Crewe Advisors 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.
136 E. SOUTH TEMPLE SALT LAKE CITY, UT 84111
As of the latest 13F report, the guru’s equity portfolio contained 1165 stocks valued at a total of $453.00Mil. The top holdings were ENSG(19.91%), IVV(10.73%), and SPY(7.32%).
According to GuruFocus data, these were Crewe Advisors LLC’s top five trades of the quarter.
iShares Core S&P 500 ETF
During the quarter, Crewe Advisors LLC bought 9,402 shares of ARCA:IVV for a total holding of 118,208. The trade had a 0.83% impact on the equity portfolio. During the quarter, the stock traded for an average price of $445.9.
On 08/02/2022, iShares Core S&P 500 ETF traded for a price of $411.78 per share and a market cap of $306.78Bil. The stock has returned -4.37% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P 500 ETF has a price-earnings ratio of 18.49 and a price-book ratio of 3.54.
S&P 500 ETF TRUST ETF
During the quarter, Crewe Advisors LLC bought 6,461 shares of ARCA:SPY for a total holding of 85,805. The trade had a 0.57% impact on the equity portfolio. During the quarter, the stock traded for an average price of $444.05.
On 08/02/2022, S&P 500 ETF TRUST ETF traded for a price of $409.77 per share and a market cap of $375.51Bil. The stock has returned -4.40% over the past year.
GuruFocus gives the ETF a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, S&P 500 ETF TRUST ETF has a price-earnings ratio of 18.48, a price-book ratio of 3.54, a price-earnings-to-growth (PEG) ratio of 2.35, a EV-to-Ebitda ratio of 14.63 and a price-sales ratio of 2.94.
The price-to-GF Value ratio is 0.93, earning the stock a GF Value rank of 6.
iShares Core S&P Mid-Cap ETF
During the quarter, Crewe Advisors LLC bought 9,986 shares of ARCA:IJH for a total holding of 109,151. The trade had a 0.52% impact on the equity portfolio. During the quarter, the stock traded for an average price of $265.44.
On 08/02/2022, iShares Core S&P Mid-Cap ETF traded for a price of $249.28 per share and a market cap of $62.22Bil. The stock has returned -5.90% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P Mid-Cap ETF has a price-earnings ratio of 12.34 and a price-book ratio of 2.03.
Procter & Gamble Co
During the quarter, Crewe Advisors LLC bought 6,220 shares of NYSE:PG for a total holding of 7,056. The trade had a 0.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $156.55.
On 08/02/2022, Procter & Gamble Co traded for a price of $142.62 per share and a market cap of $343.10Bil. The stock has returned 3.30% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Procter & Gamble Co has a price-earnings ratio of 24.61, a price-book ratio of 7.33, a price-earnings-to-growth (PEG) ratio of 2.70, a EV-to-Ebitda ratio of 17.29 and a price-sales ratio of 4.53.
The price-to-GF Value ratio is 0.94, earning the stock a GF Value rank of 7.
iShares Russell 2000 ETF
During the quarter, Crewe Advisors LLC bought 4,390 shares of ARCA:IWM for a total holding of 90,266. The trade had a 0.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $203.63.
On 08/02/2022, iShares Russell 2000 ETF traded for a price of $187.37 per share and a market cap of $53.66Bil. The stock has returned -13.79% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Russell 2000 ETF has a price-earnings ratio of 11.83 and a price-book ratio of 1.79.
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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