U.S. markets closed

  • S&P 500

    3,970.99
    +22.27 (+0.56%)
     

  • Dow 30

    32,237.53
    +132.28 (+0.41%)
     

  • Nasdaq

    11,823.96
    +36.56 (+0.31%)
     

  • Russell 2000

    1,734.92
    +14.63 (+0.85%)
     

  • Crude Oil

    69.20
    -0.76 (-1.09%)
     

  • Gold

    1,981.00
    -14.90 (-0.75%)
     

  • Silver

    23.36
    +0.11 (+0.47%)
     

  • EUR/USD

    1.0763
    -0.0073 (-0.68%)
     

  • 10-Yr Bond

    3.3800
    -0.0260 (-0.76%)
     

  • GBP/USD

    1.2232
    -0.0057 (-0.46%)
     

  • USD/JPY

    130.6700
    -0.1190 (-0.09%)
     

  • Bitcoin USD

    27,383.31
    -245.32 (-0.89%)
     

  • CMC Crypto 200

    597.33
    -21.06 (-3.41%)
     

  • FTSE 100

    7,405.45
    -94.15 (-1.26%)
     

  • Nikkei 225

    27,385.25
    -34.36 (-0.13%)
     

RBA Wealth Management, LLC Buys UnitedHealth Group Inc, Microsoft Corp, Prologis Inc, Sells ...

insider
·4 min read

Investment company RBA Wealth Management, LLC (Current Portfolio) buys UnitedHealth Group Inc, Microsoft Corp, Prologis Inc, Diodes Inc, Waste Management Inc, sells Toyota Motor Corp, Alibaba Group Holding during the 3-months ended 2021Q4, according to the most recent filings of the investment company, RBA Wealth Management, LLC. As of 2021Q4, RBA Wealth Management, LLC owns 109 stocks with a total value of $212 million. These are the details of the buys and sells.

  • New Purchases: UNH, MSFT, PLD, DIOD, WM, JPM, CVS, MET, QCOM, PEP, FWRD, CMCSA, CMI, SNPS, V, NKE, MTH, PG, TECK, WMT, TGNA, USB, CSCO, TPX, CTSH, IBM, LMT, DG, GS, GLW, MDU, EA, VGT, MDT, ARE, SMG, TSLA, JNJ, AGG, CVX, HD, CTRA, VHT, USHY, VCR, VFH, LYB, SRE, LSTR, VOX, VIS, EOG, GILD, IVT, SBUX, VSH, RJF, DIS, IDCC, PFFD, VDC, CB, SCHG, MCD, SCHV, PFE, ICLR, TIP, SCHM, JEPI, HYLV, SCHZ, FDX, SCHF, COST, VNQ, CRM, HYLB, MRK, VDE, VCIT, VAW, SPYG, FLOT, KR, SWKS, CPRT, ENDP, PGX, VPU,

  • Added Positions: AVGO, BSX, ABBV, ACGL, BMY, ALL, VOD, T,

  • Reduced Positions: AAPL, BCS, TSM, FRA, HDB,

  • Sold Out: TM, BABA,


For the details of RBA Wealth Management, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/rba+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of RBA Wealth Management, LLC

  1. Apple Inc (AAPL) - 43,505 shares, 3.65% of the total portfolio. Shares reduced by 1.85%

  2. UnitedHealth Group Inc (UNH) - 11,841 shares, 2.81% of the total portfolio. New Position

  3. Alphabet Inc (GOOGL) - 2,027 shares, 2.77% of the total portfolio. Shares reduced by 0.64%

  4. Microsoft Corp (MSFT) - 16,995 shares, 2.70% of the total portfolio. New Position

  5. AutoZone Inc (AZO) - 2,666 shares, 2.64% of the total portfolio. Shares reduced by 0.11%

New Purchase: UnitedHealth Group Inc (UNH)

RBA Wealth Management, LLC initiated holding in UnitedHealth Group Inc. The purchase prices were between $387.01 and $505.58, with an estimated average price of $454.21. The stock is now traded at around $479.780000. The impact to a portfolio due to this purchase was 2.81%. The holding were 11,841 shares as of 2021-12-31.

New Purchase: Microsoft Corp (MSFT)

RBA Wealth Management, LLC initiated holding in Microsoft Corp. 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 $313.460000. The impact to a portfolio due to this purchase was 2.7%. The holding were 16,995 shares as of 2021-12-31.

New Purchase: Diodes Inc (DIOD)

RBA Wealth Management, LLC initiated holding in Diodes Inc. The purchase prices were between $85.49 and $112.42, with an estimated average price of $101.74. The stock is now traded at around $91.820000. The impact to a portfolio due to this purchase was 2.5%. The holding were 48,188 shares as of 2021-12-31.

New Purchase: Prologis Inc (PLD)

RBA Wealth Management, LLC initiated holding in Prologis Inc. The purchase prices were between $126.43 and $168.36, with an estimated average price of $149.88. The stock is now traded at around $157.330000. The impact to a portfolio due to this purchase was 2.5%. The holding were 31,410 shares as of 2021-12-31.

New Purchase: Waste Management Inc (WM)

RBA Wealth Management, LLC initiated holding in Waste Management Inc. The purchase prices were between $148.83 and $166.9, with an estimated average price of $161.05. The stock is now traded at around $148.120000. The impact to a portfolio due to this purchase was 2.33%. The holding were 29,488 shares as of 2021-12-31.

New Purchase: JPMorgan Chase & Co (JPM)

RBA Wealth Management, LLC initiated holding in JPMorgan Chase & Co. 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 $149.940000. The impact to a portfolio due to this purchase was 2.14%. The holding were 28,665 shares as of 2021-12-31.

Added: Boston Scientific Corp (BSX)

RBA Wealth Management, LLC added to a holding in Boston Scientific Corp by 20.89%. The purchase prices were between $38.07 and $44.87, with an estimated average price of $41.98. The stock is now traded at around $41.440000. The impact to a portfolio due to this purchase was 0.19%. The holding were 55,196 shares as of 2021-12-31.

Sold Out: Toyota Motor Corp (TM)

RBA Wealth Management, LLC sold out a holding in Toyota Motor Corp. The sale prices were between $166.97 and $187.44, with an estimated average price of $180.06.

Sold Out: Alibaba Group Holding Ltd (BABA)

RBA Wealth Management, 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.



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

1. RBA Wealth Management, LLC's Undervalued Stocks

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

3. RBA Wealth Management, LLC's High Yield stocks

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

Recommended Stories