United Asset Strategies, Inc. recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only a snapshot of long position in US-listed stocks and American depositary receipts at the end of the quarter. They do not necessarily include international holdings, short positions or other types of investments. However, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contains 210 stocks worth a total of $651.00Mil. Top holdings are XLK(3.63%), AMZN(3.32%), and MSFT(3.13%).
According to GuruFocus data, these are the top five trades of United Asset Strategies, Inc. in the quarter.
iShares Expanded Tech-Software Sector ETF
The guru established a new position worth 54,680 shares in BATS:IGV, giving the stock a 2.1% equity portfolio weight. Shares traded for an average price of $284.17 during the quarter.
On 10/25/2022, iShares Expanded Tech-Software Sector ETF traded at a price of $261.11 per share and a market cap of $4.97B. The stock has returned -39.72% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, the iShares Expanded Tech-Software Sector ETF has a price-earnings ratio of 37.71 and a price-book ratio of 5.78.
Jacobs Solutions Inc
Reduced by United Asset Strategies, Inc. their investment in NYSE:J of 88,092 shares. Trading has a 1.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $125.26.
On 10/25/2022, Jacobs Solutions Inc traded at a price of $110.85 per share and a market cap of $14.15B. The stock has returned -18.37% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Jacobs Solutions Inc has a price-earnings ratio of 31.13, a price-book ratio of 2.38, a price-earnings-to-growth (PEG) ratio of 1.87, an EV-to-Ebitda ratio of 15.14 and a price-to-sales ratio of 0.98.
The price-to-GF Value ratio is 0.95, giving the stock a GF Value rank of 5.
British American Tobacco PLC
Guru sold its 185,964-share investment in NYSE:BTI. Previously, the stock had a 1.16% weight in the equity portfolio. Shares traded for an average price of $40.07 during the quarter.
On 10/25/2022, British American Tobacco PLC traded at a price of $38.23 per share and a market cap of $85.76B. The stock has returned 13.45% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, British American Tobacco PLC has a price-earnings ratio of 14.43, a price-book ratio of 1.04, an EV-to-Ebitda ratio of 10.91 and a price-sales ratio of 2.94.
The price-to-GF Value ratio is 1.05, giving the stock a GF Value rank of 3.
iShares MSCI Mexico ETF
Guru sold their 170,867-share investment in ARCA:EWW. Previously, the stock had a 1.16% weight in the equity portfolio. Shares traded for an average price of $46.05 during the quarter.
On 10/25/2022, the iShares MSCI Mexico ETF traded at a price of $48.06 per share and a market cap of $716.10Mil. The stock has returned -0.12% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, the iShares MSCI Mexico ETF has a price-earnings ratio of 10.83 and a price-book ratio of 1.55.
ServiceNow Inc
Reduced by United Asset Strategies, Inc. their investment in NYSE:NOW of 15,815 shares. Trading has a 1.09% impact on the equity portfolio. During the quarter, the stock traded for an average price of $450.27.
On 10/25/2022, ServiceNow Inc traded for a price of $366.56 per share and a market cap of $74.05B. The stock has returned -46.62% 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, ServiceNow Inc has a price-earnings ratio of 402.80, a price-book ratio of 17.65, an EV-to-Ebitda ratio of 103.77 and a price-sales ratio of 11.28.
The price-to-GF Value ratio is 0.51, giving the stock a GF Value rank of 8.
Please note, the figures and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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