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Sunburst Financial Group, LLC Buys Procter & Gamble Co, Vanguard International Dividend Appreciation ETF, iShares Core 1-5 Year USD Bond ETF, Sells Illinois Tool Works Inc, PowerShares QQQ Trust Ser 1, Visa Inc

Investment company Sunburst Financial Group, LLC (Current Portfolio) buys Procter & Gamble Co, Vanguard International Dividend Appreciation ETF, iShares Core 1-5 Year USD Bond ETF, VanEck Vectors Fallen Angel High Yield Bond ETF, The Walt Disney Co, sells Illinois Tool Works Inc, PowerShares QQQ Trust Ser 1, Visa Inc, The Home Depot Inc, AT&T Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Sunburst Financial Group, LLC. As of 2020Q4, Sunburst Financial Group, LLC owns 61 stocks with a total value of $133 million. These are the details of the buys and sells.

For the details of Sunburst Financial Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sunburst+financial+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Sunburst Financial Group, LLC
  1. CSIM Schwab U.S. Broad Market ETF (SCHB) - 171,240 shares, 11.74% of the total portfolio. Shares added by 0.17%
  2. BTC iShares Russell 1000 Growth ETF (IWF) - 64,557 shares, 11.73% of the total portfolio. Shares reduced by 12.47%
  3. Vanguard Short-Term Corporate Bond ETF (VCSH) - 171,933 shares, 10.78% of the total portfolio. Shares added by 11.34%
  4. CSIM Schwab US Dividend Equity ETF (SCHD) - 200,580 shares, 9.69% of the total portfolio. Shares added by 10.41%
  5. Vanguard High Dividend Yield Indx ETF (VYM) - 100,422 shares, 6.92% of the total portfolio. Shares reduced by 5.59%
New Purchase: Vanguard International Dividend Appreciation ETF (VIGI)

Sunburst Financial Group, LLC initiated holding in Vanguard International Dividend Appreciation ETF. The purchase prices were between $70.22 and $81.94, with an estimated average price of $76.87. The stock is now traded at around $83.160000. The impact to a portfolio due to this purchase was 0.61%. The holding were 9,964 shares as of 2020-12-31.

New Purchase: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)

Sunburst Financial Group, LLC initiated holding in VanEck Vectors Fallen Angel High Yield Bond ETF. The purchase prices were between $29.3 and $32.1, with an estimated average price of $30.7. The stock is now traded at around $32.270000. The impact to a portfolio due to this purchase was 0.2%. The holding were 8,121 shares as of 2020-12-31.

New Purchase: The Walt Disney Co (DIS)

Sunburst Financial Group, LLC initiated holding in The Walt Disney Co. The purchase prices were between $118.47 and $181.18, with an estimated average price of $144.4. The stock is now traded at around $172.260000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,268 shares as of 2020-12-31.

New Purchase: Carlisle Companies Inc (CSL)

Sunburst Financial Group, LLC initiated holding in Carlisle Companies Inc. The purchase prices were between $120.52 and $158.51, with an estimated average price of $141.15. The stock is now traded at around $154.040000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,355 shares as of 2020-12-31.

New Purchase: Coca-Cola Co (KO)

Sunburst Financial Group, LLC initiated holding in Coca-Cola Co. The purchase prices were between $47.96 and $54.84, with an estimated average price of $51.79. The stock is now traded at around $48.510000. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,781 shares as of 2020-12-31.

New Purchase: Vanguard Mega Cap Growth ETF (MGK)

Sunburst Financial Group, LLC initiated holding in Vanguard Mega Cap Growth ETF. The purchase prices were between $179.05 and $203.91, with an estimated average price of $193.79. The stock is now traded at around $201.930000. The impact to a portfolio due to this purchase was 0.15%. The holding were 998 shares as of 2020-12-31.

Added: Procter & Gamble Co (PG)

Sunburst Financial Group, LLC added to a holding in Procter & Gamble Co by 278.03%. The purchase prices were between $135.51 and $144.49, with an estimated average price of $139.72. The stock is now traded at around $133.600000. The impact to a portfolio due to this purchase was 1.37%. The holding were 17,726 shares as of 2020-12-31.

Added: iShares Core 1-5 Year USD Bond ETF (ISTB)

Sunburst Financial Group, LLC added to a holding in iShares Core 1-5 Year USD Bond ETF by 47.16%. The purchase prices were between $51.16 and $51.64, with an estimated average price of $51.37. The stock is now traded at around $51.610000. The impact to a portfolio due to this purchase was 0.33%. The holding were 26,221 shares as of 2020-12-31.

Added: Pfizer Inc (PFE)

Sunburst Financial Group, LLC added to a holding in Pfizer Inc by 22.70%. The purchase prices were between $33.42 and $42.56, with an estimated average price of $36.69. The stock is now traded at around $36.730000. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,480 shares as of 2020-12-31.

Sold Out: Illinois Tool Works Inc (ITW)

Sunburst Financial Group, LLC sold out a holding in Illinois Tool Works Inc. The sale prices were between $191.85 and $217.54, with an estimated average price of $204.63.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

Sunburst Financial Group, LLC sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $269.38 and $313.74, with an estimated average price of $294.04.



Here is the complete portfolio of Sunburst Financial Group, LLC. Also check out:

1. Sunburst Financial Group, LLC's Undervalued Stocks
2. Sunburst Financial Group, LLC's Top Growth Companies, and
3. Sunburst Financial Group, LLC's High Yield stocks
4. Stocks that Sunburst Financial Group, LLC keeps buying

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