- New Purchases: DXR, AIV1, TRI, RMD, CJ5A, RYAAY, DOCU, CI, EDU, TAK, IXUS, ACA, SABR, MELI, ESS, TROW, ZBH, HO3A, ORLY, MKSI, IBB, LRCX, ECA, AZN, CVS, CAT, CE, CNC, STZ, COP, CGC, ALV, CRON, COUP, CRSP, VERI, DVN, VNE, TLRY, IVZ, ETRN, MRNA, AEP, HRTX, AAL, OZK, AAON, SWK, CHK, CHFC, UPS, MTN, VRTX, FCX, MS, PODD, CELG, CY, DF, HUN, XLK,
- Added Positions: MDY, GOOGL, JEC, SCHX, AMZN, BABA, AAPL, SCHB, ASML, GE, MSFT, AMAT, BIDU, BIIB, CHDN, HD, SPGI, DIS, FB, VFH, T, ALGN, BTI, JPM, MCHP, NFLX, WM, MMM, ABT, ADBE, ATI, APC, BP, BBD, BXP, CNI, DHI, D, DPZ, EXAS, EXPE, HRS, IBM, INCY, IR, ISRG, KB, LOW, MLM, MU, NKE, NTRS, OTEX, STL, CRM, SLB, SMG, LUV, SF, WAB, PM, AVGO, WDAY, AGIO, BURL, PYPL, SQ, YUMC, SPOT, ELAN, MO, BMRN, BMY, BF.B, LNG, CHL, CTAS, C, CTXS, CLX, CMCSA, ABEV, DXC, COO, DEO, DWDP, EOG, EA, LLY, EMR, ENB, EXEL, HEI, IAC, IEX, INTC, LH, LVS, LMT, MRVL, ON, OKE, PTC, PUK, ROST, SBUX, TS, TIF, UBS, JAZZ, CXO, ULTA, FRC, HII, XYL, APTV, SPLK, NOW, ABBV, GDDY, TEAM, IWN, SPY, XLE,
- Reduced Positions: JPST, EMB, EFA, SCHC, IUSV, SCHF, IJH, SCHA, GMF, VUG, ACWV, AYX, SCHE, VIG, ATVI, INTU, SCHM, AMT, CWB, BKNG, RHT, IWB, BA, FIS, IWO, VDE, LMBS, TSCO, UN, UNH, XLNX, ICLR, SCHD, NVS, GPN, EW, XOM, DXCM, SCHW, ICE, IDXX, ADI, CLB, DLR, FISV, AVY, BKI, ODFL, A, QCOM, CDW, SDY, FLEX, AMLP, FAST, AER, ELS, CTSH, FNDX, VNQI, VNQ, ITUB, DHR, APH, IWM, TMO, AXP, ASH, FTV, VEEV, TSS, NVDA, TFX, SBAC, ROP, RELX, MKTX, RTN, PSMT, MKC, LIN, ILMN, TYL, UL, ROLL, CHKP, FIVE, CBOE, ST, DG, JBT, RDS.B, HON, GWW, ICUI, MTD,
- Sold Out: AIV, TOCB, STE, GIB, RY4D, FOX, SHPG, CGN, PHD, VCR, IWP, PFF, ABMD, BAP, HOV, NFX, DNKN, DXJ, SATS, LLL, MXIM, NYCB, XPO, BLKB, MFGP, SFIX, PRSP, ALKS, REZI, WB, BLUE, COTY, TRIP, WAGE, XEC, FMS, TSEM, PRA, CMG,
For the details of SHINE INVESTMENT ADVISORY SERVICES INC's stock buys and sells, go to https://www.gurufocus.com/guru/shine+investment+advisory+services+inc/current-portfolio/portfolio
These are the top 5 holdings of SHINE INVESTMENT ADVISORY SERVICES INC- SPDR MidCap Trust Series I (MDY) - 71,988 shares, 14.07% of the total portfolio. Shares added by 1.06%
- Vanguard Growth (VUG) - 76,598 shares, 6.78% of the total portfolio. Shares reduced by 3.12%
- iShares Russell 1000 Growth (IWF) - 64,658 shares, 5.54% of the total portfolio. Shares reduced by 0.61%
- iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) - 64,220 shares, 4.00% of the total portfolio. Shares reduced by 24.95%
- Schwab International Small-Cap Equity (SCHC) - 217,905 shares, 3.98% of the total portfolio. Shares reduced by 9.78%
Shine Investment Advisory Services Inc initiated holding in Daxor Corp. The purchase prices were between $8.2 and $19.52, with an estimated average price of $14.86. The stock is now traded at around $9.50. The impact to a portfolio due to this purchase was 0.29%. The holding were 45,454 shares as of .
