Insight Advisors, LLC/ PA 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.
10 N STATE STREET NEWTOWN, PA 18940
As of the latest 13F report, the guru’s equity portfolio contained 315 stocks valued at a total of $283.00Mil. The top holdings were BOXX(6.36%), AAPL(5.05%), and VIG(1.69%).
According to GuruFocus data, these were Insight Advisors, LLC/ PA’s top five trades of the quarter.
Alphabet Inc
Insight Advisors, LLC/ PA reduced their investment in NAS:GOOGL by 765,973 shares. The trade had a 1.78% impact on the equity portfolio. During the quarter, the stock traded for an average price of $110.89.
On 02/21/2023, Alphabet Inc traded for a price of $91.79000000000001 per share and a market cap of $1,176.95Bil. The stock has returned -29.58% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 20.17, a price-book ratio of 4.64, a price-earnings-to-growth (PEG) ratio of 0.79, a EV-to-Ebitda ratio of 12.81 and a price-sales ratio of 4.26.
The price-to-GF Value ratio is 0.63, earning the stock a GF Value rank of 8.
First Trust Enhanced Short Maturity ETF
During the quarter, Insight Advisors, LLC/ PA bought 31,007 shares of NAS:FTSM for a total holding of 57,773. The trade had a 0.73% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.94.
On 02/21/2023, First Trust Enhanced Short Maturity ETF traded for a price of $59.62 per share and a market cap of $7.85Bil. The stock has returned 1.76% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, First Trust Enhanced Short Maturity ETF has a price-earnings ratio of 48.31 and a price-book ratio of 2.14.
Invesco S&P 500 Equal Weight ETF
The guru established a new position worth 7,751 shares in ARCA:RSP, giving the stock a 0.39% weight in the equity portfolio. Shares traded for an average price of $140.49 during the quarter.
On 02/21/2023, Invesco S&P 500 Equal Weight ETF traded for a price of $147.75 per share and a market cap of $35.97Bil. The stock has returned -2.01% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Invesco S&P 500 Equal Weight ETF has a price-earnings ratio of 17.34 and a price-book ratio of 2.75.
Alphabet Inc
Insight Advisors, LLC/ PA reduced their investment in NAS:GOOG by 171,674 shares. The trade had a 0.35% impact on the equity portfolio. During the quarter, the stock traded for an average price of $111.66.
On 02/21/2023, Alphabet Inc traded for a price of $92.05 per share and a market cap of $1,177.29Bil. The stock has returned -29.44% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 20.23, a price-book ratio of 4.64, a price-earnings-to-growth (PEG) ratio of 0.80, a EV-to-Ebitda ratio of 12.81 and a price-sales ratio of 4.25.
The price-to-GF Value ratio is 0.63, earning the stock a GF Value rank of 8.
Advanced Micro Devices Inc
Insight Advisors, LLC/ PA reduced their investment in NAS:AMD by 8,490 shares. The trade had a 0.3% impact on the equity portfolio. During the quarter, the stock traded for an average price of $85.15000000000001.
On 02/21/2023, Advanced Micro Devices Inc traded for a price of $76.77 per share and a market cap of $123.78Bil. The stock has returned -32.56% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Advanced Micro Devices Inc has a price-earnings ratio of 87.24, a price-book ratio of 2.26, a price-earnings-to-growth (PEG) ratio of 1.47, a EV-to-Ebitda ratio of 25.26 and a price-sales ratio of 5.12.
The price-to-GF Value ratio is 0.56, 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.
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.
