- New Purchases: IGSB, PGX, QYLD, AGG, SPYG, MDYG, IGIB, SPYV, DON, PFF, LDOS, SLYG, FMB, BANX, SLYV, FIXD, IEMG, SMB, RDVY, SPG, FDT, SLV, TDIV, BPY, MS, HLI, BLK, FIVG, PD, ZS, SH, QTS, UN, EWG, EWC, DAL,
- Added Positions: MBB, VCSH, NEE, VCIT, LQD, ATR, WMT, UNH, DG, D, KO, PFE, XLY, PEP, AAPL, STE, ACN, HYG, RSG, MA, SHW, MSFT, LANC, JNJ, GILD, CL, TSCO, IUSG, IUSV, FDN, FVD, CASY, EWZ, FTC, XLC, AJG, COST, DE, XOM, JKHY, KMB, PBCT, FDL, FEM, FEP, FTCS, VNQ, ADP, BDX, HD, ITW, MDT, NDAQ, PAYX, PG, QCOM, USB, UNP, VFC, VZ, WDFC, WMB, FDD, FTA, IJR, JNK, QQEW, SCHF, SCHM, XLK, AMT, AIZ, FIS, CBSH, DLR, GBCI, SR, MKC, MCD, PB, SNA, SYK, TTC, WBA, XEL, TREE, KMI, STOR, EMLP, FBT, HYLS, IGF, KRE, SCHH, VOT, AMGN, ADSK, DUK, ENB, IRM, PGR, TER, SPLK, TWOU, CLLS, PSTG, SQ, ETRN, PINS, AMJ, ENZL, EWQ, EWT, IBB, IEF, IHI, ITA, MUB, SCHR, SHY, VBK, VBR, VOE, VPL, XHE, XLB, XLI, XLP, XLU,
- Reduced Positions: SCHO, TLT, IVE, IVW, IJJ, VCLT, TLH, IGLB, ROST, BR, CME, IJK, T, AMLP, XLNX, XLV, WEC, IAU, WSO, FPE, CSCO, OKE, ARKK, MRK, FTSL, TSLA, MAIN, BRK.B, GD, WM, ICE, INTC, NKE, LMBS, AVAV, FTSM, O, VOD, ILMN, DIS, COLD, SPY, CCI, CFG, TSLX, CVS, ABBV, PSX, BAH, BMY, PHB, XLE, IVV, FXD, JPM, LMT, LOW, FYX, FXH, ASHR, ROKU, EDIT, TDOC, TWTR, JQC, JLS,
- Sold Out: GVI, BKLN, VGLT, LEG, GDX, LAMR, MLPA, BX, KTB, UPS, IEI, BDXA.PFD, ATO, KKR, RDS.B, RTX, CAT, CNI, CBOE, OTIS, MGEE, ADM, DEX, RUBY, C, IJS, IJT, NORW,
For the details of BENJAMIN EDWARDS INC's stock buys and sells, go to https://www.gurufocus.com/guru/benjamin+edwards+inc/current-portfolio/portfolio
These are the top 5 holdings of BENJAMIN EDWARDS INC- Valero Energy Corp (VLO) - 109,000 shares, 5.70% of the total portfolio.
- Apple Inc (AAPL) - 9,262 shares, 3.01% of the total portfolio. Shares added by 11.12%
- Vanguard Short-Term Corporate Bond ETF (VCSH) - 36,622 shares, 2.69% of the total portfolio. Shares added by 173.69%
- iShares 1-3 Year Credit Bond ETF (IGSB) - 52,764 shares, 2.57% of the total portfolio. New Position
- iShares MBS ETF (MBB) - 24,168 shares, 2.38% of the total portfolio. Shares added by 3188.16%
Benjamin Edwards Inc initiated holding in iShares 1-3 Year Credit Bond ETF. The purchase prices were between $51.56 and $54.53, with an estimated average price of $53.55. The stock is now traded at around $54.97. The impact to a portfolio due to this purchase was 2.57%. The holding were 52,764 shares as of .
New Purchase: Invesco Preferred ETF (PGX)Benjamin Edwards Inc initiated holding in Invesco Preferred ETF. The purchase prices were between $12.54 and $14.56, with an estimated average price of $14. The stock is now traded at around $14.90. The impact to a portfolio due to this purchase was 1.6%. The holding were 127,239 shares as of .
New Purchase: Recon Capital NASDAQ-100 Covered Call ETF (QYLD)Benjamin Edwards Inc initiated holding in Recon Capital NASDAQ-100 Covered Call ETF. The purchase prices were between $18.9 and $21, with an estimated average price of $20.27. The stock is now traded at around $21.92. The impact to a portfolio due to this purchase was 1.56%. The holding were 83,465 shares as of .
