Vigilare Wealth Management buys BTC iShares MSCI USA Min Vol Factor ETF, Coca-Cola Co, Guardant …


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Investment company Vigilare Wealth Management (Current portfolio) buys BTC iShares MSCI USA Min Vol Factor ETF, Coca-Cola Co, Guardant Health Inc, Linde PLC, Pfizer Inc, sells iShares Russell 2000 ETF, Verizon Communications Inc, First Trust NASDAQ Clean Edge Green Energy Idx Fd, Alibaba Group Holding, JPMorgan Ultra-Short Income ETF during the quarter ended Q4 2021, according to the most recent documents from investment firm Vigilare Wealth Management. As of Q4 2021, Vigilare Wealth Management owns 176 shares with a total value of $ 169 million. These are the details of buying and selling.

  • New purchases: KO, GH, LIN, WM, DAL, MRNA, PHO, PHM, MS, TDOC, SQ, ABNB, XLK, LECO, IJR, GNR, SLYG,

  • Added positions: USMV, VIG, PFE, UNH, TGTX, F, RSP, XLE, BA, VB, NVTA, ROKU, AVLR, VCSH, AUPH, VYM, TWLO, TGT, PYPL, ADPT, CRWD, PLTR, SOFI, SOFI, XLF, CVX, RTX, JPM, GS, OKTA, SPTM, PEP, QRVO, AMZN, CRM, AOK, SPHB, INTU, DE, BX, KNSA, WDAY, DIS, AMD, ADBE, LULU, ABT, TXN, PG, PXD, KBH, LLY, CCI, CSCO, AFMD, PAYX,

  • Reduced positions: IWM, VZ, BABA, JPST, PAVM, JNJ, PDP, V, GE, WYNN, EEM, HACK, IOVA, OCUL, UBER, AMLP, KRE, AOM, SNOW, MRK, GLD, COST, DDOG, ISRG, WMT, NVDA, ONCT, EFA, XHE, MAR, UPS, ARWR, BAC, MTUM, GRMN, NUE, AOA, SUPN, SWKS, QCOM, HZNP, INTC, NOW, GOLD, ZS, PFF, ROBO, VEU, VWO, PANW, SCHD, ADAP,

  • Solder: QCLN, DKNG, LYB, MENTHE, SHY, MBB, DOW, BFLY, GSY, LUV, PBW, DRNA, TMUS, BBIO, BIDU, EXAS, NET, ZYME, RH, SGMO, CPNG, DRI, MUB, JD, VEEV, SKIN, PSNL, MRKR, BCEL, SNDL,

For more details on purchases and sales of Vigilare Wealth Management shares,
go to https://www.gurufocus.com/guru/vigilare+wealth+management/current-portfolio/portfolio

Here are the top 5 titles of Vigilare Wealth Management

  1. AVANT-GARDE SPECIALIZATION (Vig) – 64,376 shares, 6.53% of the total portfolio. 6.49% added shares

  2. Apple Inc (AAPL) – 54,966 shares, or 5.77% of the total portfolio. Shares reduced by 0.17%

  3. Microsoft Corp (MSFT) – 15,938 shares, 3.17% of the total portfolio. Shares reduced by 0.03%

  4. Amazon.com Inc (AMZN) – 1,580 stocks, 3.11% of total portfolio. 1.41% added shares

  5. ETF Invesco SP 500 Equal Weight (RSP) – 30,955 shares, 2.98% of total portfolio. 5.71% added shares

New purchase: Coca-Cola Co (KO)

Vigilare Wealth Management initiated a stake in Coca-Cola Co. Purchase prices ranged from $ 52.3 to $ 59.21, with an estimated average price of $ 55.76. The stock is now trading at around $ 60.330,000. The impact on a portfolio of this purchase was 0.42%. The holding was 12,133 shares as of 12/31/2021.

New purchase: Guardant Health Inc (GH)

Vigilare Wealth Management initiated a stake in Guardant Health Inc. Purchase prices ranged from $ 88.71 to $ 120.43, with an estimated average price of $ 103.33. The stock is now trading at around $ 87.830000. The impact on a portfolio of this purchase was 0.33%. The holding was 5,495 shares as of 12/31/21.

New purchase: Linde PLC (LIN)

Vigilare Wealth Management initiated a stake in Linde PLC. Purchase prices ranged from $ 294.65 to $ 346.43, with an estimated average price of $ 324.66. The stock is now trading at around $ 336,280,000. The impact on a portfolio of this purchase was 0.32%. The holding was 1,580 shares at 12/31/2021.

New purchase: Waste Management Inc (WM)

Vigilare Wealth Management initiated an interest in Waste Management Inc. The purchase prices ranged from $ 148.83 to $ 166.9, with an estimated average price of $ 161.05. The stock is now trading at around $ 161.760000. The impact on a portfolio of this purchase was 0.23%. The holding was 2,380 shares as of 12/31/2021.

