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Investment Advisory Services Inc Buys Weber Inc, JPMorgan Equity Premium Income ETF, Goldman Sachs BDC Inc, Sells AT&T Inc, VF Corp, Royal Dutch Shell PLC

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Oct 27, 2021
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Investment company Investment Advisory Services Inc (Current Portfolio) buys Weber Inc, JPMorgan Equity Premium Income ETF, Goldman Sachs BDC Inc, ONEOK Inc, Alphabet Inc, sells AT&T Inc, VF Corp, Royal Dutch Shell PLC during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Investment Advisory Services Inc . As of 2021Q3, Investment Advisory Services Inc owns 95 stocks with a total value of $163 million. These are the details of the buys and sells.

For the details of INVESTMENT ADVISORY SERVICES INC 's stock buys and sells, go to https://www.gurufocus.com/guru/investment+advisory+services+inc+/current-portfolio/portfolio

These are the top 5 holdings of INVESTMENT ADVISORY SERVICES INC
  1. Vanguard Dividend Appreciation FTF (VIG) - 119,416 shares, 11.24% of the total portfolio. Shares added by 0.89%
  2. Microsoft Corp (MSFT) - 58,174 shares, 10.04% of the total portfolio. Shares added by 0.12%
  3. Apple Inc (AAPL) - 56,999 shares, 4.94% of the total portfolio. Shares reduced by 0.19%
  4. Johnson & Johnson (JNJ) - 34,539 shares, 3.41% of the total portfolio. Shares added by 0.40%
  5. Walmart Inc (WMT) - 35,014 shares, 2.99% of the total portfolio. Shares reduced by 0.05%
New Purchase: Weber Inc (WEBR)

Investment Advisory Services Inc initiated holding in Weber Inc. The purchase prices were between $13.92 and $19.55, with an estimated average price of $16.07. The stock is now traded at around $17.360000. The impact to a portfolio due to this purchase was 0.6%. The holding were 55,860 shares as of 2021-09-30.

New Purchase: JPMorgan Equity Premium Income ETF (JEPI)

Investment Advisory Services Inc initiated holding in JPMorgan Equity Premium Income ETF. The purchase prices were between $59.27 and $62.07, with an estimated average price of $60.87. The stock is now traded at around $61.835000. The impact to a portfolio due to this purchase was 0.22%. The holding were 6,142 shares as of 2021-09-30.

New Purchase: Goldman Sachs BDC Inc (GSBD)

Investment Advisory Services Inc initiated holding in Goldman Sachs BDC Inc. The purchase prices were between $18.35 and $19.88, with an estimated average price of $19.14. The stock is now traded at around $18.969500. The impact to a portfolio due to this purchase was 0.18%. The holding were 16,204 shares as of 2021-09-30.

New Purchase: ONEOK Inc (OKE)

Investment Advisory Services Inc initiated holding in ONEOK Inc. The purchase prices were between $49.27 and $58.9, with an estimated average price of $53.79. The stock is now traded at around $65.270000. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,100 shares as of 2021-09-30.

Added: Alphabet Inc (GOOGL)

Investment Advisory Services Inc added to a holding in Alphabet Inc by 23.08%. The purchase prices were between $2448.89 and $2904.31, with an estimated average price of $2720.51. The stock is now traded at around $2943.889400. The impact to a portfolio due to this purchase was 0.06%. The holding were 208 shares as of 2021-09-30.

Sold Out: VF Corp (VFC)

Investment Advisory Services Inc sold out a holding in VF Corp. The sale prices were between $66.05 and $84.55, with an estimated average price of $76.84.



Here is the complete portfolio of INVESTMENT ADVISORY SERVICES INC . Also check out:

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2. INVESTMENT ADVISORY SERVICES INC 's Top Growth Companies, and
3. INVESTMENT ADVISORY SERVICES INC 's High Yield stocks
4. Stocks that INVESTMENT ADVISORY SERVICES INC keeps buying
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