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Weaver Consulting Group Buys Brainstorm Cell Therapeutics Inc, Uber Technologies Inc, Kite ...

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·7 min read
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Investment company Weaver Consulting Group (Current Portfolio) buys Brainstorm Cell Therapeutics Inc, Uber Technologies Inc, Kite Realty Group Trust, iShares S&P 500 Value ETF, Direxion Daily S&P 500 Bull 3X Shares, sells iShares Core 1-5 Year USD Bond ETF, , Moderna Inc, Vanguard Total Bond Market ETF, Credit Suisse X-Links Gold Shares Covered Call ETN during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Weaver Consulting Group. As of 2021Q4, Weaver Consulting Group owns 163 stocks with a total value of $205 million. These are the details of the buys and sells.

  • New Purchases: UBER, KRG, SPXL, SPMO, IVE, IJR, AON, OIH, XLK, DLN, MGMT, RIVN, V, BDEC, UNH, DSI, IVT, ABBV, NOBL, SPHQ, NTAP, LLY,

  • Added Positions: DIVZ, VTI, AAPL, QUAL, BCLI, SPHB, AOA, MTUM, DECZ, VTV, IWM, QYLD, IVW, AOR, SPY, XLE, MGK, RYLD, TSLA, VUG, NVDA, MCD, WPC, FB, BAC, BA, IYR, LRNZ, AMGN, CVX, CSCO, PGX, GOOGL, INTC, IYY, IUSG, UPS, RTX, JPM, XOM, COST, EJAN, CVS, DBC, VZ, MO,

  • Reduced Positions: AOK, AUGZ, GLDI, USMV, T, AGG, GE, AOM, SLQD, FDLO, IEF, ETN, GLD, BOND, VT, AMZN, DGRO, AXP, TIP, BRK.B, HD, JHMM, BMY, VCIT, PJAN, WFC, JNJ, EMB, DVY, CMF, POCT, ORCL, PEP,

  • Sold Out: ISTB, RPAI, MRNA, BND, HYMB, VTRS,


For the details of Weaver Consulting Group's stock buys and sells,
go to https://www.gurufocus.com/guru/weaver+consulting+group/current-portfolio/portfolio

These are the top 5 holdings of Weaver Consulting Group

  1. BTC iShares MSCI USA Quality Factor ETF (QUAL) - 151,161 shares, 10.75% of the total portfolio. Shares added by 2.97%

  2. TrueShares Low Volatility Equity Income ETF (DIVZ) - 446,028 shares, 6.30% of the total portfolio. Shares added by 13.03%

  3. iShares Core Conservative Allocation ETF (AOK) - 214,434 shares, 4.19% of the total portfolio. Shares reduced by 5.28%

  4. Vanguard Dividend Appreciation FTF (VIG) - 48,121 shares, 4.04% of the total portfolio. Shares reduced by 0.61%

  5. iShares Core Moderate Allocation ETF (AOM) - 181,467 shares, 4.03% of the total portfolio. Shares reduced by 1.18%

New Purchase: Uber Technologies Inc (UBER)

Weaver Consulting Group initiated holding in Uber Technologies Inc. The purchase prices were between $35.73 and $48.36, with an estimated average price of $43.04. The stock is now traded at around $37.400000. The impact to a portfolio due to this purchase was 0.19%. The holding were 9,452 shares as of 2021-12-31.

New Purchase: Aon PLC (AON)

Weaver Consulting Group initiated holding in Aon PLC. The purchase prices were between $285.28 and $321.08, with an estimated average price of $299.8. The stock is now traded at around $276.440000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,114 shares as of 2021-12-31.

New Purchase: Direxion Daily S&P 500 Bull 3X Shares (SPXL)

Weaver Consulting Group initiated holding in Direxion Daily S&P 500 Bull 3X Shares. The purchase prices were between $106.36 and $145.78, with an estimated average price of $130.36. The stock is now traded at around $120.750000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,350 shares as of 2021-12-31.

