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Dfpg Investments, Inc. Buys ishares Gold Trust, iShares Floating Rate Bond, Moderna Inc, Sells Arcturus Therapeutics Holdings Inc, ProShares Short S&P500, Essential Utilities Inc

Investment company Dfpg Investments, Inc. (Current Portfolio) buys ishares Gold Trust, iShares Floating Rate Bond, Moderna Inc, Essential Utilities Inc, Occidental Petroleum Corp, sells Arcturus Therapeutics Holdings Inc, ProShares Short S&P500, Essential Utilities Inc, Teva Pharmaceutical Industries, Zoom Video Communications Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Dfpg Investments, Inc.. As of 2020Q2, Dfpg Investments, Inc. owns 158 stocks with a total value of $151 million. These are the details of the buys and sells.

For the details of DFPG INVESTMENTS, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/dfpg+investments%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of DFPG INVESTMENTS, INC.
  1. First Trust Enhanced Short Maturity ETF (FTSM) - 174,732 shares, 6.93% of the total portfolio. Shares reduced by 16.62%
  2. Arcturus Therapeutics Holdings Inc (ARCT) - 204,673 shares, 6.72% of the total portfolio. Shares reduced by 35.39%
  3. Apple Inc (AAPL) - 19,951 shares, 4.91% of the total portfolio. Shares reduced by 2.12%
  4. HealthEquity Inc (HQY) - 100,050 shares, 3.84% of the total portfolio. Shares reduced by 0.6%
  5. PowerShares QQQ Trust Ser 1 (QQQ) - 20,924 shares, 3.55% of the total portfolio. Shares added by 16.15%
New Purchase: ishares Gold Trust (IAU)

Dfpg Investments, Inc. initiated holding in ishares Gold Trust. The purchase prices were between $15.07 and $16.99, with an estimated average price of $16.36. The stock is now traded at around $17.21. The impact to a portfolio due to this purchase was 1.12%. The holding were 99,036 shares as of .

New Purchase: iShares Floating Rate Bond (FLOT)

Dfpg Investments, Inc. initiated holding in iShares Floating Rate Bond. The purchase prices were between $48.45 and $50.55, with an estimated average price of $49.9. The stock is now traded at around $50.52. The impact to a portfolio due to this purchase was 0.99%. The holding were 29,759 shares as of .

New Purchase: Moderna Inc (MRNA)

Dfpg Investments, Inc. initiated holding in Moderna Inc. The purchase prices were between $29.67 and $80, with an estimated average price of $54.26. The stock is now traded at around $71.78. The impact to a portfolio due to this purchase was 0.81%. The holding were 20,035 shares as of .

New Purchase: Essential Utilities Inc (WTRG)

Dfpg Investments, Inc. initiated holding in Essential Utilities Inc. The purchase prices were between $38.5 and $46.61, with an estimated average price of $42.23. The stock is now traded at around $43.37. The impact to a portfolio due to this purchase was 0.63%. The holding were 22,166 shares as of .

New Purchase: SPDR Select Sector Fund - Energy Select Sector (XLE)

Dfpg Investments, Inc. initiated holding in SPDR Select Sector Fund - Energy Select Sector. The purchase prices were between $27.62 and $46.86, with an estimated average price of $37.03. The stock is now traded at around $35.35. The impact to a portfolio due to this purchase was 0.47%. The holding were 19,678 shares as of .

New Purchase: American Express Co (AXP)

Dfpg Investments, Inc. initiated holding in American Express Co. The purchase prices were between $73.6 and $113.67, with an estimated average price of $91.97. The stock is now traded at around $93.56. The impact to a portfolio due to this purchase was 0.43%. The holding were 7,057 shares as of .

Added: Occidental Petroleum Corp (OXY)

Dfpg Investments, Inc. added to a holding in Occidental Petroleum Corp by 280.07%. The purchase prices were between $10.74 and $24.4, with an estimated average price of $15.66. The stock is now traded at around $16.16. The impact to a portfolio due to this purchase was 0.61%. The holding were 72,950 shares as of .

Added: Alibaba Group Holding Ltd (BABA)

Dfpg Investments, Inc. added to a holding in Alibaba Group Holding Ltd by 67.83%. The purchase prices were between $187.11 and $228.75, with an estimated average price of $207.72. The stock is now traded at around $251.67. The impact to a portfolio due to this purchase was 0.57%. The holding were 8,925 shares as of .

Added: JPMorgan Ultra-Short Income (JPST)

Dfpg Investments, Inc. added to a holding in JPMorgan Ultra-Short Income by 67.46%. The purchase prices were between $49.62 and $50.75, with an estimated average price of $50.35. The stock is now traded at around $50.75. The impact to a portfolio due to this purchase was 0.49%. The holding were 36,328 shares as of .

