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Minot Wealth Management LLC Buys Schwab US Dividend Equity ETF, Goldman Sachs Group Inc, ...

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·8 min read
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Investment company Minot Wealth Management LLC (Current Portfolio) buys Schwab US Dividend Equity ETF, Goldman Sachs Group Inc, Luminar Technologies Inc, JPMorgan Chase, Invesco S&P MidCap Low Volatility ETF, sells Amgen Inc, Comcast Corp, 3M Co, Bristol-Myers Squibb Co, Meta Platforms Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Minot Wealth Management LLC. As of 2021Q4, Minot Wealth Management LLC owns 201 stocks with a total value of $519 million. These are the details of the buys and sells.

  • New Purchases: LAZR, XMLV, GSK, RIO, SPYD, TY, VLUE, STAG, JCI, EPD, ESS, GD, SYK, MDB, ORCL, GOEV,

  • Added Positions: SCHD, GS, SPY, JPM, PYPL, AMAT, DLN, INTU, SCHM, ABT, VOO, BX, TXN, FLTR, UNH, IJR, JNJ, SBUX, MDY, IJH, VO, V, DOV, AMZN, USMV, MRK, TGT, ABBV, AVGO, PG, NKE, GPC, CVS, NEE, TROW, LOW, ILMN, EMR, QQQ, CVX, LIDR, NXE, ZTS, CSCO, CRWD, HDV, RTX, VICI, BEN, IWD, IWF, VYM, LLY, MCD, SHW, NVO, BAC, BLK, KO, TSLA, XLV, SPG, UNP, NFLX, VIG, IEMG, QUAL, VBR, WFC, CCI,

  • Reduced Positions: AMGN, CMCSA, NVDA, MMM, MMIN, BMY, FB, DIS, MDT, NWL, TOTL, MA, MSFT, AVTX, APD, BEP, CWB, REGN, XOM, T, QCOM, HUBS, IBM, CL, AMT, ECL, EXPD, DUK, IVV, ICE, LMT, COST, FBND, VZ, MO, PANW, GILD, PRU, GIS, WM, BA, INTC, PWFL, FISV, WMT, VB, RSG,

  • Sold Out: PLW, ADSK, TWLO, WBA, SJNK, MRNA, STWD, NVS, PAVM, CFRX, HRI, VCSH, SPLK, PKG, XFOR, ARDS, KN, VAC,


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

These are the top 5 holdings of Minot Wealth Management LLC

  1. Apple Inc (AAPL) - 177,492 shares, 6.08% of the total portfolio. Shares reduced by 0.76%

  2. S&P 500 ETF TRUST ETF (SPY) - 52,506 shares, 4.81% of the total portfolio. Shares added by 4.68%

  3. IQ MacKay Municipal Insured ETF (MMIN) - 870,085 shares, 4.62% of the total portfolio. Shares reduced by 4.32%

  4. Schwab US Dividend Equity ETF (SCHD) - 266,080 shares, 4.15% of the total portfolio. Shares added by 30.96%

  5. Microsoft Corp (MSFT) - 51,918 shares, 3.37% of the total portfolio. Shares reduced by 1.57%

New Purchase: Luminar Technologies Inc (LAZR)

Minot Wealth Management LLC initiated holding in Luminar Technologies Inc. The purchase prices were between $14.52 and $21.99, with an estimated average price of $16.73. The stock is now traded at around $13.450000. The impact to a portfolio due to this purchase was 0.32%. The holding were 98,705 shares as of 2021-12-31.

New Purchase: Invesco S&P MidCap Low Volatility ETF (XMLV)

Minot Wealth Management LLC initiated holding in Invesco S&P MidCap Low Volatility ETF. The purchase prices were between $52.91 and $58.54, with an estimated average price of $55.77. The stock is now traded at around $56.090000. The impact to a portfolio due to this purchase was 0.13%. The holding were 11,350 shares as of 2021-12-31.

New Purchase: GlaxoSmithKline PLC (GSK)

Minot Wealth Management LLC initiated holding in GlaxoSmithKline PLC. The purchase prices were between $38.13 and $44.44, with an estimated average price of $41.7. The stock is now traded at around $45.690000. The impact to a portfolio due to this purchase was 0.08%. The holding were 9,916 shares as of 2021-12-31.

New Purchase: SPDR Portfolio S&P 500 High Dividend ETF (SPYD)

Minot Wealth Management LLC initiated holding in SPDR Portfolio S&P 500 High Dividend ETF. The purchase prices were between $38.8 and $42.05, with an estimated average price of $40.71. The stock is now traded at around $43.160000. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,450 shares as of 2021-12-31.

