Walnut Creek, CA, based Investment company Bedell Investment Counselling (Current Portfolio) buys Mastercard Inc, Teladoc Health Inc, Constellation Brands Inc, Lockheed Martin Corp, ConocoPhillips, sells SSgA Health Care Select Sector SPDR, Cisco Systems Inc, iShares 20+ Year Treasury Bond ETF, Zillow Group Inc, Uber Technologies Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Bedell Investment Counselling. As of 2020Q4, Bedell Investment Counselling owns 79 stocks with a total value of $326 million. These are the details of the buys and sells.

For the details of Bedell Investment Counselling's stock buys and sells,
go to www.gurufocus.com/guru/bedell+investment+counselling/current-portfolio/portfolio

These are the top 5 holdings of Bedell Investment Counselling

  1. Apple Inc (AAPL) - 230,972 shares, 9.39% of the total portfolio. Shares reduced by 1.86%
  2. SSgA SPDR Gold Shares (GLD) - 120,002 shares, 6.56% of the total portfolio. Shares reduced by 2.02%
  3. Amazon.com Inc (AMZN) - 4,264 shares, 4.26% of the total portfolio. Shares reduced by 0.65%
  4. The Walt Disney Co (DIS) - 53,638 shares, 2.98% of the total portfolio. Shares reduced by 3.7%
  5. VanEck Vectors Gold Miners ETF (GDX) - 262,952 shares, 2.90% of the total portfolio. Shares added by 5.11%

New Purchase: Mastercard Inc (MA)

Bedell Investment Counselling initiated holding in Mastercard Inc. The purchase prices were between $288.64 and $356.94, with an estimated average price of $332.5. The stock is now traded at around $333.545000. The impact to a portfolio due to this purchase was 1.87%. The holding were 17,114 shares as of 2020-12-31.

New Purchase: Teladoc Health Inc (TDOC)

Bedell Investment Counselling initiated holding in Teladoc Health Inc. The purchase prices were between $172.44 and $231.8, with an estimated average price of $203.06. The stock is now traded at around $283.720000. The impact to a portfolio due to this purchase was 1.43%. The holding were 23,321 shares as of 2020-12-31.

New Purchase: Constellation Brands Inc (STZ)

Bedell Investment Counselling initiated holding in Constellation Brands Inc. The purchase prices were between $165.01 and $219.05, with an estimated average price of $196.79. The stock is now traded at around $238.245000. The impact to a portfolio due to this purchase was 1.3%. The holding were 19,380 shares as of 2020-12-31.

New Purchase: ConocoPhillips (COP)

Bedell Investment Counselling initiated holding in ConocoPhillips. The purchase prices were between $28.62 and $44.41, with an estimated average price of $36.93. The stock is now traded at around $47.150000. The impact to a portfolio due to this purchase was 1.11%. The holding were 90,433 shares as of 2020-12-31.

New Purchase: CRISPR Therapeutics AG (CRSP)

Bedell Investment Counselling initiated holding in CRISPR Therapeutics AG. The purchase prices were between $79.67 and $173.23, with an estimated average price of $118.75. The stock is now traded at around $161.615000. The impact to a portfolio due to this purchase was 0.84%. The holding were 17,862 shares as of 2020-12-31.

New Purchase: Proto Labs Inc (PRLB)

Bedell Investment Counselling initiated holding in Proto Labs Inc. The purchase prices were between $117.51 and $188.37, with an estimated average price of $141.18. The stock is now traded at around $218.590000. The impact to a portfolio due to this purchase was 0.62%. The holding were 13,201 shares as of 2020-12-31.

Added: Lockheed Martin Corp (LMT)

Bedell Investment Counselling added to a holding in Lockheed Martin Corp by 112.70%. The purchase prices were between $347.92 and $390.72, with an estimated average price of $367.39. The stock is now traded at around $340.250000. The impact to a portfolio due to this purchase was 1.21%. The holding were 20,979 shares as of 2020-12-31.

Added: Regeneron Pharmaceuticals Inc (REGN)

Bedell Investment Counselling added to a holding in Regeneron Pharmaceuticals Inc by 95.05%. The purchase prices were between $478.3 and $607.98, with an estimated average price of $539.35. The stock is now traded at around $494.365000. The impact to a portfolio due to this purchase was 0.59%. The holding were 8,194 shares as of 2020-12-31.

Added: Baxter International Inc (BAX)

Bedell Investment Counselling added to a holding in Baxter International Inc by 28.26%. The purchase prices were between $75.39 and $82.36, with an estimated average price of $79.2. The stock is now traded at around $77.550000. The impact to a portfolio due to this purchase was 0.39%. The holding were 72,474 shares as of 2020-12-31.

Added: AT&T Inc (T)

Bedell Investment Counselling added to a holding in AT&T Inc by 22.09%. The purchase prices were between $26.5 and $31.46, with an estimated average price of $28.55. The stock is now traded at around $28.620000. The impact to a portfolio due to this purchase was 0.35%. The holding were 216,935 shares as of 2020-12-31.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Bedell Investment Counselling sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $155.16 and $162.75, with an estimated average price of $158.68.

Sold Out: Uber Technologies Inc (UBER)

Bedell Investment Counselling sold out a holding in Uber Technologies Inc. The sale prices were between $33.41 and $54.86, with an estimated average price of $44.94.

Sold Out: DexCom Inc (DXCM)

Bedell Investment Counselling sold out a holding in DexCom Inc. The sale prices were between $312 and $418, with an estimated average price of $356.25.

Sold Out: Verizon Communications Inc (VZ)

Bedell Investment Counselling sold out a holding in Verizon Communications Inc. The sale prices were between $56.31 and $61.74, with an estimated average price of $59.39.

Here is the complete portfolio of Bedell Investment Counselling. Also check out:

1. Bedell Investment Counselling's Undervalued Stocks
2. Bedell Investment Counselling's Top Growth Companies, and
3. Bedell Investment Counselling's High Yield stocks
4. Stocks that Bedell Investment Counselling keeps buying



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