Buttonwood Financial Advisors 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.
509 SOUTH EXETER STREET BALTIMORE, MD 21202
As of the latest 13F report, the guru’s equity portfolio contained 71 stocks valued at a total of $119.00Mil. The top holdings were ISTB(10.86%), FHLC(7.12%), and MOAT(6.47%).
According to GuruFocus data, these were Buttonwood Financial Advisors Inc.’s top five trades of the quarter.
VanEck Morningstar Wide Moat ETF
During the quarter, Buttonwood Financial Advisors Inc. bought 26,334 shares of BATS:MOAT for a total holding of 116,903. The trade had a 1.44% impact on the equity portfolio. During the quarter, the stock traded for an average price of $67.24.
On 01/14/2023, VanEck Morningstar Wide Moat ETF traded for a price of $70.13 per share and a market cap of $6.82Bil. The stock has returned -7.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, VanEck Morningstar Wide Moat ETF has a price-earnings ratio of 22.44 and a price-book ratio of 3.79.
Intercontinental Exchange Inc
The guru established a new position worth 6,919 shares in NYSE:ICE, giving the stock a 0.58% weight in the equity portfolio. Shares traded for an average price of $100.27 during the quarter.
On 01/14/2023, Intercontinental Exchange Inc traded for a price of $107.63 per share and a market cap of $60.12Bil. The stock has returned -15.75% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Intercontinental Exchange Inc has a price-earnings ratio of 23.86, a price-book ratio of 2.69, a price-earnings-to-growth (PEG) ratio of 1.35, a EV-to-Ebitda ratio of 15.90 and a price-sales ratio of 6.31.
The price-to-GF Value ratio is 1.06, earning the stock a GF Value rank of 5.
Twitter Inc
The guru sold out of their 16,178-share investment in NYSE:TWTR. Previously, the stock had a 0.55% weight in the equity portfolio. Shares traded for an average price of $40.71 during the quarter.
On 01/14/2023, Twitter Inc traded for a price of $53.7 per share and a market cap of $41.09Bil. The stock has returned -2.03% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Twitter Inc has a price-book ratio of 6.98, a EV-to-Ebitda ratio of 66.62 and a price-sales ratio of 8.22.
The price-to-GF Value ratio is 0.93, earning the stock a GF Value rank of 6.
iShares Core 1-5 Year USD Bond ETF
During the quarter, Buttonwood Financial Advisors Inc. bought 12,589 shares of NAS:ISTB for a total holding of 277,704. The trade had a 0.52% impact on the equity portfolio. During the quarter, the stock traded for an average price of $47.02.
On 01/14/2023, iShares Core 1-5 Year USD Bond ETF traded for a price of $47.02 per share and a market cap of $5.16Bil. The stock has returned -4.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core 1-5 Year USD Bond ETF has a price-book ratio of 2.38.
Comcast Corp
The guru sold out of their 9,214-share investment in NAS:CMCSA. Previously, the stock had a 0.33% weight in the equity portfolio. Shares traded for an average price of $37.39 during the quarter.
On 01/14/2023, Comcast Corp traded for a price of $38.93 per share and a market cap of $168.31Bil. The stock has returned -21.98% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Comcast Corp has a price-earnings ratio of 33.85, a price-book ratio of 2.10, a price-earnings-to-growth (PEG) ratio of 4.64, a EV-to-Ebitda ratio of 9.25 and a price-sales ratio of 1.44.
The price-to-GF Value ratio is 0.73, 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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