Crosspoint Capital Strategies, 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.
600 MONTGOMERY STREET SAN FRANCISCO, CA 94111
As of the latest 13F report, the guru’s equity portfolio contained 39 stocks valued at a total of $49.00Mil. The top holdings were DMLP(4.78%), UDOW(4.76%), and SPXL(4.68%).
According to GuruFocus data, these were Crosspoint Capital Strategies, LLC’s top five trades of the quarter.
Vanguard S&P 500 ETF
The guru sold out of their 2,525-share investment in ARCA:VOO. Previously, the stock had a 22.36% weight in the equity portfolio. Shares traded for an average price of $351.8 during the quarter.
On 02/15/2023, Vanguard S&P 500 ETF traded for a price of $379.25 per share and a market cap of $283.81Bil. The stock has returned -4.47% 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 20.30 and a price-book ratio of 3.76.
SPDR Dow Jones Industrial Average ETF
Crosspoint Capital Strategies, LLC reduced their investment in ARCA:DIA by 1,879 shares. The trade had a 14.57% impact on the equity portfolio. During the quarter, the stock traded for an average price of $323.77.
On 02/15/2023, SPDR Dow Jones Industrial Average ETF traded for a price of $341.15 per share and a market cap of $29.68Bil. The stock has returned 0.57% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Dow Jones Industrial Average ETF has a price-earnings ratio of 20.12 and a price-book ratio of 3.79.
ProShares UltraPro Dow30 3x Shares
The guru established a new position worth 41,197 shares in ARCA:UDOW, giving the stock a 4.76% weight in the equity portfolio. Shares traded for an average price of $54.7 during the quarter.
On 02/15/2023, ProShares UltraPro Dow30 3x Shares traded for a price of $60.82 per share and a market cap of $635.57Mil. The stock has returned -15.34% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
ProShares UltraPro S&P 500 ETF 3x Shares
The guru established a new position worth 70,018 shares in ARCA:UPRO, giving the stock a 4.68% weight in the equity portfolio. Shares traded for an average price of $34.02 during the quarter.
On 02/15/2023, ProShares UltraPro S&P 500 ETF 3x Shares traded for a price of $40.22 per share and a market cap of $2.42Bil. The stock has returned -31.87% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Direxion Daily S&P 500 Bull 3X Shares
The guru established a new position worth 36,988 shares in ARCA:SPXL, giving the stock a 4.68% weight in the equity portfolio. Shares traded for an average price of $64.41 during the quarter.
On 02/15/2023, Direxion Daily S&P 500 Bull 3X Shares traded for a price of $76.38 per share and a market cap of $2.74Bil. The stock has returned -31.37% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Direxion Daily S&P 500 Bull 3X Shares has a price-earnings ratio of 20.28 and a price-book ratio of 3.76.
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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