- New Purchases: VOX, 5HM,
- Added Positions: VEA, WES, BMY, XLI, QQQ, XLF, DEM, VWO, SBR,
- Reduced Positions: AAPL, LBAI, XLE, GLD, USAC, GE, XOM, T, VZ, DMLP, JNJ, EPD, MMP, IBB, DOW, MPLX, XLY, PBA, UL, HOV,
- Sold Out: EGBN, HESM, BGS,
For the details of LUCAS CAPITAL MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/lucas+capital+management/current-portfolio/portfolio
These are the top 5 holdings of LUCAS CAPITAL MANAGEMENT- Apple Inc (AAPL) - 25,405 shares, 8.84% of the total portfolio. Shares reduced by 6.07%
- Johnson & Johnson (JNJ) - 32,520 shares, 5.62% of the total portfolio. Shares reduced by 1.41%
- iShares U.S. Medical Devices ETF (IHI) - 17,325 shares, 5.43% of the total portfolio. Shares reduced by 0.82%
- Vanguard Information Technology ETF (VGT) - 17,712 shares, 5.14% of the total portfolio. Shares added by 0.25%
- Vanguard FTSE Developed Markets ETF (VEA) - 91,345 shares, 4.77% of the total portfolio. Shares added by 13.32%
Lucas Capital Management initiated holding in Vanguard Telecommunication Services ETF. The purchase prices were between $84.78 and $94.87, with an estimated average price of $90.55. The stock is now traded at around $97.24. The impact to a portfolio due to this purchase was 1.12%. The holding were 10,095 shares as of .
New Purchase: Hess Midstream Operations LP (5HM)Lucas Capital Management initiated holding in Hess Midstream Operations LP. The purchase prices were between $17.37 and $19.64, with an estimated average price of $18.48. The stock is now traded at around $20.44. The impact to a portfolio due to this purchase was 0.48%. The holding were 17,975 shares as of .
Sold Out: Eagle Bancorp Inc (EGBN)Lucas Capital Management sold out a holding in Eagle Bancorp Inc. The sale prices were between $41.24 and $49.62, with an estimated average price of $45.33.
Sold Out: Hess Midstream Operations LP (HESM)Lucas Capital Management sold out a holding in Hess Midstream Operations LP. The sale prices were between $19.39 and $22.98, with an estimated average price of $20.97.
Sold Out: B&G Foods Inc (BGS)Lucas Capital Management sold out a holding in B&G Foods Inc. The sale prices were between $15.39 and $18.63, with an estimated average price of $16.81.
Here is the complete portfolio of LUCAS CAPITAL MANAGEMENT. Also check out:
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3. LUCAS CAPITAL MANAGEMENT's High Yield stocks
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