PRUDENT INVESTORS NETWORK, INC. recently filed their 13F report for the first quarter of 2023, which ended on 2023-03-31.
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.
22932 EL TORO RD LAKE FOREST, CA 92630
As of the latest 13F report, the guru’s equity portfolio contained 32 stocks valued at a total of $211.00Mil. The top holdings were VGSH(10.36%), VCSH(10.28%), and EMB(10.25%).
According to GuruFocus data, these were PRUDENT INVESTORS NETWORK, INC.’s top five trades of the quarter.
Vanguard Short-Term Government Bond ETF
The guru established a new position worth 373,133 shares in NAS:VGSH, giving the stock a 10.36% weight in the equity portfolio. Shares traded for an average price of $57.66 during the quarter.
On 05/18/2023, Vanguard Short-Term Government Bond ETF traded for a price of $58.26 per share and a market cap of $20.95Bil. The stock has returned 0.58% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Short-Term Corporate Bond ETF
The guru established a new position worth 284,142 shares in NAS:VCSH, giving the stock a 10.28% weight in the equity portfolio. Shares traded for an average price of $75.2 during the quarter.
On 05/18/2023, Vanguard Short-Term Corporate Bond ETF traded for a price of $75.845 per share and a market cap of $36.44Bil. The stock has returned 1.29% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Invesco Fundamental High Yield Corporate Bond ETF
PRUDENT INVESTORS NETWORK, INC. reduced their investment in ARCA:PHB by 1,113,936 shares. The trade had a 9.01% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.19.
On 05/18/2023, Invesco Fundamental High Yield Corporate Bond ETF traded for a price of $17.305 per share and a market cap of $557.22Mil. The stock has returned 3.53% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares U.S. Treasury Bond ETF
PRUDENT INVESTORS NETWORK, INC. reduced their investment in BATS:GOVT by 808,829 shares. The trade had a 8.68% impact on the equity portfolio. During the quarter, the stock traded for an average price of $22.97.
On 05/18/2023, iShares U.S. Treasury Bond ETF traded for a price of $23.12 per share and a market cap of $26.18Bil. The stock has returned -1.87% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Financial Select Sector SPDR
PRUDENT INVESTORS NETWORK, INC. reduced their investment in ARCA:XLF by 391,848 shares. The trade had a 6.33% impact on the equity portfolio. During the quarter, the stock traded for an average price of $34.6.
On 05/18/2023, Financial Select Sector SPDR traded for a price of $32.57 per share and a market cap of $29.34Bil. The stock has returned 0.18% 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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