sold Out: Acorn Energy Inc (ACFN)

Independent Family Office, LLC sold out a holding in Acorn Energy Inc. The sale prices were between $0.15 and $0.39, with an estimated average price of $0.29.



Here is the complete portfolio of Independent Family Office, LLC. Also check out:

1. Independent Family Office, LLC's Undervalued Stocks
2. Independent Family Office, LLC's Top Growth Companies, and
3. Independent Family Office, LLC's High Yield stocks
4. Stocks that Independent Family Office, LLC keeps buying

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