WEDBUSH SECURITIES 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.
1000 WILSHIRE BLVD., SUITE 900 LOS ANGELES, CA 90017
As of the latest 13F report, the guru’s equity portfolio contained 1056 stocks valued at a total of $1.82Bil. The top holdings were
According to GuruFocus data, these were WEDBUSH SECURITIES INC’s top five trades of the quarter.
Vanguard S&P 500 ETF
WEDBUSH SECURITIES INC reduced their investment in ARCA:VOO by 522,284 shares. The trade had a 9.9% impact on the equity portfolio. During the quarter, the stock traded for an average price of $363.71.
On 01/31/2023, Vanguard S&P 500 ETF traded for a price of $371.52 per share and a market cap of $277.64Bil. The stock has returned -8.70% 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 500 ETF has a price-earnings ratio of 19.14 and a price-book ratio of 3.61.
SPDR Bloomberg 1-3 Month T-Bill ETF
During the quarter, WEDBUSH SECURITIES INC bought 1,893,421 shares of ARCA:BIL for a total holding of 2,097,193. The trade had a 9.76% impact on the equity portfolio. During the quarter, the stock traded for an average price of $91.19.
On 01/31/2023, SPDR Bloomberg 1-3 Month T-Bill ETF traded for a price of $91.73 per share and a market cap of $25.28Bil. The stock has returned 1.71% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Total Bond Market ETF
WEDBUSH SECURITIES INC reduced their investment in NAS:BND by 115,683 shares. The trade had a 0.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.52.
On 01/31/2023, Vanguard Total Bond Market ETF traded for a price of $74.0438 per share and a market cap of $88.25Bil. The stock has returned -8.58% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Apple Inc
During the quarter, WEDBUSH SECURITIES INC bought 51,705 shares of NAS:AAPL for a total holding of 993,973. The trade had a 0.4% impact on the equity portfolio. During the quarter, the stock traded for an average price of $156.95.
On 01/31/2023, Apple Inc traded for a price of $143.82 per share and a market cap of $2,277.56Bil. The stock has returned -17.21% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 23.54, a price-book ratio of 45.23, a price-earnings-to-growth (PEG) ratio of 1.35, a EV-to-Ebitda ratio of 17.55 and a price-sales ratio of 5.96.
The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 9.
Vanguard ESG U.S. Stock ETF
WEDBUSH SECURITIES INC reduced their investment in BATS:ESGV by 62,272 shares. The trade had a 0.23% impact on the equity portfolio. During the quarter, the stock traded for an average price of $69.98999999999999.
On 01/31/2023, Vanguard ESG U.S. Stock ETF traded for a price of $70.7 per share and a market cap of $6.06Bil. The stock has returned -12.32% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard ESG U.S. Stock ETF has a price-earnings ratio of 19.49 and a price-book ratio of 3.68.
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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