• John Michael Campbell

Stock Holdings Update


Toward the end of January I purchase 50 shares (each) of the Exchange Traded Funds (ETF) "IVE" [ iShares S&P 500 Value] and "IVW" [ iShares S&P 500 Growth ]. This is a pure play on the overall S&P 500 index that you hear about in the news, has very low cost fees (.18% ), and provides exposure and diversification across a huge realm of stocks, industries, and sectors. Both pay a dividend - added benefit of owning (2.25% & 1.5%).

IVE Value's top holdings are Exxon Mobile, Berkshire Hathaway (B) shares, JPMorgan Chase, At& T, Wells Fargo, Bank of America, Chevron, Citigroup, Cisco Systems, and General Electric.

IVW Growth's top holdings are Apple, Microsoft, Amazon, Facebook, Alphabet (Both A & C shares), Johnson & Johnson, Comcast, Home Depot, and UnitedHealth Group.

#Stocks #Finance

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