Hixon Zuercher, 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.
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As of the latest 13F report, the guru’s equity portfolio contained 57 stocks valued at a total of $162.00Mil. The top holdings were AAPL(5.23%), MSFT(5.00%), and GSLC(4.37%).
According to GuruFocus data, these were Hixon Zuercher, LLC’s top five trades of the quarter.
Verizon Communications Inc
The guru sold out of their 63,667-share investment in NYSE:VZ. Previously, the stock had a 1.54% weight in the equity portfolio. Shares traded for an average price of $37.68 during the quarter.
On 01/21/2023, Verizon Communications Inc traded for a price of $40 per share and a market cap of $167.99Bil. The stock has returned -20.27% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Verizon Communications Inc has a price-earnings ratio of 8.68, a price-book ratio of 1.92, a price-earnings-to-growth (PEG) ratio of 2.99, a EV-to-Ebitda ratio of 7.43 and a price-sales ratio of 1.24.
The price-to-GF Value ratio is 0.69, earning the stock a GF Value rank of 10.
Apple Inc
Hixon Zuercher, LLC reduced their investment in NAS:AAPL by 10,210 shares. The trade had a 0.9% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.91.
On 01/21/2023, Apple Inc traded for a price of $137.87 per share and a market cap of $2,183.34Bil. The stock has returned -15.64% 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 22.56, a price-book ratio of 43.36, a price-earnings-to-growth (PEG) ratio of 1.30, a EV-to-Ebitda ratio of 16.63 and a price-sales ratio of 5.70.
The price-to-GF Value ratio is 0.79, earning the stock a GF Value rank of 9.
Gilead Sciences Inc
The guru sold out of their 21,629-share investment in NAS:GILD. Previously, the stock had a 0.85% weight in the equity portfolio. Shares traded for an average price of $79.19 during the quarter.
On 01/21/2023, Gilead Sciences Inc traded for a price of $82.985 per share and a market cap of $104.08Bil. The stock has returned 26.28% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Gilead Sciences Inc has a price-earnings ratio of 31.32, a price-book ratio of 4.94, a EV-to-Ebitda ratio of 16.38 and a price-sales ratio of 3.84.
The price-to-GF Value ratio is 1.18, earning the stock a GF Value rank of 3.
Block Inc
The guru sold out of their 13,804-share investment in NYSE:SQ. Previously, the stock had a 0.48% weight in the equity portfolio. Shares traded for an average price of $61.7 during the quarter.
On 01/21/2023, Block Inc traded for a price of $76.16 per share and a market cap of $45.55Bil. The stock has returned -40.39% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Block Inc has a price-book ratio of 2.75, a EV-to-Ebitda ratio of -204.66 and a price-sales ratio of 2.36.
The price-to-GF Value ratio is 0.41, earning the stock a GF Value rank of 4.
Exxon Mobil Corp
Hixon Zuercher, LLC reduced their investment in NYSE:XOM by 8,141 shares. The trade had a 0.45% impact on the equity portfolio. During the quarter, the stock traded for an average price of $107.14.
On 01/21/2023, Exxon Mobil Corp traded for a price of $113.35 per share and a market cap of $466.81Bil. The stock has returned 59.42% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Exxon Mobil Corp has a price-earnings ratio of 9.25, a price-book ratio of 2.51, a price-earnings-to-growth (PEG) ratio of 46.25, a EV-to-Ebitda ratio of 4.93 and a price-sales ratio of 1.20.
The price-to-GF Value ratio is 1.05, earning the stock a GF Value rank of 5.
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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