New Purchase: ISHARES TRUST (AGG)Benjamin Edwards Inc initiated holding in ISHARES TRUST. The purchase prices were between $113.88 and $117.78, with an estimated average price of $116.39. The stock is now traded at around $118.57. The impact to a portfolio due to this purchase was 1.46%. The holding were 13,859 shares as of .
New Purchase: SPDR SERIES TRUST (SPYG)Benjamin Edwards Inc initiated holding in SPDR SERIES TRUST. The purchase prices were between $34.16 and $45.45, with an estimated average price of $41.41. The stock is now traded at around $50.11. The impact to a portfolio due to this purchase was 1.44%. The holding were 36,146 shares as of .
New Purchase: SPDR SERIES TRUST (MDYG)Benjamin Edwards Inc initiated holding in SPDR SERIES TRUST. The purchase prices were between $39.86 and $56.97, with an estimated average price of $49.69. The stock is now traded at around $59.32. The impact to a portfolio due to this purchase was 1.16%. The holding were 24,193 shares as of .
Added: iShares MBS ETF (MBB)Benjamin Edwards Inc added to a holding in iShares MBS ETF by 3188.16%. The purchase prices were between $109.82 and $111.24, with an estimated average price of $110.72. The stock is now traded at around $110.74. The impact to a portfolio due to this purchase was 2.31%. The holding were 24,168 shares as of .
Added: Vanguard Short-Term Corporate Bond ETF (VCSH)Benjamin Edwards Inc added to a holding in Vanguard Short-Term Corporate Bond ETF by 173.69%. The purchase prices were between $78.35 and $82.66, with an estimated average price of $81.32. The stock is now traded at around $82.90. The impact to a portfolio due to this purchase was 1.71%. The holding were 36,622 shares as of .
Added: NextEra Energy Inc (NEE)Benjamin Edwards Inc added to a holding in NextEra Energy Inc by 224.50%. The purchase prices were between $218.23 and $260.48, with an estimated average price of $239.44. The stock is now traded at around $282.95. The impact to a portfolio due to this purchase was 1.26%. The holding were 8,518 shares as of .
Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)Benjamin Edwards Inc added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 898.12%. The purchase prices were between $86.24 and $95.36, with an estimated average price of $91.91. The stock is now traded at around $96.23. The impact to a portfolio due to this purchase was 1.17%. The holding were 15,381 shares as of .
Added: ISHARES TRUST (LQD)Benjamin Edwards Inc added to a holding in ISHARES TRUST by 1237.44%. The purchase prices were between $121.1 and $134.5, with an estimated average price of $129.98. The stock is now traded at around $136.08. The impact to a portfolio due to this purchase was 0.85%. The holding were 7,717 shares as of .
Added: AptarGroup Inc (ATR)Benjamin Edwards Inc added to a holding in AptarGroup Inc by 7773.79%. The purchase prices were between $94.19 and $113.58, with an estimated average price of $106.29. The stock is now traded at around $118.56. The impact to a portfolio due to this purchase was 0.8%. The holding were 8,110 shares as of .
Sold Out: ISHARES TRUST (GVI)Benjamin Edwards Inc sold out a holding in ISHARES TRUST. The sale prices were between $113.8 and $117.36, with an estimated average price of $116.03.
Sold Out: Invesco Senior Loan ETF (BKLN)Benjamin Edwards Inc sold out a holding in Invesco Senior Loan ETF. The sale prices were between $19.38 and $21.79, with an estimated average price of $20.99.
Sold Out: Vanguard Long-Term Government Bond ETF (VGLT)Benjamin Edwards Inc sold out a holding in Vanguard Long-Term Government Bond ETF. The sale prices were between $95.5 and $104.36, with an estimated average price of $100.51.
Sold Out: Leggett & Platt Inc (LEG)Benjamin Edwards Inc sold out a holding in Leggett & Platt Inc. The sale prices were between $22.72 and $38.6, with an estimated average price of $30.91.
Sold Out: VanEck Vectors Gold Miners (GDX)Benjamin Edwards Inc sold out a holding in VanEck Vectors Gold Miners. The sale prices were between $23.04 and $37.21, with an estimated average price of $32.73.
Sold Out: Lamar Advertising Co (LAMR)Benjamin Edwards Inc sold out a holding in Lamar Advertising Co. The sale prices were between $38.07 and $76.58, with an estimated average price of $60.88.
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