Insight Wealth Strategies, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 136 stocks valued at a total of $517.00Mil. The top holdings were CVX(5.85%), PFF(5.12%), and HYG(4.86%).
According to GuruFocus data, these were Insight Wealth Strategies, LLC’s top five trades of the quarter.
Alphabet Inc
Insight Wealth Strategies, LLC reduced their investment in NAS:GOOGL by 19,551 shares. The trade had a 0.4% impact on the equity portfolio. During the quarter, the stock traded for an average price of $110.89.
On 01/06/2023, Alphabet Inc traded for a price of $85.97 per share and a market cap of $1,122.01Bil. The stock has returned -37.26% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 17.16, a price-book ratio of 4.42, a price-earnings-to-growth (PEG) ratio of 0.64, a EV-to-Ebitda ratio of 10.95 and a price-sales ratio of 4.06.
The price-to-GF Value ratio is 0.61, earning the stock a GF Value rank of 8.
Tesla Inc
Insight Wealth Strategies, LLC reduced their investment in NAS:TSLA by 1,746 shares. The trade had a 0.07% impact on the equity portfolio. During the quarter, the stock traded for an average price of $279.27.
On 01/06/2023, Tesla Inc traded for a price of $110.8236 per share and a market cap of $352.68Bil. The stock has returned -68.53% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Tesla Inc has a price-earnings ratio of 34.51, a price-book ratio of 8.85, a EV-to-Ebitda ratio of 20.92 and a price-sales ratio of 5.47.
The price-to-GF Value ratio is 0.28, earning the stock a GF Value rank of 4.
iShares MSCI Intl Quality Factor ETF
Insight Wealth Strategies, LLC reduced their investment in ARCA:IQLT by 741,399 shares. The trade had a 4.03% impact on the equity portfolio. During the quarter, the stock traded for an average price of $33.1.
On 01/06/2023, iShares MSCI Intl Quality Factor ETF traded for a price of $33.42 per share and a market cap of $4.21Bil. The stock has returned -11.47% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI Intl Quality Factor ETF has a price-earnings ratio of 14.60 and a price-book ratio of 2.91.
ISHARES TRUST
Insight Wealth Strategies, LLC reduced their investment in NAS:IUSG by 204,606 shares. The trade had a 3.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $91.77.
On 01/06/2023, ISHARES TRUST traded for a price of $81.084 per share and a market cap of $11.28Bil. The stock has returned -26.62% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, ISHARES TRUST has a price-earnings ratio of 23.06 and a price-book ratio of 6.16.
iShares TIPS Bond ETF
Insight Wealth Strategies, LLC reduced their investment in ARCA:TIP by 75,203 shares. The trade had a 1.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $117.45.
On 01/06/2023, iShares TIPS Bond ETF traded for a price of $107.725 per share and a market cap of $23.22Bil. The stock has returned -9.16% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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