New purchase: Delta Air Lines Inc (DAL)

Vigilare Wealth Management initiated a stake in Delta Air Lines Inc. Purchase prices ranged from $ 33.53 to $ 44.96, with an estimated average price of $ 39.93. The stock is now trading at around $ 41,510,000. The impact on a portfolio of this purchase was 0.21%. The holding was 8,950 shares as of 12/31/2021.

New purchase: Moderna Inc (MRNA)

Vigilare Wealth Management initiated a stake in Moderna Inc. The purchase prices ranged from $ 225.82 to $ 368.51, with an estimated average price of $ 290.69. The stock is now trading at around $ 213,860,000. The impact on a portfolio of this purchase is 0.2%. The holding was 1,360 shares as of 12/31/21.

Add: BTC iShares MSCI USA Min Vol Factor ETF (USMV)

Vigilare Wealth Management increased its stake in BTC iShares MSCI USA Min Vol Factor ETF by 342.38%. Purchase prices ranged from $ 73.05 to $ 81.04, with an estimated average price of $ 77.29. The stock is now trading at around $ 78.550,000. The impact on a portfolio of this purchase was 1.12%. The holding was 30,285 shares at 12/31/2021.

Addition: Pfizer Inc (PFE)

Vigilare Wealth Management increased its stake in Pfizer Inc to 38.08%. Purchase prices ranged from $ 41.32 to $ 61.25, with an estimated average price of $ 49.81. The stock is now trading at around $ 55.720000. The impact on a portfolio of this purchase was 0.28%. The holding was 28,908 shares at 12/31/2021.

Added: TG Therapeutics Inc (TGTX)

Vigilare Wealth Management increased its stake in TG Therapeutics Inc to 92.50%. Purchase prices ranged from $ 15.2 to $ 35.51, with an estimated average price of $ 25.73. The stock is now trading at around $ 17.520,000. The impact on a portfolio of this purchase was 0.21%. The holding was 38,135 shares at 12/31/2021.

Added: UnitedHealth Group Inc (UNH)

Vigilare Wealth Management increased its stake in UnitedHealth Group Inc to 83.56%. Purchase prices ranged from $ 387.01 to $ 505.58, with an estimated average price of $ 454.21. The stock is now trading at around $ 458,600,000. The impact on a portfolio of this purchase was 0.21%. The holding was 1,597 shares as of 12/31/2021.

Addition: Boeing Co (BA)

Vigilare Wealth Management increased its stake in Boeing Co to 20.19%. Purchase prices ranged from $ 188.19 to $ 233.09, with an estimated average price of $ 210.93. The stock is now trading at around $ 215,500,000. The impact on a portfolio of this purchase was 0.16%. The holding was 7,804 shares as of 12/31/2021.

Add: Vanguard Small Cap (VB) ETF

Vigilare Wealth Management added 106.90% to a position in the Vanguard Small Cap ETF. Purchase prices ranged from $ 214.09 to $ 238.21, with an estimated average price of $ 226.3. The stock is now trading at around $ 220.930000. The impact on a portfolio of this purchase was 0.16%. The holding was 2,220 shares as of 12/31/2021.

Sold out: First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN)

Vigilare Wealth Management sold a stake in First Trust NASDAQ Clean Edge Green Energy Idx Fd. Selling prices ranged from $ 60.81 to $ 81.69, with an estimated average price of $ 72.22.

Out of stock: DraftKings Inc (DKNG)

Vigilare Wealth Management sold an interest in DraftKings Inc. Selling prices ranged from $ 26.59 to $ 49.82, with an estimated average price of $ 38.79.

Out of stock: LyondellBasell Industries NV (LYB)

Vigilare Wealth Management sold a stake in LyondellBasell Industries NV. Selling prices ranged from $ 84.55 to $ 99.46, with an estimated average price of $ 92.69.

Out of stock: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Vigilare Wealth Management sold a position in PIMCO Enhanced Short Maturity Active Exchange-Trad. Selling prices ranged from $ 101.51 to $ 101.8, with an estimated average price of $ 101.63.

Out of stock: iShares 1-3 Year Treasury Bond ETF (SHY)

Vigilare Wealth Management has sold a stake in iShares 1-3 Year Treasury Bond ETF. Selling prices ranged from $ 85.49 to $ 86.06, with an estimated average price of $ 85.72.

Out of stock: ISHARES TRUST (MBB)

Vigilare Wealth Management has sold a stake in ISHARES TRUST. Selling prices ranged from $ 107.03 to $ 108.32, with an estimated average price of $ 107.64.

Here is the complete portfolio of Vigilare Wealth Management. Also check out:

1. Undervalued stocks of Vigilare Wealth Management

2. The fastest growing companies of Vigilare Wealth Management, and

3. The High Yield shares of Vigilare Wealth Management

4. Stocks that Vigilare Wealth Management continues to buy This article first appeared on GuruFocus.

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