Arkos Global Advisors 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.
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As of the latest 13F report, the guru’s equity portfolio contained 85 stocks valued at a total of $335.00Mil. The top holdings were VCSH(17.00%), BND(16.66%), and SPY(13.25%).
According to GuruFocus data, these were Arkos Global Advisors’s top five trades of the quarter.
Vanguard Total Bond Market ETF
Arkos Global Advisors reduced their investment in NAS:BND by 209,279 shares. The trade had a 4.47% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.34.
On 11/15/2022, Vanguard Total Bond Market ETF traded for a price of $71.26 per share and a market cap of $81.36Bil. The stock has returned -14.24% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares National Muni Bond ETF
The guru established a new position worth 141,236 shares in ARCA:MUB, giving the stock a 4.33% weight in the equity portfolio. Shares traded for an average price of $105.7 during the quarter.
On 11/15/2022, iShares National Muni Bond ETF traded for a price of $103.3 per share and a market cap of $29.52Bil. The stock has returned -9.27% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Short-Term Inflation-Protected Securities
During the quarter, Arkos Global Advisors bought 48,424 shares of NAS:VTIP for a total holding of 54,248. The trade had a 0.7% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.61.
On 11/15/2022, Vanguard Short-Term Inflation-Protected Securities traded for a price of $47.68 per share and a market cap of $17.50Bil. The stock has returned -3.33% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard S&P 500 ETF
During the quarter, Arkos Global Advisors bought 5,956 shares of ARCA:VOO for a total holding of 57,317. The trade had a 0.58% impact on the equity portfolio. During the quarter, the stock traded for an average price of $363.71.
On 11/15/2022, Vanguard S&P 500 ETF traded for a price of $363.22 per share and a market cap of $272.88Bil. The stock has returned -14.12% 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 19.35 and a price-book ratio of 3.57.
Vanguard Short-Term Corporate Bond ETF
During the quarter, Arkos Global Advisors bought 10,806 shares of NAS:VCSH for a total holding of 766,097. The trade had a 0.24% impact on the equity portfolio. During the quarter, the stock traded for an average price of $75.76.
On 11/15/2022, Vanguard Short-Term Corporate Bond ETF traded for a price of $74.8 per share and a market cap of $39.12Bil. The stock has returned -6.57% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
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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