Wealth Advisors, Inc. Buys Costco Wholesale Corp, Bath & Body Works Inc, Tesla Inc, Sells ...

GuruFocus.com
2022-01-24

Investment company Wealth Advisors, Inc. ( Current Portfolio) buys Costco Wholesale Corp, Bath & Body Works Inc, Tesla Inc, United Parcel Service Inc, Coinbase Global Inc, sells PayPal Holdings Inc, ViacomCBS Inc, Celsius Holdings Inc, FIRST TR L CAP GRW, Boeing Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Wealth Advisors, Inc.. As of 2021Q4, Wealth Advisors, Inc. owns 68 stocks with a total value of $288 million. These are the details of the buys and sells.

  • New Purchases: BBWI, TSLA, UPS, COIN,
  • Added Positions: COST, AAPL, QCOM, PAVE, IYJ, UPST, RDVY, BAC, DIS, DKNG, GM, XLF, TGT,
  • Reduced Positions: LUV, ESS, VIG, VZ, MA, JNJ, FB, XLK, IBB, SBUX, VIS, T, FXL, VYM, MU, IJR, VUG,
  • Sold Out: PYPL, VIAC, CELH, FTC, BA, CLF,
  • Warning! GuruFocus has detected 5 Warning Signs with ORCL. Click here to check it out.
  • COST 15-Year Financial Data
  • The intrinsic value of COST
  • Peter Lynch Chart of COST

For the details of WEALTH ADVISORS, INC.'s stock buys and sells,
go to https://www.gurufocus.com/guru/wealth+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of WEALTH ADVISORS, INC.
  1. Apple Inc (AAPL) - 309,868 shares, 19.09% of the total portfolio. Shares added by 1.57%
  2. Amazon.com Inc (AMZN) - 13,391 shares, 15.49% of the total portfolio. Shares added by 0.04%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 44,244 shares, 6.11% of the total portfolio. Shares added by 0.17%
  4. Alphabet Inc (GOOGL) - 5,910 shares, 5.94% of the total portfolio.
  5. Health Care Select Sector SPDR (XLV) - 98,259 shares, 4.80% of the total portfolio. Shares added by 0.59%
New Purchase: Bath & Body Works Inc (BBWI)

Wealth Advisors, Inc. initiated holding in Bath & Body Works Inc. The purchase prices were between $62.38 and $78.37, with an estimated average price of $71.13. The stock is now traded at around $53.050000. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,675 shares as of 2021-12-31.

New Purchase: United Parcel Service Inc (UPS)

Wealth Advisors, Inc. initiated holding in United Parcel Service Inc. The purchase prices were between $178.42 and $218.07, with an estimated average price of $203.94. The stock is now traded at around $201.950000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,100 shares as of 2021-12-31.

New Purchase: Tesla Inc (TSLA)

Wealth Advisors, Inc. initiated holding in Tesla Inc. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $943.900000. The impact to a portfolio due to this purchase was 0.08%. The holding were 220 shares as of 2021-12-31.

New Purchase: Coinbase Global Inc (COIN)

Wealth Advisors, Inc. initiated holding in Coinbase Global Inc. The purchase prices were between $229.31 and $357.39, with an estimated average price of $291.66. The stock is now traded at around $191.970000. The impact to a portfolio due to this purchase was 0.07%. The holding were 816 shares as of 2021-12-31.

Added: Costco Wholesale Corp (COST)

Wealth Advisors, Inc. added to a holding in Costco Wholesale Corp by 814.81%. 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 $481.610000. The impact to a portfolio due to this purchase was 0.44%. The holding were 2,470 shares as of 2021-12-31.

Added: Upstart Holdings Inc (UPST)

Wealth Advisors, Inc. added to a holding in Upstart Holdings Inc by 22.03%. The purchase prices were between $131.5 and $390, with an estimated average price of $246.83. The stock is now traded at around $92.720000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,218 shares as of 2021-12-31.

Added: Financial Select Sector SPDR (XLF)

Wealth Advisors, Inc. added to a holding in Financial Select Sector SPDR by 24.78%. 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 $38.200000. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,348 shares as of 2021-12-31.

Sold Out: Celsius Holdings Inc (CELH)

Wealth Advisors, Inc. sold out a holding in Celsius Holdings Inc. The sale prices were between $62.76 and $108.07, with an estimated average price of $82.55.

Sold Out: PayPal Holdings Inc (PYPL)

Wealth Advisors, Inc. sold out a holding in PayPal Holdings Inc. The sale prices were between $179.32 and $271.7, with an estimated average price of $214.83.

Sold Out: ViacomCBS Inc (VIAC)

Wealth Advisors, Inc. sold out a holding in ViacomCBS Inc. The sale prices were between $28.68 and $39.84, with an estimated average price of $34.3.

Sold Out: FIRST TR L CAP GRW (FTC)

Wealth Advisors, Inc. sold out a holding in FIRST TR L CAP GRW. The sale prices were between $109.29 and $124.15, with an estimated average price of $118.48.

Sold Out: Boeing Co (BA)

Wealth Advisors, Inc. sold out a holding in Boeing Co. The sale prices were between $188.19 and $233.09, with an estimated average price of $210.93.

Sold Out: Cleveland-Cliffs Inc (CLF)

Wealth Advisors, Inc. sold out a holding in Cleveland-Cliffs Inc. The sale prices were between $19.23 and $25.63, with an estimated average price of $21.57.



Here is the complete portfolio of WEALTH ADVISORS, INC.. Also check out:

1. WEALTH ADVISORS, INC.'s Undervalued Stocks

2. WEALTH ADVISORS, INC.'s Top Growth Companies, and

3. WEALTH ADVISORS, INC.'s High Yield stocks

4. Stocks that WEALTH ADVISORS, INC. keeps buyingThis article first appeared on GuruFocus.














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