Berkshire Money Management, Inc. recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
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.
Po Box 3857 Pittsfield, MA 01202-9914
As of the latest 13F report, the guru’s equity portfolio contained 42 stocks valued at a total of $590.00Mil. The top holdings were VIG(18.21%), DIA(16.51%), and SPY(15.46%).
According to GuruFocus data, these were Berkshire Money Management, Inc.’s top five trades of the quarter.
Vanguard Dividend Appreciation FTF
Berkshire Money Management, Inc. reduced their investment in ARCA:VIG by 86,520 shares. The trade had a 2.05% impact on the equity portfolio. During the quarter, the stock traded for an average price of $151.69.
On 07/14/2022, Vanguard Dividend Appreciation FTF traded for a price of $140.965 per share and a market cap of $59.15Bil. The stock has returned -7.27% 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 20.41 and a price-book ratio of 4.19.
SPDR Dow Jones Industrial Average ETF
Berkshire Money Management, Inc. reduced their investment in ARCA:DIA by 34,303 shares. The trade had a 1.74% impact on the equity portfolio. During the quarter, the stock traded for an average price of $326.21.
On 07/14/2022, SPDR Dow Jones Industrial Average ETF traded for a price of $301.87 per share and a market cap of $26.06Bil. The stock has returned -10.21% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Dow Jones Industrial Average ETF has a price-earnings ratio of 16.14 and a price-book ratio of 3.40.
SPDR Bloomberg Short Term High Yield Bond ETF
Berkshire Money Management, Inc. reduced their investment in ARCA:SJNK by 444,919 shares. The trade had a 1.71% impact on the equity portfolio. During the quarter, the stock traded for an average price of $25.03.
On 07/14/2022, SPDR Bloomberg Short Term High Yield Bond ETF traded for a price of $24.04 per share and a market cap of $3.30Bil. The stock has returned -7.43% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares MSCI USA Value Factor ETF
The guru established a new position worth 107,391 shares in BATS:VLUE, giving the stock a 1.65% weight in the equity portfolio. Shares traded for an average price of $98.46 during the quarter.
On 07/14/2022, iShares MSCI USA Value Factor ETF traded for a price of $88.51 per share and a market cap of $8.75Bil. The stock has returned -10.47% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI USA Value Factor ETF has a price-earnings ratio of 8.74 and a price-book ratio of 1.47.
iShares S&P 500 Value ETF
The guru established a new position worth 50,890 shares in ARCA:IVE, giving the stock a 1.19% weight in the equity portfolio. Shares traded for an average price of $147.27 during the quarter.
On 07/14/2022, iShares S&P 500 Value ETF traded for a price of $134.35 per share and a market cap of $23.19Bil. The stock has returned -5.82% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares S&P 500 Value ETF has a price-earnings ratio of 16.09 and a price-book ratio of 2.51.
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.
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.
