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Spearhead Capital Advisors, LLC Buys Tesla Inc, iShares Core S&P 500 ETF, Vanguard Consumer ...

Investment company Spearhead Capital Advisors, LLC (Current Portfolio) buys Tesla Inc, iShares Core S&P 500 ETF, Vanguard Consumer Discretionary ETF, Vanguard Industrials ETF, Vanguard FTSE Developed Markets ETF, sells Boeing Co, FlexShares Global Upstream Natural Resources Index, iShares Russell 1000 ETF, Callaway Golf Co, S&P MidCap 400 ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Spearhead Capital Advisors, LLC. As of 2021Q4, Spearhead Capital Advisors, LLC owns 177 stocks with a total value of $828 million. These are the details of the buys and sells.

  • New Purchases: TSLA, ONL, MJ, MVIS, HIVE,

  • Added Positions: IVV, VCR, VIS, VEA, BND, IAU, IJR, FB, AMZN, ADP, VDC, ADBE, GOOG, MUB, MSFT, ABBV, AAPL, MKC, O, CRM, V, ABT, AMGN, BDX, BAC, BLK, CVX, CINF, CVS, DOV, ECL, HD, JNJ, MCD, MDT, PEP, PG, SPGI, SCHW, SHW, SPIP, SWK, SBUX, SYY, TGT, UNH, BIV, VGIT, VCIT, WMT, MMM, COST, JPM, ROP, VGLT, GOOGL, CMDY, NVDA, BNDX, VOO, VCSH, VCLT, VGSH, VWOB, VGT, TWOU, ACAD, ALRM, ALNY, FOLD, PLAN, APPF, AVLR, BLFS, BL, SQ, BLUE, BPMC, CDNA, CERS, CHRS, CORT, ENPH, ETSY, EVBG, EVER, FSLY, FIVN, FRPT, FLGT, GH, NVTA, IRTC, IDRV, IHAK, KPTI, RAMP, MED, NBIX, OCUL, OKTA, OTRK, OC, PTCT, QTRX, RGNX, ROKU, SAIL, SRPT, SHOP, SMAR, SNAP, TENB, TTD, TWLO, TWST, RARE, VHT, VEEV, YEXT, Z, ZM, ZS,

  • Reduced Positions: DIS, BA, CLX, TDOC, VTI, F, NEE, SO, VXF,

  • Sold Out: GUNR, IWB, ELY, MDY, EDIT, EHTH, ALLO, BYND, PTON, NFRA, CRSP, SNN,


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

These are the top 5 holdings of Spearhead Capital Advisors, LLC

  1. iShares Core S&P Small-Cap ETF (IJR) - 324,642 shares, 4.49% of the total portfolio. Shares added by 1.98%

  2. Vanguard Mid-Cap Growth ETF (VOT) - 127,823 shares, 3.93% of the total portfolio. Shares added by 0.09%

  3. Vanguard Mid-Cap ETF (VO) - 108,938 shares, 3.35% of the total portfolio. Shares added by 0.25%

  4. Vanguard Small Cap Growth ETF (VBK) - 94,196 shares, 3.20% of the total portfolio. Shares added by 0.49%

  5. Microsoft Corp (MSFT) - 76,959 shares, 3.12% of the total portfolio. Shares added by 1.47%

New Purchase: Tesla Inc (TSLA)

Spearhead Capital Advisors, LLC initiated holding in Tesla Inc. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $918.400000. The impact to a portfolio due to this purchase was 0.55%. The holding were 4,284 shares as of 2021-12-31.

New Purchase: Orion Office REIT Inc (ONL)

Spearhead Capital Advisors, LLC initiated holding in Orion Office REIT Inc. The purchase prices were between $17.64 and $31.98, with an estimated average price of $20.48. The stock is now traded at around $16.830000. The impact to a portfolio due to this purchase was 0.06%. The holding were 27,904 shares as of 2021-12-31.

New Purchase: ETFMG Alternative Harvest ETF (MJ)

Spearhead Capital Advisors, LLC initiated holding in ETFMG Alternative Harvest ETF. The purchase prices were between $11.05 and $15.38, with an estimated average price of $13.1. The stock is now traded at around $9.760000. The impact to a portfolio due to this purchase was 0.02%. The holding were 17,476 shares as of 2021-12-31.

New Purchase: Microvision Inc (MVIS)

Spearhead Capital Advisors, LLC initiated holding in Microvision Inc. The purchase prices were between $5.01 and $10.89, with an estimated average price of $7.87. The stock is now traded at around $3.000000. The impact to a portfolio due to this purchase was 0.01%. The holding were 10,461 shares as of 2021-12-31.

