- New Purchases: ORCL, SCHZ,
- Added Positions: USMV, SCHA, SCHX, GOOG, AAPL, SCHG, T, CWI, GOOGL, SCHV,
- Reduced Positions: IXUS, IWM, VZ, MMM, MSFT, XOM, ACWX, JNJ, GE, MCD, JPM, DWDP,
- Sold Out: FLGT,
For the details of Financial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/financial+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Financial Advisors, LLC- iShares Edge MSCI Min Vol USA (USMV) - 612,063 shares, 34.54% of the total portfolio. Shares added by 7.19%
- iShares Core MSCI Total International Stock ETF (IXUS) - 380,710 shares, 21.22% of the total portfolio. Shares reduced by 10.02%
- iShares Russell 2000 (IWM) - 63,676 shares, 9.36% of the total portfolio. Shares reduced by 3.04%
- Schwab U.S. Small-Cap (SCHA) - 96,741 shares, 6.49% of the total portfolio. Shares added by 19.87%
- Exxon Mobil Corp (XOM) - 30,803 shares, 2.39% of the total portfolio. Shares reduced by 1.25%
Financial Advisors, LLC initiated holding in Oracle Corp. The purchase prices were between $44.78 and $54.04, with an estimated average price of $50.84. The stock is now traded at around $54.13. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,382 shares as of .
New Purchase: Schwab US Aggregate Bond (SCHZ)Financial Advisors, LLC initiated holding in Schwab US Aggregate Bond. The purchase prices were between $50.59 and $51.9, with an estimated average price of $51.01. The stock is now traded at around $51.78. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,900 shares as of .
Added: Schwab U.S. Large-Cap (SCHX)Financial Advisors, LLC added to a holding in Schwab U.S. Large-Cap by 69.48%. 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 $67.80. The impact to a portfolio due to this purchase was 0.68%. The holding were 25,381 shares as of .
Sold Out: Fulgent Genetics Inc (FLGT)Financial Advisors, LLC sold out a holding in Fulgent Genetics Inc. The sale prices were between $3.17 and $6.05, with an estimated average price of $4.54.
Here is the complete portfolio of Financial Advisors, LLC. Also check out:
1. Financial Advisors, LLC's Undervalued Stocks
2. Financial Advisors, LLC's Top Growth Companies, and
3. Financial Advisors, LLC's High Yield stocks
4. Stocks that Financial Advisors, LLC keeps buying
