Signify Wealth 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 30 stocks valued at a total of $114.00Mil. The top holdings were THLV(13.60%), SPSB(13.00%), and BIV(11.57%).
According to GuruFocus data, these were Signify Wealth’s top five trades of the quarter.
PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
The guru sold out of their 286,194-share investment in ARCA:TIPZ. Previously, the stock had a 18.2% weight in the equity portfolio. Shares traded for an average price of $54.22 during the quarter.
On 01/18/2023, PIMCO Broad U.S. TIPS Index Exchange-Traded Fund traded for a price of $55.0431 per share and a market cap of $150.26Mil. The stock has returned -8.64% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
THOR Low Volatility ETF
The guru established a new position worth 629,985 shares in ARCA:THLV, giving the stock a 13.6% weight in the equity portfolio. Shares traded for an average price of $24.53 during the quarter.
On 01/18/2023, THOR Low Volatility ETF traded for a price of $25.07 per share and a market cap of $93.36Mil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, THOR Low Volatility ETF has a price-book ratio of 3.00.
SPDR Portfolio Short Term Corporate Bond ETF
The guru established a new position worth 505,474 shares in ARCA:SPSB, giving the stock a 13% weight in the equity portfolio. Shares traded for an average price of $29.13 during the quarter.
On 01/18/2023, SPDR Portfolio Short Term Corporate Bond ETF traded for a price of $29.67 per share and a market cap of $7.88Bil. The stock has returned -1.79% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Financial Select Sector SPDR
The guru established a new position worth 76,059 shares in ARCA:XLF, giving the stock a 2.28% weight in the equity portfolio. Shares traded for an average price of $33.64 during the quarter.
On 01/18/2023, Financial Select Sector SPDR traded for a price of $35.385 per share and a market cap of $32.95Bil. The stock has returned -9.54% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Financial Select Sector SPDR has a price-earnings ratio of 12.47 and a price-book ratio of 1.58.
Real Estate Select Sector SPDR Fund (The)
The guru established a new position worth 69,889 shares in ARCA:XLRE, giving the stock a 2.26% weight in the equity portfolio. Shares traded for an average price of $36.55 during the quarter.
On 01/18/2023, Real Estate Select Sector SPDR Fund (The) traded for a price of $39.15 per share and a market cap of $5.28Bil. The stock has returned -15.60% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Real Estate Select Sector SPDR Fund (The) has a price-earnings ratio of 25.89 and a price-book ratio of 3.00.
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.
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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