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Advanced Asset Management Advisors Inc Buys Visa Inc, Cisco Systems Inc, Verizon Communications ...

Investment company Advanced Asset Management Advisors Inc (Current Portfolio) buys Visa Inc, Cisco Systems Inc, Verizon Communications Inc, Merck Inc, Intuit Inc, sells ISHARES TRUST, Vanguard Growth ETF, Oracle Corp, Edwards Lifesciences Corp, Masco Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Advanced Asset Management Advisors Inc. As of 2021Q4, Advanced Asset Management Advisors Inc owns 91 stocks with a total value of $483 million. These are the details of the buys and sells.

  • New Purchases: MRK, INTU, SYK,

  • Added Positions: V, CSCO, VZ, XLP, XLV, IYZ, XLU,

  • Reduced Positions: SHY, VUG, TDIV, FB, QQQ, SPY, IWM, IXJ, IXN, SPHQ, XLRE,

  • Sold Out: ORCL, EW, MAS, NWL, UHS, PYPL,


For the details of Advanced Asset Management Advisors Inc's stock buys and sells,
go to https://www.gurufocus.com/guru/advanced+asset+management+advisors+inc/current-portfolio/portfolio

These are the top 5 holdings of Advanced Asset Management Advisors Inc

  1. Vanguard S&P 500 ETF (VOO) - 88,299 shares, 7.99% of the total portfolio. Shares reduced by 0.05%

  2. iShares Core S&P 500 ETF (IVV) - 69,220 shares, 6.84% of the total portfolio. Shares added by 0.03%

  3. Schwab U.S. Large-Cap ETF (SCHX) - 281,700 shares, 6.64% of the total portfolio.

  4. ISHARES TRUST (IUSG) - 239,600 shares, 5.74% of the total portfolio.

  5. Vanguard Growth ETF (VUG) - 83,679 shares, 5.56% of the total portfolio. Shares reduced by 26.41%

New Purchase: Merck & Co Inc (MRK)

Advanced Asset Management Advisors Inc initiated holding in Merck & Co Inc. The purchase prices were between $72.28 and $90.54, with an estimated average price of $79.6. The stock is now traded at around $77.700000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,179 shares as of 2021-12-31.

New Purchase: Intuit Inc (INTU)

Advanced Asset Management Advisors Inc initiated holding in Intuit Inc. The purchase prices were between $525.35 and $694.66, with an estimated average price of $619.73. The stock is now traded at around $509.910000. The impact to a portfolio due to this purchase was 0.04%. The holding were 315 shares as of 2021-12-31.

New Purchase: Stryker Corp (SYK)

Advanced Asset Management Advisors Inc initiated holding in Stryker Corp. The purchase prices were between $236.63 and $276.44, with an estimated average price of $262.34. The stock is now traded at around $244.360000. The impact to a portfolio due to this purchase was 0.04%. The holding were 750 shares as of 2021-12-31.

Added: Visa Inc (V)

Advanced Asset Management Advisors Inc added to a holding in Visa Inc by 109.26%. The purchase prices were between $190.16 and $233.88, with an estimated average price of $214.28. The stock is now traded at around $196.690000. The impact to a portfolio due to this purchase was 0.9%. The holding were 38,305 shares as of 2021-12-31.

Added: Cisco Systems Inc (CSCO)

Advanced Asset Management Advisors Inc added to a holding in Cisco Systems Inc by 83.75%. 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 $55.120000. The impact to a portfolio due to this purchase was 0.79%. The holding were 131,645 shares as of 2021-12-31.

Added: Verizon Communications Inc (VZ)

Advanced Asset Management Advisors Inc added to a holding in Verizon Communications Inc by 53.49%. The purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now traded at around $52.565000. The impact to a portfolio due to this purchase was 0.64%. The holding were 172,176 shares as of 2021-12-31.

Added: Consumer Staples Select Sector SPDR (XLP)

Advanced Asset Management Advisors Inc added to a holding in Consumer Staples Select Sector SPDR by 30.24%. The purchase prices were between $68.33 and $77.11, with an estimated average price of $72.11. The stock is now traded at around $74.630000. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,603 shares as of 2021-12-31.

