SWS Partners 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.
985 North High Street Columbus, OH 43201
As of the latest 13F report, the guru’s equity portfolio contained 80 stocks valued at a total of $211.00Mil. The top holdings were
According to GuruFocus data, these were SWS Partners’s top five trades of the quarter.
iShares Core S&P 500 ETF
The guru established a new position worth 34,831 shares in ARCA:IVV, giving the stock a 5.79% weight in the equity portfolio. Shares traded for an average price of $397.41 during the quarter.
On 01/31/2023, iShares Core S&P 500 ETF traded for a price of $402.62 per share and a market cap of $302.81Bil. The stock has returned -7.82% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P 500 ETF has a price-earnings ratio of 19.92 and a price-book ratio of 3.76.
Schwab International Equity ETF
The guru established a new position worth 407,836 shares in ARCA:SCHF, giving the stock a 5.31% weight in the equity portfolio. Shares traded for an average price of $31.39 during the quarter.
On 01/31/2023, Schwab International Equity ETF traded for a price of $34.93 per share and a market cap of $30.83Bil. The stock has returned -2.86% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab International Equity ETF has a price-earnings ratio of 12.50 and a price-book ratio of 1.52.
Schwab Intermediate-Term U.S. Treasury ETF
The guru established a new position worth 166,612 shares in ARCA:SCHR, giving the stock a 3.79% weight in the equity portfolio. Shares traded for an average price of $50.8 during the quarter.
On 01/31/2023, Schwab Intermediate-Term U.S. Treasury ETF traded for a price of $50.2 per share and a market cap of $7.90Bil. The stock has returned -7.31% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Schwab U.S. Large-Cap ETF
The guru established a new position worth 189,504 shares in ARCA:SCHX, giving the stock a 3.72% weight in the equity portfolio. Shares traded for an average price of $46.9 during the quarter.
On 01/31/2023, Schwab U.S. Large-Cap ETF traded for a price of $47.41 per share and a market cap of $30.78Bil. The stock has returned -8.44% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab U.S. Large-Cap ETF has a price-earnings ratio of 19.53 and a price-book ratio of 3.70.
SPDR Portfolio S&P 500 High Dividend ETF
The guru established a new position worth 188,196 shares in ARCA:SPYD, giving the stock a 3.09% weight in the equity portfolio. Shares traded for an average price of $39.91 during the quarter.
On 01/31/2023, SPDR Portfolio S&P 500 High Dividend ETF traded for a price of $41.55 per share and a market cap of $7.97Bil. The stock has returned 2.31% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Portfolio S&P 500 High Dividend ETF has a price-earnings ratio of 13.01 and a price-book ratio of 1.79.
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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