1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Elm Advisors, Llc Buys Vanguard Small-Cap Value, PayPal Holdings Inc, Applied Materials Inc, Sells iShares S&P SmallCap 600 Value, Vanguard Growth

Burlingame, CA, based Investment company Elm Advisors, Llc (Current Portfolio) buys Vanguard Small-Cap Value, PayPal Holdings Inc, Applied Materials Inc, iShares Microcap, Lowe's Inc, sells iShares S&P SmallCap 600 Value, Vanguard Growth during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Elm Advisors, Llc. As of 2020Q2, Elm Advisors, Llc owns 83 stocks with a total value of $141 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 Total Stock Market (VTI) - 95,153 shares, 10.55% of the total portfolio. Shares added by 0.18%
  2. Vanguard FTSE All World Ex US (VEU) - 297,639 shares, 10.04% of the total portfolio. Shares added by 2.55%
  3. iShares Core S&P 500 (IVV) - 29,561 shares, 6.49% of the total portfolio. Shares reduced by 3.21%
  4. SPDR S&P 500 (SPY) - 25,737 shares, 5.62% of the total portfolio. Shares reduced by 12.14%
  5. Vanguard S&P 500 (VOO) - 24,925 shares, 5.01% of the total portfolio. Shares reduced by 0.46%
New Purchase: Vanguard Small-Cap Value (VBR)

Elm Advisors, Llc initiated holding in Vanguard Small-Cap Value. The purchase prices were between $81.16 and $120.46, with an estimated average price of $100.14. The stock is now traded at around $102.46. The impact to a portfolio due to this purchase was 0.36%. The holding were 4,710 shares as of .

New Purchase: PayPal Holdings Inc (PYPL)

Elm Advisors, Llc initiated holding in PayPal Holdings Inc. The purchase prices were between $91.38 and $174.23, with an estimated average price of $137.26. The stock is now traded at around $183.23. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,745 shares as of .

New Purchase: iShares Microcap (IWC)

Elm Advisors, Llc initiated holding in iShares Microcap. The purchase prices were between $60.64 and $91.45, with an estimated average price of $77.83. The stock is now traded at around $83.90. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,724 shares as of .

New Purchase: Applied Materials Inc (AMAT)

Elm Advisors, Llc initiated holding in Applied Materials Inc. The purchase prices were between $42.28 and $61.27, with an estimated average price of $53.76. The stock is now traded at around $63.49. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,050 shares as of .

New Purchase: Lowe's Companies Inc (LOW)

Elm Advisors, Llc initiated holding in Lowe's Companies Inc. The purchase prices were between $80.42 and $135.65, with an estimated average price of $113.61. The stock is now traded at around $135.61. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,625 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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)