New Purchase: Invesco S&P 500 Momentum ETF (SPMO)

Weaver Consulting Group initiated holding in Invesco S&P 500 Momentum ETF. The purchase prices were between $60.12 and $65.46, with an estimated average price of $63.82. The stock is now traded at around $60.412700. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,203 shares as of 2021-12-31.

New Purchase: Kite Realty Group Trust (KRG)

Weaver Consulting Group initiated holding in Kite Realty Group Trust. The purchase prices were between $19.55 and $22.52, with an estimated average price of $21.41. The stock is now traded at around $20.880000. The impact to a portfolio due to this purchase was 0.16%. The holding were 15,408 shares as of 2021-12-31.

New Purchase: iShares Core S&P Small-Cap ETF (IJR)

Weaver Consulting Group initiated holding in iShares Core S&P Small-Cap ETF. The purchase prices were between $107.97 and $119.54, with an estimated average price of $113.43. The stock is now traded at around $106.250000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,869 shares as of 2021-12-31.

Added: Brainstorm Cell Therapeutics Inc (BCLI)

Weaver Consulting Group added to a holding in Brainstorm Cell Therapeutics Inc by 201.94%. The purchase prices were between $2.81 and $4.23, with an estimated average price of $3.29. The stock is now traded at around $3.120000. The impact to a portfolio due to this purchase was 0.2%. The holding were 155,500 shares as of 2021-12-31.

Added: Vanguard Value ETF (VTV)

Weaver Consulting Group added to a holding in Vanguard Value ETF by 33.98%. The purchase prices were between $135.59 and $147.24, with an estimated average price of $142.08. The stock is now traded at around $145.530000. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,417 shares as of 2021-12-31.

Added: TrueShares Structured Outcome (December) ETF (DECZ)

Weaver Consulting Group added to a holding in TrueShares Structured Outcome (December) ETF by 31.58%. The purchase prices were between $28.25 and $30.66, with an estimated average price of $29.81. The stock is now traded at around $29.262700. The impact to a portfolio due to this purchase was 0.1%. The holding were 27,335 shares as of 2021-12-31.

Added: Vanguard Growth ETF (VUG)

Weaver Consulting Group added to a holding in Vanguard Growth ETF by 22.05%. The purchase prices were between $286.58 and $325.19, with an estimated average price of $312.45. The stock is now traded at around $290.690000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,168 shares as of 2021-12-31.

Added: McDonald's Corp (MCD)

Weaver Consulting Group added to a holding in McDonald's Corp by 22.20%. 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 $259.450000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,101 shares as of 2021-12-31.

Sold Out: iShares Core 1-5 Year USD Bond ETF (ISTB)

Weaver Consulting Group sold out a holding in iShares Core 1-5 Year USD Bond ETF. The sale prices were between $50.32 and $50.83, with an estimated average price of $50.51.

Sold Out: (RPAI)

Weaver Consulting Group sold out a holding in . The sale prices were between $13.15 and $13.78, with an estimated average price of $13.6.

Sold Out: Moderna Inc (MRNA)

Weaver Consulting Group 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.

Sold Out: Vanguard Total Bond Market ETF (BND)

Weaver Consulting Group sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $84.07 and $85.48, with an estimated average price of $84.79.

Sold Out: SPDR Nuveen Bloomberg High Yield Municipal Bond ET (HYMB)

Weaver Consulting Group sold out a holding in SPDR Nuveen Bloomberg High Yield Municipal Bond ET. The sale prices were between $58.92 and $60.08, with an estimated average price of $59.5.

Sold Out: Viatris Inc (VTRS)

Weaver Consulting Group sold out a holding in Viatris Inc. The sale prices were between $12.09 and $14.68, with an estimated average price of $13.35.



Here is the complete portfolio of Weaver Consulting Group. Also check out:

1. Weaver Consulting Group's Undervalued Stocks

2. Weaver Consulting Group's Top Growth Companies, and

3. Weaver Consulting Group's High Yield stocks

4. Stocks that Weaver Consulting Group keeps buyingThis article first appeared on GuruFocus.