Camarda Financial 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 78 stocks valued at a total of $99.00Mil. The top holdings were IBB(4.86%), TLT(4.33%), and XLV(4.21%).
According to GuruFocus data, these were Camarda Financial Advisors, LLC’s top five trades of the quarter.
Invesco DB US Dollar Index Bullish Fund
Camarda Financial Advisors, LLC reduced their investment in ARCA:UUP by 656,627 shares. The trade had a 23.25% impact on the equity portfolio. During the quarter, the stock traded for an average price of $28.91.
On 02/10/2023, Invesco DB US Dollar Index Bullish Fund traded for a price of $27.89 per share and a market cap of $1.44Bil. The stock has returned 9.98% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Blackstone Senior Loan ETF
Camarda Financial Advisors, LLC reduced their investment in ARCA:SRLN by 144,352 shares. The trade had a 6.93% impact on the equity portfolio. During the quarter, the stock traded for an average price of $40.48.
On 02/10/2023, SPDR Blackstone Senior Loan ETF traded for a price of $41.93 per share and a market cap of $6.21Bil. The stock has returned -2.49% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares 20 Year Treasury Bond ETF
The guru established a new position worth 43,052 shares in NAS:TLT, giving the stock a 4.33% weight in the equity portfolio. Shares traded for an average price of $100.06 during the quarter.
On 02/10/2023, iShares 20+ Year Treasury Bond ETF traded for a price of $104.56 per share and a market cap of $30.53Bil. The stock has returned -22.67% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Health Care Select Sector SPDR
The guru established a new position worth 30,731 shares in ARCA:XLV, giving the stock a 4.21% weight in the equity portfolio. Shares traded for an average price of $132.05 during the quarter.
On 02/10/2023, Health Care Select Sector SPDR traded for a price of $131.25 per share and a market cap of $40.05Bil. The stock has returned -0.68% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Health Care Select Sector SPDR has a price-earnings ratio of 21.90 and a price-book ratio of 4.59.
SPDR Gold Shares ETF
The guru established a new position worth 24,454 shares in ARCA:GLD, giving the stock a 4.19% weight in the equity portfolio. Shares traded for an average price of $161.08 during the quarter.
On 02/10/2023, SPDR Gold Shares ETF traded for a price of $173.03 per share and a market cap of $55.06Bil. The stock has returned 1.06% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
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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