Albion Financial Group Buys Peloton Interactive Inc, Intuitive Surgical Inc, Adobe Inc, Sells Invesco S&P 500 Low Volatility ETF, Wisdom Tree Cloud Computing Fund, Intel Corp

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Investment company Albion Financial Group (Current Portfolio) buys Peloton Interactive Inc, Intuitive Surgical Inc, Adobe Inc, SPDR Blackstone / GSO Senior Loan ETF, Fiserv Inc, sells Invesco S&P 500 Low Volatility ETF, Wisdom Tree Cloud Computing Fund, Intel Corp, SPDR Bloomberg Barclays Investment Grade Floating , WisdomTree U.S. Dividend Growth Fund during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Albion Financial Group . As of 2020Q4, Albion Financial Group owns 492 stocks with a total value of $1 billion. These are the details of the buys and sells.

For the details of ALBION FINANCIAL GROUP 's stock buys and sells, go to https://www.gurufocus.com/guru/albion+financial+group+/current-portfolio/portfolio

These are the top 5 holdings of ALBION FINANCIAL GROUP
  1. Vanguard S&P 500 ETF (VOO) - 283,612 shares, 9.60% of the total portfolio. Shares added by 0.17%
  2. Apple Inc (AAPL) - 468,377 shares, 6.12% of the total portfolio. Shares added by 2.92%
  3. BTC iShares Russell Mid-Cap ETF (IWR) - 816,801 shares, 5.51% of the total portfolio. Shares added by 1.04%
  4. Amazon.com Inc (AMZN) - 12,190 shares, 3.91% of the total portfolio. Shares added by 1.97%
  5. Microsoft Corp (MSFT) - 169,729 shares, 3.72% of the total portfolio. Shares added by 0.41%
New Purchase: Peloton Interactive Inc (PTON)

Albion Financial Group initiated holding in Peloton Interactive Inc. The purchase prices were between $100.01 and $162.76, with an estimated average price of $122.07. The stock is now traded at around $139.710000. The impact to a portfolio due to this purchase was 2.11%. The holding were 141,000 shares as of 2020-12-31.

New Purchase: SPDR Blackstone / GSO Senior Loan ETF (SRLN)

Albion Financial Group initiated holding in SPDR Blackstone / GSO Senior Loan ETF. The purchase prices were between $44.13 and $45.65, with an estimated average price of $44.98. The stock is now traded at around $46.000000. The impact to a portfolio due to this purchase was 0.66%. The holding were 145,958 shares as of 2020-12-31.

New Purchase: Golub Capital BDC Inc (GBDC)

Albion Financial Group initiated holding in Golub Capital BDC Inc. The purchase prices were between $12.66 and $14.15, with an estimated average price of $13.66. The stock is now traded at around $14.750000. The impact to a portfolio due to this purchase was 0.42%. The holding were 304,018 shares as of 2020-12-31.

New Purchase: Main Street Capital Corp (MAIN)

Albion Financial Group initiated holding in Main Street Capital Corp. The purchase prices were between $27.39 and $32.59, with an estimated average price of $30.72. The stock is now traded at around $35.010000. The impact to a portfolio due to this purchase was 0.38%. The holding were 119,592 shares as of 2020-12-31.

New Purchase: iShares U.S. Preferred Stock (PFF)

Albion Financial Group initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $36.13 and $38.51, with an estimated average price of $37.4. The stock is now traded at around $37.690000. The impact to a portfolio due to this purchase was 0.36%. The holding were 94,896 shares as of 2020-12-31.

New Purchase: Broadcom Inc (AVGO)

Albion Financial Group initiated holding in Broadcom Inc. The purchase prices were between $347.21 and $437.85, with an estimated average price of $390.18. The stock is now traded at around $489.960000. The impact to a portfolio due to this purchase was 0.31%. The holding were 7,216 shares as of 2020-12-31.

Added: Intuitive Surgical Inc (ISRG)

Albion Financial Group added to a holding in Intuitive Surgical Inc by 1228.39%. The purchase prices were between $667.08 and $818.1, with an estimated average price of $745.45. The stock is now traded at around $750.150000. The impact to a portfolio due to this purchase was 1.02%. The holding were 13,616 shares as of 2020-12-31.

Added: Adobe Inc (ADBE)

Albion Financial Group added to a holding in Adobe Inc by 299.76%. The purchase prices were between $444.94 and $514.31, with an estimated average price of $482.85. The stock is now traded at around $479.120000. The impact to a portfolio due to this purchase was 0.79%. The holding were 21,435 shares as of 2020-12-31.

Added: Fiserv Inc (FISV)

Albion Financial Group added to a holding in Fiserv Inc by 34.38%. The purchase prices were between $93.52 and $117.99, with an estimated average price of $107.82. The stock is now traded at around $111.360000. The impact to a portfolio due to this purchase was 0.42%. The holding were 147,021 shares as of 2020-12-31.

Added: iShares Intermediate Credit Bond ETF (IGIB)

Albion Financial Group added to a holding in iShares Intermediate Credit Bond ETF by 540.03%. The purchase prices were between $60.06 and $61.67, with an estimated average price of $60.83. The stock is now traded at around $60.710000. The impact to a portfolio due to this purchase was 0.33%. The holding were 64,176 shares as of 2020-12-31.

Added: Thermo Fisher Scientific Inc (TMO)

Albion Financial Group added to a holding in Thermo Fisher Scientific Inc by 42.83%. The purchase prices were between $435.06 and $527.66, with an estimated average price of $469.36. The stock is now traded at around $478.860000. The impact to a portfolio due to this purchase was 0.29%. The holding were 21,088 shares as of 2020-12-31.

Added: BlackRock Inc (BLK)

Albion Financial Group added to a holding in BlackRock Inc by 25.83%. The purchase prices were between $570.12 and $721.54, with an estimated average price of $664.68. The stock is now traded at around $710.110000. The impact to a portfolio due to this purchase was 0.14%. The holding were 9,642 shares as of 2020-12-31.

Sold Out: Wisdom Tree Cloud Computing Fund (WCLD)

Albion Financial Group sold out a holding in Wisdom Tree Cloud Computing Fund. The sale prices were between $41.46 and $57.2, with an estimated average price of $47.88.

Sold Out: Mondelez International Inc (MDLZ)

Albion Financial Group sold out a holding in Mondelez International Inc. The sale prices were between $53.12 and $59.03, with an estimated average price of $57.14.

Sold Out: Vestas Wind Systems A/S (VWDRY)

Albion Financial Group sold out a holding in Vestas Wind Systems A/S. The sale prices were between $53.28 and $80.37, with an estimated average price of $63.89.

Sold Out: Zoom Video Communications Inc (ZM)

Albion Financial Group sold out a holding in Zoom Video Communications Inc. The sale prices were between $337.32 and $568.34, with an estimated average price of $445.24.

Sold Out: Tencent Holdings Ltd (TCEHY)

Albion Financial Group sold out a holding in Tencent Holdings Ltd. The sale prices were between $67.23 and $80.83, with an estimated average price of $74.01.

Sold Out: Fannie Mae (FNMA)

Albion Financial Group sold out a holding in Fannie Mae. The sale prices were between $1.84 and $3, with an estimated average price of $2.22.



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