Spence Asset Management Buys Livongo Health Inc, Amazon.com Inc, Salesforce.com Inc, Sells Teladoc Health Inc, Shopify Inc, Splunk Inc

• New Purchases: LVGO, UNH, IBB, XBI,
• Added Positions: ISRG, V, TYL, GOOG, CSGP, MSFT, ROKU, IDXX, AMZN, IHI, GOOGL, CRM,
• Reduced Positions: TDOC, SHOP, SPY, QQQ, IGV, FFC,
• Sold Out: SPLK, AMLP, VGT,

For the details of Spence Asset Management's stock buys and sells, go to https://www.gurufocus.com/guru/spence+asset+management/current-portfolio/portfolio

1. Mastercard Inc (MA) - 72,746 shares, 8.17% of the total portfolio. Shares added by 0.80%
2. Veeva Systems Inc (VEEV) - 85,551 shares, 7.64% of the total portfolio. Shares reduced by 0.59%
3. Visa Inc (V) - 99,305 shares, 7.31% of the total portfolio. Shares added by 1.69%
4. Adobe Inc (ADBE) - 42,563 shares, 7.06% of the total portfolio. Shares reduced by 0.02%
5. Microsoft Corp (MSFT) - 91,100 shares, 7.06% of the total portfolio. Shares added by 1.04%

Spence Asset Management initiated holding in Livongo Health Inc. The purchase prices were between $26.13 and $76.69, with an estimated average price of $51.78. The stock is now traded at around $77.63. The impact to a portfolio due to this purchase was 6.45%. The holding were 225,196 shares as of .

Spence Asset Management initiated holding in iShares Nasdaq Biotechnology Index Fund. The purchase prices were between $103.79 and $138.65, with an estimated average price of $127.06. The stock is now traded at around $139.44. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 7 shares as of .

Spence Asset Management initiated holding in SPDR Series Trust S&P Biotech. The purchase prices were between $73.26 and $114.17, with an estimated average price of $98.05. The stock is now traded at around $112.92. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 18 shares as of .

Spence Asset Management initiated holding in UnitedHealth Group Inc. The purchase prices were between $229.49 and $311.85, with an estimated average price of $285.69. The stock is now traded at around $302.81. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 8 shares as of .

Spence Asset Management added to a holding in Amazon.com Inc by 57.14%. The purchase prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3057.04. The impact to a portfolio due to this purchase was 0.01%. The holding were 22 shares as of .

Spence Asset Management added to a holding in Salesforce.com Inc by 60.56%. The purchase prices were between $134.06 and $191.65, with an estimated average price of $168.06. The stock is now traded at around $197.72. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 114 shares as of .

Spence Asset Management sold out a holding in Splunk Inc. The sale prices were between $102.14 and $198.7, with an estimated average price of $157.55.

Spence Asset Management sold out a holding in Alerian MLP. The sale prices were between $16.43 and $31.7, with an estimated average price of $24.12.

Spence Asset Management sold out a holding in Vanguard Information Tech. The sale prices were between $201.88 and $278.76, with an estimated average price of $248.78.