High Pines Wealth Management, 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.
33 RAILROAD AVE. DUXBURY, MA 02332
As of the latest 13F report, the guru’s equity portfolio contained 32 stocks valued at a total of $57.00Mil. The top holdings were VEA(14.60%), VONG(14.43%), and VTV(14.21%).
According to GuruFocus data, these were High Pines Wealth Management, LLC’s top five trades of the quarter.
Vanguard Tax-Exempt Bond ETF
During the quarter, High Pines Wealth Management, LLC bought 5,478 shares of ARCA:VTEB for a total holding of 56,199. The trade had a 0.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.58.
On 02/15/2023, Vanguard Tax-Exempt Bond ETF traded for a price of $50.124 per share and a market cap of $25.14Bil. The stock has returned -3.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Meta Platforms Inc
The guru sold out of their 1,604-share investment in NAS:META. Previously, the stock had a 0.42% weight in the equity portfolio. Shares traded for an average price of $117.43 during the quarter.
On 02/15/2023, Meta Platforms Inc traded for a price of $176.92 per share and a market cap of $458.69Bil. The stock has returned -19.95% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Meta Platforms Inc has a price-earnings ratio of 20.62, a price-book ratio of 3.68, a price-earnings-to-growth (PEG) ratio of 1.34, a EV-to-Ebitda ratio of 11.97 and a price-sales ratio of 4.16.
The price-to-GF Value ratio is 0.47, earning the stock a GF Value rank of 4.
Tesla Inc
The guru sold out of their 819-share investment in NAS:TSLA. Previously, the stock had a 0.41% weight in the equity portfolio. Shares traded for an average price of $189.34 during the quarter.
On 02/15/2023, Tesla Inc traded for a price of $213.32 per share and a market cap of $674.97Bil. The stock has returned -30.96% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Tesla Inc has a price-earnings ratio of 58.88, a price-book ratio of 15.10, a EV-to-Ebitda ratio of 36.55 and a price-sales ratio of 8.92.
The price-to-GF Value ratio is 0.53, earning the stock a GF Value rank of 4.
NextEra Energy Inc
The guru established a new position worth 2,412 shares in NYSE:NEE, giving the stock a 0.35% weight in the equity portfolio. Shares traded for an average price of $80.78 during the quarter.
On 02/15/2023, NextEra Energy Inc traded for a price of $76.73999999999999 per share and a market cap of $152.49Bil. The stock has returned 4.54% 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, NextEra Energy Inc has a price-earnings ratio of 36.65, a price-book ratio of 3.89, a EV-to-Ebitda ratio of 22.91 and a price-sales ratio of 7.26.
The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 9.
CoStar Group Inc
The guru established a new position worth 2,608 shares in NAS:CSGP, giving the stock a 0.35% weight in the equity portfolio. Shares traded for an average price of $78.14 during the quarter.
On 02/15/2023, CoStar Group Inc traded for a price of $78.94499999999999 per share and a market cap of $32.11Bil. The stock has returned 16.67% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, CoStar Group Inc has a price-earnings ratio of 91.80, a price-book ratio of 4.79, a price-earnings-to-growth (PEG) ratio of 5.60, a EV-to-Ebitda ratio of 44.89 and a price-sales ratio of 14.72.
The price-to-GF Value ratio is 0.80, earning the stock a GF Value rank of 10.
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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