Bryant Woods Investment Advisors, LLC recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
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.
2410 NORTH FOREST ROAD GETZVILLE, NY 14068
As of the latest 13F report, the guru’s equity portfolio contained 39 stocks valued at a total of $106.00Mil. The top holdings were IVV(19.35%), IJH(15.70%), and IJR(10.07%).
According to GuruFocus data, these were Bryant Woods Investment Advisors, LLC’s top five trades of the quarter.
Vanguard S&P 500 ETF
During the quarter, Bryant Woods Investment Advisors, LLC bought 4,864 shares of ARCA:VOO for a total holding of 16,534. The trade had a 1.51% impact on the equity portfolio. During the quarter, the stock traded for an average price of $363.71.
On 11/04/2022, Vanguard S&P 500 ETF traded for a price of $342.8276 per share and a market cap of $256.33Bil. The stock has returned -18.98% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard S&P 500 ETF has a price-earnings ratio of 9999.00 and a price-book ratio of 3.38.
Vanguard Total International Stock
The guru established a new position worth 19,580 shares in NAS:VXUS, giving the stock a 0.85% weight in the equity portfolio. Shares traded for an average price of $50.92 during the quarter.
On 11/04/2022, Vanguard Total International Stock traded for a price of $48.35 per share and a market cap of $44.22Bil. The stock has returned -26.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Total International Stock has a price-earnings ratio of 9999.00 and a price-book ratio of 1.42.
iShares Core S&P Small-Cap ETF
During the quarter, Bryant Woods Investment Advisors, LLC bought 7,768 shares of ARCA:IJR for a total holding of 122,514. The trade had a 0.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $96.67.
On 11/04/2022, iShares Core S&P Small-Cap ETF traded for a price of $95.07 per share and a market cap of $65.02Bil. The stock has returned -17.39% 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 Small-Cap ETF has a price-earnings ratio of 10.64 and a price-book ratio of 1.55.
iShares Core MSCI Emerging Markets ETF
During the quarter, Bryant Woods Investment Advisors, LLC bought 13,290 shares of ARCA:IEMG for a total holding of 193,915. The trade had a 0.54% impact on the equity portfolio. During the quarter, the stock traded for an average price of $47.93.
On 11/04/2022, iShares Core MSCI Emerging Markets ETF traded for a price of $44.07 per share and a market cap of $56.90Bil. The stock has returned -29.09% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI Emerging Markets ETF has a price-earnings ratio of 9999.00 and a price-book ratio of 1.48.
Vanguard S&P Mid-Cap 400 ETF
During the quarter, Bryant Woods Investment Advisors, LLC bought 3,627 shares of ARCA:IVOO for a total holding of 26,589. The trade had a 0.51% impact on the equity portfolio. During the quarter, the stock traded for an average price of $162.76.
On 11/04/2022, Vanguard S&P Mid-Cap 400 ETF traded for a price of $161.54 per share and a market cap of $1.38Bil. The stock has returned -16.92% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard S&P Mid-Cap 400 ETF has a price-earnings ratio of 9999.00 and a price-book ratio of 2.00.
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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