WEALTH ADVISORS, INC. 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.
P.o. Box 2429 RANCHO SANTA FE, CA 92067
As of the latest 13F report, the guru’s equity portfolio contained 68 stocks valued at a total of $188.00Mil. The top holdings were AAPL(21.21%), AMZN(9.46%), and XLV(6.66%).
According to GuruFocus data, these were WEALTH ADVISORS, INC.’s top five trades of the quarter.
Amazon.com Inc
WEALTH ADVISORS, INC. reduced their investment in NAS:AMZN by 26,453 shares. The trade had a 1.52% impact on the equity portfolio. During the quarter, the stock traded for an average price of $98.78.
On 01/26/2023, Amazon.com Inc traded for a price of $99.16249999999999 per share and a market cap of $1,011.62Bil. The stock has returned -28.62% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Amazon.com Inc has a price-earnings ratio of 90.97, a price-book ratio of 7.36, a price-earnings-to-growth (PEG) ratio of 2.17, a EV-to-Ebitda ratio of 20.95 and a price-sales ratio of 2.03.
The price-to-GF Value ratio is 0.51, earning the stock a GF Value rank of 4.
Southwest Airlines Co
The guru sold out of their 54,240-share investment in NYSE:LUV. Previously, the stock had a 0.85% weight in the equity portfolio. Shares traded for an average price of $36.05 during the quarter.
On 01/26/2023, Southwest Airlines Co traded for a price of $35.1227 per share and a market cap of $20.85Bil. The stock has returned -19.24% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Southwest Airlines Co has a price-earnings ratio of 27.44, a price-book ratio of 1.91, a EV-to-Ebitda ratio of 6.66 and a price-sales ratio of 0.97.
The price-to-GF Value ratio is 0.62, earning the stock a GF Value rank of 8.
Vanguard Dividend Appreciation FTF
WEALTH ADVISORS, INC. reduced their investment in ARCA:VIG by 9,947 shares. The trade had a 0.6899999999999999% impact on the equity portfolio. During the quarter, the stock traded for an average price of $148.3.
On 01/26/2023, Vanguard Dividend Appreciation FTF traded for a price of $155.084 per share and a market cap of $65.84Bil. The stock has returned -0.11% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Dividend Appreciation FTF has a price-earnings ratio of 21.22 and a price-book ratio of 4.35.
Dimensional U.S. Core Equity 2 ETF
The guru established a new position worth 39,510 shares in ARCA:DFAC, giving the stock a 0.51% weight in the equity portfolio. Shares traded for an average price of $24.21 during the quarter.
On 01/26/2023, Dimensional U.S. Core Equity 2 ETF traded for a price of $25.66 per share and a market cap of $17.42Bil. The stock has returned -2.26% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional U.S. Core Equity 2 ETF has a price-earnings ratio of 15.57 and a price-book ratio of 3.05.
Qualcomm Inc
WEALTH ADVISORS, INC. reduced their investment in NAS:QCOM by 5,962 shares. The trade had a 0.34% impact on the equity portfolio. During the quarter, the stock traded for an average price of $117.
On 01/26/2023, Qualcomm Inc traded for a price of $131.99 per share and a market cap of $147.46Bil. The stock has returned -19.51% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Qualcomm Inc has a price-earnings ratio of 11.61, a price-book ratio of 8.21, a price-earnings-to-growth (PEG) ratio of 0.26, a EV-to-Ebitda ratio of 9.04 and a price-sales ratio of 3.40.
The price-to-GF Value ratio is 0.72, earning the stock a GF Value rank of 8.
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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