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Wealth Management Partners, LLC Buys Dutch Bros Inc, Alphabet Inc, Amazon. ...

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·7 min read
In this article:
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Investment company Wealth Management Partners, LLC (Current Portfolio) buys Dutch Bros Inc, Alphabet Inc, Amazon.com Inc, iShares MSCI Global Impact ETF, Alphabet Inc, sells ARK Next Generation Internet ETF, MercadoLibre Inc, ARK Innovation ETF, Honeywell International Inc, Merck Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Wealth Management Partners, LLC. As of 2021Q4, Wealth Management Partners, LLC owns 107 stocks with a total value of $146 million. These are the details of the buys and sells.

  • New Purchases: BROS, INTU, FB, SMG, MCD, WAL, IYH, IYK,

  • Added Positions: IVV, GOOG, AMZN, SDG, GOOGL, RWL, BLK, ALK, PYPL, IJR, PTBD, IUSV, QQQJ, SHW, SNOW, LULU, BDX, JEPI, SQ, V, ABBV, DIS, BRK.B, ISRG, IJS, GLD, BA, LUV, IEFA, UNH, IWF, IWV, NFLX, MU, ABT, IJH, CSCO, VTV, UPS, IWP, PG, SRVR,

  • Reduced Positions: ARKW, ARKK, USMV, MSFT, NVDA, WYNN, SYY, INTC, JNJ, VUG, JPST, EW, EXI, VZ, TSLA, IWD, IBB, XOM, DIA, CVX, RTX, WM, VYM, ALL, IUSG, PEP, CAT, RSG, LLY, HD, ORCL, ARKQ, WMT, SATS, DOCU, NOW, CVS, IYF, COST, VIG, JPM, IYM, UNP, DAL, IXC,

  • Sold Out: MELI, HON, MRK, EMR, PING, FIS, DG, T, AXP, AZO, NYCB, AEYE,


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

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

  1. Apple Inc (AAPL) - 61,000 shares, 7.40% of the total portfolio. Shares reduced by 0.99%

  2. iShares Core S&P 500 ETF (IVV) - 19,000 shares, 6.21% of the total portfolio. Shares added by 10.18%

  3. PowerShares QQQ Trust Ser 1 (QQQ) - 21,000 shares, 5.68% of the total portfolio. Shares added by 0.66%

  4. Microsoft Corp (MSFT) - 21,000 shares, 4.80% of the total portfolio. Shares reduced by 4.05%

  5. iShares Gold Trust (IAU) - 182,000 shares, 4.35% of the total portfolio. Shares added by 0.21%

New Purchase: Dutch Bros Inc (BROS)

Wealth Management Partners, LLC initiated holding in Dutch Bros Inc. The purchase prices were between $41.69 and $76.25, with an estimated average price of $55.6. The stock is now traded at around $43.870000. The impact to a portfolio due to this purchase was 0.52%. The holding were 15,000 shares as of 2021-12-31.

New Purchase: Intuit Inc (INTU)

Wealth Management Partners, LLC initiated holding in Intuit Inc. The purchase prices were between $525.35 and $694.66, with an estimated average price of $619.73. The stock is now traded at around $537.820000. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,000 shares as of 2021-12-31.

New Purchase: Meta Platforms Inc (FB)

Wealth Management Partners, LLC initiated holding in Meta Platforms Inc. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $318.150000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,000 shares as of 2021-12-31.

New Purchase: The Scotts Miracle Gro Co (SMG)

Wealth Management Partners, LLC initiated holding in The Scotts Miracle Gro Co. The purchase prices were between $134 and $176.89, with an estimated average price of $155.09. The stock is now traded at around $160.770000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,000 shares as of 2021-12-31.

New Purchase: McDonald's Corp (MCD)

Wealth Management Partners, LLC initiated holding in McDonald's Corp. The purchase prices were between $236.42 and $268.49, with an estimated average price of $252.91. The stock is now traded at around $256.480000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,000 shares as of 2021-12-31.

New Purchase: Western Alliance Bancorp (WAL)

Wealth Management Partners, LLC initiated holding in Western Alliance Bancorp. The purchase prices were between $98.78 and $122.78, with an estimated average price of $112.57. The stock is now traded at around $118.940000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,900 shares as of 2021-12-31.

Added: Alphabet Inc (GOOG)

Wealth Management Partners, LLC added to a holding in Alphabet Inc by 66.94%. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2725.810000. The impact to a portfolio due to this purchase was 0.5%. The holding were 1,000 shares as of 2021-12-31.

Added: Amazon.com Inc (AMZN)

Wealth Management Partners, LLC added to a holding in Amazon.com Inc by 44.93%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $3178.350000. The impact to a portfolio due to this purchase was 0.48%. The holding were 1,000 shares as of 2021-12-31.

Added: iShares MSCI Global Impact ETF (SDG)

Wealth Management Partners, LLC added to a holding in iShares MSCI Global Impact ETF by 150.18%. The purchase prices were between $87.78 and $96.13, with an estimated average price of $92.64. The stock is now traded at around $87.530000. The impact to a portfolio due to this purchase was 0.26%. The holding were 7,000 shares as of 2021-12-31.

Added: Alphabet Inc (GOOGL)

Wealth Management Partners, LLC added to a holding in Alphabet Inc by 589.66%. The purchase prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $2719.960000. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,000 shares as of 2021-12-31.

Added: BlackRock Inc (BLK)

Wealth Management Partners, LLC added to a holding in BlackRock Inc by 125.23%. The purchase prices were between $825.56 and $971.49, with an estimated average price of $913.93. The stock is now traded at around $832.000000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,000 shares as of 2021-12-31.

Added: Alaska Air Group Inc (ALK)

Wealth Management Partners, LLC added to a holding in Alaska Air Group Inc by 52.42%. The purchase prices were between $46.29 and $62.09, with an estimated average price of $53.98. The stock is now traded at around $54.980000. The impact to a portfolio due to this purchase was 0.15%. The holding were 12,000 shares as of 2021-12-31.

Sold Out: MercadoLibre Inc (MELI)

Wealth Management Partners, LLC sold out a holding in MercadoLibre Inc. The sale prices were between $1052.95 and $1709.98, with an estimated average price of $1396.48.

Sold Out: Merck & Co Inc (MRK)

Wealth Management Partners, LLC sold out a holding in Merck & Co Inc. The sale prices were between $72.28 and $90.54, with an estimated average price of $79.6.

Sold Out: Honeywell International Inc (HON)

Wealth Management Partners, LLC sold out a holding in Honeywell International Inc. The sale prices were between $199.42 and $227.75, with an estimated average price of $214.01.

Sold Out: Emerson Electric Co (EMR)

Wealth Management Partners, LLC sold out a holding in Emerson Electric Co. The sale prices were between $86.79 and $100.15, with an estimated average price of $94.1.

Sold Out: Ping Identity Holding Corp (PING)

Wealth Management Partners, LLC sold out a holding in Ping Identity Holding Corp. The sale prices were between $22.05 and $29.25, with an estimated average price of $25.39.

Sold Out: Dollar General Corp (DG)

Wealth Management Partners, LLC sold out a holding in Dollar General Corp. The sale prices were between $205.61 and $235.83, with an estimated average price of $221.07.



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

1. Wealth Management Partners, LLC's Undervalued Stocks

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

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

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