Crewe 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.
136 E. SOUTH TEMPLE SALT LAKE CITY, UT 84111
As of the latest 13F report, the guru’s equity portfolio contained 1017 stocks valued at a total of $630.00Mil. The top holdings were ENSG(18.12%), IVV(8.98%), and SPY(5.88%).
According to GuruFocus data, these were Crewe Advisors LLC’s top five trades of the quarter.
iShares Core MSCI EAFE ETF
During the quarter, Crewe Advisors LLC bought 218,887 shares of BATS:IEFA for a total holding of 232,078. The trade had a 2.14% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.61.
On 02/08/2023, iShares Core MSCI EAFE ETF traded for a price of $66.5 per share and a market cap of $95.80Bil. The stock has returned -5.46% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI EAFE ETF has a price-earnings ratio of 12.93 and a price-book ratio of 1.59.
Vanguard Information Technology ETF
During the quarter, Crewe Advisors LLC bought 22,525 shares of ARCA:VGT for a total holding of 22,749. The trade had a 1.14% impact on the equity portfolio. During the quarter, the stock traded for an average price of $325.73.
On 02/08/2023, Vanguard Information Technology ETF traded for a price of $368.43 per share and a market cap of $44.90Bil. The stock has returned -11.18% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Information Technology ETF has a price-earnings ratio of 25.92 and a price-book ratio of 6.91.
JPMorgan Ultra-Short Income ETF
During the quarter, Crewe Advisors LLC bought 119,679 shares of ARCA:JPST for a total holding of 147,304. The trade had a 0.95% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.75.
On 02/08/2023, JPMorgan Ultra-Short Income ETF traded for a price of $50.23 per share and a market cap of $24.28Bil. The stock has returned 1.52% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Salesforce Inc
Crewe Advisors LLC reduced their investment in NYSE:CRM by 23,804 shares. The trade had a 0.62% impact on the equity portfolio. During the quarter, the stock traded for an average price of $145.92.
On 02/08/2023, Salesforce Inc traded for a price of $170.02 per share and a market cap of $170.02Bil. The stock has returned -21.48% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Salesforce Inc has a price-earnings ratio of 607.21, a price-book ratio of 2.84, a price-earnings-to-growth (PEG) ratio of 22.74, a EV-to-Ebitda ratio of 41.17 and a price-sales ratio of 5.61.
The price-to-GF Value ratio is 0.59, earning the stock a GF Value rank of 8.
iShares Core S&P 500 ETF
During the quarter, Crewe Advisors LLC bought 10,049 shares of ARCA:IVV for a total holding of 147,278. The trade had a 0.61% impact on the equity portfolio. During the quarter, the stock traded for an average price of $384.6.
On 02/08/2023, iShares Core S&P 500 ETF traded for a price of $414.71 per share and a market cap of $312.28Bil. The stock has returned -6.82% 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 20.19 and a price-book ratio of 3.73.
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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