The long waited Berkshire Hathaway portfolio is out.

Berkshire filed documents on Tuesday with the SEC revealing some of his new positions.

Buffett is taking a bigger stake in Wells Fargo and selling shares of J&J and Kraft. Buffett also took new positions in DVA, LMCA and added to IBM. Anything Buffett purchases or reups on is definitely worth taking a look at, especially if it drops below what he bought it at (which is how I had a huge gain on GE).

From Guru Focus:

New Purchases: DVA, LMCA,

Added Positions: IBM, DTV, WFC, CVS, V, GD, INTC, VRSK,

Reduced Positions: JNJ,

Sold Out: XOM,

For more info on Berkshire’s portfolio click links below:
GuruFocus “Warren Buffett Buys More IBM, Wells Fargo, DTV, CVS; Sells XOM and JNJ”
Washington Post “Berkshire Hathaway adds to Wells Fargo stake, scales back J&J, Kraft holdings in busy quarter”
,
Reuters “Buffett builds media portfolio in fourth quarter”