SC Financial Services, Inc.’ – GuruFocus.com

SC Financial Services, Inc. recently filed its 13F report for the third quarter of 2022, which ended on 2022-09-30.

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.

9375 E. SHEA BLVD SCOTTSDALE, AZ 85260

According to the latest 13F report, the guru’s stock portfolio contained 105 stocks valued at a total of $61.00 million. The top holdings were ACN (5.75%), AAPL (4.86%) and IVV (4.62%).

According to data from GuruFocus, these were SC Financial Services, Inc.’s top five deals of the quarter.

Accenture PLC

The guru established a new position worth 13,677 shares in NYSE:ACN, giving the stock a 5.75% weighting in the equity portfolio. The shares traded at an average price of $288.99 during the quarter.

On 10/17/2022, Accenture PLC traded at a price of $261.34 per share and a market capitalization of $164.18 billion. The stock has returned -22.59% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Accenture PLC has a price/earnings ratio of 24.33, a price/book ratio of 7.45, a price/earnings/growth (PEG) ratio of 1.90, an EV/Ebitda ratio of 14.79 and a price-to-sales ratio of 2.72.

The GF price/value ratio is 0.78, giving the stock a GF value rank of 7.

FT Cboe Vest Buffered Allocation Defensive ETF

During the quarter, SC Financial Services, Inc. purchased 37,639 shares of BATS:BUFT for a total holding of 54,405. The transaction had a 1.11% impact on the equity portfolio. During the quarter, the stock traded at an average price of $18.75.

On 10/17/2022, the FT Cboe Vest Buffered Allocation Defensive ETF traded at a price of $18.308 per share and a market capitalization of $160.60 million. The stock has returned 0.00% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, FT Cboe Vest Buffered Allocation Defensive ETF has a price-to-earnings ratio of 19.97 and a price-to-book ratio of 3.78.

Zillow Group Inc.

The guru established a new position worth 14,424 shares in NAS:Z, giving the stock a 0.67% weighting in the equity portfolio. The shares traded at an average price of $34.72 during the quarter.

On 10/17/2022, Zillow Group Inc traded at a price of $28.42 per share and a market capitalization of $6.90 billion. The stock has returned -69.91% 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, Zillow Group Inc has a price-to-book ratio of 1.49, an EV/Ebitda ratio of -22.59 and a price-to-sales ratio of 0.67.

The GF price/value ratio is 0.21, giving the stock a GF value rank of 2.

Enterprise Products Partners LP

The guru established a new position worth 16,000 shares in NYSE:EPD, giving the stock a 0.62% weighting in the equity portfolio. The shares traded at an average price of $25.8 during the quarter.

On 10/17/2022, Enterprise Products Partners LP traded at a price of $25.235 per share and a market capitalization of $54.88 billion. The stock has returned 11.51% 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, Enterprise Products Partners LP has a price/earnings ratio of 11.35, a price/book ratio of 2.12, a price/earnings/growth (PEG) ratio of 1.46, an EV/ Ebitda of 10.07 and a price-to-sales ratio of 1.08.

The GF price-to-value ratio is 0.68, giving the stock a GF value rank of 10.

Invesco BulletShares Municipal Bond ETF 2025

The guru established a new position worth 15,793 shares in NAS:BSMP, giving the stock a 0.61% weighting in the equity portfolio. The shares traded at an average price of $24.48 during the quarter.

On 10/17/2022, the Invesco BulletShares 2025 Municipal Bond ETF traded at a price of $23.9982 per share and a market capitalization of $84.00 million. The title returned -6.76% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

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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