- New Purchases: PG, BA, STZ, BBY,
- Added Positions: DIS, XLNX, CVX, QCOM, AAPL, PFE, VZ, STT, GOOGL, MRK, BABA, PSLV, ATVI, GILD, ADI, T, BAC, FB, CFB, QQQ, NEE, DUK, NUV, NAC, EIM, PHYS,
- Reduced Positions: GO, JNJ, INFO, GS, MCK, PYPL, PEP, VRTX, EBAY,
For the details of Private Wealth Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/private+wealth+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Private Wealth Partners, LLC- Apple Inc (AAPL) - 696,125 shares, 8.82% of the total portfolio. Shares added by 2.23%
- Microsoft Corp (MSFT) - 303,122 shares, 7.60% of the total portfolio. Shares added by 0.57%
- Amazon.com Inc (AMZN) - 20,027 shares, 6.37% of the total portfolio. Shares added by 0.58%
- Alphabet Inc (GOOGL) - 24,860 shares, 5.61% of the total portfolio. Shares added by 2.16%
- Visa Inc (V) - 221,892 shares, 4.80% of the total portfolio. Shares added by 0.80%
Private Wealth Partners, LLC initiated holding in Procter & Gamble Co. The purchase prices were between $131.18 and $138.43, with an estimated average price of $135.29. The stock is now traded at around $143.640000. The impact to a portfolio due to this purchase was 0.33%. The holding were 26,712 shares as of 2021-06-30.
New Purchase: Boeing Co (BA)Private Wealth Partners, LLC initiated holding in Boeing Co. The purchase prices were between $220.78 and $259.36, with an estimated average price of $242.21. The stock is now traded at around $234.460000. The impact to a portfolio due to this purchase was 0.29%. The holding were 13,055 shares as of 2021-06-30.
New Purchase: Constellation Brands Inc (STZ)Private Wealth Partners, LLC initiated holding in Constellation Brands Inc. The purchase prices were between $221.25 and $243.02, with an estimated average price of $234.66. The stock is now traded at around $213.640000. The impact to a portfolio due to this purchase was 0.26%. The holding were 11,875 shares as of 2021-06-30.
New Purchase: Best Buy Co Inc (BBY)Private Wealth Partners, LLC initiated holding in Best Buy Co Inc. The purchase prices were between $107.63 and $125.79, with an estimated average price of $116.65. The stock is now traded at around $113.780000. The impact to a portfolio due to this purchase was 0.22%. The holding were 20,855 shares as of 2021-06-30.
Added: The Walt Disney Co (DIS)Private Wealth Partners, LLC added to a holding in The Walt Disney Co by 49.50%. The purchase prices were between $169.27 and $189.73, with an estimated average price of $180.04. The stock is now traded at around $181.080000. The impact to a portfolio due to this purchase was 0.56%. The holding were 104,113 shares as of 2021-06-30.
Added: Xilinx Inc (XLNX)Private Wealth Partners, LLC added to a holding in Xilinx Inc by 70.01%. The purchase prices were between $114.61 and $144.64, with an estimated average price of $127.1. The stock is now traded at around $146.630000. The impact to a portfolio due to this purchase was 0.45%. The holding were 81,535 shares as of 2021-06-30.
Added: Chevron Corp (CVX)Private Wealth Partners, LLC added to a holding in Chevron Corp by 119.14%. The purchase prices were between $100.95 and $110.81, with an estimated average price of $105.53. The stock is now traded at around $101.960000. The impact to a portfolio due to this purchase was 0.31%. The holding were 59,083 shares as of 2021-06-30.
Added: State Street Corporation (STT)Private Wealth Partners, LLC added to a holding in State Street Corporation by 59.31%. The purchase prices were between $78.6 and $87.98, with an estimated average price of $84.45. The stock is now traded at around $90.790000. The impact to a portfolio due to this purchase was 0.16%. The holding were 56,546 shares as of 2021-06-30.
Added: Sprott Physical Silver Trust (PSLV)Private Wealth Partners, LLC added to a holding in Sprott Physical Silver Trust by 85.86%. The purchase prices were between $8.78 and $10.11, with an estimated average price of $9.55. The stock is now traded at around $8.370000. The impact to a portfolio due to this purchase was 0.05%. The holding were 113,000 shares as of 2021-06-30.
Added: Gilead Sciences Inc (GILD)Private Wealth Partners, LLC added to a holding in Gilead Sciences Inc by 28.35%. The purchase prices were between $63.47 and $69.35, with an estimated average price of $66.73. The stock is now traded at around $71.160000. The impact to a portfolio due to this purchase was 0.04%. The holding were 29,855 shares as of 2021-06-30.
Here is the complete portfolio of Private Wealth Partners, LLC. Also check out:
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