Amplius Wealth Advisors, 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 163 stocks valued at a total of $625.00Mil. The top holdings were DGRW(9.07%), PVAL(8.79%), and VONG(8.05%).
According to GuruFocus data, these were Amplius Wealth Advisors, LLC’s top five trades of the quarter.
WisdomTree U.S. Dividend Growth Fund
During the quarter, Amplius Wealth Advisors, LLC bought 935,449 shares of NAS:DGRW for a total holding of 939,860. The trade had a 9.029999999999999% impact on the equity portfolio. During the quarter, the stock traded for an average price of $59.4.
On 01/20/2023, WisdomTree U.S. Dividend Growth Fund traded for a price of $60.26 per share and a market cap of $7.53Bil. The stock has returned -3.49% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, WisdomTree U.S. Dividend Growth Fund has a price-earnings ratio of 20.37 and a price-book ratio of 5.27.
Putnam Focused Large Cap Value ETF
The guru established a new position worth 2,033,039 shares in ARCA:PVAL, giving the stock a 8.789999999999999% weight in the equity portfolio. Shares traded for an average price of $26.58 during the quarter.
On 01/20/2023, Putnam Focused Large Cap Value ETF traded for a price of $27.34 per share and a market cap of $139.55Mil. The stock has returned 0.85% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Putnam Focused Large Cap Value ETF has a price-book ratio of 2.16.
Vanguard Russell 1000 Growth Index Fund
The guru established a new position worth 912,705 shares in NAS:VONG, giving the stock a 8.050000000000001% weight in the equity portfolio. Shares traded for an average price of $56.46 during the quarter.
On 01/20/2023, Vanguard Russell 1000 Growth Index Fund traded for a price of $56.36 per share and a market cap of $9.39Bil. The stock has returned -20.62% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Russell 1000 Growth Index Fund has a price-earnings ratio of 23.99 and a price-book ratio of 8.14.
Pacer Developed Markets International Cash Cows 100 ETF
The guru established a new position worth 1,133,915 shares in BATS:ICOW, giving the stock a 4.94% weight in the equity portfolio. Shares traded for an average price of $26.03 during the quarter.
On 01/20/2023, Pacer Developed Markets International Cash Cows 100 ETF traded for a price of $28.82 per share and a market cap of $259.38Mil. The stock has returned -6.73% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Pacer Developed Markets International Cash Cows 100 ETF has a price-earnings ratio of 5.13 and a price-book ratio of 1.13.
WisdomTree U.S. LargeCap Dividend Fund
Amplius Wealth Advisors, LLC reduced their investment in ARCA:DLN by 461,427 shares. The trade had a 4.56% impact on the equity portfolio. During the quarter, the stock traded for an average price of $60.75.
On 01/20/2023, WisdomTree U.S. LargeCap Dividend Fund traded for a price of $61.82 per share and a market cap of $3.78Bil. The stock has returned -2.18% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, WisdomTree U.S. LargeCap Dividend Fund has a price-earnings ratio of 16.72 and a price-book ratio of 3.26.
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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