- New Purchases: AXP, GM, STZ,
- Added Positions: QCOM, VIG, IYJ, QQQ, CRWD, HD, VIS, VZ, BABA, IBB, XLK, ABBV, JNJ, CRM, AMD,
- Reduced Positions: AMZN, AAPL, NVDA, XLV, VIAC, SDY, PM, T, JPM, SPY, FXL,
- Sold Out: NFLX, LUMN, FSLY, GILD,
For the details of WEALTH ADVISORS, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/wealth+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of WEALTH ADVISORS, INC.- Apple Inc (AAPL) - 308,464 shares, 18.25% of the total portfolio. Shares reduced by 4.6%
- Amazon.com Inc (AMZN) - 12,533 shares, 18.20% of the total portfolio. Shares reduced by 6.91%
- PowerShares QQQ Trust Ser 1 (QQQ) - 44,731 shares, 6.26% of the total portfolio. Shares added by 4.00%
- Mastercard Inc (MA) - 37,918 shares, 6.03% of the total portfolio.
- Alphabet Inc (GOOGL) - 6,095 shares, 4.76% of the total portfolio.
Wealth Advisors, Inc. initiated holding in General Motors Co. The purchase prices were between $30.4 and $46.46, with an estimated average price of $39.01. The stock is now traded at around $54.130000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,300 shares as of 2020-12-31.
New Purchase: American Express Co (AXP)Wealth Advisors, Inc. initiated holding in American Express Co. The purchase prices were between $91.07 and $125.04, with an estimated average price of $110.9. The stock is now traded at around $124.900000. The impact to a portfolio due to this purchase was 0.04%. The holding were 725 shares as of 2020-12-31.
New Purchase: Constellation Brands Inc (STZ)Wealth Advisors, Inc. 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 $223.510000. The impact to a portfolio due to this purchase was 0.01%. The holding were 65 shares as of 2020-12-31.
Added: Qualcomm Inc (QCOM)Wealth Advisors, Inc. added to a holding in Qualcomm Inc by 90.24%. The purchase prices were between $115.47 and $158.8, with an estimated average price of $139.59. The stock is now traded at around $147.970000. The impact to a portfolio due to this purchase was 1.21%. The holding were 37,668 shares as of 2020-12-31.
Added: BTC iShares U.S. Industrials ETF (IYJ)Wealth Advisors, Inc. added to a holding in BTC iShares U.S. Industrials ETF by 112.45%. The purchase prices were between $81.43 and $97.19, with an estimated average price of $91.19. The stock is now traded at around $98.120000. The impact to a portfolio due to this purchase was 0.34%. The holding were 14,765 shares as of 2020-12-31.
Added: CrowdStrike Holdings Inc (CRWD)Wealth Advisors, Inc. added to a holding in CrowdStrike Holdings Inc by 48.47%. The purchase prices were between $123.5 and $224.9, with an estimated average price of $156.08. The stock is now traded at around $224.010000. The impact to a portfolio due to this purchase was 0.23%. The holding were 7,361 shares as of 2020-12-31.
Added: Vanguard Industrials ETF (VIS)Wealth Advisors, Inc. added to a holding in Vanguard Industrials ETF by 109.09%. The purchase prices were between $141.72 and $170.63, with an estimated average price of $160.59. The stock is now traded at around $173.190000. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,990 shares as of 2020-12-31.
Added: Verizon Communications Inc (VZ)Wealth Advisors, Inc. added to a holding in Verizon Communications Inc by 49.81%. The purchase prices were between $56.31 and $61.74, with an estimated average price of $59.39. The stock is now traded at around $55.140000. The impact to a portfolio due to this purchase was 0.1%. The holding were 11,865 shares as of 2020-12-31.
Added: Alibaba Group Holding Ltd (BABA)Wealth Advisors, Inc. added to a holding in Alibaba Group Holding Ltd by 41.46%. The purchase prices were between $222 and $317.14, with an estimated average price of $277.43. The stock is now traded at around $266.960000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,337 shares as of 2020-12-31.
Sold Out: Netflix Inc (NFLX)Wealth Advisors, Inc. sold out a holding in Netflix Inc. The sale prices were between $470.5 and $554.09, with an estimated average price of $506.65.
Sold Out: Lumen Technologies Inc (LUMN)Wealth Advisors, Inc. sold out a holding in Lumen Technologies Inc. The sale prices were between $8.62 and $10.9, with an estimated average price of $9.87.
Sold Out: Fastly Inc (FSLY)Wealth Advisors, Inc. sold out a holding in Fastly Inc. The sale prices were between $63.51 and $128.83, with an estimated average price of $88.
Sold Out: Gilead Sciences Inc (GILD)Wealth Advisors, Inc. sold out a holding in Gilead Sciences Inc. The sale prices were between $56.65 and $64.55, with an estimated average price of $60.29.
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