Lgl Partners, Llc Buys Wheels Up Experience Inc, Upstart Holdings Inc, Blue Owl Capital Inc, Sells iShares National Muni Bond ETF, VanEck Gold Miners ETF, Novo Nordisk A/S

• New Purchases: UP, UPST, OWL, TME,
• Added Positions: IVV, AAPL, V, CHRW, UL, BDX, IEFA, MSFT, MMM, GD, MLPA, PGX, NEE,
• Reduced Positions: MUB, NVO, JNJ, PEP, ITM, CSCO, IEMG, ACN, ASML, IWM, SHY,
• Sold Out: GDX, WISH,

For the details of LGL PARTNERS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lgl+partners%2C+llc/current-portfolio/portfolio

1. S&P 500 ETF TRUST ETF (SPY) - 92,544 shares, 24.11% of the total portfolio. Shares reduced by 0.79%
2. iShares Core S&P Mid-Cap ETF (IJH) - 98,459 shares, 15.72% of the total portfolio. Shares reduced by 0.15%
3. iShares Core S&P Small-Cap ETF (IJR) - 151,886 shares, 10.07% of the total portfolio. Shares added by 0.20%
4. iShares Core S&P 500 ETF (IVV) - 13,134 shares, 3.44% of the total portfolio. Shares added by 13.85%
5. Apple Inc (AAPL) - 32,334 shares, 2.78% of the total portfolio. Shares added by 3.44%

Lgl Partners, Llc initiated holding in Wheels Up Experience Inc. The purchase prices were between $0 and $10.62, with an estimated average price of $7.76. The stock is now traded at around $5.880000. The impact to a portfolio due to this purchase was 0.28%. The holding were 70,568 shares as of 2021-09-30.

Lgl Partners, Llc initiated holding in Upstart Holdings Inc. The purchase prices were between $113.09 and $336.34, with an estimated average price of $196.85. The stock is now traded at around $264.180000. The impact to a portfolio due to this purchase was 0.16%. The holding were 855 shares as of 2021-09-30.

Lgl Partners, Llc initiated holding in Blue Owl Capital Inc. The purchase prices were between $12.26 and $16.43, with an estimated average price of $13.86. The stock is now traded at around $16.000000. The impact to a portfolio due to this purchase was 0.1%. The holding were 10,125 shares as of 2021-09-30.

Lgl Partners, Llc initiated holding in Tencent Music Entertainment Group. The purchase prices were between $7.01 and $15.47, with an estimated average price of $9.87. The stock is now traded at around $8.850000. The impact to a portfolio due to this purchase was 0.07%. The holding were 15,000 shares as of 2021-09-30.

Lgl Partners, Llc added to a holding in C.H. Robinson Worldwide Inc by 26.04%. The purchase prices were between $86.82 and $94.65, with an estimated average price of $90.51. The stock is now traded at around $94.490000. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,244 shares as of 2021-09-30.

Lgl Partners, Llc added to a holding in Unilever PLC by 22.10%. The purchase prices were between $53.95 and $60.15, with an estimated average price of $56.66. The stock is now traded at around $52.460000. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,817 shares as of 2021-09-30.

Lgl Partners, Llc added to a holding in Becton, Dickinson and Co by 28.72%. The purchase prices were between $238.54 and $262.88, with an estimated average price of $251.45. The stock is now traded at around $244.000000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,116 shares as of 2021-09-30.

Lgl Partners, Llc sold out a holding in VanEck Gold Miners ETF. The sale prices were between $28.91 and $35.09, with an estimated average price of $32.58.

Lgl Partners, Llc sold out a holding in ContextLogic Inc. The sale prices were between $5.46 and $12.24, with an estimated average price of $8.33.