- New Purchases: VYM, MCHP, EFA, IJH, RYT, VOO,
- Added Positions: VTI, IJS, IVV, VNQ, VPL, VGK, TMO, SCHB, USB, VCIT, PPG, VEA, SCHG, SCHF, SCHD, SCHA, DG, VZ, MRK, VSS, VWO,
- Reduced Positions: CBRL, ULTA, SCHW, V, INTU, CHD, ITW, AAPL, SWKS, BSV, IBM, SYK, MA, DAL, CTSH, SCHH, SPY, PFE, NTRS, SYY, COP, IWF,
- Sold Out: AMJ,
For the details of Liberty Capital Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/liberty+capital+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Liberty Capital Management, Inc.- Apple Inc (AAPL) - 32,487 shares, 3.93% of the total portfolio. Shares reduced by 1.01%
- Vanguard Total Stock Market ETF (VTI) - 54,332 shares, 3.66% of the total portfolio. Shares added by 17.38%
- Visa Inc (V) - 42,982 shares, 3.32% of the total portfolio. Shares reduced by 1.3%
- Fiserv Inc (FISV) - 64,684 shares, 3.08% of the total portfolio. Shares reduced by 0.72%
- Intuit Inc (INTU) - 27,285 shares, 2.94% of the total portfolio. Shares reduced by 1.1%
Liberty Capital Management, Inc. initiated holding in Vanguard High Dividend Yield Index Fund. The purchase prices were between $85.84 and $94.47, with an estimated average price of $90.79. The stock is now traded at around $94.36. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,798 shares as of .
New Purchase: Microchip Technology Inc (MCHP)Liberty Capital Management, Inc. initiated holding in Microchip Technology Inc. The purchase prices were between $89.29 and $105.93, with an estimated average price of $96.78. The stock is now traded at around $109.24. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,991 shares as of .
New Purchase: iShares MSCI EAFE ETF (EFA)Liberty Capital Management, Inc. initiated holding in iShares MSCI EAFE ETF. The purchase prices were between $62.55 and $69.64, with an estimated average price of $66.97. The stock is now traded at around $69.82. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,231 shares as of .
New Purchase: Vanguard S&P 500 ETF (VOO)Liberty Capital Management, Inc. initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $264.57 and $296.67, with an estimated average price of $283.37. The stock is now traded at around $304.43. The impact to a portfolio due to this purchase was 0.08%. The holding were 683 shares as of .
New Purchase: iShares Core S&P Mid-Cap ETF (IJH)Liberty Capital Management, Inc. initiated holding in iShares Core S&P Mid-Cap ETF. The purchase prices were between $184.95 and $206.16, with an estimated average price of $197.56. The stock is now traded at around $207.98. The impact to a portfolio due to this purchase was 0.08%. The holding were 976 shares as of .
New Purchase: Invesco S&P 500 Equal Weight Technology ETF (RYT)Liberty Capital Management, Inc. initiated holding in Invesco S&P 500 Equal Weight Technology ETF. The purchase prices were between $172.8 and $198.89, with an estimated average price of $188.09. The stock is now traded at around $206.82. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,025 shares as of .
Added: Vanguard FTSE Europe ETF (VGK)Liberty Capital Management, Inc. added to a holding in Vanguard FTSE Europe ETF by 20.28%. The purchase prices were between $51.7 and $58.65, with an estimated average price of $55.99. The stock is now traded at around $58.64. The impact to a portfolio due to this purchase was 0.09%. The holding were 21,464 shares as of .
Added: Vanguard FTSE Pacific ETF (VPL)Liberty Capital Management, Inc. added to a holding in Vanguard FTSE Pacific ETF by 21.17%. The purchase prices were between $64.79 and $70.95, with an estimated average price of $68.65. The stock is now traded at around $70.20. The impact to a portfolio due to this purchase was 0.09%. The holding were 18,135 shares as of .
Sold Out: JPMorgan Alerian MLP Index ETN (AMJ)Liberty Capital Management, Inc. sold out a holding in JPMorgan Alerian MLP Index ETN. The sale prices were between $19.79 and $22.45, with an estimated average price of $21.19.
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