- New Purchases: OLO,
- Added Positions: SHY, IAU, IHI, JNJ,
- Reduced Positions: MSFT, IEO, JPM, AAPL, GDX, GOOG, GOOGL, NEAR, PFE, PEP,
- Sold Out: IYR, IJS, CEF, GM, IWR, XOM, AEM, TECK, EWA, ARLP,
For the details of Independent Family Office, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/independent+family+office%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Independent Family Office, LLC- S&P 500 ETF TRUST ETF (SPY) - 311,568 shares, 54.95% of the total portfolio. Shares reduced by 0.75%
- iShares Gold Trust (IAU) - 365,928 shares, 5.02% of the total portfolio. Shares added by 3.77%
- Kaspien Holdings Inc (KSPN) - 716,514 shares, 4.91% of the total portfolio. Shares reduced by 0.18%
- iShares Russell 1000 Value ETF (IWD) - 66,768 shares, 4.29% of the total portfolio. Shares reduced by 0.26%
- iShares Russell 2000 ETF (IWM) - 44,188 shares, 3.97% of the total portfolio. Shares added by 0.18%
Independent Family Office, LLC initiated holding in Olo Inc. The purchase prices were between $30.03 and $46.56, with an estimated average price of $35.71. The stock is now traded at around $28.035000. The impact to a portfolio due to this purchase was 0.09%. The holding were 7,076 shares as of 2021-09-30.
Added: iShares 1-3 Year Treasury Bond ETF (SHY)Independent Family Office, LLC added to a holding in iShares 1-3 Year Treasury Bond ETF by 211.71%. The purchase prices were between $86.08 and $86.29, with an estimated average price of $86.19. The stock is now traded at around $85.945000. The impact to a portfolio due to this purchase was 0.82%. The holding were 98,477 shares as of 2021-09-30.
Added: iShares U.S. Medical Devices ETF (IHI)Independent Family Office, LLC added to a holding in iShares U.S. Medical Devices ETF by 500.00%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $65.250000. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,000 shares as of 2021-09-30.
Added: Johnson & Johnson (JNJ)Independent Family Office, LLC added to a holding in Johnson & Johnson by 23.09%. The purchase prices were between $161.5 and $179.47, with an estimated average price of $170.65. The stock is now traded at around $163.180000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,822 shares as of 2021-09-30.
Sold Out: iShares U.S. Real Estate ETF (IYR)Independent Family Office, LLC sold out a holding in iShares U.S. Real Estate ETF. The sale prices were between $102.06 and $110.97, with an estimated average price of $106.14.
Sold Out: iShares S&P Small-Cap 600 Value ETF (IJS)Independent Family Office, LLC sold out a holding in iShares S&P Small-Cap 600 Value ETF. The sale prices were between $95.69 and $105.76, with an estimated average price of $100.49.
Sold Out: Sprott Physical Gold and Silver Trust (CEF)Independent Family Office, LLC sold out a holding in Sprott Physical Gold and Silver Trust. The sale prices were between $16.82 and $19.18, with an estimated average price of $18.05.
Sold Out: General Motors Co (GM)Independent Family Office, LLC sold out a holding in General Motors Co. The sale prices were between $48.18 and $59.11, with an estimated average price of $53.17.
Sold Out: iShares Russell Mid-Cap ETF (IWR)Independent Family Office, LLC sold out a holding in iShares Russell Mid-Cap ETF. The sale prices were between $76.19 and $82.32, with an estimated average price of $79.87.
Sold Out: Exxon Mobil Corp (XOM)Independent Family Office, LLC sold out a holding in Exxon Mobil Corp. The sale prices were between $52.73 and $63.26, with an estimated average price of $57.05.
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