New Purchase: Apartment Investment & Management Co (AIV1)Shine Investment Advisory Services Inc initiated holding in Apartment Investment & Management Co. The purchase prices were between $38.43 and $45.2, with an estimated average price of $43.18. The stock is now traded at around $44.86. The impact to a portfolio due to this purchase was 0.23%. The holding were 7,939 shares as of .
New Purchase: Thomson Reuters Corp (TRI)Shine Investment Advisory Services Inc initiated holding in Thomson Reuters Corp. The purchase prices were between $46.87 and $59.2, with an estimated average price of $52.89. The stock is now traded at around $59.79. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,603 shares as of .
New Purchase: ResMed Inc (RMD)Shine Investment Advisory Services Inc initiated holding in ResMed Inc. The purchase prices were between $91.56 and $117.84, with an estimated average price of $103.57. The stock is now traded at around $101.85. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,053 shares as of .
New Purchase: CGI Inc (CJ5A)Shine Investment Advisory Services Inc initiated holding in CGI Inc. The purchase prices were between $51.92 and $60.87, with an estimated average price of $57.38. The stock is now traded at around $61.70. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,337 shares as of .
New Purchase: Ryanair Holdings PLC (RYAAY)Shine Investment Advisory Services Inc initiated holding in Ryanair Holdings PLC. The purchase prices were between $65.75 and $77.67, with an estimated average price of $72.36. The stock is now traded at around $79.41. The impact to a portfolio due to this purchase was 0.04%. The holding were 962 shares as of .
Added: Alphabet Inc (GOOGL)Shine Investment Advisory Services Inc added to a holding in Alphabet Inc by 36.18%. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1232.13. The impact to a portfolio due to this purchase was 0.13%. The holding were 749 shares as of .
Added: Jacobs Engineering Group Inc (JEC)Shine Investment Advisory Services Inc added to a holding in Jacobs Engineering Group Inc by 162.84%. The purchase prices were between $57.3 and $75.19, with an estimated average price of $67.86. The stock is now traded at around $77.12. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,463 shares as of .
Added: Alibaba Group Holding Ltd (BABA)Shine Investment Advisory Services Inc added to a holding in Alibaba Group Holding Ltd by 77.32%. The purchase prices were between $130.6 and $187.25, with an estimated average price of $167.49. The stock is now traded at around $185.78. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,697 shares as of .
Added: ASML Holding NV (ASML)Shine Investment Advisory Services Inc added to a holding in ASML Holding NV by 85.43%. The purchase prices were between $147.68 and $194.36, with an estimated average price of $176.56. The stock is now traded at around $203.62. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,031 shares as of .
Added: General Electric Co (GE)Shine Investment Advisory Services Inc added to a holding in General Electric Co by 44.22%. The purchase prices were between $7.28 and $10.88, with an estimated average price of $9.4. The stock is now traded at around $9.14. The impact to a portfolio due to this purchase was 0.05%. The holding were 27,723 shares as of .
Added: Churchill Downs Inc (CHDN)Shine Investment Advisory Services Inc added to a holding in Churchill Downs Inc by 200.00%. The purchase prices were between $77.54 and $97.65, with an estimated average price of $89.28. The stock is now traded at around $93.45. The impact to a portfolio due to this purchase was 0.03%. The holding were 708 shares as of .
Sold Out: Apartment Investment & Management Co (AIV)Shine Investment Advisory Services Inc sold out a holding in Apartment Investment & Management Co. The sale prices were between $43.67 and $51.42, with an estimated average price of $49.2.
Sold Out: Thomson Reuters Corp (TOCB)Shine Investment Advisory Services Inc sold out a holding in Thomson Reuters Corp. The sale prices were between $40.99 and $52.35, with an estimated average price of $46.28.
Sold Out: STERIS Ltd (STE)Shine Investment Advisory Services Inc sold out a holding in STERIS Ltd. The sale prices were between $101.48 and $128.03, with an estimated average price of $117.52.
Sold Out: CGI Inc (GIB)Shine Investment Advisory Services Inc sold out a holding in CGI Inc. The sale prices were between $59.56 and $68.76, with an estimated average price of $65.97.
Sold Out: Ryanair Holdings PLC (RY4D)Shine Investment Advisory Services Inc sold out a holding in Ryanair Holdings PLC. The sale prices were between $56 and $67.5, with an estimated average price of $63.06.
Sold Out: Cigna Corp (CGN)Shine Investment Advisory Services Inc sold out a holding in Cigna Corp. The sale prices were between $141.45 and $175.43, with an estimated average price of $160.88.
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