CFM WEALTH PARTNERS 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.
3500 JEFFERSON STREET AUSTIN, TX 78731
As of the latest 13F report, the guru’s equity portfolio contained 153 stocks valued at a total of $334.00Mil. The top holdings were AAPL(11.88%), XOM(5.44%), and WMB(3.87%).
According to GuruFocus data, these were CFM WEALTH PARTNERS LLC’s top five trades of the quarter.
Enterprise Products Partners LP
The guru established a new position worth 142,577 shares in NYSE:EPD, giving the stock a 1.03% weight in the equity portfolio. Shares traded for an average price of $24.62 during the quarter.
On 01/20/2023, Enterprise Products Partners LP traded for a price of $25.655 per share and a market cap of $55.75Bil. The stock has returned 14.91% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Enterprise Products Partners LP has a price-earnings ratio of 11.05, a price-book ratio of 2.12, a price-earnings-to-growth (PEG) ratio of 1.42, a EV-to-Ebitda ratio of 9.91 and a price-sales ratio of 1.01.
The price-to-GF Value ratio is 0.63, earning the stock a GF Value rank of 8.
Pulmonx Corp
The guru established a new position worth 264,039 shares in NAS:LUNG, giving the stock a 0.67% weight in the equity portfolio. Shares traded for an average price of $9.51 during the quarter.
On 01/20/2023, Pulmonx Corp traded for a price of $8.5 per share and a market cap of $317.98Mil. The stock has returned -65.29% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Pulmonx Corp has a price-book ratio of 1.95, a EV-to-Ebitda ratio of -3.44 and a price-sales ratio of 6.00.
Royal Bank of Canada
The guru sold out of their 21,746-share investment in NYSE:RY. Previously, the stock had a 0.63% weight in the equity portfolio. Shares traded for an average price of $94.40000000000001 during the quarter.
On 01/20/2023, Royal Bank of Canada traded for a price of $99.845 per share and a market cap of $137.62Bil. The stock has returned -10.85% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Royal Bank of Canada has a price-earnings ratio of 11.68, a price-book ratio of 1.85, a price-earnings-to-growth (PEG) ratio of 1.31 and a price-sales ratio of 3.88.
The price-to-GF Value ratio is 1.08, earning the stock a GF Value rank of 5.
Energy Transfer LP
The guru established a new position worth 159,444 shares in NYSE:ET, giving the stock a 0.57% weight in the equity portfolio. Shares traded for an average price of $12 during the quarter.
On 01/20/2023, Energy Transfer LP traded for a price of $12.71 per share and a market cap of $39.27Bil. The stock has returned 42.39% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Energy Transfer LP has a price-earnings ratio of 9.49, a price-book ratio of 1.20, a EV-to-Ebitda ratio of 7.17 and a price-sales ratio of 0.44.
The price-to-GF Value ratio is 0.97, earning the stock a GF Value rank of 6.
Magellan Midstream Partners LP
The guru established a new position worth 31,223 shares in NYSE:MMP, giving the stock a 0.47% weight in the equity portfolio. Shares traded for an average price of $50.74 during the quarter.
On 01/20/2023, Magellan Midstream Partners LP traded for a price of $52.815 per share and a market cap of $10.82Bil. The stock has returned 18.80% 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, Magellan Midstream Partners LP has a price-earnings ratio of 10.20, a price-book ratio of 6.18, a price-earnings-to-growth (PEG) ratio of 4.73, a EV-to-Ebitda ratio of 11.65 and a price-sales ratio of 3.55.
The price-to-GF Value ratio is 0.92, earning the stock a GF Value rank of 6.
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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