Destiny Wealth Partners, 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.
2100 LAKE EUSTIS DRIVE TAVARES, FL 32778
As of the latest 13F report, the guru’s equity portfolio contained 675 stocks valued at a total of $462.00Mil. The top holdings were
According to GuruFocus data, these were Destiny Wealth Partners, LLC’s top five trades of the quarter.
iShares 0-5 Year TIPS Bond ETF
Destiny Wealth Partners, LLC reduced their investment in ARCA:STIP by 163,457 shares. The trade had a 3.53% impact on the equity portfolio. During the quarter, the stock traded for an average price of $96.83.
On 01/27/2023, iShares 0-5 Year TIPS Bond ETF traded for a price of $97.91 per share and a market cap of $13.25Bil. The stock has returned -1.11% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Short Treasury Bond ETF
The guru established a new position worth 148,061 shares in NAS:SHV, giving the stock a 3.52% weight in the equity portfolio. Shares traded for an average price of $109.38 during the quarter.
On 01/27/2023, iShares Short Treasury Bond ETF traded for a price of $110.25 per share and a market cap of $19.33Bil. The stock has returned 1.30% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Utilities Select Sector SPDR ETF
Destiny Wealth Partners, LLC reduced their investment in ARCA:XLU by 162,100 shares. The trade had a 2.39% impact on the equity portfolio. During the quarter, the stock traded for an average price of $67.52.
On 01/27/2023, Utilities Select Sector SPDR ETF traded for a price of $68.89 per share and a market cap of $15.75Bil. The stock has returned 6.61% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Utilities Select Sector SPDR ETF has a price-earnings ratio of 23.31 and a price-book ratio of 2.22.
iShares North American Natural Resources ETF
The guru established a new position worth 270,964 shares in BATS:IGE, giving the stock a 2.38% weight in the equity portfolio. Shares traded for an average price of $40.34 during the quarter.
On 01/27/2023, iShares North American Natural Resources ETF traded for a price of $43.51 per share and a market cap of $952.87Mil. The stock has returned 30.98% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares North American Natural Resources ETF has a price-earnings ratio of 9.91 and a price-book ratio of 2.35.
Dimensional International Value ETF
The guru established a new position worth 359,585 shares in ARCA:DFIV, giving the stock a 2.37% weight in the equity portfolio. Shares traded for an average price of $29.02 during the quarter.
On 01/27/2023, Dimensional International Value ETF traded for a price of $33.12 per share and a market cap of $4.91Bil. The stock has returned -1.37% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional International Value ETF has a price-earnings ratio of 7.87 and a price-book ratio of 0.93.
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.
Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!
This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.