Coyle Financial Counsel LLC Buys Vanguard Total Stock Market ETF, The Home Depot Inc, Starbucks ...

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Investment company Coyle Financial Counsel LLC (Current Portfolio) buys Vanguard Total Stock Market ETF, The Home Depot Inc, Starbucks Corp, Health Care Select Sector SPDR, Johnson & Johnson, sells ARK Innovation ETF, WisdomTree Emerging Markets ex-State-Owned Enterpr, FedEx Corp, LKQ Corp, Boeing Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Coyle Financial Counsel LLC. As of 2021Q4, Coyle Financial Counsel LLC owns 67 stocks with a total value of $170 million. These are the details of the buys and sells.

  • New Purchases: HD, SBUX, XLV, JNJ, VGSH,

  • Added Positions: GBIL, VTI, AAPL, VXUS, SPY, VEA, BND, VCSH, DIS, AMZN, ICSH, MCD, SCZ, MSFT, VWO, XLF, UNP, V, GOOG, INTC, GOOGL, NVDA,

  • Reduced Positions: XSOE, FDX, LKQ, MMS, BERY, DG, CLH, AZO, GPK, BA, PXD, KNX, CCK, MAS, PNFP, PGR, VZ, AMH, SKX, MRTN, MDY, VB,

  • Sold Out: ARKK,


For the details of Coyle Financial Counsel LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/coyle+financial+counsel+llc/current-portfolio/portfolio

These are the top 5 holdings of Coyle Financial Counsel LLC

  1. iShares Core S&P 500 ETF (IVV) - 89,477 shares, 25.07% of the total portfolio. Shares reduced by 0.85%

  2. PowerShares QQQ Trust Ser 1 (QQQ) - 37,242 shares, 8.70% of the total portfolio. Shares reduced by 0.72%

  3. Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) - 113,040 shares, 6.64% of the total portfolio. Shares added by 15.17%

  4. Vanguard S&P 500 ETF (VOO) - 19,314 shares, 4.95% of the total portfolio. Shares added by 0.58%

  5. Vanguard FTSE Developed Markets ETF (VEA) - 145,982 shares, 4.38% of the total portfolio. Shares added by 1.72%

New Purchase: The Home Depot Inc (HD)

Coyle Financial Counsel LLC 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 $357.350000. The impact to a portfolio due to this purchase was 0.26%. The holding were 1,075 shares as of 2021-12-31.

New Purchase: Starbucks Corp (SBUX)

Coyle Financial Counsel LLC initiated holding in Starbucks Corp. The purchase prices were between $106.07 and $116.97, with an estimated average price of $112.76. The stock is now traded at around $95.190000. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,805 shares as of 2021-12-31.

New Purchase: Health Care Select Sector SPDR (XLV)

Coyle Financial Counsel LLC initiated holding in Health Care Select Sector SPDR. The purchase prices were between $124.86 and $141.49, with an estimated average price of $132.44. The stock is now traded at around $132.070000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,768 shares as of 2021-12-31.

New Purchase: Johnson & Johnson (JNJ)

Coyle Financial Counsel LLC initiated holding in Johnson & Johnson. The purchase prices were between $155.93 and $173.01, with an estimated average price of $163.78. The stock is now traded at around $171.060000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,192 shares as of 2021-12-31.

New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)

Coyle Financial Counsel LLC initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $60.79 and $61.19, with an estimated average price of $60.95. The stock is now traded at around $60.220000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,485 shares as of 2021-12-31.

Added: Vanguard Total Stock Market ETF (VTI)

Coyle Financial Counsel LLC added to a holding in Vanguard Total Stock Market ETF by 25.30%. The purchase prices were between $220.94 and $242.96, with an estimated average price of $235.47. The stock is now traded at around $225.500000. The impact to a portfolio due to this purchase was 0.27%. The holding were 9,310 shares as of 2021-12-31.

Sold Out: ARK Innovation ETF (ARKK)

Coyle Financial Counsel LLC sold out a holding in ARK Innovation ETF. The sale prices were between $91.12 and $124.1, with an estimated average price of $108.29.



Here is the complete portfolio of Coyle Financial Counsel LLC. Also check out:

1. Coyle Financial Counsel LLC's Undervalued Stocks

2. Coyle Financial Counsel LLC's Top Growth Companies, and

3. Coyle Financial Counsel LLC's High Yield stocks

4. Stocks that Coyle Financial Counsel LLC keeps buyingThis article first appeared on GuruFocus.

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