Sold Out: Oracle Corp (ORCL)

Advanced Asset Management Advisors Inc sold out a holding in Oracle Corp. The sale prices were between $87.21 and $103.65, with an estimated average price of $93.89.

Sold Out: Edwards Lifesciences Corp (EW)

Advanced Asset Management Advisors Inc sold out a holding in Edwards Lifesciences Corp. The sale prices were between $106.37 and $130.68, with an estimated average price of $116.86.

Sold Out: Masco Corp (MAS)

Advanced Asset Management Advisors Inc sold out a holding in Masco Corp. The sale prices were between $55.87 and $70.23, with an estimated average price of $64.92.

Sold Out: Newell Brands Inc (NWL)

Advanced Asset Management Advisors Inc sold out a holding in Newell Brands Inc. The sale prices were between $20.57 and $24.47, with an estimated average price of $22.58.

Sold Out: Universal Health Services Inc (UHS)

Advanced Asset Management Advisors Inc sold out a holding in Universal Health Services Inc. The sale prices were between $116.39 and $137.35, with an estimated average price of $128.38.

Sold Out: PayPal Holdings Inc (PYPL)

Advanced Asset Management Advisors Inc sold out a holding in PayPal Holdings Inc. The sale prices were between $179.32 and $271.7, with an estimated average price of $214.83.

Reduced: ISHARES TRUST (SHY)

Advanced Asset Management Advisors Inc reduced to a holding in ISHARES TRUST by 76.49%. The sale prices were between $85.49 and $86.06, with an estimated average price of $85.72. The stock is now traded at around $85.195000. The impact to a portfolio due to this sale was -2.85%. Advanced Asset Management Advisors Inc still held 47,487 shares as of 2021-12-31.

Reduced: Vanguard Growth ETF (VUG)

Advanced Asset Management Advisors Inc reduced to a holding in Vanguard Growth ETF by 26.41%. The sale prices were between $286.58 and $325.19, with an estimated average price of $312.45. The stock is now traded at around $270.180000. The impact to a portfolio due to this sale was -1.87%. Advanced Asset Management Advisors Inc still held 83,679 shares as of 2021-12-31.

Reduced: First Trust NASDAQ Technology Dividend Index Fund (TDIV)

Advanced Asset Management Advisors Inc reduced to a holding in First Trust NASDAQ Technology Dividend Index Fund by 24.15%. The sale prices were between $55.85 and $63.48, with an estimated average price of $59.4. The stock is now traded at around $57.275000. The impact to a portfolio due to this sale was -0.02%. Advanced Asset Management Advisors Inc still held 6,085 shares as of 2021-12-31.

Reduced: iShares Global Tech ETF (IXN)

Advanced Asset Management Advisors Inc reduced to a holding in iShares Global Tech ETF by 44.44%. The sale prices were between $55.64 and $65.47, with an estimated average price of $61.39. The stock is now traded at around $55.400000. The impact to a portfolio due to this sale was less than 0.01%. Advanced Asset Management Advisors Inc still held 20 shares as of 2021-12-31.

Reduced: iShares Russell 2000 ETF (IWM)

Advanced Asset Management Advisors Inc reduced to a holding in iShares Russell 2000 ETF by 49.6%. The sale prices were between $212.12 and $241.83, with an estimated average price of $225.48. The stock is now traded at around $193.980000. The impact to a portfolio due to this sale was less than 0.01%. Advanced Asset Management Advisors Inc still held 127 shares as of 2021-12-31.



Here is the complete portfolio of Advanced Asset Management Advisors Inc. Also check out:

1. Advanced Asset Management Advisors Inc's Undervalued Stocks

2. Advanced Asset Management Advisors Inc's Top Growth Companies, and

3. Advanced Asset Management Advisors Inc's High Yield stocks

4. Stocks that Advanced Asset Management Advisors Inc keeps buyingThis article first appeared on GuruFocus.

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