Platte River Wealth Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
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 87 stocks valued at a total of $237.00Mil. The top holdings were VTV(18.59%), IVW(8.51%), and VO(4.72%).
According to GuruFocus data, these were Platte River Wealth Advisors, LLC’s top five trades of the quarter.
Globe Life Inc
The guru established a new position worth 31,000 shares in NYSE:GL, giving the stock a 1.38% weight in the equity portfolio. Shares traded for an average price of $100.32 during the quarter.
On 01/13/2023, Globe Life Inc traded for a price of $121.28 per share and a market cap of $11.80Bil. The stock has returned 17.19% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Globe Life Inc has a price-earnings ratio of 17.11, a price-book ratio of 2.70, a price-earnings-to-growth (PEG) ratio of 2.59, a EV-to-Ebitda ratio of 14.49 and a price-sales ratio of 2.30.
The price-to-GF Value ratio is 1.10, earning the stock a GF Value rank of 3.
Meta Platforms Inc
The guru sold out of their 15,651-share investment in NAS:META. Previously, the stock had a 1.09% weight in the equity portfolio. Shares traded for an average price of $162.08 during the quarter.
On 01/13/2023, Meta Platforms Inc traded for a price of $136.98 per share and a market cap of $359.19Bil. The stock has returned -58.04% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Meta Platforms Inc has a price-earnings ratio of 13.06, a price-book ratio of 2.94, a price-earnings-to-growth (PEG) ratio of 0.49, a EV-to-Ebitda ratio of 7.88 and a price-sales ratio of 3.16.
The price-to-GF Value ratio is 0.36, earning the stock a GF Value rank of 4.
iShares iBonds Dec 2024 Term Corporate ETF
The guru established a new position worth 87,059 shares in ARCA:IBDP, giving the stock a 0.95% weight in the equity portfolio. Shares traded for an average price of $24.59 during the quarter.
On 01/13/2023, iShares iBonds Dec 2024 Term Corporate ETF traded for a price of $24.57 per share and a market cap of $2.25Bil. The stock has returned -3.27% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares iBonds Dec 2025 Term Corporate ETF
The guru established a new position worth 87,044 shares in ARCA:IBDQ, giving the stock a 0.94% weight in the equity portfolio. Shares traded for an average price of $24.58 during the quarter.
On 01/13/2023, iShares iBonds Dec 2025 Term Corporate ETF traded for a price of $24.54 per share and a market cap of $1.73Bil. The stock has returned -4.77% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares S&P 500 Growth ETF
During the quarter, Platte River Wealth Advisors, LLC bought 35,350 shares of ARCA:IVW for a total holding of 311,517. The trade had a 0.91% impact on the equity portfolio. During the quarter, the stock traded for an average price of $64.82.
On 01/13/2023, iShares S&P 500 Growth ETF traded for a price of $60.14 per share and a market cap of $28.87Bil. The stock has returned -23.47% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares S&P 500 Growth ETF has a price-earnings ratio of 21.39 and a price-book ratio of 6.43.
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.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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