Elm Advisors, Llc Buys Alphabet Inc, Alphabet Inc, Bank of America Corp

Author's Avatar
Jan 22, 2020
Article's Main Image
Burlingame, CA, based Investment company Elm Advisors, Llc (Current Portfolio) buys Alphabet Inc, Alphabet Inc, Bank of America Corp, iShares Core MSCI EAFE ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Elm Advisors, Llc. As of 2019Q4, Elm Advisors, Llc owns 89 stocks with a total value of $158 million. These are the details of the buys and sells.

For the details of ELM ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/elm+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of ELM ADVISORS, LLC
  1. Vanguard FTSE All-World ex-US ETF (VEU) - 308,241 shares, 10.48% of the total portfolio. Shares added by 1.57%
  2. Vanguard Total Stock Market ETF (VTI) - 97,915 shares, 10.13% of the total portfolio. Shares reduced by 1.17%
  3. iShares Core S&P 500 ETF (IVV) - 30,709 shares, 6.28% of the total portfolio. Shares added by 4.30%
  4. SPDR S&P 500 ETF Trust (SPY) - 29,656 shares, 6.04% of the total portfolio. Shares reduced by 4.06%
  5. Vanguard S&P 500 ETF (VOO) - 24,876 shares, 4.65% of the total portfolio. Shares reduced by 2.22%
New Purchase: Alphabet Inc (GOOG)

Elm Advisors, Llc initiated holding in Alphabet Inc. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1484.40. The impact to a portfolio due to this purchase was 0.17%. The holding were 206 shares as of .

New Purchase: Alphabet Inc (GOOGL)

Elm Advisors, Llc initiated holding in Alphabet Inc. The purchase prices were between $1177.92 and $1362.47, with an estimated average price of $1292.54. The stock is now traded at around $1482.25. The impact to a portfolio due to this purchase was 0.17%. The holding were 196 shares as of .

New Purchase: Bank of America Corp (BAC)

Elm Advisors, Llc initiated holding in Bank of America Corp. The purchase prices were between $27.63 and $35.52, with an estimated average price of $32.44. The stock is now traded at around $34.26. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,375 shares as of .

New Purchase: iShares Core MSCI EAFE ETF (IEFA)

Elm Advisors, Llc initiated holding in iShares Core MSCI EAFE ETF. The purchase prices were between $58.56 and $65.43, with an estimated average price of $62.77. The stock is now traded at around $65.60. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,160 shares as of .



Here is the complete portfolio of ELM ADVISORS, LLC. Also check out:

1. ELM ADVISORS, LLC's Undervalued Stocks
2. ELM ADVISORS, LLC's Top Growth Companies, and
3. ELM ADVISORS, LLC's High Yield stocks
4. Stocks that ELM ADVISORS, LLC keeps buying