Spearhead Capital Advisors, LLC Buys Realty Income Corp, Amazon.com Inc, Visa Inc, Sells Emerson Electric Co, Healthpeak Properties Inc, Hormel Foods Corp

Investment company Spearhead Capital Advisors, LLC (Current Portfolio) buys Realty Income Corp, Amazon.com Inc, Visa Inc, The Walt Disney Co, VF Corp, sells Emerson Electric Co, Healthpeak Properties Inc, Hormel Foods Corp, Consolidated Edison Inc, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Spearhead Capital Advisors, LLC. As of 2021Q3, Spearhead Capital Advisors, LLC owns 184 stocks with a total value of $750 million. These are the details of the buys and sells.

For the details of Spearhead Capital Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/spearhead+capital+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Spearhead Capital Advisors, LLC
  1. iShares Core S&P Small-Cap ETF (IJR) - 318,335 shares, 4.63% of the total portfolio. Shares added by 0.11%
  2. Vanguard Mid-Cap Growth ETF (VOT) - 127,714 shares, 4.02% of the total portfolio. Shares added by 0.40%
  3. Vanguard Small Cap Growth ETF (VBK) - 93,734 shares, 3.50% of the total portfolio. Shares added by 1.41%
  4. Vanguard Mid-Cap ETF (VO) - 108,670 shares, 3.43% of the total portfolio. Shares added by 0.97%
  5. Facebook Inc (FB) - 64,151 shares, 2.90% of the total portfolio. Shares added by 14.39%
New Purchase: Realty Income Corp (O)

Spearhead Capital Advisors, LLC initiated holding in Realty Income Corp. The purchase prices were between $64.86 and $72.68, with an estimated average price of $69.68. The stock is now traded at around $74.100000. The impact to a portfolio due to this purchase was 2.37%. The holding were 274,588 shares as of 2021-09-30.

New Purchase: SPDR Portfolio TIPS ETF (SPIP)

Spearhead Capital Advisors, LLC initiated holding in SPDR Portfolio TIPS ETF. The purchase prices were between $30.46 and $31.44, with an estimated average price of $31.08. The stock is now traded at around $31.560000. The impact to a portfolio due to this purchase was 0.21%. The holding were 51,008 shares as of 2021-09-30.

New Purchase: iShares Gold Trust (IAU)

Spearhead Capital Advisors, LLC initiated holding in iShares Gold Trust. The purchase prices were between $32.85 and $34.83, with an estimated average price of $34.07. The stock is now traded at around $34.130000. The impact to a portfolio due to this purchase was 0.21%. The holding were 47,636 shares as of 2021-09-30.

New Purchase: iShares Core S&P 500 ETF (IVV)

Spearhead Capital Advisors, LLC initiated holding in iShares Core S&P 500 ETF. The purchase prices were between $425.18 and $453.54, with an estimated average price of $441.59. The stock is now traded at around $457.780000. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,905 shares as of 2021-09-30.

New Purchase: iShares National Muni Bond ETF (MUB)

Spearhead Capital Advisors, LLC initiated holding in iShares National Muni Bond ETF. The purchase prices were between $115.95 and $117.43, with an estimated average price of $116.89. The stock is now traded at around $115.580000. The impact to a portfolio due to this purchase was 0.13%. The holding were 8,536 shares as of 2021-09-30.

New Purchase: Vanguard S&P 500 ETF (VOO)

Spearhead Capital Advisors, LLC initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $389.4 and $415.37, with an estimated average price of $404.42. The stock is now traded at around $419.150000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,070 shares as of 2021-09-30.

Added: Amazon.com Inc (AMZN)

Spearhead Capital Advisors, LLC added to a holding in Amazon.com Inc by 33.87%. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3376.070000. The impact to a portfolio due to this purchase was 0.71%. The holding were 6,376 shares as of 2021-09-30.

Added: Visa Inc (V)

Spearhead Capital Advisors, LLC added to a holding in Visa Inc by 29.55%. The purchase prices were between $220.05 and $250.93, with an estimated average price of $234.41. The stock is now traded at around $231.820000. The impact to a portfolio due to this purchase was 0.59%. The holding were 87,642 shares as of 2021-09-30.

Added: The Walt Disney Co (DIS)

Spearhead Capital Advisors, LLC added to a holding in The Walt Disney Co by 30.13%. The purchase prices were between $169.17 and $185.91, with an estimated average price of $178.27. The stock is now traded at around $172.040000. The impact to a portfolio due to this purchase was 0.58%. The holding were 110,542 shares as of 2021-09-30.

Added: VF Corp (VFC)

Spearhead Capital Advisors, LLC added to a holding in VF Corp by 45.51%. The purchase prices were between $66.05 and $84.55, with an estimated average price of $76.84. The stock is now traded at around $72.270000. The impact to a portfolio due to this purchase was 0.38%. The holding were 137,908 shares as of 2021-09-30.

Added: Clorox Co (CLX)

Spearhead Capital Advisors, LLC added to a holding in Clorox Co by 30.75%. The purchase prices were between $162.19 and $187.74, with an estimated average price of $172.28. The stock is now traded at around $161.210000. The impact to a portfolio due to this purchase was 0.29%. The holding were 55,806 shares as of 2021-09-30.

Added: Vanguard FTSE Developed Markets ETF (VEA)

Spearhead Capital Advisors, LLC added to a holding in Vanguard FTSE Developed Markets ETF by 692.34%. The purchase prices were between $49.88 and $53.23, with an estimated average price of $51.84. The stock is now traded at around $52.260000. The impact to a portfolio due to this purchase was 0.19%. The holding were 32,375 shares as of 2021-09-30.

Sold Out: Emerson Electric Co (EMR)

Spearhead Capital Advisors, LLC sold out a holding in Emerson Electric Co. The sale prices were between $93.71 and $105.7, with an estimated average price of $99.83.

Sold Out: Healthpeak Properties Inc (PEAK)

Spearhead Capital Advisors, LLC sold out a holding in Healthpeak Properties Inc. The sale prices were between $33.31 and $37.36, with an estimated average price of $35.38.

Sold Out: Hormel Foods Corp (HRL)

Spearhead Capital Advisors, LLC sold out a holding in Hormel Foods Corp. The sale prices were between $40.63 and $48.31, with an estimated average price of $45.1.

Sold Out: Consolidated Edison Inc (ED)

Spearhead Capital Advisors, LLC sold out a holding in Consolidated Edison Inc. The sale prices were between $72.16 and $78.25, with an estimated average price of $74.65.

Sold Out: PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun (LTPZ)

Spearhead Capital Advisors, LLC sold out a holding in PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun. The sale prices were between $84.85 and $89.77, with an estimated average price of $87.77.

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

Spearhead Capital Advisors, LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $114.88 and $118.02, with an estimated average price of $116.77.



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