Investment company Money Matters Financial Group Inc buys SPDR S&P 600 Small Cap ETF (based on S&P SmallCap , Vanguard S&P 500, Vanguard Total International Bond ETF, iShares Edge MSCI USA Momentum Factor, General Electric Co, sells iShares J.P. Morgan USD Emerging Markets Bond ETF, PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares iBoxx $ Investment Grade Corporate Bond during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Money Matters Financial Group Inc. As of 2018-06-30, Money Matters Financial Group Inc owns 31 stocks with a total value of $171 million. These are the details of the buys and sells.
For the details of Money Matters Financial Group Inc's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Money+Matters+Financial+Group+Inc
These are the top 5 holdings of Money Matters Financial Group IncSPDR Select Sector Fund - Technology (XLK) - 443,772 shares, 17.99% of the total portfolio. Shares reduced by 2.39%SPDR Select Sector Fund - Financial (XLF) - 712,080 shares, 11.05% of the total portfolio. Shares reduced by 3.77%SPDR Select Sector Fund - Consumer Discretionary (XLY) - 170,777 shares, 10.89% of the total portfolio. Shares reduced by 1.77%SPDR Select Sector Fund - Health Care (XLV) - 190,157 shares, 9.26% of the total portfolio. Shares reduced by 1.64%SPDR S&P 600 Small Cap ETF (based on S&P SmallCap (SLY) - 127,372 shares, 5.37% of the total portfolio. Shares added by 187.52%New Purchase: Vanguard S&P 500 (VOO)Money Matters Financial Group Inc initiated holding in Vanguard S&P 500. The purchase prices were between $236.48 and $256.33, with an estimated average price of $248.26. The stock is now traded at around $257.21. The impact to a portfolio due to this purchase was 1.45%. The holding were 9,931 shares as of 2018-06-30.
New Purchase: Vanguard Total International Bond ETF (BNDX)Money Matters Financial Group Inc initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $54.1 and $54.76, with an estimated average price of $54.51. The stock is now traded at around $54.99. The impact to a portfolio due to this purchase was 1.26%. The holding were 39,369 shares as of 2018-06-30.
New Purchase: General Electric Co (GE)Money Matters Financial Group Inc initiated holding in General Electric Co. The purchase prices were between $12.75 and $15.29, with an estimated average price of $13.92. The stock is now traded at around $13.73. The impact to a portfolio due to this purchase was 0.1%. The holding were 13,061 shares as of 2018-06-30.
Added: SPDR S&P 600 Small Cap ETF (based on S&P SmallCap (SLY)Money Matters Financial Group Inc added to a holding in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap by 187.52%. The purchase prices were between $72.3 and $148.55, with an estimated average price of $126.38. The stock is now traded at around $75.33. The impact to a portfolio due to this purchase was 3.5%. The holding were 127,372 shares as of 2018-06-30.
Added: iShares Edge MSCI USA Momentum Factor (MTUM)Money Matters Financial Group Inc added to a holding in iShares Edge MSCI USA Momentum Factor by 35.02%. The purchase prices were between $102.58 and $114.35, with an estimated average price of $109.49. The stock is now traded at around $113.55. The impact to a portfolio due to this purchase was 0.28%. The holding were 16,730 shares as of 2018-06-30.
Here is the complete portfolio of Money Matters Financial Group Inc. Also check out:
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