Strategic Capital Advisers, Inc. Buys S&P Global Inc, Carrier Global Corp, Procter & Gamble Co, Sells Unilever PLC, Clorox Co, Eaton Vance Short Duration Diversified Income Fund

Investment company Strategic Capital Advisers, Inc. (Current Portfolio) buys S&P Global Inc, Carrier Global Corp, Procter & Gamble Co, Tri-Continental Corp, Merck Inc, sells Unilever PLC, Clorox Co, Eaton Vance Short Duration Diversified Income Fund during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Strategic Capital Advisers, Inc.. As of 2021Q3, Strategic Capital Advisers, Inc. owns 57 stocks with a total value of $128 million. These are the details of the buys and sells.

For the details of STRATEGIC CAPITAL ADVISERS, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/strategic+capital+advisers%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of STRATEGIC CAPITAL ADVISERS, INC.
  1. Schwab U.S. Broad Market ETF (SCHB) - 73,713 shares, 5.96% of the total portfolio. Shares reduced by 4.57%
  2. VanEck Agribusiness ETF (MOO) - 76,844 shares, 5.46% of the total portfolio. Shares reduced by 0.33%
  3. Vanguard Total Stock Market ETF (VTI) - 22,788 shares, 3.94% of the total portfolio. Shares reduced by 9.88%
  4. iShares Gold Trust (IAU) - 144,352 shares, 3.76% of the total portfolio.
  5. Blackstone Inc (BX) - 35,125 shares, 3.18% of the total portfolio. Shares reduced by 8.46%
New Purchase: S&P Global Inc (SPGI)

Strategic Capital Advisers, Inc. initiated holding in S&P Global Inc. The purchase prices were between $408.95 and $454.05, with an estimated average price of $433.31. The stock is now traded at around $474.160000. The impact to a portfolio due to this purchase was 1.59%. The holding were 4,800 shares as of 2021-09-30.

New Purchase: Carrier Global Corp (CARR)

Strategic Capital Advisers, Inc. initiated holding in Carrier Global Corp. The purchase prices were between $48.05 and $58.32, with an estimated average price of $53.79. The stock is now traded at around $52.230000. The impact to a portfolio due to this purchase was 1.41%. The holding were 35,100 shares as of 2021-09-30.

New Purchase: Procter & Gamble Co (PG)

Strategic Capital Advisers, Inc. initiated holding in Procter & Gamble Co. The purchase prices were between $135.24 and $145.68, with an estimated average price of $141.69. The stock is now traded at around $142.990000. The impact to a portfolio due to this purchase was 0.65%. The holding were 5,949 shares as of 2021-09-30.

New Purchase: Tri-Continental Corp (TY)

Strategic Capital Advisers, Inc. initiated holding in Tri-Continental Corp. The purchase prices were between $33.3 and $35.12, with an estimated average price of $34.24. The stock is now traded at around $34.700000. The impact to a portfolio due to this purchase was 0.53%. The holding were 20,373 shares as of 2021-09-30.

New Purchase: iShares U.S. Preferred Stock (PFF)

Strategic Capital Advisers, Inc. initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $38.38 and $39.33, with an estimated average price of $38.93. The stock is now traded at around $39.370000. The impact to a portfolio due to this purchase was 0.23%. The holding were 7,700 shares as of 2021-09-30.

New Purchase: Alliant Energy Corp (LNT)

Strategic Capital Advisers, Inc. initiated holding in Alliant Energy Corp. The purchase prices were between $55.81 and $62.18, with an estimated average price of $59.1. The stock is now traded at around $56.570000. The impact to a portfolio due to this purchase was 0.22%. The holding were 5,100 shares as of 2021-09-30.

Added: Merck & Co Inc (MRK)

Strategic Capital Advisers, Inc. added to a holding in Merck & Co Inc by 36.95%. The purchase prices were between $71.68 and $78.83, with an estimated average price of $76.11. The stock is now traded at around $88.050000. The impact to a portfolio due to this purchase was 0.47%. The holding were 30,136 shares as of 2021-09-30.

Added: Chevron Corp (CVX)

Strategic Capital Advisers, Inc. added to a holding in Chevron Corp by 26.54%. The purchase prices were between $94.29 and $106.21, with an estimated average price of $99.81. The stock is now traded at around $114.490000. The impact to a portfolio due to this purchase was 0.3%. The holding were 18,367 shares as of 2021-09-30.

Added: 3M Co (MMM)

Strategic Capital Advisers, Inc. added to a holding in 3M Co by 148.34%. The purchase prices were between $175.42 and $202.83, with an estimated average price of $193.88. The stock is now traded at around $178.680000. The impact to a portfolio due to this purchase was 0.27%. The holding were 3,365 shares as of 2021-09-30.

Added: Alphabet Inc (GOOGL)

Strategic Capital Advisers, Inc. added to a holding in Alphabet Inc by 22.15%. 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 $2960.920000. The impact to a portfolio due to this purchase was 0.2%. The holding were 535 shares as of 2021-09-30.

Sold Out: Unilever PLC (UL)

Strategic Capital Advisers, Inc. sold out a holding in Unilever PLC. The sale prices were between $53.95 and $60.15, with an estimated average price of $56.66.

Sold Out: Clorox Co (CLX)

Strategic Capital Advisers, Inc. sold out a holding in Clorox Co. The sale prices were between $162.19 and $187.74, with an estimated average price of $172.28.



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