U.S. markets open in 3 hours 25 minutes
  • S&P Futures

    4,073.25
    -11.50 (-0.28%)
     
  • Dow Futures

    32,539.00
    -42.00 (-0.13%)
     
  • Nasdaq Futures

    12,493.25
    -67.00 (-0.53%)
     
  • Russell 2000 Futures

    1,830.30
    -6.90 (-0.38%)
     
  • Crude Oil

    113.81
    +1.41 (+1.25%)
     
  • Gold

    1,817.10
    -1.80 (-0.10%)
     
  • Silver

    21.53
    -0.21 (-0.95%)
     
  • EUR/USD

    1.0529
    -0.0027 (-0.25%)
     
  • 10-Yr Bond

    2.9680
    0.0000 (0.00%)
     
  • Vix

    26.41
    -1.06 (-3.86%)
     
  • GBP/USD

    1.2410
    -0.0082 (-0.66%)
     
  • USD/JPY

    129.0900
    -0.2680 (-0.21%)
     
  • BTC-USD

    29,982.71
    -622.22 (-2.03%)
     
  • CMC Crypto 200

    672.64
    +429.96 (+177.17%)
     
  • FTSE 100

    7,522.09
    +3.74 (+0.05%)
     
  • Nikkei 225

    26,911.20
    +251.45 (+0.94%)
     

M. Kulyk & Associates, LLC Buys The Walt Disney Co, American Express Co, Coca-Cola Co, ...

  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
·6 min read
In this article:
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.

Investment company M. Kulyk & Associates, LLC (Current Portfolio) buys The Walt Disney Co, American Express Co, Coca-Cola Co, Sysco Corp, Ameriprise Financial Inc, sells BTC iShares MSCI USA Quality Factor ETF, Vanguard Total Stock Market ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, M. Kulyk & Associates, LLC. As of 2021Q4, M. Kulyk & Associates, LLC owns 101 stocks with a total value of $386 million. These are the details of the buys and sells.

  • New Purchases: DIS, AXP, SYY, AMP, MMM, HSY, PFE, QQQ, LLY, CNI, IBM, ORCL, LOW, SPY, DE, BDX, BSV, VFC, VTEB, ASML, BAX, PYPL, XLK, PAYX, COST, MA, VGT, EMR, AFL, SUSL,

  • Added Positions: SPTS, AAPL, STIP, KO, MSFT, HD, CSCO, RY, PG, K, NGG, TD, GOOGL, CLX, CSX, GIS, NEE, ECL, PLD, BLK, DEO, V, EXC, ACN, INTU, AMGN, GILD, SWKS, JCI, TSM, ZTS, NKE, ABBV, XYL, ABT, AMT, NVDA, TGT, CGNX, CRM, PEP, TSLA, MRK, JPM, VYM, BRK.B, VIG, HEDJ, ADBE, INTC, NFLX, ESGV, GOOG,

  • Reduced Positions: LEVI, DVY, IAU, SBUX, IWF, AMZN, ESGU, JNJ,

  • Sold Out: QUAL, VTI,


For the details of M. Kulyk & Associates, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/m.+kulyk+%26+associates%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of M. Kulyk & Associates, LLC

  1. SPDR Portfolio Short Term Treasury ETF (SPTS) - 1,947,597 shares, 15.33% of the total portfolio. Shares added by 9.59%

  2. Levi Strauss & Co (LEVI) - 855,475 shares, 5.54% of the total portfolio. Shares reduced by 1.16%

  3. iShares 0-5 Year TIPS Bond ETF (STIP) - 160,392 shares, 4.39% of the total portfolio. Shares added by 10.27%

  4. Vanguard Short-Term Government Bond ETF (VGSH) - 242,049 shares, 3.81% of the total portfolio. Shares reduced by 0.19%

  5. Apple Inc (AAPL) - 68,753 shares, 3.16% of the total portfolio. Shares added by 16.20%

New Purchase: The Walt Disney Co (DIS)

M. Kulyk & Associates, LLC initiated holding in The Walt Disney Co. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $147.620000. The impact to a portfolio due to this purchase was 1.05%. The holding were 26,245 shares as of 2021-12-31.