Added: Boeing Co (BA)

Dfpg Investments, Inc. added to a holding in Boeing Co by 108.28%. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $175.65. The impact to a portfolio due to this purchase was 0.38%. The holding were 6,238 shares as of .

Added: Centene Corp (CNC)

Dfpg Investments, Inc. added to a holding in Centene Corp by 55.10%. The purchase prices were between $54.6 and $72.85, with an estimated average price of $65.04. The stock is now traded at around $63.53. The impact to a portfolio due to this purchase was 0.24%. The holding were 15,384 shares as of .

Added: Advanced Micro Devices Inc (AMD)

Dfpg Investments, Inc. added to a holding in Advanced Micro Devices Inc by 44.95%. The purchase prices were between $42.59 and $57.44, with an estimated average price of $52.87. The stock is now traded at around $53.59. The impact to a portfolio due to this purchase was 0.23%. The holding were 21,068 shares as of .

Sold Out: ProShares Short S&P500 (SH)

Dfpg Investments, Inc. sold out a holding in ProShares Short S&P500. The sale prices were between $21.58 and $28.93, with an estimated average price of $24.08.

Sold Out: Essential Utilities Inc (A2A)

Dfpg Investments, Inc. sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.

Sold Out: FS KKR Capital Corp (FSK)

Dfpg Investments, Inc. sold out a holding in FS KKR Capital Corp. The sale prices were between $11.16 and $18, with an estimated average price of $14.05.

Sold Out: United States Oil Fund (USO)

Dfpg Investments, Inc. sold out a holding in United States Oil Fund. The sale prices were between $2.13 and $28.98, with an estimated average price of $18.42.

Sold Out: Lululemon Athletica Inc (LULU)

Dfpg Investments, Inc. sold out a holding in Lululemon Athletica Inc. The sale prices were between $181.25 and $323.74, with an estimated average price of $254.26.

Sold Out: United Airlines Holdings Inc (UAL)

Dfpg Investments, Inc. sold out a holding in United Airlines Holdings Inc. The sale prices were between $19.92 and $48.69, with an estimated average price of $29.96.

Reduced: Arcturus Therapeutics Holdings Inc (ARCT)

Dfpg Investments, Inc. reduced to a holding in Arcturus Therapeutics Holdings Inc by 35.39%. The sale prices were between $12.66 and $58.27, with an estimated average price of $34.22. The stock is now traded at around $50.46. The impact to a portfolio due to this sale was -1.64%. Dfpg Investments, Inc. still held 204,673 shares as of .

Reduced: Teva Pharmaceutical Industries Ltd (TEVA)

Dfpg Investments, Inc. reduced to a holding in Teva Pharmaceutical Industries Ltd by 71.68%. The sale prices were between $8.12 and $13.12, with an estimated average price of $11.27. The stock is now traded at around $11.57. The impact to a portfolio due to this sale was -0.59%. Dfpg Investments, Inc. still held 28,794 shares as of .

Reduced: Zoom Video Communications Inc (ZM)

Dfpg Investments, Inc. reduced to a holding in Zoom Video Communications Inc by 72.06%. The sale prices were between $113.75 and $259.51, with an estimated average price of $178.45. The stock is now traded at around $260.30. The impact to a portfolio due to this sale was -0.56%. Dfpg Investments, Inc. still held 1,770 shares as of .

Reduced: PayPal Holdings Inc (PYPL)

Dfpg Investments, Inc. reduced to a holding in PayPal Holdings Inc by 64.71%. The sale prices were between $91.38 and $174.23, with an estimated average price of $137.26. The stock is now traded at around $171.51. The impact to a portfolio due to this sale was -0.23%. Dfpg Investments, Inc. still held 1,446 shares as of .

Reduced: Coca-Cola Co (KO)

Dfpg Investments, Inc. reduced to a holding in Coca-Cola Co by 24.45%. The sale prices were between $42.12 and $49.85, with an estimated average price of $46.06. The stock is now traded at around $45.25. The impact to a portfolio due to this sale was -0.22%. Dfpg Investments, Inc. still held 17,596 shares as of .

Reduced: VanEck Vectors Pharmaceutical ETF (PPH)

Dfpg Investments, Inc. reduced to a holding in VanEck Vectors Pharmaceutical ETF by 47.27%. The sale prices were between $52.32 and $64.28, with an estimated average price of $60.34. The stock is now traded at around $61.73. The impact to a portfolio due to this sale was -0.22%. Dfpg Investments, Inc. still held 5,303 shares as of .



Here is the complete portfolio of DFPG INVESTMENTS, INC.. Also check out:

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