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Bruderman Asset Management, LLC Buys NVIDIA Corp, Heico Corp, MDU Resources Group Inc, Sells SPDR Portfolio Short Term Treasury ETF, Invesco BulletShares 2022 Corporate Bond ETF, SPDR Portfolio S&P 500 Growth ETF

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Jul 14, 2021
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Investment company Bruderman Asset Management, LLC (Current Portfolio) buys NVIDIA Corp, Heico Corp, MDU Resources Group Inc, Mastercard Inc, Sea, sells SPDR Portfolio Short Term Treasury ETF, Invesco BulletShares 2022 Corporate Bond ETF, SPDR Portfolio S&P 500 Growth ETF, iShares Russell 2000 ETF, Invesco S&P 500 Equal Weight ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Bruderman Asset Management, LLC. As of 2021Q2, Bruderman Asset Management, LLC owns 88 stocks with a total value of $322 million. These are the details of the buys and sells.

For the details of Bruderman Asset Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bruderman+asset+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Bruderman Asset Management, LLC
  1. NextEra Energy Inc (NEE) - 217,020 shares, 4.94% of the total portfolio. Shares added by 1.50%
  2. Duke Energy Corp (DUK) - 143,739 shares, 4.41% of the total portfolio. Shares added by 1.16%
  3. Verizon Communications Inc (VZ) - 233,986 shares, 4.07% of the total portfolio. Shares added by 1.31%
  4. Microsoft Corp (MSFT) - 47,993 shares, 4.04% of the total portfolio. Shares added by 1.64%
  5. Garmin Ltd (GRMN) - 87,151 shares, 3.92% of the total portfolio. Shares added by 1.04%
New Purchase: NVIDIA Corp (NVDA)

Bruderman Asset Management, LLC initiated holding in NVIDIA Corp. The purchase prices were between $533.93 and $801.07, with an estimated average price of $638.3. The stock is now traded at around $810.000000. The impact to a portfolio due to this purchase was 0.08%. The holding were 309 shares as of 2021-06-30.

New Purchase: Heico Corp (HEI)

Bruderman Asset Management, LLC initiated holding in Heico Corp. The purchase prices were between $125.8 and $148.24, with an estimated average price of $137.68. The stock is now traded at around $136.950000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,569 shares as of 2021-06-30.

New Purchase: MDU Resources Group Inc (MDU)

Bruderman Asset Management, LLC initiated holding in MDU Resources Group Inc. The purchase prices were between $30.65 and $34.55, with an estimated average price of $32.94. The stock is now traded at around $31.100000. The impact to a portfolio due to this purchase was 0.06%. The holding were 6,634 shares as of 2021-06-30.

New Purchase: Mastercard Inc (MA)

Bruderman Asset Management, LLC initiated holding in Mastercard Inc. The purchase prices were between $356.05 and $395.65, with an estimated average price of $371.26. The stock is now traded at around $383.710000. The impact to a portfolio due to this purchase was 0.06%. The holding were 572 shares as of 2021-06-30.

New Purchase: Sea Ltd (SE)

Bruderman Asset Management, LLC initiated holding in Sea Ltd. The purchase prices were between $202.34 and $289.42, with an estimated average price of $253.07. The stock is now traded at around $280.940000. The impact to a portfolio due to this purchase was 0.06%. The holding were 753 shares as of 2021-06-30.

Added: TE Connectivity Ltd (TEL)

Bruderman Asset Management, LLC added to a holding in TE Connectivity Ltd by 34.38%. The purchase prices were between $128.39 and $139.36, with an estimated average price of $133.89. The stock is now traded at around $137.610000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,220 shares as of 2021-06-30.

Sold Out: SPDR Portfolio Short Term Treasury ETF (SPTS)

Bruderman Asset Management, LLC sold out a holding in SPDR Portfolio Short Term Treasury ETF. The sale prices were between $30.62 and $30.7, with an estimated average price of $30.67.

Sold Out: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Bruderman Asset Management, LLC sold out a holding in Invesco BulletShares 2022 Corporate Bond ETF. The sale prices were between $21.59 and $21.66, with an estimated average price of $21.63.

Sold Out: SPDR Portfolio S&P 500 Growth ETF (SPYG)

Bruderman Asset Management, LLC sold out a holding in SPDR Portfolio S&P 500 Growth ETF. The sale prices were between $56.3 and $63.06, with an estimated average price of $59.84.

Sold Out: iShares Russell 2000 ETF (IWM)

Bruderman Asset Management, LLC sold out a holding in iShares Russell 2000 ETF. The sale prices were between $211.85 and $232.89, with an estimated average price of $224.79.

Sold Out: Invesco S&P 500 Equal Weight ETF (RSP)

Bruderman Asset Management, LLC sold out a holding in Invesco S&P 500 Equal Weight ETF. The sale prices were between $141.25 and $151.82, with an estimated average price of $148.39.

Sold Out: S&P 500 ETF TRUST ETF (SPY)

Bruderman Asset Management, LLC sold out a holding in S&P 500 ETF TRUST ETF. The sale prices were between $395.04 and $428.06, with an estimated average price of $415.91.

Reduced: UnitedHealth Group Inc (UNH)

Bruderman Asset Management, LLC reduced to a holding in UnitedHealth Group Inc by 26.48%. The sale prices were between $364.37 and $420.89, with an estimated average price of $398.06. The stock is now traded at around $418.540000. The impact to a portfolio due to this sale was -0.02%. Bruderman Asset Management, LLC still held 547 shares as of 2021-06-30.



Here is the complete portfolio of Bruderman Asset Management, LLC. Also check out:

1. Bruderman Asset Management, LLC's Undervalued Stocks
2. Bruderman Asset Management, LLC's Top Growth Companies, and
3. Bruderman Asset Management, LLC's High Yield stocks
4. Stocks that Bruderman Asset Management, LLC keeps buying
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