APCM Wealth Management for Individuals Buys Tesla Inc, Xtrackers S&P 500 ESG ETF, iShares ...

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Investment company APCM Wealth Management for Individuals (Current Portfolio) buys Tesla Inc, Xtrackers S&P 500 ESG ETF, iShares ESG Aware U.S. Aggregate Bond ETF, Avery Dennison Corp, Vanguard Ultra-Short Bond ETF, sells BTC iShares MSCI USA Min Vol Factor ETF, Pacer Benchmark Industrial Real Estate SCTR ETF, Invesco Municipal Opportunity Trust during the 3-months ended 2021Q4, according to the most recent filings of the investment company, APCM Wealth Management for Individuals. As of 2021Q4, APCM Wealth Management for Individuals owns 51 stocks with a total value of $564 million. These are the details of the buys and sells.

  • New Purchases: AVY, VUSB, BX, NFLX, VEA,

  • Added Positions: MUB, SPY, BND, NFRA, IEFA, IJH, BNDX, IEMG, TSLA, SNPE, EAGG, SHM, BBRE, IJR, VTIP, QAI, ESGD, MSFT, SCHB, SCHH, ESGE, QDF, VUG, AAPL, SCHF, PSX, PEP, SCHE, NRIM,

  • Reduced Positions: BSV, INDS, PDBC, VMO, VTV, VNQ, COP, IPAC, XOM, IEUR, VBR,

  • Sold Out: USMV,


For the details of APCM Wealth Management for Individuals's stock buys and sells,
go to https://www.gurufocus.com/guru/apcm+wealth+management+for+individuals/current-portfolio/portfolio

These are the top 5 holdings of APCM Wealth Management for Individuals

  1. S&P 500 ETF TRUST ETF (SPY) - 298,234 shares, 25.11% of the total portfolio. Shares added by 3.07%

  2. iShares Core S&P Mid-Cap ETF (IJH) - 200,940 shares, 10.09% of the total portfolio. Shares added by 3.07%

  3. Vanguard Total Bond Market ETF (BND) - 654,475 shares, 9.83% of the total portfolio. Shares added by 5.37%

  4. iShares National Muni Bond ETF (MUB) - 462,191 shares, 9.53% of the total portfolio. Shares added by 10.23%

  5. BTC iShares Core MSCI EAFE ETF (IEFA) - 525,312 shares, 6.95% of the total portfolio. Shares added by 5.81%

New Purchase: Avery Dennison Corp (AVY)

APCM Wealth Management for Individuals initiated holding in Avery Dennison Corp. The purchase prices were between $202.38 and $227.13, with an estimated average price of $214.01. The stock is now traded at around $206.870000. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,300 shares as of 2021-12-31.

New Purchase: Vanguard Ultra-Short Bond ETF (VUSB)

APCM Wealth Management for Individuals initiated holding in Vanguard Ultra-Short Bond ETF. The purchase prices were between $49.92 and $50.09, with an estimated average price of $50.01. The stock is now traded at around $49.880000. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,943 shares as of 2021-12-31.

New Purchase: Blackstone Inc (BX)

APCM Wealth Management for Individuals initiated holding in Blackstone Inc. The purchase prices were between $110.95 and $148.88, with an estimated average price of $133.86. The stock is now traded at around $113.920000. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,000 shares as of 2021-12-31.

New Purchase: Netflix Inc (NFLX)

APCM Wealth Management for Individuals initiated holding in Netflix Inc. The purchase prices were between $586.73 and $691.69, with an estimated average price of $639.23. The stock is now traded at around $510.800000. The impact to a portfolio due to this purchase was 0.07%. The holding were 623 shares as of 2021-12-31.

New Purchase: Vanguard FTSE Developed Markets ETF (VEA)

APCM Wealth Management for Individuals initiated holding in Vanguard FTSE Developed Markets ETF. The purchase prices were between $48.69 and $52.14, with an estimated average price of $50.68. The stock is now traded at around $50.480000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,880 shares as of 2021-12-31.

Added: Tesla Inc (TSLA)

APCM Wealth Management for Individuals added to a holding in Tesla Inc by 376.29%. 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 $1030.510000. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,667 shares as of 2021-12-31.

Added: Xtrackers S&P 500 ESG ETF (SNPE)

APCM Wealth Management for Individuals added to a holding in Xtrackers S&P 500 ESG ETF by 25.02%. The purchase prices were between $37.82 and $42.96, with an estimated average price of $41.05. The stock is now traded at around $41.040000. The impact to a portfolio due to this purchase was 0.2%. The holding were 129,820 shares as of 2021-12-31.

Added: iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)

APCM Wealth Management for Individuals added to a holding in iShares ESG Aware U.S. Aggregate Bond ETF by 36.39%. The purchase prices were between $54.47 and $55.37, with an estimated average price of $54.93. The stock is now traded at around $53.640000. The impact to a portfolio due to this purchase was 0.17%. The holding were 64,423 shares as of 2021-12-31.

Added: iShares MSCI EAFE ESG Select ETF (ESGD)

APCM Wealth Management for Individuals added to a holding in iShares MSCI EAFE ESG Select ETF by 23.92%. The purchase prices were between $75.56 and $81.16, with an estimated average price of $78.74. The stock is now traded at around $78.620000. The impact to a portfolio due to this purchase was 0.05%. The holding were 17,818 shares as of 2021-12-31.

Added: iShares MSCI EM ESG Select ETF (ESGE)

APCM Wealth Management for Individuals added to a holding in iShares MSCI EM ESG Select ETF by 26.13%. The purchase prices were between $38.5 and $42.49, with an estimated average price of $40.57. The stock is now traded at around $40.130000. The impact to a portfolio due to this purchase was 0.03%. The holding were 19,615 shares as of 2021-12-31.

Added: Microsoft Corp (MSFT)

APCM Wealth Management for Individuals added to a holding in Microsoft Corp by 30.72%. 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 $302.650000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,034 shares as of 2021-12-31.

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

APCM Wealth Management for Individuals sold out a holding in BTC iShares MSCI USA Min Vol Factor ETF. The sale prices were between $73.05 and $81.04, with an estimated average price of $77.29.



Here is the complete portfolio of APCM Wealth Management for Individuals. Also check out:

1. APCM Wealth Management for Individuals's Undervalued Stocks

2. APCM Wealth Management for Individuals's Top Growth Companies, and

3. APCM Wealth Management for Individuals's High Yield stocks

4. Stocks that APCM Wealth Management for Individuals keeps buyingThis article first appeared on GuruFocus.