Brightworth Buys Coca-Cola Co, Xtrackers MSCI EAFE High Dividend Yield Equity ETF, SPDR Gold Shares ETF, Sells iShares Core S&P 500 ETF, Anthem Inc, International Business Machines Corp

Investment company Brightworth (Current Portfolio) buys Coca-Cola Co, Xtrackers MSCI EAFE High Dividend Yield Equity ETF, SPDR Gold Shares ETF, iShares Core Growth Allocation ETF, O'Reilly Automotive Inc, sells iShares Core S&P 500 ETF, Anthem Inc, International Business Machines Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Brightworth. As of 2021Q3, Brightworth owns 110 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of Brightworth's stock buys and sells, go to https://www.gurufocus.com/guru/brightworth/current-portfolio/portfolio

These are the top 5 holdings of Brightworth
  1. iShares Core S&P 500 ETF (IVV) - 789,572 shares, 30.83% of the total portfolio. Shares reduced by 22.71%
  2. iShares Core MSCI Total International Stock ETF (IXUS) - 2,670,472 shares, 17.18% of the total portfolio. Shares added by 2.13%
  3. Technology Select Sector SPDR ETF (XLK) - 517,813 shares, 7.01% of the total portfolio. Shares added by 1.10%
  4. Vanguard Total Bond Market ETF (BND) - 378,654 shares, 2.93% of the total portfolio. Shares added by 6.65%
  5. Apple Inc (AAPL) - 187,819 shares, 2.41% of the total portfolio. Shares reduced by 0.91%
New Purchase: Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF)

Brightworth initiated holding in Xtrackers MSCI EAFE High Dividend Yield Equity ETF. The purchase prices were between $22.72 and $24.52, with an estimated average price of $23.92. The stock is now traded at around $23.300000. The impact to a portfolio due to this purchase was 0.77%. The holding were 373,808 shares as of 2021-09-30.

New Purchase: iShares Core Growth Allocation ETF (AOR)

Brightworth initiated holding in iShares Core Growth Allocation ETF. The purchase prices were between $55.11 and $57.15, with an estimated average price of $56.25. The stock is now traded at around $56.820500. The impact to a portfolio due to this purchase was 0.19%. The holding were 38,271 shares as of 2021-09-30.

New Purchase: O'Reilly Automotive Inc (ORLY)

Brightworth initiated holding in O'Reilly Automotive Inc. The purchase prices were between $575.38 and $626.33, with an estimated average price of $599.88. The stock is now traded at around $653.030000. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,458 shares as of 2021-09-30.

New Purchase: Dimensional U.S. Equity ETF (DFUS)

Brightworth initiated holding in Dimensional U.S. Equity ETF. The purchase prices were between $46.35 and $49.56, with an estimated average price of $48.27. The stock is now traded at around $49.970000. The impact to a portfolio due to this purchase was 0.07%. The holding were 16,707 shares as of 2021-09-30.

New Purchase: iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)

Brightworth initiated holding in iShares ESG Aware U.S. Aggregate Bond ETF. The purchase prices were between $55.08 and $55.89, with an estimated average price of $55.55. The stock is now traded at around $55.140000. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,756 shares as of 2021-09-30.

New Purchase: BTC iShares Core MSCI EAFE ETF (IEFA)

Brightworth initiated holding in BTC iShares Core MSCI EAFE ETF. The purchase prices were between $72.98 and $78.2, with an estimated average price of $76.07. The stock is now traded at around $76.400000. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,926 shares as of 2021-09-30.

Added: Coca-Cola Co (KO)

Brightworth added to a holding in Coca-Cola Co by 247.40%. The purchase prices were between $52.47 and $57.48, with an estimated average price of $55.73. The stock is now traded at around $55.480000. The impact to a portfolio due to this purchase was 0.78%. The holding were 229,079 shares as of 2021-09-30.

Added: SPDR Gold Shares ETF (GLD)

Brightworth added to a holding in SPDR Gold Shares ETF by 538.45%. The purchase prices were between $161.32 and $171.17, with an estimated average price of $167.4. The stock is now traded at around $167.750000. The impact to a portfolio due to this purchase was 0.19%. The holding were 15,176 shares as of 2021-09-30.

Added: Vanguard Tax-Exempt Bond ETF (VTEB)

Brightworth added to a holding in Vanguard Tax-Exempt Bond ETF by 24.83%. The purchase prices were between $54.7 and $55.37, with an estimated average price of $55.14. The stock is now traded at around $54.585000. The impact to a portfolio due to this purchase was 0.05%. The holding were 51,723 shares as of 2021-09-30.

Added: Lockheed Martin Corp (LMT)

Brightworth added to a holding in Lockheed Martin Corp by 25.57%. The purchase prices were between $336.05 and $383.48, with an estimated average price of $362.11. The stock is now traded at around $331.030000. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,820 shares as of 2021-09-30.

Added: Vanguard S&P 500 ETF (VOO)

Brightworth added to a holding in Vanguard S&P 500 ETF by 64.61%. 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 $419.120000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,977 shares as of 2021-09-30.

Added: United Parcel Service Inc (UPS)

Brightworth added to a holding in United Parcel Service Inc by 38.04%. The purchase prices were between $182.1 and $214.26, with an estimated average price of $197.6. The stock is now traded at around $211.350000. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,302 shares as of 2021-09-30.

Sold Out: Anthem Inc (ANTM)

Brightworth sold out a holding in Anthem Inc. The sale prices were between $357.51 and $398.13, with an estimated average price of $380.13.

Sold Out: International Business Machines Corp (IBM)

Brightworth sold out a holding in International Business Machines Corp. The sale prices were between $132.97 and $146.84, with an estimated average price of $139.83.



Here is the complete portfolio of Brightworth. Also check out:

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