HC Advisors, LLC Buys Vanguard Short-Term Government Bond ETF, Apellis Pharmaceuticals Inc, ...
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- CRSP
- AWP
- DYN
- NFLX
- AMGN
- PDD
- APLS
- CLDX
- ALXO
- TINV
- TINV-UN
- ASND
- UNH
- NEM
- VGSH
Investment company HC Advisors, LLC (Current Portfolio) buys Vanguard Short-Term Government Bond ETF, Apellis Pharmaceuticals Inc, Amgen Inc, Dyne Therapeutics Inc, UnitedHealth Group Inc, sells Netflix Inc, Invesco S&P 500 Equal Weight ETF, PIMCO Energy & Tactical Credit Opportunities, Pinduoduo Inc, Alphabet Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, HC Advisors, LLC. As of 2021Q4, HC Advisors, LLC owns 86 stocks with a total value of $163 million. These are the details of the buys and sells.
New Purchases: VGSH, APLS, AMGN, DYN, UNH, PVG, GMII, GOLD,
Added Positions: ALXO, CRSP, PHYS, SCHD, TINV, PSLV, CLDX, BHVN, PAAS, ASND, KL, NEM, SCHA, SCHF, SCHZ, EQX, AGI, NGD,
Reduced Positions: SCHR, IYW, RSP, NRGX, IYH, SCHG, AAPL, AMZN, IEF, SCHE, IYF, GOOGL, AEM, MSFT, GOOG, DAL, SPY, PFE, HD, TFC,
Sold Out: NFLX, PDD, AWP,
For the details of HC Advisors, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/hc+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of HC Advisors, LLC
Vanguard Total Stock Market ETF (VTI) - 122,156 shares, 18.10% of the total portfolio. Shares reduced by 0.73%
Schwab Intermediate-Term U.S. Treasury ETF (SCHR) - 338,870 shares, 11.67% of the total portfolio. Shares reduced by 6.29%
First Trust Morningstar Dividend Leaders Index Fun (FDL) - 306,438 shares, 6.69% of the total portfolio. Shares added by 0.65%
iShares 7-10 Year Treasury Bond ETF (IEF) - 55,584 shares, 3.92% of the total portfolio. Shares reduced by 1.72%
iShares U.S. Technology ETF (IYW) - 51,227 shares, 3.61% of the total portfolio. Shares reduced by 5.12%
New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)
HC Advisors, LLC initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $60.79 and $61.19, with an estimated average price of $60.95. The stock is now traded at around $60.410000. The impact to a portfolio due to this purchase was 2%. The holding were 53,550 shares as of 2021-12-31.
New Purchase: Apellis Pharmaceuticals Inc (APLS)
HC Advisors, LLC initiated holding in Apellis Pharmaceuticals Inc. The purchase prices were between $30.74 and $49.16, with an estimated average price of $39.7. The stock is now traded at around $41.580000. The impact to a portfolio due to this purchase was 0.35%. The holding were 12,060 shares as of 2021-12-31.
New Purchase: Amgen Inc (AMGN)
HC Advisors, LLC initiated holding in Amgen Inc. 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 $227.795000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,075 shares as of 2021-12-31.
New Purchase: Dyne Therapeutics Inc (DYN)
HC Advisors, LLC initiated holding in Dyne Therapeutics Inc. The purchase prices were between $11.89 and $15.96, with an estimated average price of $14.03. The stock is now traded at around $7.195000. The impact to a portfolio due to this purchase was 0.14%. The holding were 18,784 shares as of 2021-12-31.
New Purchase: UnitedHealth Group Inc (UNH)
HC Advisors, LLC initiated holding in UnitedHealth Group Inc. The purchase prices were between $387.01 and $505.58, with an estimated average price of $454.21. The stock is now traded at around $479.110000. The impact to a portfolio due to this purchase was 0.14%. The holding were 449 shares as of 2021-12-31.
New Purchase: Pretium Resources Inc (PVG)
HC Advisors, LLC initiated holding in Pretium Resources Inc. The purchase prices were between $9.84 and $14.61, with an estimated average price of $12.79. The stock is now traded at around $13.680000. The impact to a portfolio due to this purchase was 0.13%. The holding were 14,812 shares as of 2021-12-31.
Added: CRISPR Therapeutics AG (CRSP)
HC Advisors, LLC added to a holding in CRISPR Therapeutics AG by 47.63%. The purchase prices were between $70.09 and $102.99, with an estimated average price of $86.82. The stock is now traded at around $63.360000. The impact to a portfolio due to this purchase was 0.13%. The holding were 8,489 shares as of 2021-12-31.
Added: ALX Oncology Holdings Inc (ALXO)
HC Advisors, LLC added to a holding in ALX Oncology Holdings Inc by 119.25%. The purchase prices were between $21.49 and $73.9, with an estimated average price of $42.24. The stock is now traded at around $15.220000. The impact to a portfolio due to this purchase was 0.13%. The holding were 17,992 shares as of 2021-12-31.
Added: Tiga Acquisition Corp (TINV)
HC Advisors, LLC added to a holding in Tiga Acquisition Corp by 28.08%. The purchase prices were between $10.1 and $10.2, with an estimated average price of $10.13. The stock is now traded at around $10.170000. The impact to a portfolio due to this purchase was 0.06%. The holding were 46,071 shares as of 2021-12-31.
Added: Celldex Therapeutics Inc (CLDX)
HC Advisors, LLC added to a holding in Celldex Therapeutics Inc by 49.08%. The purchase prices were between $35.68 and $56.27, with an estimated average price of $43.33. The stock is now traded at around $30.840000. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,183 shares as of 2021-12-31.
Added: Ascendis Pharma A/S (ASND)
HC Advisors, LLC added to a holding in Ascendis Pharma A/S by 23.83%. The purchase prices were between $127.1 and $169.66, with an estimated average price of $148.37. The stock is now traded at around $121.190000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,936 shares as of 2021-12-31.
Added: Newmont Corp (NEM)
HC Advisors, LLC added to a holding in Newmont Corp by 23.52%. The purchase prices were between $53.27 and $62.02, with an estimated average price of $56.75. The stock is now traded at around $62.470000. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,205 shares as of 2021-12-31.
Sold Out: Netflix Inc (NFLX)
HC Advisors, LLC sold out a holding in Netflix Inc. The sale prices were between $586.73 and $691.69, with an estimated average price of $639.23.
Sold Out: Pinduoduo Inc (PDD)
HC Advisors, LLC sold out a holding in Pinduoduo Inc. The sale prices were between $54.01 and $100.64, with an estimated average price of $78.43.
Sold Out: Aberdeen Global Premier Properties Fund (AWP)
HC Advisors, LLC sold out a holding in Aberdeen Global Premier Properties Fund. The sale prices were between $6.08 and $6.84, with an estimated average price of $6.45.
Here is the complete portfolio of HC Advisors, LLC. Also check out:
1. HC Advisors, LLC's Undervalued Stocks
2. HC Advisors, LLC's Top Growth Companies, and
3. HC Advisors, LLC's High Yield stocks
4. Stocks that HC Advisors, LLC keeps buyingThis article first appeared on GuruFocus.