Masso Torrence Wealth Management 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.
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As of the latest 13F report, the guru’s equity portfolio contained 90 stocks valued at a total of $125.00Mil. The top holdings were AAPL(7.88%), SCHD(6.19%), and FTCS(4.32%).
According to GuruFocus data, these were Masso Torrence Wealth Management Inc.’s top five trades of the quarter.
First Trust Capital Strength ETF
The guru established a new position worth 72,383 shares in NAS:FTCS, giving the stock a 4.32% weight in the equity portfolio. Shares traded for an average price of $73.52 during the quarter.
On 02/15/2023, First Trust Capital Strength ETF traded for a price of $74.4757 per share and a market cap of $8.72Bil. The stock has returned -1.22% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, First Trust Capital Strength ETF has a price-earnings ratio of 18.65 and a price-book ratio of 5.08.
Federated Hermes U.S. Strategic Dividend ETF
The guru sold out of their 72,501-share investment in ARCA:FDV. Previously, the stock had a 4.25% weight in the equity portfolio. Shares traded for an average price of $25.49 during the quarter.
On 02/15/2023, Federated Hermes U.S. Strategic Dividend ETF traded for a price of $25.69 per share and a market cap of $41.10Mil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Federated Hermes U.S. Strategic Dividend ETF has a price-earnings ratio of 16.02 and a price-book ratio of 2.34.
Health Care Select Sector SPDR
The guru established a new position worth 25,232 shares in ARCA:XLV, giving the stock a 2.73% weight in the equity portfolio. Shares traded for an average price of $132.05 during the quarter.
On 02/15/2023, Health Care Select Sector SPDR traded for a price of $131.965 per share and a market cap of $40.32Bil. The stock has returned 2.91% 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 21.96 and a price-book ratio of 4.60.
Fidelity Total Bond ETF
The guru established a new position worth 69,846 shares in ARCA:FBND, giving the stock a 2.51% weight in the equity portfolio. Shares traded for an average price of $44.44 during the quarter.
On 02/15/2023, Fidelity Total Bond ETF traded for a price of $45.65 per share and a market cap of $3.10Bil. The stock has returned -7.28% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Fidelity Total Bond ETF has a price-earnings ratio of 7.88 and a price-book ratio of 2.50.
Financial Select Sector SPDR
The guru sold out of their 83,811-share investment in ARCA:XLF. Previously, the stock had a 2.25% weight in the equity portfolio. Shares traded for an average price of $33.64 during the quarter.
On 02/15/2023, Financial Select Sector SPDR traded for a price of $36.6 per share and a market cap of $34.20Bil. The stock has returned -6.87% 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 13.95 and a price-book ratio of 1.65.
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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