- New Purchases: BROS, INTU, FB, SMG, MCD, WAL, IYH, IYK,
- Added Positions: IVV, GOOG, AMZN, SDG, GOOGL, RWL, BLK, ALK, PYPL, IJR, PTBD, IUSV, QQQJ, SHW, SNOW, LULU, BDX, JEPI, SQ, V, ABBV, DIS, BRK.B, ISRG, IJS, GLD, BA, LUV, IEFA, UNH, IWF, IWV, NFLX, MU, ABT, IJH, CSCO, VTV, UPS, IWP, PG, SRVR,
- Reduced Positions: ARKW, ARKK, USMV, MSFT, NVDA, WYNN, SYY, INTC, JNJ, VUG, JPST, EW, EXI, VZ, TSLA, IWD, IBB, XOM, DIA, CVX, RTX, WM, VYM, ALL, IUSG, PEP, CAT, RSG, LLY, HD, ORCL, ARKQ, WMT, SATS, DOCU, NOW, CVS, IYF, COST, VIG, JPM, IYM, UNP, DAL, IXC,
- Sold Out: MELI, HON, MRK, EMR, PING, FIS, DG, T, AXP, AZO, NYCB, AEYE,
For the details of Wealth Management Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealth+management+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Wealth Management Partners, LLC- Apple Inc (AAPL) - 61,000 shares, 7.40% of the total portfolio. Shares reduced by 0.99%
- iShares Core S&P 500 ETF (IVV) - 19,000 shares, 6.21% of the total portfolio. Shares added by 10.18%
- PowerShares QQQ Trust Ser 1 (QQQ) - 21,000 shares, 5.68% of the total portfolio. Shares added by 0.66%
- Microsoft Corp (MSFT) - 21,000 shares, 4.80% of the total portfolio. Shares reduced by 4.05%
- iShares Gold Trust (IAU) - 182,000 shares, 4.35% of the total portfolio. Shares added by 0.21%
Wealth Management Partners, LLC initiated holding in Dutch Bros Inc. The purchase prices were between $41.69 and $76.25, with an estimated average price of $55.6. The stock is now traded at around $43.870000. The impact to a portfolio due to this purchase was 0.52%. The holding were 15,000 shares as of 2021-12-31.
New Purchase: Intuit Inc (INTU)Wealth Management Partners, LLC initiated holding in Intuit Inc. The purchase prices were between $525.35 and $694.66, with an estimated average price of $619.73. The stock is now traded at around $537.820000. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,000 shares as of 2021-12-31.
New Purchase: Meta Platforms Inc (FB)Wealth Management Partners, LLC initiated holding in Meta Platforms Inc. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $318.150000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,000 shares as of 2021-12-31.
New Purchase: The Scotts Miracle Gro Co (SMG)Wealth Management Partners, LLC initiated holding in The Scotts Miracle Gro Co. The purchase prices were between $134 and $176.89, with an estimated average price of $155.09. The stock is now traded at around $160.770000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,000 shares as of 2021-12-31.
New Purchase: McDonald's Corp (MCD)Wealth Management Partners, LLC initiated holding in McDonald's Corp. The purchase prices were between $236.42 and $268.49, with an estimated average price of $252.91. The stock is now traded at around $256.480000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,000 shares as of 2021-12-31.
New Purchase: Western Alliance Bancorp (WAL)Wealth Management Partners, LLC initiated holding in Western Alliance Bancorp. The purchase prices were between $98.78 and $122.78, with an estimated average price of $112.57. The stock is now traded at around $118.940000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,900 shares as of 2021-12-31.
Added: Alphabet Inc (GOOG)Wealth Management Partners, LLC added to a holding in Alphabet Inc by 66.94%. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2725.810000. The impact to a portfolio due to this purchase was 0.5%. The holding were 1,000 shares as of 2021-12-31.
Added: Amazon.com Inc (AMZN)Wealth Management Partners, LLC added to a holding in Amazon.com Inc by 44.93%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $3178.350000. The impact to a portfolio due to this purchase was 0.48%. The holding were 1,000 shares as of 2021-12-31.
Added: iShares MSCI Global Impact ETF (SDG)Wealth Management Partners, LLC added to a holding in iShares MSCI Global Impact ETF by 150.18%. The purchase prices were between $87.78 and $96.13, with an estimated average price of $92.64. The stock is now traded at around $87.530000. The impact to a portfolio due to this purchase was 0.26%. The holding were 7,000 shares as of 2021-12-31.
Added: Alphabet Inc (GOOGL)Wealth Management Partners, LLC added to a holding in Alphabet Inc by 589.66%. The purchase prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $2719.960000. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,000 shares as of 2021-12-31.
Added: BlackRock Inc (BLK)Wealth Management Partners, LLC added to a holding in BlackRock Inc by 125.23%. The purchase prices were between $825.56 and $971.49, with an estimated average price of $913.93. The stock is now traded at around $832.000000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,000 shares as of 2021-12-31.
Added: Alaska Air Group Inc (ALK)Wealth Management Partners, LLC added to a holding in Alaska Air Group Inc by 52.42%. The purchase prices were between $46.29 and $62.09, with an estimated average price of $53.98. The stock is now traded at around $54.980000. The impact to a portfolio due to this purchase was 0.15%. The holding were 12,000 shares as of 2021-12-31.
Sold Out: MercadoLibre Inc (MELI)Wealth Management Partners, LLC sold out a holding in MercadoLibre Inc. The sale prices were between $1052.95 and $1709.98, with an estimated average price of $1396.48.
Sold Out: Merck & Co Inc (MRK)Wealth Management Partners, LLC sold out a holding in Merck & Co Inc. The sale prices were between $72.28 and $90.54, with an estimated average price of $79.6.
Sold Out: Honeywell International Inc (HON)Wealth Management Partners, LLC sold out a holding in Honeywell International Inc. The sale prices were between $199.42 and $227.75, with an estimated average price of $214.01.
Sold Out: Emerson Electric Co (EMR)Wealth Management Partners, LLC sold out a holding in Emerson Electric Co. The sale prices were between $86.79 and $100.15, with an estimated average price of $94.1.
Sold Out: Ping Identity Holding Corp (PING)Wealth Management Partners, LLC sold out a holding in Ping Identity Holding Corp. The sale prices were between $22.05 and $29.25, with an estimated average price of $25.39.
Sold Out: Dollar General Corp (DG)Wealth Management Partners, LLC sold out a holding in Dollar General Corp. The sale prices were between $205.61 and $235.83, with an estimated average price of $221.07.
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