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Mkd Wealth Coaches, Llc Buys iShares MSCI EAFE ETF, Stellantis NV, iShares MSCI Intl Quality Factor ETF, Sells Flagstar Bancorp Inc, Salesforce.com Inc, iShares Core Moderate Allocation ETF

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Jan 24, 2022
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Investment company Mkd Wealth Coaches, Llc (Current Portfolio) buys iShares MSCI EAFE ETF, Stellantis NV, iShares MSCI Intl Quality Factor ETF, Alphabet Inc, Microsoft Corp, sells Flagstar Bancorp Inc, Salesforce.com Inc, iShares Core Moderate Allocation ETF, Gaucho Group Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Mkd Wealth Coaches, Llc. As of 2021Q4, Mkd Wealth Coaches, Llc owns 34 stocks with a total value of $73 million. These are the details of the buys and sells.

For the details of MKD WEALTH COACHES, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mkd+wealth+coaches%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of MKD WEALTH COACHES, LLC
  1. iShares Core S&P 500 ETF (IVV) - 88,752 shares, 57.93% of the total portfolio. Shares reduced by 0.47%
  2. iShares Core S&P Small-Cap ETF (IJR) - 113,889 shares, 17.85% of the total portfolio. Shares reduced by 0.26%
  3. Gentherm Inc (THRM) - 21,904 shares, 2.60% of the total portfolio.
  4. iShares Core U.S. Aggregate Bond ETF (AGG) - 16,602 shares, 2.59% of the total portfolio. Shares reduced by 9.18%
  5. iShares MSCI EAFE ETF (EFA) - 22,240 shares, 2.39% of the total portfolio. New Position
New Purchase: iShares MSCI EAFE ETF (EFA)

Mkd Wealth Coaches, Llc initiated holding in iShares MSCI EAFE ETF. The purchase prices were between $74.94 and $80.27, with an estimated average price of $78. The stock is now traded at around $75.580000. The impact to a portfolio due to this purchase was 2.39%. The holding were 22,240 shares as of 2021-12-31.

New Purchase: Stellantis NV (STLA)

Mkd Wealth Coaches, Llc initiated holding in Stellantis NV. The purchase prices were between $17.13 and $20.5, with an estimated average price of $19.27. The stock is now traded at around $19.480000. The impact to a portfolio due to this purchase was 0.59%. The holding were 22,972 shares as of 2021-12-31.

New Purchase: iShares MSCI Intl Quality Factor ETF (IQLT)

Mkd Wealth Coaches, Llc initiated holding in iShares MSCI Intl Quality Factor ETF. The purchase prices were between $37.35 and $40, with an estimated average price of $38.88. The stock is now traded at around $37.310000. The impact to a portfolio due to this purchase was 0.45%. The holding were 8,414 shares as of 2021-12-31.

New Purchase: Accenture PLC (ACN)

Mkd Wealth Coaches, Llc initiated holding in Accenture PLC. The purchase prices were between $319.49 and $415.42, with an estimated average price of $365.63. The stock is now traded at around $339.000000. The impact to a portfolio due to this purchase was 0.41%. The holding were 726 shares as of 2021-12-31.

New Purchase: Berkshire Hathaway Inc (BRK.B)

Mkd Wealth Coaches, Llc initiated holding in Berkshire Hathaway Inc. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $303.730000. The impact to a portfolio due to this purchase was 0.32%. The holding were 772 shares as of 2021-12-31.

New Purchase: Recon Capital NASDAQ-100 Covered Call ETF (QYLD)

Mkd Wealth Coaches, Llc initiated holding in Recon Capital NASDAQ-100 Covered Call ETF. The purchase prices were between $20.37 and $22.24, with an estimated average price of $21.47. The stock is now traded at around $20.300000. The impact to a portfolio due to this purchase was 0.3%. The holding were 9,734 shares as of 2021-12-31.

Added: Microsoft Corp (MSFT)

Mkd Wealth Coaches, Llc added to a holding in Microsoft Corp by 303.33%. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $296.370000. The impact to a portfolio due to this purchase was 0.42%. The holding were 1,210 shares as of 2021-12-31.

Added: Alphabet Inc (GOOG)

Mkd Wealth Coaches, Llc added to a holding in Alphabet Inc by 212.00%. 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 $2607.440000. The impact to a portfolio due to this purchase was 0.42%. The holding were 156 shares as of 2021-12-31.

Added: Apple Inc (AAPL)

Mkd Wealth Coaches, Llc added to a holding in Apple Inc by 22.31%. The purchase prices were between $139.14 and $180.33, with an estimated average price of $158.61. The stock is now traded at around $161.620000. The impact to a portfolio due to this purchase was 0.4%. The holding were 8,948 shares as of 2021-12-31.

Added: Amazon.com Inc (AMZN)

Mkd Wealth Coaches, Llc added to a holding in Amazon.com Inc by 56.91%. 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 $2890.880000. The impact to a portfolio due to this purchase was 0.32%. The holding were 193 shares as of 2021-12-31.

Added: Ford Motor Co (F)

Mkd Wealth Coaches, Llc added to a holding in Ford Motor Co by 35.73%. The purchase prices were between $14.12 and $21.45, with an estimated average price of $18.53. The stock is now traded at around $20.390000. The impact to a portfolio due to this purchase was 0.15%. The holding were 19,545 shares as of 2021-12-31.

Added: Meta Platforms Inc (FB)

Mkd Wealth Coaches, Llc added to a holding in Meta Platforms Inc by 604.00%. 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 $308.710000. The impact to a portfolio due to this purchase was 0.14%. The holding were 352 shares as of 2021-12-31.

Sold Out: Flagstar Bancorp Inc (FBC)

Mkd Wealth Coaches, Llc sold out a holding in Flagstar Bancorp Inc. The sale prices were between $45.08 and $55.96, with an estimated average price of $49.51.

Sold Out: Salesforce.com Inc (CRM)

Mkd Wealth Coaches, Llc sold out a holding in Salesforce.com Inc. The sale prices were between $247.21 and $309.96, with an estimated average price of $280.77.

Sold Out: iShares Core Moderate Allocation ETF (AOM)

Mkd Wealth Coaches, Llc sold out a holding in iShares Core Moderate Allocation ETF. The sale prices were between $44.25 and $45.71, with an estimated average price of $45.09.

Sold Out: Gaucho Group Holdings Inc (VINO)

Mkd Wealth Coaches, Llc sold out a holding in Gaucho Group Holdings Inc. The sale prices were between $2.08 and $4.52, with an estimated average price of $2.86.



Here is the complete portfolio of MKD WEALTH COACHES, LLC. Also check out:

1. MKD WEALTH COACHES, LLC's Undervalued Stocks
2. MKD WEALTH COACHES, LLC's Top Growth Companies, and
3. MKD WEALTH COACHES, LLC's High Yield stocks
4. Stocks that MKD WEALTH COACHES, LLC keeps buying
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