- New Purchases: XOM, HIG, IJR, WOR,
- Added Positions: SCHB, AAPL, JPST, DIS, WMT, UPS, QCOM, MSFT, TMO, TGT, CCI, GOOGL, HD, MDLZ, ACN, ITW, CMCSA, BRK.B, MRK, SCHF, D, ABT, AFL, WPC, ADP, RTX, SCHC, ABBV, WMB, JNJ, TSN, SYY, BA, DEO, VNQ, GE,
- Reduced Positions: SPY, IVZ, VOO, CSCO, PFE, ZBH, GOOG, SYF, CFG, PYPL, AMZN, INTC, CVX, NEE, LOW, NSC, PEP, UL,
- Sold Out: DUK, KO,
For the details of Horan Capital Advisors, LLC.'s stock buys and sells, go to https://www.gurufocus.com/guru/horan+capital+advisors%2C+llc./current-portfolio/portfolio
These are the top 5 holdings of Horan Capital Advisors, LLC.- iShares Core S&P Mid-Cap ETF (IJH) - 64,086 shares, 8.00% of the total portfolio. Shares added by 0.36%
- JPMorgan Ultra-Short Income ETF (JPST) - 234,612 shares, 5.71% of the total portfolio. Shares added by 1.50%
- Apple Inc (AAPL) - 94,084 shares, 5.51% of the total portfolio. Shares added by 2.03%
- Microsoft Corp (MSFT) - 35,067 shares, 3.96% of the total portfolio. Shares added by 1.92%
- Alphabet Inc (GOOGL) - 3,568 shares, 3.53% of the total portfolio. Shares added by 1.39%
Horan Capital Advisors, LLC. initiated holding in The Hartford Financial Services Group Inc. The purchase prices were between $47.97 and $69.17, with an estimated average price of $53.96. The stock is now traded at around $66.700000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,734 shares as of 2021-03-31.
New Purchase: Exxon Mobil Corp (XOM)Horan Capital Advisors, LLC. initiated holding in Exxon Mobil Corp. The purchase prices were between $41.5 and $61.97, with an estimated average price of $52.4. The stock is now traded at around $60.970000. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,343 shares as of 2021-03-31.
New Purchase: iShares Core S&P Small-Cap ETF (IJR)Horan Capital Advisors, LLC. initiated holding in iShares Core S&P Small-Cap ETF. The purchase prices were between $90.81 and $114.72, with an estimated average price of $104.43. The stock is now traded at around $111.230000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,064 shares as of 2021-03-31.
New Purchase: Worthington Industries Inc (WOR)Horan Capital Advisors, LLC. initiated holding in Worthington Industries Inc. The purchase prices were between $51.19 and $73.45, with an estimated average price of $61.94. The stock is now traded at around $70.220000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,000 shares as of 2021-03-31.
Sold Out: Duke Energy Corp (DUK)Horan Capital Advisors, LLC. sold out a holding in Duke Energy Corp. The sale prices were between $85.59 and $97.58, with an estimated average price of $91.24.
Sold Out: Coca-Cola Co (KO)Horan Capital Advisors, LLC. sold out a holding in Coca-Cola Co. The sale prices were between $48.15 and $53.85, with an estimated average price of $50.34.
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