Oakwell Private Wealth Management, LLC Buys Sea, SPDR Gold Shares ETF, Advanced Micro Devices ...
Investment company Oakwell Private Wealth Management, LLC (Current Portfolio) buys Sea, SPDR Gold Shares ETF, Advanced Micro Devices Inc, Microsoft Corp, Technology Select Sector SPDR ETF, sells DaVita Inc, SPDR S&P 600 Small Cap Value ETF, Dimensional World ex U.S. Core Equity 2 ETF, Schwab International Equity ETF, Tyson Foods Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Oakwell Private Wealth Management, LLC. As of 2021Q4, Oakwell Private Wealth Management, LLC owns 61 stocks with a total value of $201 million. These are the details of the buys and sells.
New Purchases: SE, GLD, AMD, XLK,
Added Positions: VTI, VEA, VWO, AVUV, IJR, AVDV, REET, MSFT, SUB, VOO, AAPL, WMT, ITOT, IVV, VNQ, SHOP,
Reduced Positions: BSV, DFAX, MUB, SCHF, TSN, QQQ, SPTM, SCHE, SCHA, TSM, MTUM, TFI, PLD, SHV, SCHC, LAND, DLR, COP, CSCO,
Sold Out: DVA, SLYV,
For the details of Oakwell Private Wealth Management, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/oakwell+private+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Oakwell Private Wealth Management, LLC
Vanguard Total Stock Market ETF (VTI) - 238,701 shares, 28.67% of the total portfolio. Shares added by 4.08%
Vanguard FTSE Developed Markets ETF (VEA) - 420,334 shares, 10.68% of the total portfolio. Shares added by 6.12%
Vanguard FTSE Emerging Markets ETF (VWO) - 359,628 shares, 8.85% of the total portfolio. Shares added by 4.82%
iShares Core S&P Small-Cap ETF (IJR) - 107,173 shares, 6.10% of the total portfolio. Shares added by 2.78%
iShares Global REIT ETF (REET) - 248,104 shares, 3.78% of the total portfolio. Shares added by 4.26%
New Purchase: Sea Ltd (SE)
Oakwell Private Wealth Management, LLC initiated holding in Sea Ltd. The purchase prices were between $205.68 and $366.99, with an estimated average price of $296.89. The stock is now traded at around $160.055000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,501 shares as of 2021-12-31.
New Purchase: SPDR Gold Shares ETF (GLD)
Oakwell Private Wealth Management, LLC initiated holding in SPDR Gold Shares ETF. The purchase prices were between $163.92 and $174.5, with an estimated average price of $167.93. The stock is now traded at around $171.150000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,488 shares as of 2021-12-31.
New Purchase: Advanced Micro Devices Inc (AMD)
Oakwell Private Wealth Management, LLC initiated holding in Advanced Micro Devices Inc. The purchase prices were between $100.34 and $161.91, with an estimated average price of $135.45. The stock is now traded at around $122.110100. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,567 shares as of 2021-12-31.
New Purchase: Technology Select Sector SPDR ETF (XLK)
Oakwell Private Wealth Management, LLC initiated holding in Technology Select Sector SPDR ETF. The purchase prices were between $147.78 and $176.65, with an estimated average price of $164.65. The stock is now traded at around $156.730000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,257 shares as of 2021-12-31.
Added: Microsoft Corp (MSFT)
Oakwell Private Wealth Management, LLC added to a holding in Microsoft Corp by 40.01%. 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 $301.445000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,208 shares as of 2021-12-31.
Added: Walmart Inc (WMT)
Oakwell Private Wealth Management, LLC added to a holding in Walmart Inc by 43.01%. The purchase prices were between $135.47 and $151.28, with an estimated average price of $143.31. The stock is now traded at around $141.350000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,158 shares as of 2021-12-31.
Sold Out: DaVita Inc (DVA)
Oakwell Private Wealth Management, LLC sold out a holding in DaVita Inc. The sale prices were between $94.5 and $115.7, with an estimated average price of $107.32.
Sold Out: SPDR S&P 600 Small Cap Value ETF (SLYV)
Oakwell Private Wealth Management, LLC sold out a holding in SPDR S&P 600 Small Cap Value ETF. The sale prices were between $80.24 and $89.46, with an estimated average price of $84.78.
Here is the complete portfolio of Oakwell Private Wealth Management, LLC. Also check out:
1. Oakwell Private Wealth Management, LLC's Undervalued Stocks
2. Oakwell Private Wealth Management, LLC's Top Growth Companies, and
3. Oakwell Private Wealth Management, LLC's High Yield stocks
4. Stocks that Oakwell Private Wealth Management, LLC keeps buyingThis article first appeared on GuruFocus.
