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JD Financial Services Inc. Buys WisdomTree U.S. High Yield Corporate Bond Fund, Recon Capital NASDAQ-100 Covered Call ETF, Vanguard Mid-Cap ETF, Sells SPDR Portfolio Emerging Markets ETF, Honeywell International Inc, Invesco S&P 500 Equal Weight Utilities

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Nov 17, 2021
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Investment company JD Financial Services Inc. (Current Portfolio) buys WisdomTree U.S. High Yield Corporate Bond Fund, Recon Capital NASDAQ-100 Covered Call ETF, Vanguard Mid-Cap ETF, BTC iShares Core MSCI EAFE ETF, iShares Russell 2000 ETF, sells SPDR Portfolio Emerging Markets ETF, Honeywell International Inc, Invesco S&P 500 Equal Weight Utilities ETF, iShares 20+ Year Treasury Bond ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, JD Financial Services Inc.. As of 2021Q3, JD Financial Services Inc. owns 34 stocks with a total value of $110 million. These are the details of the buys and sells.

For the details of JD Financial Services Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/jd+financial+services+inc./current-portfolio/portfolio

These are the top 5 holdings of JD Financial Services Inc.
  1. WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) - 256,014 shares, 12.13% of the total portfolio. Shares added by 6.53%
  2. WisdomTree U.S. LargeCap Fund (EPS) - 271,736 shares, 11.40% of the total portfolio. Shares added by 4.66%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 27,017 shares, 8.82% of the total portfolio. Shares added by 4.28%
  4. SPDR Portfolio Developed World ex-US ETF (SPDW) - 246,062 shares, 8.13% of the total portfolio. Shares added by 3.97%
  5. Invesco S&P 500 Equal Weight ETF (RSP) - 59,140 shares, 8.08% of the total portfolio. Shares added by 0.38%
New Purchase: WisdomTree U.S. High Yield Corporate Bond Fund (WFHY)

JD Financial Services Inc. initiated holding in WisdomTree U.S. High Yield Corporate Bond Fund. The purchase prices were between $51.78 and $52.87, with an estimated average price of $52.34. The stock is now traded at around $52.250000. The impact to a portfolio due to this purchase was 5.51%. The holding were 114,649 shares as of 2021-09-30.

New Purchase: Recon Capital NASDAQ-100 Covered Call ETF (QYLD)

JD Financial Services Inc. initiated holding in Recon Capital NASDAQ-100 Covered Call ETF. The purchase prices were between $21.48 and $22.73, with an estimated average price of $22.16. The stock is now traded at around $22.905000. The impact to a portfolio due to this purchase was 0.27%. The holding were 13,216 shares as of 2021-09-30.

New Purchase: Vanguard Mid-Cap ETF (VO)

JD Financial Services Inc. initiated holding in Vanguard Mid-Cap ETF. The purchase prices were between $229.3 and $249.17, with an estimated average price of $241.14. The stock is now traded at around $259.090000. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,099 shares as of 2021-09-30.

New Purchase: BTC iShares Core MSCI EAFE ETF (IEFA)

JD Financial Services Inc. initiated holding in BTC iShares Core MSCI EAFE ETF. The purchase prices were between $72.98 and $78.2, with an estimated average price of $76.07. The stock is now traded at around $76.730000. The impact to a portfolio due to this purchase was 0.23%. The holding were 3,323 shares as of 2021-09-30.

New Purchase: iShares Russell 2000 ETF (IWM)

JD Financial Services Inc. initiated holding in iShares Russell 2000 ETF. The purchase prices were between $211.09 and $230.69, with an estimated average price of $221.07. The stock is now traded at around $236.700000. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,072 shares as of 2021-09-30.

New Purchase: Amazon.com Inc (AMZN)

JD Financial Services Inc. initiated holding in Amazon.com Inc. 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 $3572.950000. The impact to a portfolio due to this purchase was 0.19%. The holding were 63 shares as of 2021-09-30.

Sold Out: Honeywell International Inc (HON)

JD Financial Services Inc. sold out a holding in Honeywell International Inc. The sale prices were between $212.28 and $234.18, with an estimated average price of $226.13.

Sold Out: Invesco S&P 500 Equal Weight Utilities ETF (RYU)

JD Financial Services Inc. sold out a holding in Invesco S&P 500 Equal Weight Utilities ETF. The sale prices were between $102.46 and $112.58, with an estimated average price of $107.95.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

JD Financial Services Inc. sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $143.45 and $151.4, with an estimated average price of $147.93.



Here is the complete portfolio of JD Financial Services Inc.. Also check out:

1. JD Financial Services Inc.'s Undervalued Stocks
2. JD Financial Services Inc.'s Top Growth Companies, and
3. JD Financial Services Inc.'s High Yield stocks
4. Stocks that JD Financial Services Inc. keeps buying

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