Spearhead Capital Advisors, LLC Sells in Q3 2022

Spearhead Capital Advisors, LLC

  • $92.3 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-289K
- 95.52%
$87.04 - $106.5 $25.1M - $30.7M
13.6K $1.18M
VBK
Vanguard Small Cap Growth ETF

ETFs
-106K
- 95.58%
$192.77 - $237.17 $20.5M - $25.2M
4.92K $960K
VOT
Vanguard Mid Cap Growth Index

ETFs
-118K
- 95.57%
$170.12 - $208.72 $20M - $24.5M
5.44K $928K
VO
Vanguard Mid Cap ETF

ETFs
-98.7K
- 95.52%
$187.98 - $227.42 $18.5M - $22.4M
4.62K $869K
O
Realty Income Corp

Real Estate
-246K
- 90.1%
$57.95 - $74.75 $14.2M - $18.4M
27K $1.57M
MSFT
Microsoft Corp

Technology
-62.8K
- 77.07%
$232.9 - $293.47 $14.6M - $18.4M
18.7K $4.35M
V
Visa Inc.

Financial Services
-82.9K
- 89.07%
$177.28 - $217.14 $14.7M - $18M
10.2K $1.81M
ADP
Automatic Data Processing Inc

Industrials
-77.3K
- 90.03%
$211.07 - $260.94 $16.3M - $20.2M
8.56K $1.94M
AAPL
Apple Inc.

Technology
-117K
- 85.6%
$138.2 - $174.55 $16.1M - $20.4M
19.7K $2.72M
ADBE
Adobe Inc.

Technology
-39.8K
- 87.05%
$275.2 - $451.02 $11M - $18M
5.92K $1.63M
DIS
Walt Disney CO

Communication Services
-154K
- 91.6%
$91.84 - $124.96 $14.1M - $19.2M
14.1K $1.33M
CRM
Salesforce, Inc.

Technology
-86.7K
- 90.06%
$143.84 - $191.27 $12.5M - $16.6M
9.57K $1.38M
VOE
Vanguard Mid Cap Value Index F

ETFs
-111K
- 95.06%
$121.77 - $145.8 $13.5M - $16.2M
5.78K $704K
META
Meta Platforms, Inc.

Communication Services
-84.9K
- 89.23%
$134.4 - $183.17 $11.4M - $15.5M
10.2K $1.39M
ABBV
Abb Vie Inc.

Healthcare
-57.9K
- 89.08%
$134.21 - $153.93 $7.77M - $8.91M
7.09K $952K
UNH
Unitedhealth Group Inc

Healthcare
-17.2K
- 80.64%
$501.24 - $549.95 $8.64M - $9.48M
4.14K $2.09M
SYY
Sysco Corp

Consumer Defensive
-101K
- 89.97%
$70.71 - $88.23 $7.16M - $8.93M
11.3K $798K
JNJ
Johnson & Johnson

Healthcare
-47.8K
- 78.65%
$161.33 - $179.52 $7.72M - $8.59M
13K $2.12M
MCD
Mcdonalds Corp

Consumer Cyclical
-34.5K
- 89.85%
$230.74 - $266.82 $7.96M - $9.21M
3.9K $899K
PG
Procter & Gamble CO

Consumer Defensive
-57.8K
- 87.29%
$126.25 - $149.93 $7.3M - $8.67M
8.41K $1.06M
CINF
Cincinnati Financial Corp

Financial Services
-68.3K
- 88.57%
$89.57 - $120.36 $6.12M - $8.22M
8.82K $790K
MDT
Medtronic PLC

Healthcare
-92K
- 87.57%
$80.75 - $95.31 $7.43M - $8.76M
13.1K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
-17.4K
- 89.91%
$466.4 - $560.96 $8.13M - $9.78M
1.96K $923K
BA
Boeing CO

Industrials
-59.8K
- 92.52%
$121.08 - $172.08 $7.24M - $10.3M
4.83K $585K
AMGN
Amgen Inc

Healthcare
-33.5K
- 88.34%
$224.46 - $253.15 $7.51M - $8.47M
4.42K $996K
CVS
Cvs Health Corp

