GWM Advisors LLC Buys Houlihan Lokey Inc, Garmin, Target Corp, Sells Texas Instruments Inc, Brown-Forman Corp, Corning Inc

Investment company GWM Advisors LLC (Current Portfolio) buys Houlihan Lokey Inc, Garmin, Target Corp, Invesco DWA Momentum ETF, iShares TIPS Bond ETF, sells Texas Instruments Inc, Brown-Forman Corp, Corning Inc, BTC iShares MSCI USA Momentum Factor ETF, BTC iShares Convertible Bond ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, GWM Advisors LLC. As of 2021Q3, GWM Advisors LLC owns 1127 stocks with a total value of $4 billion. These are the details of the buys and sells.

For the details of GWM Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/gwm+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of GWM Advisors LLC
  1. iShares Core S&P 500 ETF (IVV) - 280,731 shares, 2.99% of the total portfolio. Shares added by 3.57%
  2. Apple Inc (AAPL) - 843,047 shares, 2.95% of the total portfolio. Shares added by 9.84%
  3. Microsoft Corp (MSFT) - 337,512 shares, 2.35% of the total portfolio. Shares added by 8.52%
  4. Vanguard S&P 500 ETF (VOO) - 207,394 shares, 2.02% of the total portfolio. Shares added by 19.92%
  5. iShares MSCI USA ESG Optimized ETF (ESGU) - 710,319 shares, 1.73% of the total portfolio. Shares added by 22.82%
New Purchase: Houlihan Lokey Inc (HLI)

GWM Advisors LLC initiated holding in Houlihan Lokey Inc. The purchase prices were between $80.26 and $95.55, with an estimated average price of $87.59. The stock is now traded at around $112.080000. The impact to a portfolio due to this purchase was 0.56%. The holding were 246,417 shares as of 2021-09-30.

New Purchase: Invesco DWA Momentum ETF (PDP)

GWM Advisors LLC initiated holding in Invesco DWA Momentum ETF. The purchase prices were between $86.96 and $95.19, with an estimated average price of $91.95. The stock is now traded at around $97.680000. The impact to a portfolio due to this purchase was 0.37%. The holding were 168,282 shares as of 2021-09-30.

New Purchase: Quadratic Interest Rate Volatility And Inflation H (IVOL)

GWM Advisors LLC initiated holding in Quadratic Interest Rate Volatility And Inflation H. The purchase prices were between $27.37 and $28.09, with an estimated average price of $27.76. The stock is now traded at around $27.360000. The impact to a portfolio due to this purchase was 0.35%. The holding were 507,325 shares as of 2021-09-30.

New Purchase: FIRST TR ETF VI (FTXR)

GWM Advisors LLC initiated holding in FIRST TR ETF VI. The purchase prices were between $30.62 and $33.97, with an estimated average price of $31.96. The stock is now traded at around $34.020000. The impact to a portfolio due to this purchase was 0.3%. The holding were 392,814 shares as of 2021-09-30.

New Purchase: iShares Bloomberg Roll Select Commodity Strategy E (CMDY)

GWM Advisors LLC initiated holding in iShares Bloomberg Roll Select Commodity Strategy E. The purchase prices were between $53.47 and $58.68, with an estimated average price of $55.71. The stock is now traded at around $59.920000. The impact to a portfolio due to this purchase was 0.24%. The holding were 163,328 shares as of 2021-09-30.

New Purchase: Amplify BlackSwan Growth & Treasury Core ETF (SWAN)

GWM Advisors LLC initiated holding in Amplify BlackSwan Growth & Treasury Core ETF. The purchase prices were between $34.23 and $35.95, with an estimated average price of $35.24. The stock is now traded at around $35.720000. The impact to a portfolio due to this purchase was 0.18%. The holding were 212,177 shares as of 2021-09-30.

Added: Garmin Ltd (GRMN)

GWM Advisors LLC added to a holding in Garmin Ltd by 1087.22%. The purchase prices were between $146.09 and $178.38, with an estimated average price of $162.59. The stock is now traded at around $143.600000. The impact to a portfolio due to this purchase was 0.54%. The holding were 152,724 shares as of 2021-09-30.

Added: Target Corp (TGT)

GWM Advisors LLC added to a holding in Target Corp by 261.28%. The purchase prices were between $228.77 and $264.07, with an estimated average price of $250.36. The stock is now traded at around $259.620000. The impact to a portfolio due to this purchase was 0.54%. The holding were 131,086 shares as of 2021-09-30.

Added: iShares TIPS Bond ETF (TIP)

GWM Advisors LLC added to a holding in iShares TIPS Bond ETF by 679.30%. The purchase prices were between $125.24 and $129.06, with an estimated average price of $127.65. The stock is now traded at around $128.670000. The impact to a portfolio due to this purchase was 0.36%. The holding were 129,840 shares as of 2021-09-30.

Added: iShares Global Tech ETF (IXN)

GWM Advisors LLC added to a holding in iShares Global Tech ETF by 1082.83%. The purchase prices were between $56.11 and $60.64, with an estimated average price of $58.53. The stock is now traded at around $60.460000. The impact to a portfolio due to this purchase was 0.35%. The holding were 272,584 shares as of 2021-09-30.

Added: iShares MSCI USA ESG Optimized ETF (ESGU)

GWM Advisors LLC added to a holding in iShares MSCI USA ESG Optimized ETF by 22.82%. The purchase prices were between $97.33 and $103.79, with an estimated average price of $101.04. The stock is now traded at around $105.400000. The impact to a portfolio due to this purchase was 0.32%. The holding were 710,319 shares as of 2021-09-30.

Added: VanEck Intermediate Muni ETF (ITM)

GWM Advisors LLC added to a holding in VanEck Intermediate Muni ETF by 154.62%. The purchase prices were between $51.17 and $52.02, with an estimated average price of $51.75. The stock is now traded at around $51.020000. The impact to a portfolio due to this purchase was 0.3%. The holding were 384,705 shares as of 2021-09-30.

Sold Out: Peloton Interactive Inc (PTON)

GWM Advisors LLC sold out a holding in Peloton Interactive Inc. The sale prices were between $85.4 and $126.43, with an estimated average price of $110.52.

Sold Out: Embraer SA (ERJ)

GWM Advisors LLC sold out a holding in Embraer SA. The sale prices were between $13.08 and $18.1, with an estimated average price of $15.54.

Sold Out: Zendesk Inc (ZEN)

GWM Advisors LLC sold out a holding in Zendesk Inc. The sale prices were between $115.3 and $150.84, with an estimated average price of $129.39.

Sold Out: RPM International Inc (RPM)

GWM Advisors LLC sold out a holding in RPM International Inc. The sale prices were between $77.65 and $90.89, with an estimated average price of $84.26.

Sold Out: iShares MSCI Australia ETF (EWA)

GWM Advisors LLC sold out a holding in iShares MSCI Australia ETF. The sale prices were between $24.66 and $26.61, with an estimated average price of $25.82.

Sold Out: SPDR Retail ETF (XRT)

GWM Advisors LLC sold out a holding in SPDR Retail ETF. The sale prices were between $90.32 and $97.98, with an estimated average price of $94.84.



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