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Sculati Wealth Management, LLC Buys Invesco BulletShares 2023 Corporate Bond ETF, Invesco BulletShares 2022 Corporate Bond ETF, ARK Innovation ETF, Sells Invesco BulletShares 2021 Corporate Bond ETF, Peloton Interactive Inc

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Feb 07, 2022
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Investment company Sculati Wealth Management, LLC (Current Portfolio) buys Invesco BulletShares 2023 Corporate Bond ETF, Invesco BulletShares 2022 Corporate Bond ETF, ARK Innovation ETF, Bank of New York Mellon Corp, Tesla Inc, sells Invesco BulletShares 2021 Corporate Bond ETF, Peloton Interactive Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Sculati Wealth Management, LLC. As of 2021Q4, Sculati Wealth Management, LLC owns 107 stocks with a total value of $202 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) - 50,332 shares, 7.45% of the total portfolio. Shares reduced by 0.03%
  2. Apple Inc (AAPL) - 61,204 shares, 5.38% of the total portfolio. Shares added by 0.30%
  3. WisdomTree International Hedged Quality Dividend G (IHDG) - 177,068 shares, 4.01% of the total portfolio. Shares added by 2.63%
  4. Microsoft Corp (MSFT) - 20,951 shares, 3.49% of the total portfolio. Shares reduced by 0.2%
  5. Schwab U.S. Large-Cap Growth ETF (SCHG) - 41,873 shares, 3.40% of the total portfolio. Shares added by 0.47%
New Purchase: ARK Innovation ETF (ARKK)

Sculati Wealth Management, LLC initiated holding in ARK Innovation ETF. The purchase prices were between $91.12 and $124.1, with an estimated average price of $108.29. The stock is now traded at around $72.730000. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,488 shares as of 2021-12-31.

New Purchase: Tesla Inc (TSLA)

Sculati Wealth Management, LLC initiated holding in Tesla Inc. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $915.592200. The impact to a portfolio due to this purchase was 0.13%. The holding were 246 shares as of 2021-12-31.

New Purchase: Invesco BulletShares 2024 Corporate Bond ETF (BSCO)

Sculati Wealth Management, LLC initiated holding in Invesco BulletShares 2024 Corporate Bond ETF. The purchase prices were between $21.71 and $21.97, with an estimated average price of $21.81. The stock is now traded at around $21.485000. The impact to a portfolio due to this purchase was 0.12%. The holding were 11,288 shares as of 2021-12-31.

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Sculati Wealth Management, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $355.790000. The impact to a portfolio due to this purchase was 0.12%. The holding were 589 shares as of 2021-12-31.

New Purchase: Brown-Forman Corp (BF.B)

Sculati Wealth Management, LLC initiated holding in Brown-Forman Corp. The purchase prices were between $66.83 and $75.23, with an estimated average price of $71.26. The stock is now traded at around $67.430000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,947 shares as of 2021-12-31.

New Purchase: Brown-Forman Corp (BF.A)

Sculati Wealth Management, LLC initiated holding in Brown-Forman Corp. The purchase prices were between $63.34 and $70.28, with an estimated average price of $66.65. The stock is now traded at around $62.370000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,001 shares as of 2021-12-31.

Added: Invesco BulletShares 2023 Corporate Bond ETF (BSCN)

Sculati Wealth Management, LLC added to a holding in Invesco BulletShares 2023 Corporate Bond ETF by 110.40%. The purchase prices were between $21.39 and $21.52, with an estimated average price of $21.45. The stock is now traded at around $21.305000. The impact to a portfolio due to this purchase was 0.35%. The holding were 63,427 shares as of 2021-12-31.

Added: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Sculati Wealth Management, LLC added to a holding in Invesco BulletShares 2022 Corporate Bond ETF by 66.35%. The purchase prices were between $21.33 and $21.38, with an estimated average price of $21.36. The stock is now traded at around $21.335000. The impact to a portfolio due to this purchase was 0.28%. The holding were 66,255 shares as of 2021-12-31.

Added: Bank of New York Mellon Corp (BK)

Sculati Wealth Management, LLC added to a holding in Bank of New York Mellon Corp by 65.07%. The purchase prices were between $52.85 and $60.09, with an estimated average price of $57.61. The stock is now traded at around $62.040000. The impact to a portfolio due to this purchase was 0.14%. The holding were 12,570 shares as of 2021-12-31.

Added: WisdomTree U.S. Dividend Ex-Financials Fund (DTN)

Sculati Wealth Management, LLC added to a holding in WisdomTree U.S. Dividend Ex-Financials Fund by 22.70%. The purchase prices were between $93.29 and $101.13, with an estimated average price of $97.56. The stock is now traded at around $101.810000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,027 shares as of 2021-12-31.

Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Sculati Wealth Management, LLC sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.

Sold Out: Peloton Interactive Inc (PTON)

Sculati Wealth Management, LLC sold out a holding in Peloton Interactive Inc. The sale prices were between $34.56 and $96.6, with an estimated average price of $60.04.



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

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