- New Purchases: SPLG, FXD, FSKR,
- Added Positions: DGRO, AAPL, IJR, IEF, QTEC, FXL, FDN,
- Reduced Positions: VWO, SDY, SPY, VGK, VEA, EFA, EEM, BMY,
- Sold Out: ELR, FXH, FXN,
For the details of O'Dell Group, LLC's stock buys and sells, 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 SERIES TRUST (SPLG) - 812,547 shares, 16.33% of the total portfolio. New Position
- SPDR SERIES TRUST (SDY) - 242,373 shares, 11.44% of the total portfolio. Shares reduced by 3.93%
- SSGA SPDR S&P 500 (SPY) - 57,661 shares, 9.86% of the total portfolio. Shares reduced by 4.23%
- VANGUARD INTL EQUI (VWO) - 439,685 shares, 9.71% of the total portfolio. Shares reduced by 5.65%
- iShares 7-10 Year Treasury Bond ETF (IEF) - 131,992 shares, 8.21% of the total portfolio. Shares added by 2.02%
O'Dell Group, LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $36.49 and $42.03, with an estimated average price of $38.92. The stock is now traded at around $41.68. The impact to a portfolio due to this purchase was 16.33%. The holding were 812,547 shares as of .
New Purchase: FIRST TRUST EXCH 2 (FXD)O'Dell Group, LLC initiated holding in FIRST TRUST EXCH 2. The purchase prices were between $37.29 and $44.58, with an estimated average price of $41.29. The stock is now traded at around $45.02. The impact to a portfolio due to this purchase was 3.87%. The holding were 177,968 shares as of .
New Purchase: FS KKR Capital Corp II (FSKR)O'Dell Group, LLC initiated holding in FS KKR Capital Corp II. The purchase prices were between $12.25 and $15.49, with an estimated average price of $14.28. The stock is now traded at around $14.89. The impact to a portfolio due to this purchase was 0.3%. The holding were 40,524 shares as of .
Added: ISHARES TRUST (DGRO)O'Dell Group, LLC added to a holding in ISHARES TRUST by 25.63%. The purchase prices were between $37.11 and $41.67, with an estimated average price of $39.49. The stock is now traded at around $42.60. The impact to a portfolio due to this purchase was 1.27%. The holding were 306,469 shares as of .
Sold Out: SPDR Russell 1000 ETF (ELR)O'Dell Group, LLC sold out a holding in SPDR Russell 1000 ETF. The sale prices were between $86.92 and $86.92, with an estimated average price of $86.92.
Sold Out: FIRST TRUST EXCH 2 (FXH)O'Dell Group, LLC sold out a holding in FIRST TRUST EXCH 2. The sale prices were between $89.29 and $97.31, with an estimated average price of $93.67.
Sold Out: FIRST TRUST EXCH 2 (FXN)O'Dell Group, LLC sold out a holding in FIRST TRUST EXCH 2. The sale prices were between $5.45 and $6.91, with an estimated average price of $6.24.
Here is the complete portfolio of O'Dell Group, LLC. Also check out:
1. O'Dell Group, LLC's Undervalued Stocks
2. O'Dell Group, LLC's Top Growth Companies, and
3. O'Dell Group, LLC's High Yield stocks
4. Stocks that O'Dell Group, LLC keeps buying