- New Purchases: AMZN, TMO, USB,
- Added Positions: AGG, VEU, SDY, IVV, VO, IWD, IDV, CIU, VNQ, BKLN,
- Reduced Positions: MBB, MMM, MCD, MO, XOM, JPM, HON, VTI, UTX, AAPL,
- Sold Out: QQQ,
For the details of Ellenbecker Investment Group's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Ellenbecker+Investment+Group
These are the top 5 holdings of Ellenbecker Investment Group- iShares Core U.S. Aggregate Bond (AGG) - 200,970 shares, 17.85% of the total portfolio. Shares added by 4.69%
- iShares Russell 1000 Growth (IWF) - 136,055 shares, 15.33% of the total portfolio. Shares reduced by 0.4%
- SPDR S&P Dividend (SDY) - 126,651 shares, 9.56% of the total portfolio. Shares added by 2.54%
- Vanguard Mid-Cap (VO) - 61,156 shares, 7.81% of the total portfolio. Shares added by 2.10%
- Vanguard Small-Cap (VB) - 62,048 shares, 7.55% of the total portfolio. Shares added by 0.53%
Ellenbecker Investment Group initiated holding in Amazon.com Inc. The purchase prices were between $1189.01 and $1598.39, with an estimated average price of $1430.19. The stock is now traded at around $1410.57. The impact to a portfolio due to this purchase was 0.23%. The holding were 188 shares as of 2018-03-31.
New Purchase: Thermo Fisher Scientific Inc (TMO)Ellenbecker Investment Group initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $192.98 and $224.11, with an estimated average price of $209.9. The stock is now traded at around $209.32. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,202 shares as of 2018-03-31.
New Purchase: US Bancorp (USB)Ellenbecker Investment Group initiated holding in US Bancorp. The purchase prices were between $49.25 and $58.11, with an estimated average price of $54.7. The stock is now traded at around $50.68. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,009 shares as of 2018-03-31.
Added: iShares Core S&P 500 (IVV)Ellenbecker Investment Group added to a holding in iShares Core S&P 500 by 111.23%. The purchase prices were between $259.62 and $288.66, with an estimated average price of $274.94. The stock is now traded at around $265.63. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,787 shares as of 2018-03-31.
Sold Out: PowerShares QQQ Trust Series 1 (QQQ)Ellenbecker Investment Group sold out a holding in PowerShares QQQ Trust Series 1. The sale prices were between $153.45 and $174.08, with an estimated average price of $165.12.
Here is the complete portfolio of Ellenbecker Investment Group. Also check out:
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