Vigilare Wealth Management 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.
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As of the latest 13F report, the guru’s equity portfolio contained 111 stocks valued at a total of $92.00Mil. The top holdings were VIG(8.41%), AAPL(7.62%), and AMZN(6.48%).
According to GuruFocus data, these were Vigilare Wealth Management’s top five trades of the quarter.
Amazon.com Inc
During the quarter, Vigilare Wealth Management bought 26,252 shares of NAS:AMZN for a total holding of 56,212. The trade had a 3.03% impact on the equity portfolio. During the quarter, the stock traded for an average price of $125.73.
On 07/11/2022, Amazon.com Inc traded for a price of $111.75 per share and a market cap of $1,136.99Bil. The stock has returned -38.07% 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 54.32, a price-book ratio of 8.56, a price-earnings-to-growth (PEG) ratio of 1.30, a EV-to-Ebitda ratio of 20.11 and a price-sales ratio of 2.44.
The price-to-GF Value ratio is 0.59, earning the stock a GF Value rank of 8.
ProShares Short S&P500 -1x Shares
During the quarter, Vigilare Wealth Management bought 66,992 shares of ARCA:SH for a total holding of 166,992. The trade had a 1.2% impact on the equity portfolio. During the quarter, the stock traded for an average price of $15.41.
On 07/11/2022, ProShares Short S&P500 -1x Shares traded for a price of $16.18 per share and a market cap of $2.74Bil. The stock has returned 4.78% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Invesco Preferred ETF
The guru established a new position worth 87,000 shares in ARCA:PGX, giving the stock a 1.17% weight in the equity portfolio. Shares traded for an average price of $12.49 during the quarter.
On 07/11/2022, Invesco Preferred ETF traded for a price of $12.57 per share and a market cap of $5.51Bil. The stock has returned -14.29% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Invesco Preferred ETF has a price-earnings ratio of 4.50 and a price-book ratio of 0.66.
Ford Motor Co
Vigilare Wealth Management reduced their investment in NYSE:F by 66,461 shares. The trade had a 0.92% impact on the equity portfolio. During the quarter, the stock traded for an average price of $13.74.
On 07/11/2022, Ford Motor Co traded for a price of $11.29 per share and a market cap of $45.38Bil. The stock has returned -15.22% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Ford Motor Co has a price-earnings ratio of 3.97, a price-book ratio of 1.05, a EV-to-Ebitda ratio of 6.33 and a price-sales ratio of 0.35.
The price-to-GF Value ratio is 1.23, earning the stock a GF Value rank of 3.
JPMorgan Chase & Co
During the quarter, Vigilare Wealth Management bought 6,857 shares of NYSE:JPM for a total holding of 11,702. The trade had a 0.84% impact on the equity portfolio. During the quarter, the stock traded for an average price of $124.09.
On 07/11/2022, JPMorgan Chase & Co traded for a price of $112.86 per share and a market cap of $331.48Bil. The stock has returned -21.58% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, JPMorgan Chase & Co has a price-earnings ratio of 8.38, a price-book ratio of 1.32, a price-earnings-to-growth (PEG) ratio of 1.25 and a price-sales ratio of 2.83.
The price-to-GF Value ratio is 0.77, earning the stock a GF Value rank of 9.
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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