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Private Wealth Strategies, L.L.C. Buys Global X Lithium & Battery Tech ETF, Health Care ...

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·7-min read

Investment company Private Wealth Strategies, L.L.C. (Current Portfolio) buys Global X Lithium & Battery Tech ETF, Health Care Select Sector SPDR, Materials Select Sector SPDR, Coca-Cola Co, Costco Wholesale Corp, sells Dell Technologies Inc, Medtronic PLC, Retractable Technologies Inc, Nike Inc, Palantir Technologies Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Private Wealth Strategies, L.L.C.. As of 2021Q4, Private Wealth Strategies, L.L.C. owns 81 stocks with a total value of $434 million. These are the details of the buys and sells.

  • New Purchases: KO, COST, IWM, XLRE, XLY, WTER,

  • Added Positions: EPS, QQQ, DGRW, USMF, AFB, SCHG, LIT, DMF, DGRS, DON, XLV, WOR, XLB, XLF, VOO, XLI, MMD, PFD, MMU, IIM, F, ARCC,

  • Reduced Positions: GLD, BIV, FMO, IEF, WFHY, ELD, NEE, PG, WMT, VSCO, USFR, XAR, LMT, LUV,

  • Sold Out: DELL, MDT, RVP, NKE, PLTR, DKNG,


For the details of Private Wealth Strategies, L.L.C.'s stock buys and sells,
go to https://www.gurufocus.com/guru/private+wealth+strategies%2C+l.l.c./current-portfolio/portfolio

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These are the top 5 holdings of Private Wealth Strategies, L.L.C.

  1. WisdomTree U.S. LargeCap Fund (EPS) - 1,682,287 shares, 19.53% of the total portfolio. Shares added by 3.66%

  2. WisdomTree U.S. Dividend Growth Fund (DGRW) - 721,493 shares, 10.95% of the total portfolio. Shares added by 4.24%

  3. WisdomTree U.S. Multifactor Fund (USMF) - 1,115,342 shares, 10.79% of the total portfolio. Shares added by 4.20%

  4. SPDR Gold Shares ETF (GLD) - 184,843 shares, 7.28% of the total portfolio. Shares reduced by 9.45%

  5. WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) - 561,096 shares, 6.69% of the total portfolio. Shares reduced by 0.83%

New Purchase: Costco Wholesale Corp (COST)

Private Wealth Strategies, L.L.C. initiated holding in Costco Wholesale Corp. The purchase prices were between $440.14 and $567.77, with an estimated average price of $514.33. The stock is now traded at around $488.900000. The impact to a portfolio due to this purchase was 0.05%. The holding were 371 shares as of 2021-12-31.

New Purchase: iShares Russell 2000 ETF (IWM)

Private Wealth Strategies, L.L.C. initiated holding in iShares Russell 2000 ETF. The purchase prices were between $212.12 and $241.83, with an estimated average price of $225.48. The stock is now traded at around $201.530000. The impact to a portfolio due to this purchase was 0.05%. The holding were 998 shares as of 2021-12-31.

New Purchase: Real Estate Select Sector SPDR Fund (The) (XLRE)

Private Wealth Strategies, L.L.C. initiated holding in Real Estate Select Sector SPDR Fund (The). The purchase prices were between $44.24 and $51.81, with an estimated average price of $47.81. The stock is now traded at around $46.990000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,998 shares as of 2021-12-31.

New Purchase: Consumer Discretionary Select Sector SPDR (XLY)

Private Wealth Strategies, L.L.C. initiated holding in Consumer Discretionary Select Sector SPDR. The purchase prices were between $179.1 and $211.1, with an estimated average price of $199.24. The stock is now traded at around $182.590000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,001 shares as of 2021-12-31.

New Purchase: Coca-Cola Co (KO)

Private Wealth Strategies, L.L.C. initiated holding in Coca-Cola Co. 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 $59.960000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,591 shares as of 2021-12-31.

New Purchase: Alkaline Water Co Inc (WTER)

Private Wealth Strategies, L.L.C. initiated holding in Alkaline Water Co Inc. The purchase prices were between $1.18 and $1.74, with an estimated average price of $1.44. The stock is now traded at around $1.070000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 10,000 shares as of 2021-12-31.

Added: Global X Lithium & Battery Tech ETF (LIT)

Private Wealth Strategies, L.L.C. added to a holding in Global X Lithium & Battery Tech ETF by 117.45%. The purchase prices were between $78.55 and $96.14, with an estimated average price of $88.63. The stock is now traded at around $78.810000. The impact to a portfolio due to this purchase was 0.17%. The holding were 16,602 shares as of 2021-12-31.

Added: Health Care Select Sector SPDR (XLV)

Private Wealth Strategies, L.L.C. added to a holding in Health Care Select Sector SPDR by 30.53%. The purchase prices were between $124.86 and $141.49, with an estimated average price of $132.44. The stock is now traded at around $129.040000. The impact to a portfolio due to this purchase was 0.07%. The holding were 8,593 shares as of 2021-12-31.

Added: Materials Select Sector SPDR (XLB)

Private Wealth Strategies, L.L.C. added to a holding in Materials Select Sector SPDR by 68.00%. The purchase prices were between $79.62 and $90.61, with an estimated average price of $86.09. The stock is now traded at around $84.090000. The impact to a portfolio due to this purchase was 0.06%. The holding were 6,483 shares as of 2021-12-31.

Added: Financial Select Sector SPDR (XLF)

Private Wealth Strategies, L.L.C. added to a holding in Financial Select Sector SPDR by 34.03%. The purchase prices were between $37.36 and $40.43, with an estimated average price of $39.16. The stock is now traded at around $38.310000. The impact to a portfolio due to this purchase was 0.05%. The holding were 20,692 shares as of 2021-12-31.

Sold Out: Dell Technologies Inc (DELL)

Private Wealth Strategies, L.L.C. sold out a holding in Dell Technologies Inc. The sale prices were between $52.45 and $58.91, with an estimated average price of $55.78.

Sold Out: Medtronic PLC (MDT)

Private Wealth Strategies, L.L.C. sold out a holding in Medtronic PLC. The sale prices were between $99.53 and $127.75, with an estimated average price of $115.4.

Sold Out: Retractable Technologies Inc (RVP)

Private Wealth Strategies, L.L.C. sold out a holding in Retractable Technologies Inc. The sale prices were between $6.74 and $10.11, with an estimated average price of $8.57.

Sold Out: Palantir Technologies Inc (PLTR)

Private Wealth Strategies, L.L.C. sold out a holding in Palantir Technologies Inc. The sale prices were between $17.96 and $26.75, with an estimated average price of $21.99.

Sold Out: Nike Inc (NKE)

Private Wealth Strategies, L.L.C. sold out a holding in Nike Inc. The sale prices were between $147.14 and $177.51, with an estimated average price of $165.33.

Sold Out: DraftKings Inc (DKNG)

Private Wealth Strategies, L.L.C. sold out a holding in DraftKings Inc. The sale prices were between $26.59 and $49.82, with an estimated average price of $38.79.



Here is the complete portfolio of Private Wealth Strategies, L.L.C.. Also check out:

1. Private Wealth Strategies, L.L.C.'s Undervalued Stocks

2. Private Wealth Strategies, L.L.C.'s Top Growth Companies, and

3. Private Wealth Strategies, L.L.C.'s High Yield stocks

4. Stocks that Private Wealth Strategies, L.L.C. keeps buyingThis article first appeared on GuruFocus.