- New Purchases: GSY, IAU, AAPL, HYLB, ICVT, FIXD, TFC, XLK, FHLC, ARKW, GOLD, MXI,
- Added Positions: BRK.B, C, XOM, MO, VZ, ORI, TWO, LXP,
- Sold Out: VOX, SCHK,
For the details of Ruggie Capital Group's stock buys and sells, go to https://www.gurufocus.com/guru/ruggie+capital+group/current-portfolio/portfolio
These are the top 5 holdings of Ruggie Capital Group- Crown Castle International Corp (CCI) - 1,042 shares, 9.68% of the total portfolio. Shares added by 0.77%
- Invesco Ultra Short Duration ETF (GSY) - 2,554 shares, 7.18% of the total portfolio. New Position
- Brown & Brown Inc (BRO) - 2,247 shares, 5.68% of the total portfolio. Shares added by 0.22%
- Berkshire Hathaway Inc (BRK.B) - 472 shares, 5.62% of the total portfolio. Shares added by 263.08%
- Blackstone Group Inc (BX) - 1,653 shares, 4.79% of the total portfolio. Shares added by 0.73%
Ruggie Capital Group initiated holding in Invesco Ultra Short Duration ETF. The purchase prices were between $50.29 and $50.54, with an estimated average price of $50.43. The stock is now traded at around $50.54. The impact to a portfolio due to this purchase was 7.18%. The holding were 2,554 shares as of .
New Purchase: ISHARES GOLD TRUST (IAU)Ruggie Capital Group initiated holding in ISHARES GOLD TRUST. The purchase prices were between $16.92 and $19.71, with an estimated average price of $18.26. The stock is now traded at around $17.82. The impact to a portfolio due to this purchase was 4.45%. The holding were 4,423 shares as of .
New Purchase: Apple Inc (AAPL)Ruggie Capital Group initiated holding in Apple Inc. The purchase prices were between $91.03 and $134.18, with an estimated average price of $109.02. The stock is now traded at around $115.09. The impact to a portfolio due to this purchase was 2.28%. The holding were 350 shares as of .
New Purchase: iShares Convertible Bond (ICVT)Ruggie Capital Group initiated holding in iShares Convertible Bond. The purchase prices were between $71.6 and $84.37, with an estimated average price of $77.94. The stock is now traded at around $82.34. The impact to a portfolio due to this purchase was 1.95%. The holding were 436 shares as of .
New Purchase: DBX ETF TRUST (HYLB)Ruggie Capital Group initiated holding in DBX ETF TRUST. The purchase prices were between $46.67 and $48.94, with an estimated average price of $48.2. The stock is now traded at around $47.96. The impact to a portfolio due to this purchase was 1.95%. The holding were 733 shares as of .
New Purchase: First Trust TCW Opportunistic Fixed Income ETF (FIXD)Ruggie Capital Group initiated holding in First Trust TCW Opportunistic Fixed Income ETF. The purchase prices were between $54.84 and $55.79, with an estimated average price of $55.29. The stock is now traded at around $54.90. The impact to a portfolio due to this purchase was 1.89%. The holding were 617 shares as of .
Added: Berkshire Hathaway Inc (BRK.B)Ruggie Capital Group added to a holding in Berkshire Hathaway Inc by 263.08%. The purchase prices were between $177.99 and $221.68, with an estimated average price of $204.37. The stock is now traded at around $200.54. The impact to a portfolio due to this purchase was 4.07%. The holding were 472 shares as of .
Added: Citigroup Inc (C)Ruggie Capital Group added to a holding in Citigroup Inc by 496.04%. The purchase prices were between $41.85 and $53.76, with an estimated average price of $49.87. The stock is now traded at around $41.35. The impact to a portfolio due to this purchase was 1.21%. The holding were 602 shares as of .
Sold Out: VANGUARD WORLD FDS (VOX)Ruggie Capital Group sold out a holding in VANGUARD WORLD FDS. The sale prices were between $94.91 and $111.18, with an estimated average price of $101.5.
Sold Out: SCHWAB STRATEGIC T (SCHK)Ruggie Capital Group sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $30.53 and $35.25, with an estimated average price of $32.63.
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