MARIPAU WEALTH MANAGEMENT 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.
4509 MAPLECREST ROAD FORT WAYNE, IN 46835
As of the latest 13F report, the guru’s equity portfolio contained 78 stocks valued at a total of $96.00Mil. The top holdings were COWZ(11.62%), IVV(6.45%), and SPLG(6.03%).
According to GuruFocus data, these were MARIPAU WEALTH MANAGEMENT LLC’s top five trades of the quarter.
iShares Core MSCI Emerging Markets ETF
During the quarter, MARIPAU WEALTH MANAGEMENT LLC bought 54,381 shares of ARCA:IEMG for a total holding of 67,115. The trade had a 2.86% impact on the equity portfolio. During the quarter, the stock traded for an average price of $44.98.
On 01/21/2023, iShares Core MSCI Emerging Markets ETF traded for a price of $51.21 per share and a market cap of $71.75Bil. The stock has returned -13.48% 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 Emerging Markets ETF has a price-earnings ratio of 10.93 and a price-book ratio of 1.56.
iShares U.S. Treasury Bond ETF
MARIPAU WEALTH MANAGEMENT LLC reduced their investment in BATS:GOVT by 57,494 shares. The trade had a 1.39% impact on the equity portfolio. During the quarter, the stock traded for an average price of $22.65.
On 01/21/2023, iShares U.S. Treasury Bond ETF traded for a price of $23.3 per share and a market cap of $20.84Bil. The stock has returned -8.66% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Invesco S&P Emerging Markets Low Volatility ETF
The guru sold out of their 52,009-share investment in ARCA:EELV. Previously, the stock had a 1.2% weight in the equity portfolio. Shares traded for an average price of $22.1 during the quarter.
On 01/21/2023, Invesco S&P Emerging Markets Low Volatility ETF traded for a price of $23.99 per share and a market cap of $987.19Mil. The stock has returned -1.72% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Invesco S&P Emerging Markets Low Volatility ETF has a price-earnings ratio of 10.97 and a price-book ratio of 1.13.
Pacer US Cash Cows 100 ETF
MARIPAU WEALTH MANAGEMENT LLC reduced their investment in BATS:COWZ by 40,777 shares. The trade had a 0.95% impact on the equity portfolio. During the quarter, the stock traded for an average price of $46.27.
On 01/21/2023, Pacer US Cash Cows 100 ETF traded for a price of $48.83 per share and a market cap of $11.43Bil. The stock has returned 7.22% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Pacer US Cash Cows 100 ETF has a price-earnings ratio of 7.69 and a price-book ratio of 2.14.
iShares J.P. Morgan USD Emerging Markets Bond ETF
The guru established a new position worth 8,539 shares in NAS:EMB, giving the stock a 0.79% weight in the equity portfolio. Shares traded for an average price of $82.06 during the quarter.
On 01/21/2023, iShares J.P. Morgan USD Emerging Markets Bond ETF traded for a price of $88.5 per share and a market cap of $16.65Bil. The stock has returned -11.60% 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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