New Purchase: HIVE Blockchain Technologies Ltd (HIVE)

Spearhead Capital Advisors, LLC initiated holding in HIVE Blockchain Technologies Ltd. The purchase prices were between $2.5 and $4.86, with an estimated average price of $3.45. The stock is now traded at around $1.850000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 12,596 shares as of 2021-12-31.

Added: iShares Core S&P 500 ETF (IVV)

Spearhead Capital Advisors, LLC added to a holding in iShares Core S&P 500 ETF by 246.57%. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $436.440000. The impact to a portfolio due to this purchase was 0.41%. The holding were 10,068 shares as of 2021-12-31.

Added: Vanguard Consumer Discretionary ETF (VCR)

Spearhead Capital Advisors, LLC added to a holding in Vanguard Consumer Discretionary ETF by 445.34%. The purchase prices were between $308.6 and $354.93, with an estimated average price of $335.71. The stock is now traded at around $298.490000. The impact to a portfolio due to this purchase was 0.38%. The holding were 11,463 shares as of 2021-12-31.

Added: Vanguard Industrials ETF (VIS)

Spearhead Capital Advisors, LLC added to a holding in Vanguard Industrials ETF by 265.57%. The purchase prices were between $189.13 and $206.87, with an estimated average price of $199.52. The stock is now traded at around $190.000000. The impact to a portfolio due to this purchase was 0.22%. The holding were 12,148 shares as of 2021-12-31.

Added: Vanguard FTSE Developed Markets ETF (VEA)

Spearhead Capital Advisors, LLC added to a holding in Vanguard FTSE Developed Markets ETF by 87.98%. The purchase prices were between $48.69 and $52.14, with an estimated average price of $50.68. The stock is now traded at around $48.650000. The impact to a portfolio due to this purchase was 0.18%. The holding were 60,857 shares as of 2021-12-31.

Added: Vanguard Total Bond Market ETF (BND)

Spearhead Capital Advisors, LLC added to a holding in Vanguard Total Bond Market ETF by 258.43%. 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 $83.150000. The impact to a portfolio due to this purchase was 0.15%. The holding were 20,617 shares as of 2021-12-31.

Added: iShares Gold Trust (IAU)

Spearhead Capital Advisors, LLC added to a holding in iShares Gold Trust by 49.83%. The purchase prices were between $33.36 and $35.53, with an estimated average price of $34.19. The stock is now traded at around $35.130000. The impact to a portfolio due to this purchase was 0.1%. The holding were 71,372 shares as of 2021-12-31.

Sold Out: FlexShares Global Upstream Natural Resources Index (GUNR)

Spearhead Capital Advisors, LLC sold out a holding in FlexShares Global Upstream Natural Resources Index. The sale prices were between $36.93 and $39.75, with an estimated average price of $38.69.

Sold Out: iShares Russell 1000 ETF (IWB)

Spearhead Capital Advisors, LLC sold out a holding in iShares Russell 1000 ETF. The sale prices were between $240.61 and $266.02, with an estimated average price of $257.01.

Sold Out: Callaway Golf Co (ELY)

Spearhead Capital Advisors, LLC sold out a holding in Callaway Golf Co. The sale prices were between $24.43 and $30.53, with an estimated average price of $27.76.

Sold Out: S&P MidCap 400 ETF (MDY)

Spearhead Capital Advisors, LLC sold out a holding in S&P MidCap 400 ETF. The sale prices were between $484.25 and $529.45, with an estimated average price of $507.81.

Sold Out: eHealth Inc (EHTH)

Spearhead Capital Advisors, LLC sold out a holding in eHealth Inc. The sale prices were between $21.13 and $46.56, with an estimated average price of $32.85.

Sold Out: Beyond Meat Inc (BYND)

Spearhead Capital Advisors, LLC sold out a holding in Beyond Meat Inc. The sale prices were between $63.26 and $108.62, with an estimated average price of $84.35.

Reduced: Boeing Co (BA)

Spearhead Capital Advisors, LLC reduced to a holding in Boeing Co by 24.11%. The sale prices were between $188.19 and $233.09, with an estimated average price of $210.93. The stock is now traded at around $204.100000. The impact to a portfolio due to this sale was -0.29%. Spearhead Capital Advisors, LLC still held 31,063 shares as of 2021-12-31.



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

1. Spearhead Capital Advisors, LLC's Undervalued Stocks

2. Spearhead Capital Advisors, LLC's Top Growth Companies, and

3. Spearhead Capital Advisors, LLC's High Yield stocks

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