Oldfather Financial Services, LLC Buys The Energy Select Sector SPDR Fund, First Trust Morningstar Dividend Leaders Index Fun, Tesla Inc, Sells International Business Machines Corp

Investment company Oldfather Financial Services, LLC (Current Portfolio) buys The Energy Select Sector SPDR Fund, First Trust Morningstar Dividend Leaders Index Fun, Tesla Inc, Lowe's Inc, PowerShares QQQ Trust Ser 1, sells International Business Machines Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Oldfather Financial Services, LLC. As of 2021Q3, Oldfather Financial Services, LLC owns 63 stocks with a total value of $195 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Oldfather Financial Services, LLC
  1. Vanguard S&P 500 ETF (VOO) - 101,241 shares, 22.35% of the total portfolio. Shares reduced by 1.17%
  2. S&P MidCap 400 ETF (MDY) - 41,759 shares, 11.35% of the total portfolio. Shares added by 0.90%
  3. iShares Russell 2000 ETF (IWM) - 83,130 shares, 10.23% of the total portfolio. Shares added by 1.47%
  4. S&P 500 ETF TRUST ETF (SPY) - 28,818 shares, 6.92% of the total portfolio. Shares reduced by 0.98%
  5. iShares Core U.S. Aggregate Bond ETF (AGG) - 82,906 shares, 4.87% of the total portfolio. Shares added by 1.84%
New Purchase: The Energy Select Sector SPDR Fund (XLE)

Oldfather Financial Services, LLC initiated holding in The Energy Select Sector SPDR Fund. The purchase prices were between $45.24 and $54.15, with an estimated average price of $49.03. The stock is now traded at around $58.030000. The impact to a portfolio due to this purchase was 0.36%. The holding were 12,252 shares as of 2021-09-30.

New Purchase: First Trust Morningstar Dividend Leaders Index Fun (FDL)

Oldfather Financial Services, LLC initiated holding in First Trust Morningstar Dividend Leaders Index Fun. The purchase prices were between $32.35 and $34.1, with an estimated average price of $33.27. The stock is now traded at around $34.400000. The impact to a portfolio due to this purchase was 0.15%. The holding were 8,636 shares as of 2021-09-30.

New Purchase: Tesla Inc (TSLA)

Oldfather Financial Services, LLC initiated holding in Tesla Inc. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $1013.390000. The impact to a portfolio due to this purchase was 0.13%. The holding were 239 shares as of 2021-09-30.

New Purchase: Lowe's Companies Inc (LOW)

Oldfather Financial Services, LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $182.26 and $210.63, with an estimated average price of $199.34. The stock is now traded at around $234.920000. The impact to a portfolio due to this purchase was 0.12%. The holding were 974 shares as of 2021-09-30.

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Oldfather Financial Services, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $354.18 and $381.69, with an estimated average price of $367.93. The stock is now traded at around $394.610000. The impact to a portfolio due to this purchase was 0.11%. The holding were 525 shares as of 2021-09-30.

New Purchase: SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Oldfather Financial Services, LLC initiated holding in SPDR Bloomberg 1-3 Month T-Bill ETF. The purchase prices were between $91.45 and $91.48, with an estimated average price of $91.46. The stock is now traded at around $91.440000. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,215 shares as of 2021-09-30.

Added: Amazon.com Inc (AMZN)

Oldfather Financial Services, LLC added to a holding in Amazon.com Inc by 75.41%. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3545.680000. The impact to a portfolio due to this purchase was 0.08%. The holding were 107 shares as of 2021-09-30.

Sold Out: International Business Machines Corp (IBM)

Oldfather Financial Services, LLC sold out a holding in International Business Machines Corp. The sale prices were between $127.01 and $140.26, with an estimated average price of $133.56.



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