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Auxano Advisors, LLC Buys Costco Wholesale Corp, iShares MSCI Intl Quality Factor ETF, ...

·6 min read

Investment company Auxano Advisors, LLC (Current Portfolio) buys Costco Wholesale Corp, iShares MSCI Intl Quality Factor ETF, Starbucks Corp, iShares 1-3 Year Credit Bond ETF, Vanguard Total Stock Market ETF, sells JPMorgan Ultra-Short Municipal Income ETF, Alibaba Group Holding, NVIDIA Corp, PowerShares QQQ Trust Ser 1 during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Auxano Advisors, LLC. As of 2021Q4, Auxano Advisors, LLC owns 76 stocks with a total value of $224 million. These are the details of the buys and sells.

  • New Purchases: IQLT, IGSB, VTI, HYLS, BAC, BND, IGIB, FTSL, TSM, DUK, WFC,

  • Added Positions: COST, AAPL, MSFT, DFAU, SBUX, TSLA, JPST, PHYS, BNDX, NKE, IEMG, AMGN, INTC, CSCO, BRK.B, IBM, FB, V, ORCL, PG, UL, CVX, GOOG, DIS, RTX, HD, NFLX, MRK, JPM, JNJ, GLD, CHRW, GD, MA, BDX, CTSH, MDT, IFF, BIIB,

  • Reduced Positions: JMST, NVDA, RPG, QQQ, CNC, IWV,

  • Sold Out: BABA,


For the details of Auxano Advisors, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/auxano+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Auxano Advisors, LLC

  1. Amazon.com Inc (AMZN) - 9,499 shares, 14.17% of the total portfolio. Shares added by 0.41%

  2. Microsoft Corp (MSFT) - 80,738 shares, 12.14% of the total portfolio. Shares added by 2.89%

  3. Costco Wholesale Corp (COST) - 33,138 shares, 8.41% of the total portfolio. Shares added by 46.45%

  4. iShares Russell 1000 ETF (IWB) - 57,295 shares, 6.78% of the total portfolio. Shares reduced by 0.55%

  5. Sprott Physical Gold Trust (PHYS) - 892,151 shares, 5.73% of the total portfolio. Shares added by 2.15%

New Purchase: iShares MSCI Intl Quality Factor ETF (IQLT)

Auxano Advisors, LLC initiated holding in iShares MSCI Intl Quality Factor ETF. The purchase prices were between $37.35 and $40, with an estimated average price of $38.88. The stock is now traded at around $37.310000. The impact to a portfolio due to this purchase was 1.53%. The holding were 86,802 shares as of 2021-12-31.

New Purchase: iShares 1-3 Year Credit Bond ETF (IGSB)

Auxano Advisors, LLC initiated holding in iShares 1-3 Year Credit Bond ETF. The purchase prices were between $53.7 and $54.33, with an estimated average price of $53.95. The stock is now traded at around $53.160000. The impact to a portfolio due to this purchase was 0.3%. The holding were 12,563 shares as of 2021-12-31.

New Purchase: Vanguard Total Stock Market ETF (VTI)

Auxano Advisors, LLC initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $220.94 and $242.96, with an estimated average price of $235.47. The stock is now traded at around $224.580000. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,342 shares as of 2021-12-31.

New Purchase: FIRST TR EXCHANGE (HYLS)

Auxano Advisors, LLC initiated holding in FIRST TR EXCHANGE. The purchase prices were between $46.59 and $47.62, with an estimated average price of $47.18. The stock is now traded at around $46.710000. The impact to a portfolio due to this purchase was 0.17%. The holding were 8,118 shares as of 2021-12-31.

New Purchase: Bank of America Corp (BAC)

Auxano Advisors, LLC initiated holding in Bank of America Corp. The purchase prices were between $43.14 and $48.37, with an estimated average price of $45.61. The stock is now traded at around $46.430000. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,680 shares as of 2021-12-31.

New Purchase: Vanguard Total Bond Market ETF (BND)

Auxano Advisors, LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $84.07 and $85.48, with an estimated average price of $84.79. The stock is now traded at around $82.600000. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,373 shares as of 2021-12-31.

Added: Costco Wholesale Corp (COST)

Auxano Advisors, LLC added to a holding in Costco Wholesale Corp by 46.45%. The purchase prices were between $440.14 and $567.77, with an estimated average price of $514.33. The stock is now traded at around $521.770000. The impact to a portfolio due to this purchase was 2.67%. The holding were 33,138 shares as of 2021-12-31.

Added: Starbucks Corp (SBUX)

Auxano Advisors, LLC added to a holding in Starbucks Corp by 53.54%. The purchase prices were between $106.07 and $116.97, with an estimated average price of $112.76. The stock is now traded at around $95.940000. The impact to a portfolio due to this purchase was 0.31%. The holding were 17,017 shares as of 2021-12-31.

Added: Vanguard Total International Bond ETF (BNDX)

Auxano Advisors, LLC added to a holding in Vanguard Total International Bond ETF by 77.38%. The purchase prices were between $54.87 and $55.81, with an estimated average price of $55.32. The stock is now traded at around $54.000000. The impact to a portfolio due to this purchase was 0.11%. The holding were 10,224 shares as of 2021-12-31.

Added: Nike Inc (NKE)

Auxano Advisors, LLC added to a holding in Nike Inc by 69.36%. The purchase prices were between $147.14 and $177.51, with an estimated average price of $165.33. The stock is now traded at around $145.310000. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,001 shares as of 2021-12-31.

Added: Amgen Inc (AMGN)

Auxano Advisors, LLC added to a holding in Amgen Inc by 40.34%. The purchase prices were between $198.88 and $227.6, with an estimated average price of $211.1. The stock is now traded at around $224.040000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,411 shares as of 2021-12-31.

Added: Cisco Systems Inc (CSCO)

Auxano Advisors, LLC added to a holding in Cisco Systems Inc by 20.46%. The purchase prices were between $53.25 and $63.96, with an estimated average price of $57.22. The stock is now traded at around $55.200000. The impact to a portfolio due to this purchase was 0.05%. The holding were 11,197 shares as of 2021-12-31.

Sold Out: Alibaba Group Holding Ltd (BABA)

Auxano Advisors, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $111.96 and $177.7, with an estimated average price of $145.1.



Here is the complete portfolio of Auxano Advisors, LLC. Also check out:

1. Auxano Advisors, LLC's Undervalued Stocks

2. Auxano Advisors, LLC's Top Growth Companies, and

3. Auxano Advisors, LLC's High Yield stocks

4. Stocks that Auxano Advisors, LLC keeps buyingThis article first appeared on GuruFocus.