New Purchase: American Express Co (AXP)

M. Kulyk & Associates, LLC initiated holding in American Express Co. The purchase prices were between $150.06 and $187.08, with an estimated average price of $170.39. The stock is now traded at around $160.920000. The impact to a portfolio due to this purchase was 0.84%. The holding were 19,913 shares as of 2021-12-31.

New Purchase: Sysco Corp (SYY)

M. Kulyk & Associates, LLC initiated holding in Sysco Corp. The purchase prices were between $68.07 and $83.35, with an estimated average price of $76.89. The stock is now traded at around $78.030000. The impact to a portfolio due to this purchase was 0.35%. The holding were 17,057 shares as of 2021-12-31.

New Purchase: Ameriprise Financial Inc (AMP)

M. Kulyk & Associates, LLC initiated holding in Ameriprise Financial Inc. The purchase prices were between $264.89 and $310.24, with an estimated average price of $296.39. The stock is now traded at around $309.400000. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,922 shares as of 2021-12-31.

New Purchase: 3M Co (MMM)

M. Kulyk & Associates, 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 $173.570000. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,214 shares as of 2021-12-31.

New Purchase: The Hershey Co (HSY)

M. Kulyk & Associates, LLC initiated holding in The Hershey Co. The purchase prices were between $171.56 and $193.47, with an estimated average price of $181.34. The stock is now traded at around $199.160000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,173 shares as of 2021-12-31.

Added: Coca-Cola Co (KO)

M. Kulyk & Associates, LLC added to a holding in Coca-Cola Co by 235.28%. The purchase prices were between $52.3 and $59.21, with an estimated average price of $55.76. The stock is now traded at around $60.750000. The impact to a portfolio due to this purchase was 0.38%. The holding were 35,345 shares as of 2021-12-31.

Added: AbbVie Inc (ABBV)

M. Kulyk & Associates, LLC added to a holding in AbbVie Inc by 118.83%. 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 $133.030000. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,219 shares as of 2021-12-31.

Added: Abbott Laboratories (ABT)

M. Kulyk & Associates, LLC added to a holding in Abbott Laboratories by 127.80%. The purchase prices were between $115.53 and $141.46, with an estimated average price of $128.29. The stock is now traded at around $124.710000. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,319 shares as of 2021-12-31.

Added: Merck & Co Inc (MRK)

M. Kulyk & Associates, LLC added to a holding in Merck & Co Inc by 45.31%. The purchase prices were between $72.28 and $90.54, with an estimated average price of $79.6. The stock is now traded at around $80.750000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,490 shares as of 2021-12-31.

Added: JPMorgan Chase & Co (JPM)

M. Kulyk & Associates, LLC added to a holding in JPMorgan Chase & Co by 30.61%. The purchase prices were between $153.94 and $171.78, with an estimated average price of $164.11. The stock is now traded at around $147.660000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,745 shares as of 2021-12-31.

Added: Berkshire Hathaway Inc (BRK.B)

M. Kulyk & Associates, LLC added to a holding in Berkshire Hathaway Inc by 20.73%. 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 $311.010000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,380 shares as of 2021-12-31.

Sold Out: BTC iShares MSCI USA Quality Factor ETF (QUAL)

M. Kulyk & Associates, LLC sold out a holding in BTC iShares MSCI USA Quality Factor ETF. The sale prices were between $130.52 and $146.3, with an estimated average price of $141.15.

Sold Out: Vanguard Total Stock Market ETF (VTI)

M. Kulyk & Associates, LLC sold out a holding in Vanguard Total Stock Market ETF. The sale prices were between $220.94 and $242.96, with an estimated average price of $235.47.



Here is the complete portfolio of M. Kulyk & Associates, LLC. Also check out:

1. M. Kulyk & Associates, LLC's Undervalued Stocks

2. M. Kulyk & Associates, LLC's Top Growth Companies, and

3. M. Kulyk & Associates, LLC's High Yield stocks

4. Stocks that M. Kulyk & Associates, LLC keeps buyingThis article first appeared on GuruFocus.