Legend Financial Advisors, Inc. 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.
5700 CORPORATE DRIVE SUITE 350 PITTSBURGH, PA 15237-5829
As of the latest 13F report, the guru’s equity portfolio contained 243 stocks valued at a total of $114.00Mil. The top holdings were
According to GuruFocus data, these were Legend Financial Advisors, Inc.’s top five trades of the quarter.
Leuthold Core ETF
The guru established a new position worth 264,421 shares in ARCA:LCR, giving the stock a 6.83% weight in the equity portfolio. Shares traded for an average price of $28.78 during the quarter.
On 01/30/2023, Leuthold Core ETF traded for a price of $29.655 per share and a market cap of $63.02Mil. The stock has returned -1.09% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Leuthold Core ETF has a price-earnings ratio of 13.90 and a price-book ratio of 3.08.
Vanguard S&P Small-Cap 600 Value ETF
During the quarter, Legend Financial Advisors, Inc. bought 10,074 shares of ARCA:VIOV for a total holding of 45,170. The trade had a 1.35% impact on the equity portfolio. During the quarter, the stock traded for an average price of $159.25.
On 01/30/2023, Vanguard S&P Small-Cap 600 Value ETF traded for a price of $171.65 per share and a market cap of $1.32Bil. The stock has returned 2.96% 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 Small-Cap 600 Value ETF has a price-earnings ratio of 10.42 and a price-book ratio of 1.27.
SPDR Biotech ETF
The guru established a new position worth 15,675 shares in ARCA:XBI, giving the stock a 1.17% weight in the equity portfolio. Shares traded for an average price of $84.31 during the quarter.
On 01/30/2023, SPDR Biotech ETF traded for a price of $87.09999999999999 per share and a market cap of $8.08Bil. The stock has returned -1.78% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Biotech ETF has a price-book ratio of 3.31.
Franco-Nevada Corp
The guru sold out of their 6,839-share investment in NYSE:FNV. Previously, the stock had a 0.93% weight in the equity portfolio. Shares traded for an average price of $125.71 during the quarter.
On 01/30/2023, Franco-Nevada Corp traded for a price of $145 per share and a market cap of $27.78Bil. The stock has returned 13.99% over the past year.
GuruFocus gives the company a financial strength rating of 10 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Franco-Nevada Corp has a price-earnings ratio of 36.62, a price-book ratio of 4.44, a price-earnings-to-growth (PEG) ratio of 2.47, a EV-to-Ebitda ratio of 22.83 and a price-sales ratio of 21.61.
The price-to-GF Value ratio is 0.97, earning the stock a GF Value rank of 7.
Fleetcor Technologies Inc
The guru sold out of their 2,429-share investment in NYSE:FLT. Previously, the stock had a 0.53% weight in the equity portfolio. Shares traded for an average price of $214.29 during the quarter.
On 01/30/2023, Fleetcor Technologies Inc traded for a price of $201.01 per share and a market cap of $14.82Bil. The stock has returned -13.09% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Fleetcor Technologies Inc has a price-earnings ratio of 16.57, a price-book ratio of 6.65, a price-earnings-to-growth (PEG) ratio of 1.64, a EV-to-Ebitda ratio of 12.34 and a price-sales ratio of 4.71.
The price-to-GF Value ratio is 0.52, earning the stock a GF Value rank of 4.
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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