- New Purchases: CI, SLYG, GLDM, LTHM, SLY, VSS, IEMG, PFF, DXJ, PYX, QVAL, URA, USMV, GDXJ, EELV, PKW, BSCK, REZI, AMT, AZN, ALT, HSY, HD, KEG, MGEE, WAB, ACB, KHC, GTX, AXAS,
- Added Positions: SCHX, SCHO, DGRW, IVW, SHM, QQQ, SCHG, FLOT, GOOGL, PFE, SCHD, GOOG, AMJ, PDBC, SCHA, SCHM, SCHB, EMB, MRK, SCHC, DES, BND, PZA, PRFZ, GLD, PHB, ED, PM, XLE, SCHR, DWDP, XOM, MSFT, PG, VZ, RWO, PCY, ABT, SPY, VT, MINT, LQD, JPM, INTC, GIS, KO, CVX, FUN, WTR, AAPL, MDLZ, MSI, IJH, DEM, DIS, NIO, CC, WFC, SRT, NSC, MO,
- Reduced Positions: SCHZ, SCHF, VTEB, SCHV, KNOW, MUB, SCHP, DLS, SCHE, STPZ, DBEF, TIP, CWI, FLRN, HYMB, JNJ, DON, ASHR, SCHH, VNQ, GSK, BNDX, VPL, SHY, OIH, GE,
- Sold Out: CGN, SDS, UTX, WMT, 3G0, DLPH,
For the details of Live Your Vision, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/live+your+vision%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Live Your Vision, LLC- Schwab US Aggregate Bond (SCHZ) - 884,148 shares, 15.15% of the total portfolio. Shares reduced by 11.96%
- Schwab Emerging Markets Equity (SCHE) - 990,115 shares, 8.86% of the total portfolio. Shares reduced by 2.21%
- Schwab International Equity (SCHF) - 820,613 shares, 8.80% of the total portfolio. Shares reduced by 17.47%
- iShares S&P 500 Growth (IVW) - 108,751 shares, 6.44% of the total portfolio. Shares added by 7.78%
- SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 624,825 shares, 6.38% of the total portfolio. Shares reduced by 1.58%
Live Your Vision, LLC initiated holding in Cigna Corp. The purchase prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $156.81. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,596 shares as of .
New Purchase: SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG)Live Your Vision, LLC initiated holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm. The purchase prices were between $52.68 and $62.16, with an estimated average price of $59.03. The stock is now traded at around $61.01. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,726 shares as of .
New Purchase: SPDR Gold MiniShares Trust (GLDM)Live Your Vision, LLC initiated holding in SPDR Gold MiniShares Trust. The purchase prices were between $12.79 and $13.39, with an estimated average price of $13.03. The stock is now traded at around $12.75. The impact to a portfolio due to this purchase was 0.04%. The holding were 8,835 shares as of .
New Purchase: Livent Corp (LTHM)Live Your Vision, LLC initiated holding in Livent Corp. The purchase prices were between $12.09 and $14.56, with an estimated average price of $13.04. The stock is now traded at around $10.42. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,973 shares as of .
New Purchase: SPDR S&P 600 Small Cap ETF (based on S&P SmallCap (SLY)Live Your Vision, LLC initiated holding in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap . The purchase prices were between $59.07 and $70.15, with an estimated average price of $66.32. The stock is now traded at around $68.44. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,060 shares as of .
New Purchase: iShares Preferred and Income Securities ETF (PFF)Live Your Vision, LLC initiated holding in iShares Preferred and Income Securities ETF. The purchase prices were between $34.23 and $36.63, with an estimated average price of $35.9. The stock is now traded at around $36.56. The impact to a portfolio due to this purchase was 0.01%. The holding were 571 shares as of .
Added: Schwab U.S. Large-Cap (SCHX)Live Your Vision, LLC added to a holding in Schwab U.S. Large-Cap by 884.14%. The purchase prices were between $58.26 and $68.11, with an estimated average price of $64.92. The stock is now traded at around $69.87. The impact to a portfolio due to this purchase was 5.41%. The holding were 258,376 shares as of .
Added: Schwab Short-Term U.S. Treasury (SCHO)Live Your Vision, LLC added to a holding in Schwab Short-Term U.S. Treasury by 534.00%. The purchase prices were between $49.81 and $50.22, with an estimated average price of $49.94. The stock is now traded at around $50.12. The impact to a portfolio due to this purchase was 3.66%. The holding were 260,853 shares as of .
Added: Invesco QQQ Trust Series 1 (QQQ)Live Your Vision, LLC added to a holding in Invesco QQQ Trust Series 1 by 129.30%. The purchase prices were between $149.82 and $182.57, with an estimated average price of $169.41. The stock is now traded at around $190.48. The impact to a portfolio due to this purchase was 0.28%. The holding were 7,764 shares as of .
Added: iShares Floating Rate Bond (FLOT)Live Your Vision, LLC added to a holding in iShares Floating Rate Bond by 530.02%. The purchase prices were between $50.32 and $50.91, with an estimated average price of $50.7. The stock is now traded at around $50.93. The impact to a portfolio due to this purchase was 0.16%. The holding were 11,479 shares as of .
Added: Alphabet Inc (GOOGL)Live Your Vision, LLC added to a holding in Alphabet Inc by 336.04%. 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 $1267.34. The impact to a portfolio due to this purchase was 0.15%. The holding were 484 shares as of .
Added: Pfizer Inc (PFE)Live Your Vision, LLC added to a holding in Pfizer Inc by 306.16%. The purchase prices were between $39.53 and $43.65, with an estimated average price of $42.24. The stock is now traded at around $39.61. The impact to a portfolio due to this purchase was 0.14%. The holding were 14,049 shares as of .
Sold Out: Cigna Corp (CGN)Live Your Vision, LLC sold out a holding in Cigna Corp. The sale prices were between $141.45 and $175.43, with an estimated average price of $160.75.
Sold Out: ProShares UltraShort S&P500 (SDS)Live Your Vision, LLC sold out a holding in ProShares UltraShort S&P500. The sale prices were between $32.79 and $44.99, with an estimated average price of $36.49.
Sold Out: Delphi Technologies PLC (DLPH)Live Your Vision, LLC sold out a holding in Delphi Technologies PLC. The sale prices were between $13.93 and $23, with an estimated average price of $18.4.
Sold Out: Altimmune Inc (3G0)Live Your Vision, LLC sold out a holding in Altimmune Inc. The sale prices were between $1.68 and $3.69, with an estimated average price of $2.56.
Sold Out: United Technologies Corp (UTX)Live Your Vision, LLC sold out a holding in United Technologies Corp. The sale prices were between $103.48 and $128.89, with an estimated average price of $120.52.
Sold Out: Walmart Inc (WMT)Live Your Vision, LLC sold out a holding in Walmart Inc. The sale prices were between $92.86 and $102.2, with an estimated average price of $97.26.
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