- New Purchases: DGRO, FXN, CEQP,
- Added Positions: SDY, IJR, FXH, FXL, FDN, QTEC, IEF, SPY, JPM,
- Reduced Positions: VWO, EFA, VGK, EEM, AAPL, VEA, BMY,
- Sold Out: FXU, VSS, SCHB,
For the details of O\'Dell Group, LLC\'s stock buys and sells, \r\n go to https://www.gurufocus.com/guru/o%27dell+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of O\'Dell Group, LLC- SPDR Russell 1000 ETF (ELR) - 825,895 shares, 16.09% of the total portfolio. Shares reduced by 0.86%
- SPDR SERIES TRUST (SDY) - 252,282 shares, 12.36% of the total portfolio. Shares added by 15.03%
- SPDR S&P500 ETF TR (SPY) - 60,208 shares, 9.98% of the total portfolio. Shares added by 2.30%
- VANGUARD INTL EQUI (VWO) - 466,016 shares, 9.92% of the total portfolio. Shares reduced by 3.57%
- iShares 7-10 Year Treasury Bond ETF (IEF) - 129,381 shares, 8.47% of the total portfolio. Shares added by 2.64%
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O\'Dell Group, LLC initiated holding in ISHARES TRUST. The purchase prices were between $30.95 and $40.57, with an estimated average price of $36.1. The stock is now traded at around $40.02. The impact to a portfolio due to this purchase was 4.93%. The holding were 243,945 shares as of .
New Purchase: FIRST TRUST EXCH 2 (FXN)\n
O\'Dell Group, LLC initiated holding in FIRST TRUST EXCH 2. The purchase prices were between $3.76 and $8.98, with an estimated average price of $6.13. The stock is now traded at around $6.91. The impact to a portfolio due to this purchase was 2.97%. The holding were 841,952 shares as of .
New Purchase: Crestwood Equity Partners LP (CEQP)\n
O\'Dell Group, LLC initiated holding in Crestwood Equity Partners LP. The purchase prices were between $4 and $18.88, with an estimated average price of $11.23. The stock is now traded at around $14.29. The impact to a portfolio due to this purchase was 0.16%. The holding were 22,320 shares as of .
Added: ISHARES TRUST (IJR)O\'Dell Group, LLC added to a holding in ISHARES TRUST by 30.46%. The purchase prices were between $50.81 and $75.28, with an estimated average price of $62.85. The stock is now traded at around $74.50. The impact to a portfolio due to this purchase was 1.04%. The holding were 121,494 shares as of .
Sold Out: FIRST TRUST EXCH 2 (FXU)O\'Dell Group, LLC sold out a holding in FIRST TRUST EXCH 2. The sale prices were between $22.65 and $28.78, with an estimated average price of $25.81.
Sold Out: VANGUARD INTL EQUI (VSS)O\'Dell Group, LLC sold out a holding in VANGUARD INTL EQUI. The sale prices were between $74.55 and $100.43, with an estimated average price of $89.06.
Sold Out: SCHWAB STRATEGIC T (SCHB)O\'Dell Group, LLC sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $57.67 and $76.99, with an estimated average price of $68.99.
Here is the complete portfolio of O\'Dell Group, LLC. Also check out:
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1. O\'Dell Group, LLC\'s Undervalued Stocks
\r\n2. O\'Dell Group, LLC\'s Top Growth Companies, and
\r\n3. O\'Dell Group, LLC\'s High Yield stocks
\r\n4. Stocks that O\'Dell Group, LLC keeps buying