- New Purchases: FPE, USMV, FVD, TLT, OUT, XLI, C, IEI, EMLC, NIM, IUSV, VCIT, D, SCHF, SBI, VOT, VOE, VBR, VBK, DUK, ENB, DG, PSXP, MUB, SCHH, NTNX, SPY, BAX, AMGN, SCHM, SCHR, SCHE, NORW, IJR, INTC, FDN, FBT, EWT, EWQ, IRM, F, ASHR, ALC, MRO, IMMR, MPLX, WYNN, PH, LKQ, MRTN, DOW, CTVA, PPH, DD,
- Added Positions: SCHO, GVI, VCSH, VTA, COLD, KKR, RSG, AMJ, RWT, ARES, IJK, IJJ, BR, JLS, CCI, BAH, JNJ, CME, CMCSA, DIS, LHX, EVRG, ADM, JQC, OCSL, TRI, XLK, NEE, KO, VZ, AAPL, XLNX, MA, TSLA, ADP, BDX, CASY, SBUX, STE, SYK, UNP, WSO, MMM, APD, AMT, AJG, CBSH, GBCI, HD, IBM, ITW, LEG, MCD, MRK, PB, O, SHW, SNA, VFC, WBA, WEC, PMM, T, ACN, AIZ, GILD, IFF, JKHY, MKC, NDAQ, ROST, UTX, NVTA, IAU, VCLT, ILMN, KMB, OKE, SQ, IJS, IJT, LQD, ANET, NTLA, CRSP, XLB, CRM, PRLB, NSTG, Z, EDIT, SPOT, IBDK, BIDU, BMY, LAMR, NVDA, QCOM, SSYS, TER, MELI, SPLK, BLUE, TWTR, TSLX, BABA, CLLS, TDOC, RUBY, EB, PHB, CSCO, CTSH, DE, LANC, MDT, NFLX, PAYX, PBCT, PGR, RLI, THO, USB, WMT, RDS.B, MAIN, STOR, TGE, MCRB, ETRN,
- Reduced Positions: STAY, VNQ, HYG, TLH, LMT, WMB, UPS, IVW, KMI, WFC, MO, XOM, GLD, NLY, ET, FB, XEL, JNK, TTC, EMLP, DLR,
- Sold Out: XLE, SYY, HST, XLV, DHI, STL, ALL, EMB, AEE, REZ, DFS, VGK, JMF, COT, CELG, SPDW, MSD, MSM, MDSO, TFI, IYF, PNFP, GOOGL, IP, HYMB, GOOG, PII, TJX, TROW, SO, SEIC, PG,
For the details of BENJAMIN EDWARDS INC's stock buys and sells, go to https://www.gurufocus.com/guru/benjamin+edwards+inc/current-portfolio/portfolioportfolio
These are the top 5 holdings of BENJAMIN EDWARDS INC- Schwab Short-Term U.S. Treasury ETF (SCHO) - 101,543 shares, 13.00% of the total portfolio. Shares added by 4568.64%
- iShares Intermediate Government/Credit Bond ETF (GVI) - 20,262 shares, 5.76% of the total portfolio. Shares added by 309.00%
- First Trust Preferred Securities and Income ETF (FPE) - 112,321 shares, 5.51% of the total portfolio. New Position
- iShares Edge MSCI Min Volatility USA ETF (USMV) - 17,187 shares, 2.69% of the total portfolio. New Position
- iShares S&P 500 Growth ETF (IVW) - 5,744 shares, 2.61% of the total portfolio. Shares reduced by 3.83%
Benjamin Edwards Inc initiated holding in First Trust Preferred Securities and Income ETF. The purchase prices were between $19.06 and $19.39, with an estimated average price of $19.22. The stock is now traded at around $19.55. The impact to a portfolio due to this purchase was 5.51%. The holding were 112,321 shares as of .
New Purchase: iShares Edge MSCI Min Volatility USA ETF (USMV)Benjamin Edwards Inc initiated holding in iShares Edge MSCI Min Volatility USA ETF. The purchase prices were between $58.77 and $62.47, with an estimated average price of $60.01. The stock is now traded at around $63.42. The impact to a portfolio due to this purchase was 2.69%. The holding were 17,187 shares as of .
New Purchase: First Trust Value Line Dividend Index Fund (FVD)Benjamin Edwards Inc initiated holding in First Trust Value Line Dividend Index Fund. The purchase prices were between $32.05 and $34.04, with an estimated average price of $32.98. The stock is now traded at around $33.78. The impact to a portfolio due to this purchase was 1.41%. The holding were 16,559 shares as of .
