- New Purchases: SPLV, GDX, HD, ABT, GOOG, PG, SPYV,
- Added Positions: SDY, AMLP, SOXX, IEFA, IWD, XLV, XLP, XLF, XLI, IWR,
- Reduced Positions: SHV, IWN, GDXJ, SPHQ, IWM, AMZN, ESGD, MSFT, NULG, WBA,
- Sold Out: DVY,
For the details of Chicago Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/chicago+wealth+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Chicago Wealth Management, Inc.- BTC iShares Core MSCI EAFE ETF (IEFA) - 240,175 shares, 12.02% of the total portfolio. Shares added by 1.64%
- iShares Russell 1000 Growth ETF (IWF) - 32,157 shares, 6.59% of the total portfolio. Shares added by 0.46%
- Invesco S&P 500 Low Volatility ETF (SPLV) - 136,091 shares, 6.26% of the total portfolio. New Position
- iShares PHLX SOX Semiconductor Sector Index Fund (SOXX) - 16,563 shares, 6.02% of the total portfolio. Shares added by 3.77%
- Financial Select Sector SPDR (XLF) - 229,727 shares, 6.02% of the total portfolio. Shares added by 2.55%
Chicago Wealth Management, Inc. initiated holding in Invesco S&P 500 Low Volatility ETF. The purchase prices were between $60.71 and $68.52, with an estimated average price of $64.18. The stock is now traded at around $63.945000. The impact to a portfolio due to this purchase was 6.26%. The holding were 136,091 shares as of 2021-12-31.
New Purchase: VanEck Gold Miners ETF (GDX)Chicago Wealth Management, Inc. initiated holding in VanEck Gold Miners ETF. The purchase prices were between $29.16 and $34.3, with an estimated average price of $31.49. The stock is now traded at around $32.301800. The impact to a portfolio due to this purchase was 1.24%. The holding were 57,592 shares as of 2021-12-31.
New Purchase: The Home Depot Inc (HD)Chicago Wealth Management, Inc. initiated holding in The Home Depot Inc. The purchase prices were between $326.47 and $416.18, with an estimated average price of $382.21. The stock is now traded at around $354.520000. The impact to a portfolio due to this purchase was 0.19%. The holding were 680 shares as of 2021-12-31.
New Purchase: Abbott Laboratories (ABT)Chicago Wealth Management, Inc. initiated holding in Abbott Laboratories. The purchase prices were between $115.53 and $141.46, with an estimated average price of $128.29. The stock is now traded at around $124.840000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,434 shares as of 2021-12-31.
New Purchase: Procter & Gamble Co (PG)Chicago Wealth Management, Inc. initiated holding in Procter & Gamble Co. The purchase prices were between $138.79 and $164.19, with an estimated average price of $148.79. The stock is now traded at around $158.175000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,232 shares as of 2021-12-31.
New Purchase: Alphabet Inc (GOOG)Chicago Wealth Management, Inc. initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2734.505100. The impact to a portfolio due to this purchase was 0.14%. The holding were 70 shares as of 2021-12-31.
Added: SPDR Dividend ETF (SDY)Chicago Wealth Management, Inc. added to a holding in SPDR Dividend ETF by 1259.92%. The purchase prices were between $118.24 and $129.12, with an estimated average price of $123.75. The stock is now traded at around $125.220000. The impact to a portfolio due to this purchase was 4.72%. The holding were 58,830 shares as of 2021-12-31.
Sold Out: iShares Select Dividend ETF (DVY)Chicago Wealth Management, Inc. sold out a holding in iShares Select Dividend ETF. The sale prices were between $113.57 and $122.59, with an estimated average price of $118.59.
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