- New Purchases: CSCO, JPM,
- Added Positions: BNDX, BSV, BIV, BLV, VMBS, VCSH, FIVG, AMZN, V, BND, VEA, VWO, FB, AAPL, MSFT, JNJ, GOOGL, BRK.B, VXUS, NOBL,
- Reduced Positions: SCHB, EFA, EEM, XOM, LLY, VZ, SCHX, SPY, T, DHR, INTC,
- Sold Out: TSLA,
For the details of HT Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ht+partners+llc/current-portfolio/portfolio
These are the top 5 holdings of HT Partners LLC- Schwab U.S. Broad Market ETF (SCHB) - 1,209,539 shares, 38.64% of the total portfolio. Shares reduced by 4.82%
- iShares MSCI EAFE ETF (EFA) - 634,336 shares, 15.90% of the total portfolio. Shares reduced by 9.12%
- Vanguard Total International Bond ETF (BNDX) - 431,445 shares, 8.14% of the total portfolio. Shares added by 10.14%
- Vanguard Short-Term Bond ETF (BSV) - 254,592 shares, 6.91% of the total portfolio. Shares added by 11.70%
- iShares MSCI Emerging Markets ETF (EEM) - 306,456 shares, 5.40% of the total portfolio. Shares reduced by 10.02%
HT Partners LLC initiated holding in Cisco Systems Inc. The purchase prices were between $43.96 and $52.57, with an estimated average price of $46.95. The stock is now traded at around $52.870000. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,966 shares as of 2021-03-31.
New Purchase: JPMorgan Chase & Co (JPM)HT Partners LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $125.65 and $157.65, with an estimated average price of $143.83. The stock is now traded at around $153.040000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,397 shares as of 2021-03-31.
Added: Defiance Next Gen Connectivity ETF (FIVG)HT Partners LLC added to a holding in Defiance Next Gen Connectivity ETF by 68.42%. The purchase prices were between $32.82 and $36.69, with an estimated average price of $35.11. The stock is now traded at around $36.620000. The impact to a portfolio due to this purchase was 0.14%. The holding were 29,522 shares as of 2021-03-31.
Added: Amazon.com Inc (AMZN)HT Partners LLC added to a holding in Amazon.com Inc by 96.00%. The purchase prices were between $2951.95 and $3380, with an estimated average price of $3171.97. The stock is now traded at around $3391.901700. The impact to a portfolio due to this purchase was 0.12%. The holding were 245 shares as of 2021-03-31.
Added: Visa Inc (V)HT Partners LLC added to a holding in Visa Inc by 80.04%. The purchase prices were between $193.25 and $226.15, with an estimated average price of $210.49. The stock is now traded at around $226.100000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,732 shares as of 2021-03-31.
Sold Out: Tesla Inc (TSLA)HT Partners LLC sold out a holding in Tesla Inc. The sale prices were between $563 and $883.09, with an estimated average price of $754.2.
Here is the complete portfolio of HT Partners LLC. Also check out:
1. HT Partners LLC's Undervalued Stocks
2. HT Partners LLC's Top Growth Companies, and
3. HT Partners LLC's High Yield stocks
4. Stocks that HT Partners LLC keeps buying