Top 5 Q2 deals out of 18

180 WEALTH ADVISORS, LLC recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

32125 32nd Avenue South, Suite 100 Federal Way, WA 98001

According to the latest 13F report, the guru’s stock portfolio contained 368 stocks valued at a total of $392.00 million. Top holdings were MSFT (7.69%), AAPL (3.82%) and AMZN (2.66%).

According to data from GuruFocus, these were the top five trades for 180 WEALTH ADVISORS, LLC in the quarter.

Lockheed Martin Corporation

180 WEALTH ADVISORS, LLC reduced their investment in NYSE:LMT by 5,121 shares. The transaction had an impact of 0.51% on the equity portfolio. During the quarter, the stock traded at an average price of $439.13.

On 7/11/2022, Lockheed Martin Corp traded at a price of $421.2 per share and a market capitalization of $111.28 billion. The stock has returned 13.54% 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, Lockheed Martin Corp has a price/earnings ratio of 18.47, a price/book ratio of 11.08, a price/earnings/growth (PEG) ratio of 1.71, an EV/Ebitda ratio of 12.99 and a price-to-sales ratio of 1.75.

The GF price-to-value ratio is 1.03, giving the stock a GF value rank of 5.

Robert Half International Inc.

During the quarter, 180 WEALTH ADVISORS, LLC purchased 24,323 shares of NYSE:RHI for a total holding of 32,022. The transaction had a 0.47% impact on the equity portfolio. During the quarter, the stock traded at an average price of $95.15.

On 7/11/2022, Robert Half International Inc traded at a price of $77.83 per share and a market capitalization of $8.60 billion. The title returned -7.37% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Robert Half International Inc has a price/earnings ratio of 13.21, a price/book ratio of 5.95, a price/earnings/growth (PEG) ratio of 3.77, an EV/ Ebitda of 9.12 and a price-to-sales ratio of 1.25.

The GF price/value ratio is 0.96, giving the stock a GF value rank of 6.

Warner Bros. Discovery Inc

The guru sold his 28,527 share investment in NAS:WBD. Previously, the stock had a weighting of 0.15% in the equity portfolio. The shares traded at an average price of $18.65 during the quarter.

On 7/11/2022, Warner Bros. Discovery Inc traded at a price of $13.6311 per share and a market capitalization of $33.47 billion. The stock has returned -51.39% 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, Warner Bros. Discovery Inc has a price-to-earnings ratio of 6.82, a price-to-book ratio of 0.59, a price-to-earnings-to-growth (PEG) ratio of 0.46, an EV /Ebitda of 5.54 and a price-to-sales ratio of 0.74.

The GF price-to-value ratio is 0.25, giving the stock a GF value rank of 2.

Amazon.com Inc.

During the quarter, 180 WEALTH ADVISORS, LLC purchased 5,014 shares of NAS:AMZN for a total stake of 95,214. The transaction had a 0.14% impact on the equity portfolio. During the quarter, the stock traded at an average price of $125.73.

On 7/11/2022, Amazon.com Inc traded at a price of $112.07 per share and a market capitalization of $1,156.12 billion. The stock has returned -38.07% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Amazon.com Inc has a price/earnings ratio of 54.84, a price/book ratio of 8.64, a price/earnings/growth (PEG) ratio of 1.31, an EV/ Ebitda of 19.96. and a price-to-sales ratio of 2.45.

The GF price/value ratio is 0.59, giving the stock a GF value rank of 8.

Freeport-McMoRan Inc

180 WEALTH ADVISORS, LLC reduced their investment in NYSE:FCX by 11,711 shares. The transaction had an impact of 0.13% on the equity portfolio. During the quarter, the stock traded at an average price of $40.18.

On 7/11/2022, Freeport-McMoRan Inc traded at a price of $26.97 per share and a market capitalization of $40.60 billion. The stock has returned -17.99% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Freeport-McMoRan Inc has a price/earnings ratio of 8.12, a price/book ratio of 2.74, an EV/EBITDA ratio of 3.59 and a price/sales ratio of 1.68. .

The GF price/value ratio is 0.73, giving the stock a GF value rank of 10.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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