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Minot Wealth Management LLC Buys Goldman Sachs Physical Gold ETF, Schwab US Dividend Equity ETF, WisdomTree U.S. LargeCap Dividend Fund, Sells SPDR DoubleLine Total Return Tactical ETF, Newell Brands Inc, 3M Co

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Oct 25, 2021
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Investment company Minot Wealth Management LLC (Current Portfolio) buys Goldman Sachs Physical Gold ETF, Schwab US Dividend Equity ETF, WisdomTree U.S. LargeCap Dividend Fund, Invesco 1-30 Laddered Treasury ETF, Regeneron Pharmaceuticals Inc, sells SPDR DoubleLine Total Return Tactical ETF, Newell Brands Inc, 3M Co, Chevron Corp, HyreCar Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Minot Wealth Management LLC. As of 2021Q3, Minot Wealth Management LLC owns 203 stocks with a total value of $462 million. These are the details of the buys and sells.

For the details of Minot Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/minot+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Minot Wealth Management LLC
  1. Apple Inc (AAPL) - 178,846 shares, 5.48% of the total portfolio. Shares added by 10.94%
  2. IQ MacKay Municipal Insured ETF (MMIN) - 909,385 shares, 5.40% of the total portfolio. Shares reduced by 1.27%
  3. S&P 500 ETF TRUST ETF (SPY) - 50,157 shares, 4.66% of the total portfolio. Shares added by 7.86%
  4. Schwab US Dividend Equity ETF (SCHD) - 203,180 shares, 3.27% of the total portfolio. Shares added by 20.60%
  5. Microsoft Corp (MSFT) - 52,746 shares, 3.22% of the total portfolio. Shares added by 2.99%
New Purchase: Goldman Sachs Physical Gold ETF (AAAU)

Minot Wealth Management LLC initiated holding in Goldman Sachs Physical Gold ETF. The purchase prices were between $17.17 and $18.2, with an estimated average price of $17.8. The stock is now traded at around $17.975000. The impact to a portfolio due to this purchase was 0.87%. The holding were 230,645 shares as of 2021-09-30.

New Purchase: WisdomTree U.S. LargeCap Dividend Fund (DLN)

Minot Wealth Management LLC initiated holding in WisdomTree U.S. LargeCap Dividend Fund. The purchase prices were between $119.29 and $125.87, with an estimated average price of $122.78. The stock is now traded at around $125.690000. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,976 shares as of 2021-09-30.

New Purchase: Invesco 1-30 Laddered Treasury ETF (PLW)

Minot Wealth Management LLC initiated holding in Invesco 1-30 Laddered Treasury ETF. The purchase prices were between $36.18 and $37.34, with an estimated average price of $36.89. The stock is now traded at around $36.100000. The impact to a portfolio due to this purchase was 0.13%. The holding were 11,350 shares as of 2021-09-30.

New Purchase: Regeneron Pharmaceuticals Inc (REGN)

Minot Wealth Management LLC initiated holding in Regeneron Pharmaceuticals Inc. The purchase prices were between $574.03 and $680.96, with an estimated average price of $621.14. The stock is now traded at around $576.380000. The impact to a portfolio due to this purchase was 0.08%. The holding were 593 shares as of 2021-09-30.

New Purchase: Kimberly-Clark Corp (KMB)

Minot Wealth Management LLC initiated holding in Kimberly-Clark Corp. The purchase prices were between $132.43 and $141.49, with an estimated average price of $136.06. The stock is now traded at around $128.930000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,357 shares as of 2021-09-30.

New Purchase: SPDR Bloomberg Barclays Short Term High Yield Bond (SJNK)

Minot Wealth Management LLC initiated holding in SPDR Bloomberg Barclays Short Term High Yield Bond. The purchase prices were between $27.03 and $27.39, with an estimated average price of $27.23. The stock is now traded at around $27.327800. The impact to a portfolio due to this purchase was 0.07%. The holding were 11,900 shares as of 2021-09-30.

Added: Schwab US Dividend Equity ETF (SCHD)

Minot Wealth Management LLC added to a holding in Schwab US Dividend Equity ETF by 20.60%. The purchase prices were between $73.64 and $77.51, with an estimated average price of $75.71. The stock is now traded at around $78.160000. The impact to a portfolio due to this purchase was 0.56%. The holding were 203,180 shares as of 2021-09-30.

Added: Palo Alto Networks Inc (PANW)

Minot Wealth Management LLC added to a holding in Palo Alto Networks Inc by 58.45%. The purchase prices were between $362.36 and $490.47, with an estimated average price of $421.51. The stock is now traded at around $512.010000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,228 shares as of 2021-09-30.

Added: United Parcel Service Inc (UPS)

Minot Wealth Management LLC added to a holding in United Parcel Service Inc by 70.10%. The purchase prices were between $182.1 and $214.26, with an estimated average price of $197.6. The stock is now traded at around $205.200000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,089 shares as of 2021-09-30.

Added: Dover Corp (DOV)

Minot Wealth Management LLC added to a holding in Dover Corp by 73.37%. The purchase prices were between $150.57 and $175.99, with an estimated average price of $165.55. The stock is now traded at around $169.220000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,509 shares as of 2021-09-30.

Added: Coca-Cola Co (KO)

Minot Wealth Management LLC added to a holding in Coca-Cola Co by 72.11%. The purchase prices were between $52.47 and $57.48, with an estimated average price of $55.73. The stock is now traded at around $54.316500. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,867 shares as of 2021-09-30.

Added: Waste Management Inc (WM)

Minot Wealth Management LLC added to a holding in Waste Management Inc by 58.17%. The purchase prices were between $141.17 and $155.85, with an estimated average price of $149.62. The stock is now traded at around $161.730000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,709 shares as of 2021-09-30.

Sold Out: HyreCar Inc (HYRE)

Minot Wealth Management LLC sold out a holding in HyreCar Inc. The sale prices were between $7.9 and $21.51, with an estimated average price of $13.76.

Sold Out: Dell Technologies Inc (DELL)

Minot Wealth Management LLC sold out a holding in Dell Technologies Inc. The sale prices were between $92.29 and $105.38, with an estimated average price of $98.36.

Sold Out: Cardinal Health Inc (CAH)

Minot Wealth Management LLC sold out a holding in Cardinal Health Inc. The sale prices were between $49.46 and $59.99, with an estimated average price of $54.29.

Sold Out: Freeport-McMoRan Inc (FCX)

Minot Wealth Management LLC sold out a holding in Freeport-McMoRan Inc. The sale prices were between $30.48 and $38.73, with an estimated average price of $35.25.

Sold Out: Ford Motor Co (F)

Minot Wealth Management LLC sold out a holding in Ford Motor Co. The sale prices were between $12.57 and $14.93, with an estimated average price of $13.61.

Sold Out: Gartner Inc (IT)

Minot Wealth Management LLC sold out a holding in Gartner Inc. The sale prices were between $248.43 and $324.69, with an estimated average price of $289.74.



Here is the complete portfolio of Minot Wealth Management LLC. Also check out:

1. Minot Wealth Management LLC's Undervalued Stocks
2. Minot Wealth Management LLC's Top Growth Companies, and
3. Minot Wealth Management LLC's High Yield stocks
4. Stocks that Minot Wealth Management LLC keeps buying
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