- New Purchases: EFAV, JPM, IJR, MINT, BRMK, CARR, DFS, IFF, ZBH, VDE,
- Added Positions: DD, IGSB, BSV, MBB, RPG, SPEM, DTD, VTV, EMLC, IEFA, VO, PEP, GLD, IVV, BND, VBR,
- Reduced Positions: T, MSFT, EES, VIG, HD, DIS, WMT, MCD, BLK, BDX, TXN, VNQI, KR, JNJ, CAT, PG, INTC, DE, MRK, BMY, VT, VUG,
- Sold Out: FXI, ABEV,
For the details of CUTLER INVESTMENT COUNSEL LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cutler+investment+counsel+llc/current-portfolio/portfolio
These are the top 5 holdings of CUTLER INVESTMENT COUNSEL LLC- Invesco S P 500 Pure Growth ETF (RPG) - 260,505 shares, 7.27% of the total portfolio. Shares added by 1.58%
- VANGUARD BD IDX FD (BSV) - 316,439 shares, 5.67% of the total portfolio. Shares added by 4.13%
- iShares 1-3 Year Credit Bond ETF (IGSB) - 421,856 shares, 4.97% of the total portfolio. Shares added by 5.30%
- VANGUARD INDEX FDS (VO) - 113,402 shares, 4.01% of the total portfolio. Shares added by 1.35%
- Microsoft Corp (MSFT) - 80,087 shares, 3.51% of the total portfolio. Shares reduced by 22.61%
Cutler Investment Counsel Llc initiated holding in iShares MSCI EAFE Min Vol Factor. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $69.01. The impact to a portfolio due to this purchase was 2.67%. The holding were 187,187 shares as of .
New Purchase: JPMorgan Chase & Co (JPM)Cutler Investment Counsel Llc initiated holding in JPMorgan Chase & Co. The purchase prices were between $84.03 and $113.45, with an estimated average price of $94.84. The stock is now traded at around $98.55. The impact to a portfolio due to this purchase was 1.18%. The holding were 58,063 shares as of .
New Purchase: ISHARES TRUST (IJR)Cutler Investment Counsel Llc initiated holding in ISHARES TRUST. The purchase prices were between $50.81 and $75.28, with an estimated average price of $62.85. The stock is now traded at around $74.69. The impact to a portfolio due to this purchase was 0.54%. The holding were 36,753 shares as of .
New Purchase: PIMCO ETF TRUST (MINT)Cutler Investment Counsel Llc initiated holding in PIMCO ETF TRUST. The purchase prices were between $98.98 and $101.69, with an estimated average price of $100.71. The stock is now traded at around $101.86. The impact to a portfolio due to this purchase was 0.28%. The holding were 12,814 shares as of .
New Purchase: Broadmark Realty Capital Inc (BRMK)Cutler Investment Counsel Llc initiated holding in Broadmark Realty Capital Inc. The purchase prices were between $6.71 and $10.53, with an estimated average price of $8.41. The stock is now traded at around $9.78. The impact to a portfolio due to this purchase was 0.25%. The holding were 123,450 shares as of .
New Purchase: Carrier Global Corp (CARR)Cutler Investment Counsel Llc initiated holding in Carrier Global Corp. The purchase prices were between $12.89 and $24.37, with an estimated average price of $18.38. The stock is now traded at around $29.25. The impact to a portfolio due to this purchase was 0.25%. The holding were 51,499 shares as of .
Added: DuPont de Nemours Inc (DD)Cutler Investment Counsel Llc added to a holding in DuPont de Nemours Inc by 159.42%. The purchase prices were between $31.87 and $57.04, with an estimated average price of $46.28. The stock is now traded at around $56.27. The impact to a portfolio due to this purchase was 0.76%. The holding were 107,536 shares as of .
Added: WISDOMTREE TRUST (DTD)Cutler Investment Counsel Llc added to a holding in WISDOMTREE TRUST by 25.07%. The purchase prices were between $74.01 and $96.59, with an estimated average price of $86.14. The stock is now traded at around $95.63. The impact to a portfolio due to this purchase was 0.08%. The holding were 19,880 shares as of .
Sold Out: ISHARES TRUST (FXI)Cutler Investment Counsel Llc sold out a holding in ISHARES TRUST. The sale prices were between $35.71 and $41.22, with an estimated average price of $38.72.
Sold Out: Ambev SA (ABEV)Cutler Investment Counsel Llc sold out a holding in Ambev SA. The sale prices were between $1.94 and $3, with an estimated average price of $2.36.
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