Oxinas Partners Wealth Management LLC 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.
702 NORTH SHORE DRIVE JEFFERSONVILLE, IN 47130
As of the latest 13F report, the guru’s equity portfolio contained 96 stocks valued at a total of $132.00Mil. The top holdings were SPYG(6.78%), AMZN(5.42%), and EWRE(4.63%).
According to GuruFocus data, these were Oxinas Partners Wealth Management LLC’s top five trades of the quarter.
Principal Investment Grade Corporate Active ETF
Oxinas Partners Wealth Management LLC reduced their investment in ARCA:IG by 241,746 shares. The trade had a 3.65% impact on the equity portfolio. During the quarter, the stock traded for an average price of $22.42.
On 07/15/2022, Principal Investment Grade Corporate Active ETF traded for a price of $22.17 per share and a market cap of $374.67Mil. The stock has returned -15.16% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Schwab U.S. Tips ETF
The guru established a new position worth 66,709 shares in ARCA:SCHP, giving the stock a 2.83% weight in the equity portfolio. Shares traded for an average price of $57.54 during the quarter.
On 07/15/2022, Schwab U.S. Tips ETF traded for a price of $56.0353 per share and a market cap of $15.93Bil. The stock has returned -6.28% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
JPMorgan Ultra-Short Income ETF
The guru established a new position worth 73,187 shares in BATS:JPST, giving the stock a 2.78% weight in the equity portfolio. Shares traded for an average price of $50.08 during the quarter.
On 07/15/2022, JPMorgan Ultra-Short Income ETF traded for a price of $50.065 per share and a market cap of $19.64Bil. The stock has returned -0.51% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Microsoft Corp
During the quarter, Oxinas Partners Wealth Management LLC bought 10,787 shares of NAS:MSFT for a total holding of 17,521. The trade had a 2.11% impact on the equity portfolio. During the quarter, the stock traded for an average price of $271.99.
On 07/15/2022, Microsoft Corp traded for a price of $256.351 per share and a market cap of $1,915.75Bil. The stock has returned -9.21% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Microsoft Corp has a price-earnings ratio of 26.74, a price-book ratio of 11.76, a price-earnings-to-growth (PEG) ratio of 1.27, a EV-to-Ebitda ratio of 19.00 and a price-sales ratio of 10.05.
The price-to-GF Value ratio is 0.83, earning the stock a GF Value rank of 7.
Amazon.com Inc
During the quarter, Oxinas Partners Wealth Management LLC bought 22,832 shares of NAS:AMZN for a total holding of 67,212. The trade had a 1.84% impact on the equity portfolio. During the quarter, the stock traded for an average price of $125.73.
On 07/15/2022, Amazon.com Inc traded for a price of $115.065 per share and a market cap of $1,164.41Bil. The stock has returned -39.90% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Amazon.com Inc has a price-earnings ratio of 55.24, a price-book ratio of 8.69, a price-earnings-to-growth (PEG) ratio of 1.32, a EV-to-Ebitda ratio of 20.11 and a price-sales ratio of 2.46.
The price-to-GF Value ratio is 0.60, 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.
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