Wilson & Boucher Capital Management, 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.
1480 MORAGA ROAD #C351 MORAGA, CA 94556
As of the latest 13F report, the guru’s equity portfolio contained 97 stocks valued at a total of $97.00Mil. The top holdings were VTI(5.67%), AAPL(4.74%), and SCHB(3.95%).
According to GuruFocus data, these were Wilson & Boucher Capital Management, LLC’s top five trades of the quarter.
Citigroup Inc
The guru sold out of their 6,298-share investment in NYSE:C. Previously, the stock had a 0.32% weight in the equity portfolio. Shares traded for an average price of $49.4 during the quarter.
On 01/11/2023, Citigroup Inc traded for a price of $48.19 per share and a market cap of $93.34Bil. The stock has returned -23.93% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Citigroup Inc has a price-earnings ratio of 6.60, a price-book ratio of 0.52, a price-earnings-to-growth (PEG) ratio of 1.25 and a price-sales ratio of 1.28.
The price-to-GF Value ratio is 0.75, earning the stock a GF Value rank of 9.
SPDR Bloomberg High Yield Bond ETF
Wilson & Boucher Capital Management, LLC reduced their investment in ARCA:JNK by 2,733 shares. The trade had a 0.27% impact on the equity portfolio. During the quarter, the stock traded for an average price of $92.19.
On 01/11/2023, SPDR Bloomberg High Yield Bond ETF traded for a price of $92.72 per share and a market cap of $10.21Bil. The stock has returned -8.39% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Blackstone Senior Loan ETF
The guru sold out of their 5,500-share investment in ARCA:SRLN. Previously, the stock had a 0.25% weight in the equity portfolio. Shares traded for an average price of $41.92 during the quarter.
On 01/11/2023, SPDR Blackstone Senior Loan ETF traded for a price of $41.7 per share and a market cap of $6.05Bil. The stock has returned -3.52% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Nucor Corp
The guru established a new position worth 1,900 shares in NYSE:NUE, giving the stock a 0.24% weight in the equity portfolio. Shares traded for an average price of $125.47 during the quarter.
On 01/11/2023, Nucor Corp traded for a price of $151.16 per share and a market cap of $38.78Bil. The stock has returned 36.93% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Nucor Corp has a price-earnings ratio of 4.75, a price-book ratio of 2.19, a price-earnings-to-growth (PEG) ratio of 0.23, a EV-to-Ebitda ratio of 3.25 and a price-sales ratio of 0.94.
The price-to-GF Value ratio is 1.10, earning the stock a GF Value rank of 5.
Vanguard FTSE Developed Markets ETF
The guru sold out of their 5,100-share investment in ARCA:VEA. Previously, the stock had a 0.23% weight in the equity portfolio. Shares traded for an average price of $40.64 during the quarter.
On 01/11/2023, Vanguard FTSE Developed Markets ETF traded for a price of $43.82 per share and a market cap of $104.86Bil. The stock has returned -10.75% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE Developed Markets ETF has a price-earnings ratio of 12.45 and a price-book ratio of 1.50.
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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