- Added Positions: SCHA, USMV, VZ, JNJ, CWI, SCHX, GOOG, AAPL, ADI, GOOGL, ABT, AMZN, PG, SCHG, SCHZ,
- Reduced Positions: IWM, MSFT, GE, HD, ACWX, BRK.B, SYK, CVX, LOW, PEP, BPFH,
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 Volatility USA ETF (USMV) - 697,153 shares, 47.70% of the total portfolio. Shares added by 6.73%
- Schwab U.S. Small-Cap ETF (SCHA) - 172,386 shares, 12.83% of the total portfolio. Shares added by 55.49%
- iShares Russell 2000 ETF (IWM) - 36,081 shares, 5.83% of the total portfolio. Shares reduced by 40.4%
- Microsoft Corp (MSFT) - 19,753 shares, 2.93% of the total portfolio. Shares reduced by 3.42%
- Schwab U.S. Large-Cap ETF (SCHX) - 30,058 shares, 2.28% of the total portfolio. Shares added by 8.16%
Financial Advisors, LLC added to a holding in Schwab U.S. Small-Cap ETF by 55.49%. The purchase prices were between $67.49 and $73.12, with an estimated average price of $70.62. The stock is now traded at around $72.94. The impact to a portfolio due to this purchase was 4.58%. The holding were 172,386 shares as of .
Added: Verizon Communications Inc (VZ)Financial Advisors, LLC added to a holding in Verizon Communications Inc by 172.19%. The purchase prices were between $55.05 and $60.51, with an estimated average price of $57.61. The stock is now traded at around $59.50. The impact to a portfolio due to this purchase was 0.53%. The holding were 13,054 shares as of .
Added: Johnson & Johnson (JNJ)Financial Advisors, LLC added to a holding in Johnson & Johnson by 30.11%. The purchase prices were between $126.95 and $142.14, with an estimated average price of $131.85. The stock is now traded at around $130.42. The impact to a portfolio due to this purchase was 0.25%. The holding were 7,671 shares as of .
Added: SPDR Barclays Convertible Securities ETF (CWI)Financial Advisors, LLC added to a holding in SPDR Barclays Convertible Securities ETF by 51.87%. The purchase prices were between $22.7 and $24.77, with an estimated average price of $23.91. The stock is now traded at around $25.34. The impact to a portfolio due to this purchase was 0.17%. The holding were 19,939 shares as of .
Here is the complete portfolio of Financial Advisors, LLC. Also check out:
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3. Financial Advisors, LLC's High Yield stocks
4. Stocks that Financial Advisors, LLC keeps buying
