- New Purchases: SPAB, ILMN, HYD, SLYG, SLYV, VXUS, TDG, ICE, MNST, VMC,
- Added Positions: STZ, HON, IJH, PFG, SLB, LMT, NEE, MUB, UNH, EQIX,
- Reduced Positions: BIV, VBR, AGG, DHR, VEA, WFC, IYH, UTX, IYE, PM,
- Sold Out: AAPL, MO, AMGN, AMZN, ABT, GOOGL, T, GOOG, BRK.B, MMM,
For the details of GIRARD PARTNERS LTD.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=GIRARD+PARTNERS+LTD.
These are the top 5 holdings of GIRARD PARTNERS LTD.- BlackRock Inc (BLK) - 21,770 shares, 2.85% of the total portfolio. Shares added by 0.10%
- Microsoft Corp (MSFT) - 124,050 shares, 2.73% of the total portfolio. Shares reduced by 0.21%
- Visa Inc (V) - 92,246 shares, 2.66% of the total portfolio. Shares reduced by 1.1%
- Johnson & Johnson (JNJ) - 84,517 shares, 2.62% of the total portfolio. Shares added by 2.68%
- Intel Corp (INTC) - 201,039 shares, 2.53% of the total portfolio. Shares added by 1.85%
Girard Partners Ltd. initiated holding in SPDR Portfolio Aggregate Bond. The purchase prices were between $27.94 and $28.64, with an estimated average price of $28.19. The stock is now traded at around $27.99. The impact to a portfolio due to this purchase was 2.47%. The holding were 363,188 shares as of 2018-03-31.
New Purchase: Illumina Inc (ILMN)Girard Partners Ltd. initiated holding in Illumina Inc. The purchase prices were between $209.54 and $253.91, with an estimated average price of $235.6. The stock is now traded at around $250.14. The impact to a portfolio due to this purchase was 0.39%. The holding were 6,802 shares as of 2018-03-31.
New Purchase: VanEck Vectors High Yield Municipal Index (HYD)Girard Partners Ltd. initiated holding in VanEck Vectors High Yield Municipal Index. The purchase prices were between $30.64 and $31.41, with an estimated average price of $30.98. The stock is now traded at around $31.09. The impact to a portfolio due to this purchase was 0.24%. The holding were 32,101 shares as of 2018-03-31.
New Purchase: SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG)Girard Partners Ltd. initiated holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm. The purchase prices were between $219.49 and $241.32, with an estimated average price of $232.91. The stock is now traded at around $241.89. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,072 shares as of 2018-03-31.
New Purchase: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)Girard Partners Ltd. initiated holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma. The purchase prices were between $118.95 and $130.78, with an estimated average price of $125.9. The stock is now traded at around $128.70. The impact to a portfolio due to this purchase was 0.21%. The holding were 7,123 shares as of 2018-03-31.
New Purchase: Vanguard Total International Stock ETF (VXUS)Girard Partners Ltd. initiated holding in Vanguard Total International Stock ETF. The purchase prices were between $55.1 and $61.17, with an estimated average price of $57.9. The stock is now traded at around $57.74. The impact to a portfolio due to this purchase was 0.19%. The holding were 14,172 shares as of 2018-03-31.
Added: iShares Core S&P Mid-Cap (IJH)Girard Partners Ltd. added to a holding in iShares Core S&P Mid-Cap by 27.51%. The purchase prices were between $179.89 and $199.21, with an estimated average price of $191.27. The stock is now traded at around $191.98. The impact to a portfolio due to this purchase was 0.18%. The holding were 18,250 shares as of 2018-03-31.
Added: Constellation Brands Inc (STZ)Girard Partners Ltd. added to a holding in Constellation Brands Inc by 28.84%. The purchase prices were between $208.73 and $230.34, with an estimated average price of $220.24. The stock is now traded at around $232.14. The impact to a portfolio due to this purchase was 0.18%. The holding were 14,940 shares as of 2018-03-31.
Added: Principal Financial Group Inc (PFG)Girard Partners Ltd. added to a holding in Principal Financial Group Inc by 105.36%. The purchase prices were between $57.76 and $75.04, with an estimated average price of $65.8. The stock is now traded at around $60.89. The impact to a portfolio due to this purchase was 0.15%. The holding were 20,602 shares as of 2018-03-31.
Added: iShares National Muni Bond (MUB)Girard Partners Ltd. added to a holding in iShares National Muni Bond by 24.24%. The purchase prices were between $108.23 and $110.72, with an estimated average price of $109.09. The stock is now traded at around $108.44. The impact to a portfolio due to this purchase was 0.08%. The holding were 14,680 shares as of 2018-03-31.
Added: Equinix Inc (EQIX)Girard Partners Ltd. added to a holding in Equinix Inc by 39.35%. The purchase prices were between $381.82 and $458.2, with an estimated average price of $420.76. The stock is now traded at around $414.18. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,454 shares as of 2018-03-31.
Added: Caterpillar Inc (CAT)Girard Partners Ltd. added to a holding in Caterpillar Inc by 23.63%. The purchase prices were between $144.29 and $170.89, with an estimated average price of $158.07. The stock is now traded at around $156.08. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,142 shares as of 2018-03-31.
Sold Out: Apple Inc (AAPL)Girard Partners Ltd. sold out a holding in Apple Inc. The sale prices were between $155.15 and $181.72, with an estimated average price of $172.19.
Sold Out: Altria Group Inc (MO)Girard Partners Ltd. sold out a holding in Altria Group Inc. The sale prices were between $59.27 and $71.56, with an estimated average price of $66.23.
Sold Out: Amgen Inc (AMGN)Girard Partners Ltd. sold out a holding in Amgen Inc. The sale prices were between $169.43 and $198, with an estimated average price of $183.57.
Sold Out: Amazon.com Inc (AMZN)Girard Partners Ltd. sold out a holding in Amazon.com Inc. The sale prices were between $1189.01 and $1598.39, with an estimated average price of $1430.19.
Sold Out: Abbott Laboratories (ABT)Girard Partners Ltd. sold out a holding in Abbott Laboratories. The sale prices were between $56.27 and $63.62, with an estimated average price of $60.25.
Sold Out: Alphabet Inc (GOOGL)Girard Partners Ltd. sold out a holding in Alphabet Inc. The sale prices were between $1005.18 and $1187.56, with an estimated average price of $1108.89.
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