New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)Benjamin Edwards Inc initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $122.21 and $132.9, with an estimated average price of $126.95. The stock is now traded at around $140.33. The impact to a portfolio due to this purchase was 1.3%. The holding were 3,863 shares as of .
New Purchase: Outfront Media Inc (OUT)Benjamin Edwards Inc initiated holding in Outfront Media Inc. The purchase prices were between $23.3 and $26.84, with an estimated average price of $24.74. The stock is now traded at around $28.19. The impact to a portfolio due to this purchase was 1.15%. The holding were 17,576 shares as of .
New Purchase: Industrial Select Sector SPDR Fund (XLI)Benjamin Edwards Inc initiated holding in Industrial Select Sector SPDR Fund. The purchase prices were between $72.05 and $78.75, with an estimated average price of $76.04. The stock is now traded at around $76.06. The impact to a portfolio due to this purchase was 0.35%. The holding were 1,775 shares as of .
Added: Schwab Short-Term U.S. Treasury ETF (SCHO)Benjamin Edwards Inc added to a holding in Schwab Short-Term U.S. Treasury ETF by 4568.64%. The purchase prices were between $50.02 and $50.6, with an estimated average price of $50.24. The stock is now traded at around $50.62. The impact to a portfolio due to this purchase was 12.72%. The holding were 101,543 shares as of .
Added: iShares Intermediate Government/Credit Bond ETF (GVI)Benjamin Edwards Inc added to a holding in iShares Intermediate Government/Credit Bond ETF by 309.00%. The purchase prices were between $108.8 and $111.88, with an estimated average price of $110.02. The stock is now traded at around $113.13. The impact to a portfolio due to this purchase was 4.35%. The holding were 20,262 shares as of .
Added: Vanguard Short-Term Corporate Bond ETF (VCSH)Benjamin Edwards Inc added to a holding in Vanguard Short-Term Corporate Bond ETF by 531.36%. The purchase prices were between $79.35 and $80.69, with an estimated average price of $79.82. The stock is now traded at around $80.85. The impact to a portfolio due to this purchase was 1.79%. The holding were 10,430 shares as of .
Added: Invesco Dynamic Credit Opportunities Fund (VTA)Benjamin Edwards Inc added to a holding in Invesco Dynamic Credit Opportunities Fund by 631.13%. The purchase prices were between $10.82 and $11.31, with an estimated average price of $11.11. The stock is now traded at around $11.04. The impact to a portfolio due to this purchase was 1.74%. The holding were 70,949 shares as of .
Added: Americold Realty Trust (COLD)Benjamin Edwards Inc added to a holding in Americold Realty Trust by 279.40%. The purchase prices were between $30 and $34.13, with an estimated average price of $31.68. The stock is now traded at around $34.50. The impact to a portfolio due to this purchase was 1.49%. The holding were 24,786 shares as of .
Added: KKR & Co Inc (KKR)Benjamin Edwards Inc added to a holding in KKR & Co Inc by 316.21%. The purchase prices were between $22.28 and $25.27, with an estimated average price of $23.94. The stock is now traded at around $25.19. The impact to a portfolio due to this purchase was 1.31%. The holding were 27,116 shares as of .
Sold Out: Energy Select Sector SPDR Fund (XLE)Benjamin Edwards Inc sold out a holding in Energy Select Sector SPDR Fund. The sale prices were between $58.77 and $68.61, with an estimated average price of $64.04.
Sold Out: Sysco Corp (SYY)Benjamin Edwards Inc sold out a holding in Sysco Corp. The sale prices were between $66.33 and $75.49, with an estimated average price of $71.22.
Sold Out: Host Hotels & Resorts Inc (HST)Benjamin Edwards Inc sold out a holding in Host Hotels & Resorts Inc. The sale prices were between $17.8 and $19.88, with an estimated average price of $18.85.
Sold Out: Health Care Select Sector SPDR Fund (XLV)Benjamin Edwards Inc sold out a holding in Health Care Select Sector SPDR Fund. The sale prices were between $85.78 and $93.73, with an estimated average price of $89.84.
Sold Out: D.R. Horton Inc (DHI)Benjamin Edwards Inc sold out a holding in D.R. Horton Inc. The sale prices were between $41.7 and $46.67, with an estimated average price of $44.31.
Sold Out: Sterling Bancorp (STL)Benjamin Edwards Inc sold out a holding in Sterling Bancorp. The sale prices were between $19.31 and $21.84, with an estimated average price of $20.52.
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