- New Purchases: VOX, IPAY, LUV, TRIT,
- Added Positions: CVX, VHT, WFC, RTX, KMB, USB, OTIS, MMM, TOT, PEP, IBM, WMT, XOM, RDS.B, JNJ, PG, BAC, MDT, STT, ABT, SYY, BRK.B, C, BA, GBCI,
- Reduced Positions: DE, AAPL, VDC, MSFT, LOW, CAT, TGT, VGT, HD, SBUX, SPLV, MCD,
- Sold Out: VIG,
For the details of Allied Investment Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/allied+investment+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Allied Investment Advisors, LLC- Vanguard Health Care ETF (VHT) - 95,411 shares, 9.35% of the total portfolio. Shares added by 2.35%
- Microsoft Corp (MSFT) - 57,832 shares, 5.84% of the total portfolio. Shares reduced by 1.93%
- Apple Inc (AAPL) - 78,576 shares, 4.11% of the total portfolio. Shares reduced by 4.69%
- Caterpillar Inc (CAT) - 37,871 shares, 3.76% of the total portfolio. Shares reduced by 2.56%
- Deere & Co (DE) - 23,139 shares, 3.71% of the total portfolio. Shares reduced by 10.56%
Allied Investment Advisors, LLC initiated holding in Vanguard Communication Services ETF. The purchase prices were between $117.54 and $135.01, with an estimated average price of $127.24. The stock is now traded at around $134.780000. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,260 shares as of 2021-03-31.
New Purchase: ETFMG Prime Mobile Payments ETF (IPAY)Allied Investment Advisors, LLC initiated holding in ETFMG Prime Mobile Payments ETF. The purchase prices were between $62.38 and $71.94, with an estimated average price of $67.74. The stock is now traded at around $70.290000. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,160 shares as of 2021-03-31.
New Purchase: Southwest Airlines Co (LUV)Allied Investment Advisors, LLC initiated holding in Southwest Airlines Co. The purchase prices were between $43.94 and $62.1, with an estimated average price of $53.18. The stock is now traded at around $59.850000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,695 shares as of 2021-03-31.
New Purchase: Triterras Inc (TRIT)Allied Investment Advisors, LLC initiated holding in Triterras Inc. The purchase prices were between $6.64 and $12.91, with an estimated average price of $8.14. The stock is now traded at around $7.250000. The impact to a portfolio due to this purchase was 0.07%. The holding were 23,930 shares as of 2021-03-31.
Sold Out: Vanguard Dividend Appreciation FTF (VIG)Allied Investment Advisors, LLC sold out a holding in Vanguard Dividend Appreciation FTF. The sale prices were between $136.56 and $148.03, with an estimated average price of $141.82.
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