Advisors Preferred, 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.
1445 RESEARCH BOULEVARD ROCKVILLE, MD 20850
As of the latest 13F report, the guru’s equity portfolio contained 163 stocks valued at a total of $235.00Mil. The top holdings were XLV(30.06%), EEM(7.93%), and SGOV(4.92%).
According to GuruFocus data, these were Advisors Preferred, LLC’s top five trades of the quarter.
iShares 0-3 Month Treasury Bond ETF
The guru established a new position worth 109,230 shares in ARCA:SGOV, giving the stock a 54.79% weight in the equity portfolio. Shares traded for an average price of $99.56999999999999 during the quarter.
On 02/09/2023, iShares 0-3 Month Treasury Bond ETF traded for a price of $100.21 per share and a market cap of $6.28Bil. The stock has returned 2.05% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Health Care Select Sector SPDR
The guru sold out of their 390,898-share investment in ARCA:XLV. Previously, the stock had a 13.06% weight in the equity portfolio. Shares traded for an average price of $128.37 during the quarter.
On 02/09/2023, Health Care Select Sector SPDR traded for a price of $132.92 per share and a market cap of $40.56Bil. The stock has returned 0.48% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Health Care Select Sector SPDR has a price-earnings ratio of 22.18 and a price-book ratio of 4.62.
Financial Select Sector SPDR
The guru sold out of their 1,576,030-share investment in ARCA:XLF. Previously, the stock had a 12.91% weight in the equity portfolio. Shares traded for an average price of $32.9 during the quarter.
On 02/09/2023, Financial Select Sector SPDR traded for a price of $36.85 per share and a market cap of $34.54Bil. The stock has returned -8.51% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Financial Select Sector SPDR has a price-earnings ratio of 14.04 and a price-book ratio of 1.66.
SPDR Portfolio Short Term Corporate Bond ETF
The guru sold out of their 1,410,596-share investment in ARCA:SPSB. Previously, the stock had a 5.91% weight in the equity portfolio. Shares traded for an average price of $29.52 during the quarter.
On 02/09/2023, SPDR Portfolio Short Term Corporate Bond ETF traded for a price of $29.535 per share and a market cap of $7.92Bil. The stock has returned -1.47% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Invesco BulletShares 2022 Corporate Bond ETF
The guru sold out of their 1,064,560-share investment in NAS:BSCM. Previously, the stock had a 5.88% weight in the equity portfolio. Shares traded for an average price of $21.12 during the quarter.
On 02/09/2023, Invesco BulletShares 2022 Corporate Bond ETF traded for a price of $21.16 per share and a market cap of $1.44Bil. The stock has returned -0.75% 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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