- New Purchases: NEE, REET, CAT, TGT, XSOE, MMM, EFA, DOCU, UNH, CRM, NKE, BAC, SBUX, AUPH, UBX, ONEQ, AMAT,
- Added Positions: LMBS, QUAL, NOBL, VIG, BST, XLP, PPH, SPYG, IPAY, DEM, DGRO, SDY, IDV, SPY, ITB, IWO, SCHD, MSFT, GLDM, VTIP, IHF, AAPL, T, JPST, LQD, IBB, TOTL, CIBR, SMH, DIS, FDN, XBI, VZ, ABBV, DIA, AMZN, WFC, HD, SQ, CSCO, LMT, JPM, QQQ, GOOGL, SPYV, CMCSA, SPDW, V, AVGO, FB, GOOG, PYPL, BSV, BOND, AMD, VB, AMGN, BA, MRK, CVX, XOM, MXI, NFLX, PFE, GLD, BND, BAB,
- Reduced Positions: SPTS, FTSM, NVDA, MTUM, BRK.B, EPS, IGIB, BLV, NAC, VIS, CHY, IVW, NLY, VAW, VGT, VCR, SPMD, VFH, VDE, HEDJ, EEM, BIV, VHT, VOX, VNQ, VPU, IWF, VEA, VDC, SPSB, UBER, ISD, LDOS, SAIC, CVS, VWO,
- Sold Out: AGGY, FXF, EPD, SHOP,
For the details of 20's stock buys and sells, go to https://www.gurufocus.com/guru/20/current-portfolio/portfolio
These are the top 5 holdings of 20- BTC iShares MSCI USA Quality Factor ETF (QUAL) - 172,626 shares, 6.14% of the total portfolio. Shares added by 8.63%
- iShares Core S&P 500 ETF (IVV) - 49,939 shares, 5.75% of the total portfolio. Shares reduced by 0.33%
- Vanguard Dividend Appreciation FTF (VIG) - 138,235 shares, 5.73% of the total portfolio. Shares added by 7.95%
- ProShares S&P 500 Dividend Aristocrats ETF (NOBL) - 205,597 shares, 4.99% of the total portfolio. Shares added by 9.76%
- S&P 500 ETF TRUST ETF (SPY) - 31,545 shares, 3.62% of the total portfolio. Shares added by 3.26%
20 initiated holding in NextEra Energy Inc. The purchase prices were between $71.54 and $80.94, with an estimated average price of $75.04. The stock is now traded at around $74.950000. The impact to a portfolio due to this purchase was 0.2%. The holding were 10,164 shares as of 2021-06-30.
New Purchase: iShares Global REIT ETF (REET)20 initiated holding in iShares Global REIT ETF. The purchase prices were between $25.28 and $28.81, with an estimated average price of $27.13. The stock is now traded at around $28.840000. The impact to a portfolio due to this purchase was 0.11%. The holding were 15,168 shares as of 2021-06-30.
New Purchase: Target Corp (TGT)20 initiated holding in Target Corp. The purchase prices were between $198.07 and $241.85, with an estimated average price of $218.43. The stock is now traded at around $251.995000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,058 shares as of 2021-06-30.
New Purchase: Caterpillar Inc (CAT)20 initiated holding in Caterpillar Inc. The purchase prices were between $208.86 and $244.79, with an estimated average price of $231.15. The stock is now traded at around $218.565000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,183 shares as of 2021-06-30.
New Purchase: Bank of America Corp (BAC)20 initiated holding in Bank of America Corp. The purchase prices were between $38.08 and $43.27, with an estimated average price of $40.96. The stock is now traded at around $40.685000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,425 shares as of 2021-06-30.
New Purchase: Salesforce.com Inc (CRM)20 initiated holding in Salesforce.com Inc. The purchase prices were between $210.54 and $246.26, with an estimated average price of $230.13. The stock is now traded at around $242.310000. The impact to a portfolio due to this purchase was 0.06%. The holding were 861 shares as of 2021-06-30.
Added: First Trust Low Duration Mortgage Opportunities ET (LMBS)20 added to a holding in First Trust Low Duration Mortgage Opportunities ET by 130.36%. The purchase prices were between $50.79 and $51.01, with an estimated average price of $50.92. The stock is now traded at around $50.860000. The impact to a portfolio due to this purchase was 0.8%. The holding were 104,300 shares as of 2021-06-30.
Added: ETFMG Prime Mobile Payments ETF (IPAY)20 added to a holding in ETFMG Prime Mobile Payments ETF by 23.09%. The purchase prices were between $65.41 and $72.99, with an estimated average price of $69.83. The stock is now traded at around $71.440000. The impact to a portfolio due to this purchase was 0.2%. The holding were 56,889 shares as of 2021-06-30.
Added: AT&T Inc (T)20 added to a holding in AT&T Inc by 30.58%. The purchase prices were between $28.65 and $32.63, with an estimated average price of $30.11. The stock is now traded at around $28.475000. The impact to a portfolio due to this purchase was 0.05%. The holding were 26,304 shares as of 2021-06-30.
Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)20 added to a holding in Vanguard Short-Term Inflation-Protected Securities by 35.73%. The purchase prices were between $51.07 and $51.96, with an estimated average price of $51.63. The stock is now traded at around $52.098900. The impact to a portfolio due to this purchase was 0.05%. The holding were 13,633 shares as of 2021-06-30.
Added: iShares iBoxx USD Investment Grade Corporate Bond (LQD)20 added to a holding in iShares iBoxx USD Investment Grade Corporate Bond by 23.39%. The purchase prices were between $129.54 and $134.36, with an estimated average price of $131.7. The stock is now traded at around $134.750000. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,275 shares as of 2021-06-30.
Sold Out: WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY)20 sold out a holding in WisdomTree Yield Enhanced U.S. Aggregate Bond Fund. The sale prices were between $50.93 and $52.2, with an estimated average price of $51.63.
Sold Out: Invesco CurrencyShares Swiss Franc Trust (FXF)20 sold out a holding in Invesco CurrencyShares Swiss Franc Trust. The sale prices were between $96.12 and $101.31, with an estimated average price of $99.59.
Sold Out: Enterprise Products Partners LP (EPD)20 sold out a holding in Enterprise Products Partners LP. The sale prices were between $22.02 and $25.44, with an estimated average price of $23.62.
Sold Out: Shopify Inc (SHOP)20 sold out a holding in Shopify Inc. The sale prices were between $1047.77 and $1508.44, with an estimated average price of $1229.27.
Here is the complete portfolio of 20. Also check out:
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