New Purchase: Rio Tinto PLC (RIO)

Minot Wealth Management LLC initiated holding in Rio Tinto PLC. The purchase prices were between $59.9 and $71.09, with an estimated average price of $64.71. The stock is now traded at around $77.920000. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,500 shares as of 2021-12-31.

New Purchase: Tri-Continental Corp (TY)

Minot Wealth Management LLC initiated holding in Tri-Continental Corp. The purchase prices were between $31.75 and $35.68, with an estimated average price of $34.43. The stock is now traded at around $31.740000. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,527 shares as of 2021-12-31.

Added: Schwab US Dividend Equity ETF (SCHD)

Minot Wealth Management LLC added to a holding in Schwab US Dividend Equity ETF by 30.96%. The purchase prices were between $74.34 and $80.86, with an estimated average price of $77.53. The stock is now traded at around $79.830000. The impact to a portfolio due to this purchase was 0.98%. The holding were 266,080 shares as of 2021-12-31.

Added: Goldman Sachs Group Inc (GS)

Minot Wealth Management LLC added to a holding in Goldman Sachs Group Inc by 93.55%. The purchase prices were between $371.61 and $423.85, with an estimated average price of $396.02. The stock is now traded at around $347.320000. The impact to a portfolio due to this purchase was 0.4%. The holding were 11,313 shares as of 2021-12-31.

Added: JPMorgan Chase & Co (JPM)

Minot Wealth Management LLC added to a holding in JPMorgan Chase & Co by 21.99%. 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 $148.930000. The impact to a portfolio due to this purchase was 0.14%. The holding were 24,724 shares as of 2021-12-31.

Added: WisdomTree U.S. LargeCap Dividend Fund (DLN)

Minot Wealth Management LLC added to a holding in WisdomTree U.S. LargeCap Dividend Fund by 131.25%. The purchase prices were between $59.49 and $66.15, with an estimated average price of $63.06. The stock is now traded at around $64.830000. The impact to a portfolio due to this purchase was 0.12%. The holding were 16,132 shares as of 2021-12-31.

Added: Blackstone Inc (BX)

Minot Wealth Management LLC added to a holding in Blackstone Inc by 73.39%. The purchase prices were between $110.95 and $148.88, with an estimated average price of $133.86. The stock is now traded at around $112.260000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,375 shares as of 2021-12-31.

Added: VanEck Investment Grade Floating Rate ETF (FLTR)

Minot Wealth Management LLC added to a holding in VanEck Investment Grade Floating Rate ETF by 100.99%. The purchase prices were between $25.25 and $25.36, with an estimated average price of $25.31. The stock is now traded at around $25.300000. The impact to a portfolio due to this purchase was 0.05%. The holding were 18,907 shares as of 2021-12-31.

Sold Out: Invesco 1-30 Laddered Treasury ETF (PLW)

Minot Wealth Management LLC sold out a holding in Invesco 1-30 Laddered Treasury ETF. The sale prices were between $35.72 and $37.34, with an estimated average price of $36.48.

Sold Out: Autodesk Inc (ADSK)

Minot Wealth Management LLC sold out a holding in Autodesk Inc. The sale prices were between $249.68 and $333.64, with an estimated average price of $290.9.

Sold Out: Walgreens Boots Alliance Inc (WBA)

Minot Wealth Management LLC sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $43.72 and $52.25, with an estimated average price of $48.45.

Sold Out: Twilio Inc (TWLO)

Minot Wealth Management LLC sold out a holding in Twilio Inc. The sale prices were between $248.17 and $369.23, with an estimated average price of $297.96.

Sold Out: SPDR Bloomberg Short Term High Yield Bond ETF (SJNK)

Minot Wealth Management LLC sold out a holding in SPDR Bloomberg Short Term High Yield Bond ETF. The sale prices were between $26.72 and $27.21, with an estimated average price of $26.99.

Sold Out: Moderna Inc (MRNA)

Minot Wealth Management LLC sold out a holding in Moderna Inc. The sale prices were between $225.82 and $368.51, with an estimated average price of $290.69.



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

1. Minot Wealth Management LLC's Undervalued Stocks

2. Minot Wealth Management LLC's Top Growth Companies, and

3. Minot Wealth Management LLC's High Yield stocks

4. Stocks that Minot Wealth Management LLC keeps buyingThis article first appeared on GuruFocus.