Portfolio Trade Alert – January 17, 2025
Written by Lance Roberts | Jan 17, 2025 | PRO TRADINGIn the equity model we are increasing our holding of PG and adding to XLP in the ETF model.
> Read MoreIn the equity model we are increasing our holding of PG and adding to XLP in the ETF model.
> Read MoreIn the equity model we are selling SYK and adding 1% to DUK to increase po
> Read MoreIn the equity model we are selling IWM and adding to GEV. In the ETF model we are selling IWM and adding to XLU.
> Read MoreIn the dividend equity model we are selling ED and replacing it with KMI.
> Read MoreIn the equity model we bringing XOM and FANG back to target weights. In the ETF model we are increasing XLE to target weight.
> Read MoreIn the Equity model we are add to LLY and reducing XLE in the ETF model.
> Read MoreIn the equity model we are reducing WMT and adding to ABBV.
> Read MoreIn the equity model we are selling SWK, adding IWM and increase LLY. In the ETF model we are adding IWM. In the Dividend Equity model we are doing a full portfolio rebalance for year-end.
> Read MoreIn the equity model we are reducing XOM, FANG, and OKE. In the ETF Model we are reducing XLE.
> Read MoreIn the equity model we are trimming DUK and adding to NLY. In the ETF model we are trimming XLU and adding to REM.
> Read MoreIn the dividend equity model we are selling FAST and adding MO.
> Read MoreIn the equity model we reduced SHY and added to IEI. We also took profits in GEV. In the ETF model we reduced SHY and added to IEI.
> Read MoreIn the equity model we are adding to our existing position in NVDA.
> Read MoreIn the equity model we are adding JPM and increasing AMZN. In the ETF model we are adding to XLF and MGK. In both models we are selling 50% of IEI and buying IEF
> Read MoreIn the Equity and Dividend Growth Model we are buying NLY. In the ETF model we are adding REM.
> Read MoreIn the Equity and Dividend Growth Model we are slightly reducing our holdings in NVDA before the earnings report.
> Read MoreIn the equity model we are reducing XOM and FANG. In the ETF model we are reducing XLE.
> Read MoreIn the dividend equity model we are selling PM and taking the outsized gains.
> Read MoreIn the equity model we are reducing SWK to 2% of the portfolio and increasing COST to 4.5%.
> Read MoreIn the equity model we are increasing OKE to 2% of the portfolio.
> Read MoreIn the equity model we are reducing SWK and adding to AMD. In the Dividend Growth Model we are reducing SWK and MMM.
> Read MoreIn the equity model we are reducing to target weights AMZN, LLY, GOOG, AAPL, FANG, PANW, WMT, RTX. In the ETF model we are reducing XLF and XLK.
> Read MoreIn the equity model we are reducing AMD and NVDA. In the ETF model we are reducing SMH.
> Read MoreIn the dividend equity model we are reducing to target AAPL and META. Increasing to target weights XOM, AMLP and MMM.
> Read MoreIn the equity model we increasing our position in FANG. In the ETF model we are adding to XLE.
> Read MoreIn the equity model we are selling SYK and adding 1% to DUK to increase po
> Read MoreIn the equity model we are reducing COST back to target model weight.
> Read MoreIn the equity model we are rebalancing NVDA back to its model weight.
> Read MoreIn the equity model we are selling all of GPC and NFG and adding a 1% position in OKE.
> Read MoreIn the equity model we are selling 1% of V and adding 1% of PSA. In the ETF Model we are reducing XLY and adding XLRE.
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