Sculati Wealth Management, LLC Buys Jefferies Financial Group Inc, General Electric Co, Bank of New York Mellon Corp, Sells Stock Yards Bancorp Inc, iShares Mortgage Real Estate ETF, PowerShares QQQ Trust Ser 1

Investment company Sculati Wealth Management, LLC (Current Portfolio) buys Jefferies Financial Group Inc, General Electric Co, Bank of New York Mellon Corp, Schwab Fundamental Emerging Markets Large Company , Peloton Interactive Inc, sells Stock Yards Bancorp Inc, iShares Mortgage Real Estate ETF, PowerShares QQQ Trust Ser 1, SPDR Portfolio S&P 500 ETF, Alibaba Group Holding during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Sculati Wealth Management, LLC. As of 2021Q3, Sculati Wealth Management, LLC owns 101 stocks with a total value of $184 million. These are the details of the buys and sells.

For the details of Sculati Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sculati+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Sculati Wealth Management, LLC
  1. Berkshire Hathaway Inc (BRK.B) - 50,348 shares, 7.48% of the total portfolio. Shares reduced by 0.55%
  2. Apple Inc (AAPL) - 61,019 shares, 4.70% of the total portfolio. Shares reduced by 0.55%
  3. WisdomTree International Hedged Quality Dividend G (IHDG) - 172,527 shares, 4.06% of the total portfolio. Shares added by 1.09%
  4. Schwab U.S. Large-Cap Growth ETF (SCHG) - 41,677 shares, 3.36% of the total portfolio. Shares reduced by 1.44%
  5. Microsoft Corp (MSFT) - 20,992 shares, 3.22% of the total portfolio. Shares reduced by 0.95%
New Purchase: Jefferies Financial Group Inc (JEF)

Sculati Wealth Management, LLC initiated holding in Jefferies Financial Group Inc. The purchase prices were between $31.01 and $37.85, with an estimated average price of $35.01. The stock is now traded at around $43.510000. The impact to a portfolio due to this purchase was 0.86%. The holding were 42,305 shares as of 2021-09-30.

New Purchase: General Electric Co (GE)

Sculati Wealth Management, LLC initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $106.110000. The impact to a portfolio due to this purchase was 0.71%. The holding were 12,611 shares as of 2021-09-30.

New Purchase: Bank of New York Mellon Corp (BK)

Sculati Wealth Management, LLC initiated holding in Bank of New York Mellon Corp. The purchase prices were between $47.58 and $56.41, with an estimated average price of $52. The stock is now traded at around $60.255000. The impact to a portfolio due to this purchase was 0.22%. The holding were 7,615 shares as of 2021-09-30.

New Purchase: Peloton Interactive Inc (PTON)

Sculati Wealth Management, LLC initiated holding in Peloton Interactive Inc. The purchase prices were between $85.4 and $126.43, with an estimated average price of $110.52. The stock is now traded at around $89.600000. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,480 shares as of 2021-09-30.

New Purchase: Netflix Inc (NFLX)

Sculati Wealth Management, LLC initiated holding in Netflix Inc. The purchase prices were between $510.72 and $610.34, with an estimated average price of $550.68. The stock is now traded at around $675.770000. The impact to a portfolio due to this purchase was 0.11%. The holding were 346 shares as of 2021-09-30.

Added: Schwab Fundamental Emerging Markets Large Company (FNDE)

Sculati Wealth Management, LLC added to a holding in Schwab Fundamental Emerging Markets Large Company by 25.20%. The purchase prices were between $30.86 and $32.92, with an estimated average price of $31.84. The stock is now traded at around $32.290000. The impact to a portfolio due to this purchase was 0.18%. The holding were 51,267 shares as of 2021-09-30.

Added: Redwood Trust Inc (RWT)

Sculati Wealth Management, LLC added to a holding in Redwood Trust Inc by 23.10%. The purchase prices were between $11.52 and $12.97, with an estimated average price of $12.24. The stock is now traded at around $13.570000. The impact to a portfolio due to this purchase was 0.13%. The holding were 95,396 shares as of 2021-09-30.

Added: Adobe Inc (ADBE)

Sculati Wealth Management, LLC added to a holding in Adobe Inc by 21.38%. The purchase prices were between $575.72 and $666.59, with an estimated average price of $629.42. The stock is now traded at around $644.400000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,788 shares as of 2021-09-30.

Sold Out: Stock Yards Bancorp Inc (SYBT)

Sculati Wealth Management, LLC sold out a holding in Stock Yards Bancorp Inc. The sale prices were between $46.56 and $59.3, with an estimated average price of $51.2.

Sold Out: iShares Mortgage Real Estate ETF (REM)

Sculati Wealth Management, LLC sold out a holding in iShares Mortgage Real Estate ETF. The sale prices were between $34.76 and $37.15, with an estimated average price of $36.23.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

Sculati Wealth Management, LLC sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $354.18 and $381.69, with an estimated average price of $367.93.

Sold Out: SPDR Portfolio S&P 500 ETF (SPLG)

Sculati Wealth Management, LLC sold out a holding in SPDR Portfolio S&P 500 ETF. The sale prices were between $49.8 and $53.13, with an estimated average price of $51.74.

Sold Out: Alibaba Group Holding Ltd (BABA)

Sculati Wealth Management, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Sold Out: Brown-Forman Corp (BF.B)

Sculati Wealth Management, LLC sold out a holding in Brown-Forman Corp. The sale prices were between $67.01 and $74.54, with an estimated average price of $70.83.



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