Healthcare
-88.5K
- 90.53%
$92.53 - $106.43 $8.19M - $9.41M
9.26K $883K
BDX
Becton Dickinson & CO

Healthcare
-32.5K
- 85.85%
$51.03 - $264.23 $1.66M - $8.59M
5.36K $1.2M
PEP
Pepsico Inc

Consumer Defensive
-48.5K
- 82.68%
$163.26 - $180.4 $7.92M - $8.76M
10.2K $1.66M
MKC
Mccormick & CO Inc

Consumer Defensive
-94.6K
- 89.85%
$71.27 - $92.58 $6.75M - $8.76M
10.7K $762K
HD
Home Depot, Inc.

Consumer Cyclical
-27.8K
- 87.64%
$266.58 - $327.38 $7.42M - $9.11M
3.92K $1.08M
ABT
Abbott Laboratories

Healthcare
-68.4K
- 87.67%
$96.76 - $112.03 $6.62M - $7.66M
9.62K $931K
BLK
Black Rock Inc.

Financial Services
-12.1K
- 87.95%
$550.28 - $757.07 $6.67M - $9.17M
1.66K $913K
CVX
Chevron Corp

Energy
-51.4K
- 85.55%
$135.94 - $164.63 $6.99M - $8.47M
8.69K $1.25M
WMT
Walmart Inc.

Consumer Defensive
-61.7K
- 88.27%
$121.98 - $139.52 $7.53M - $8.61M
8.2K $1.06M
VBR
Vanguard Small Cap Value ETF

ETFs
-49.2K
- 95.25%
$143.4 - $172.87 $7.06M - $8.51M
2.45K $352K
SBUX
Starbucks Corp

Consumer Cyclical
-97.6K
- 91.61%
$77.76 - $92.7 $7.59M - $9.05M
8.94K $753K
SHW
Sherwin Williams CO

Basic Materials
-32.4K
- 82.49%
$204.75 - $259.01 $6.63M - $8.38M
6.87K $1.41M
ROP
Roper Technologies Inc

Industrials
-18.1K
- 81.23%
$359.64 - $439.41 $6.53M - $7.97M
4.19K $1.51M
SPGI
S&P Global Inc.

Financial Services
-21.4K
- 89.94%
$305.35 - $393.2 $6.53M - $8.41M
2.39K $730K
ECL
Ecolab Inc.

Basic Materials
-46.4K
- 90.76%
$144.03 - $177.02 $6.69M - $8.22M
4.73K $682K
VFC
V F Corp

Consumer Cyclical
-157K
- 90.69%
$29.91 - $48.57 $4.7M - $7.63M
16.1K $483K
SCHW
Schwab Charles Corp

Financial Services
-113K
- 91.2%
$21.16 - $74.92 $2.39M - $8.47M
10.9K $784K
SWK
Stanley Black & Decker, Inc.

Industrials
-63.2K
- 89.98%
$58.7 - $117.45 $3.71M - $7.42M
7.04K $529K
DOV
Dover Corp

Industrials
-55.7K
- 89.34%
$116.58 - $141.33 $6.49M - $7.87M
6.64K $775K
TGT
Target Corp

Consumer Defensive
-47.9K
- 90.86%
$142.38 - $180.19 $6.81M - $8.62M
4.81K $714K
JPM
Jpmorgan Chase & CO

Financial Services
-58.2K
- 87.39%
$20.73 - $120.58 $1.21M - $7.01M
8.39K $877K
COIN
Coinbase Global, Inc.

Technology
-124K
- 94.49%
$49.04 - $98.02 $6.08M - $12.1M
7.23K $466K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-62.5K
- 82.15%
$25.36 - $28.61 $1.58M - $1.79M
13.6K $344K
IAU
Ishares Gold Trust

ETFs
-11.8K
- 6.79%
$30.82 - $34.3 $365K - $406K
163K $5.13M
Activity Summary
Buys All Purchases 26 New Holdings 2 Increased Positions 24 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Spearhead Capital Advisors, LLC Portfolio

Follow Spearhead Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spearhead Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spearhead Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email