Private Wealth Partners, LLC Buys Johnson & Johnson, Morgan Stanley, AbbVie Inc, Sells AT&T Inc, Alibaba Group Holding, Boeing Co

Larkspur, CA, based Investment company Private Wealth Partners, LLC (Current Portfolio) buys Johnson & Johnson, Morgan Stanley, AbbVie Inc, Chevron Corp, ISHARES TRUST, sells AT&T Inc, Alibaba Group Holding, Boeing Co, Best Buy Co Inc, Starbucks Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Private Wealth Partners, LLC. As of 2021Q4, Private Wealth Partners, LLC owns 82 stocks with a total value of $1.2 billion. These are the details of the buys and sells.

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
  1. Apple Inc (AAPL) - 678,124 shares, 10.18% of the total portfolio. Shares reduced by 2.07%
  2. Microsoft Corp (MSFT) - 294,157 shares, 8.36% of the total portfolio. Shares reduced by 2.46%
  3. Alphabet Inc (GOOGL) - 23,702 shares, 5.80% of the total portfolio. Shares reduced by 4.35%
  4. Amazon.com Inc (AMZN) - 19,656 shares, 5.54% of the total portfolio. Shares reduced by 1.87%
  5. Thermo Fisher Scientific Inc (TMO) - 91,083 shares, 5.14% of the total portfolio. Shares reduced by 3.6%
New Purchase: Morgan Stanley (MS)

Private Wealth Partners, LLC initiated holding in Morgan Stanley. The purchase prices were between $94.82 and $104.66, with an estimated average price of $99.64. The stock is now traded at around $104.110000. The impact to a portfolio due to this purchase was 0.43%. The holding were 51,915 shares as of 2021-12-31.

New Purchase: ISHARES TRUST (PFF)

Private Wealth Partners, LLC initiated holding in ISHARES TRUST. The purchase prices were between $37.98 and $39.43, with an estimated average price of $38.64. The stock is now traded at around $36.760000. The impact to a portfolio due to this purchase was 0.35%. The holding were 106,048 shares as of 2021-12-31.

New Purchase: Lowe's Companies Inc (LOW)

Private Wealth Partners, LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $229.070000. The impact to a portfolio due to this purchase was 0.26%. The holding were 11,705 shares as of 2021-12-31.

New Purchase: Honeywell International Inc (HON)

Private Wealth Partners, LLC initiated holding in Honeywell International Inc. The purchase prices were between $199.42 and $227.75, with an estimated average price of $214.01. The stock is now traded at around $191.500000. The impact to a portfolio due to this purchase was 0.2%. The holding were 11,150 shares as of 2021-12-31.

New Purchase: 3M Co (MMM)

Private Wealth Partners, LLC initiated holding in 3M Co. The purchase prices were between $170.04 and $183.66, with an estimated average price of $178.14. The stock is now traded at around $160.730000. The impact to a portfolio due to this purchase was 0.16%. The holding were 10,985 shares as of 2021-12-31.

New Purchase: The Kroger Co (KR)

Private Wealth Partners, LLC initiated holding in The Kroger Co. The purchase prices were between $38.59 and $46.22, with an estimated average price of $42.11. The stock is now traded at around $44.770000. The impact to a portfolio due to this purchase was 0.08%. The holding were 20,007 shares as of 2021-12-31.

Added: Johnson & Johnson (JNJ)

Private Wealth Partners, LLC added to a holding in Johnson & Johnson by 126.74%. The purchase prices were between $155.93 and $173.01, with an estimated average price of $163.78. The stock is now traded at around $171.630000. The impact to a portfolio due to this purchase was 0.61%. The holding were 75,302 shares as of 2021-12-31.

Added: AbbVie Inc (ABBV)

Private Wealth Partners, LLC added to a holding in AbbVie Inc by 28.22%. The purchase prices were between $107.43 and $135.93, with an estimated average price of $118.5. The stock is now traded at around $140.650000. The impact to a portfolio due to this purchase was 0.41%. The holding were 164,112 shares as of 2021-12-31.

Added: Chevron Corp (CVX)

Private Wealth Partners, LLC added to a holding in Chevron Corp by 42.16%. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $135.880000. The impact to a portfolio due to this purchase was 0.37%. The holding were 125,753 shares as of 2021-12-31.

Added: Gilead Sciences Inc (GILD)

Private Wealth Partners, LLC added to a holding in Gilead Sciences Inc by 132.28%. The purchase prices were between $64.88 and $73.64, with an estimated average price of $68.95. The stock is now traded at around $63.900000. The impact to a portfolio due to this purchase was 0.27%. The holding were 77,605 shares as of 2021-12-31.

Added: Constellation Brands Inc (STZ)

Private Wealth Partners, LLC added to a holding in Constellation Brands Inc by 40.33%. The purchase prices were between $211.62 and $250.97, with an estimated average price of $228.43. The stock is now traded at around $237.330000. The impact to a portfolio due to this purchase was 0.1%. The holding were 15,955 shares as of 2021-12-31.

Added: Oracle Corp (ORCL)

Private Wealth Partners, LLC added to a holding in Oracle Corp by 29.78%. The purchase prices were between $87.21 and $103.65, with an estimated average price of $93.89. The stock is now traded at around $82.110000. The impact to a portfolio due to this purchase was 0.03%. The holding were 17,919 shares as of 2021-12-31.

Sold Out: Alibaba Group Holding Ltd (BABA)

Private Wealth Partners, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $111.96 and $177.7, with an estimated average price of $145.1.

Sold Out: Boeing Co (BA)

Private Wealth Partners, LLC sold out a holding in Boeing Co. The sale prices were between $188.19 and $233.09, with an estimated average price of $210.93.

Sold Out: Best Buy Co Inc (BBY)

Private Wealth Partners, LLC sold out a holding in Best Buy Co Inc. The sale prices were between $95.77 and $138, with an estimated average price of $113.76.

Sold Out: Starbucks Corp (SBUX)

Private Wealth Partners, LLC sold out a holding in Starbucks Corp. The sale prices were between $106.07 and $116.97, with an estimated average price of $112.76.

Sold Out: Ralph Lauren Corp (RL)

Private Wealth Partners, LLC sold out a holding in Ralph Lauren Corp. The sale prices were between $108.9 and $129.75, with an estimated average price of $120.1.

Sold Out: Sprott Physical Silver Trust (PSLV)

Private Wealth Partners, LLC sold out a holding in Sprott Physical Silver Trust. The sale prices were between $7.64 and $8.81, with an estimated average price of $8.14.



Here is the complete portfolio of Private Wealth Partners, LLC. Also check out:

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