Analyzing Arete Wealth Advisors' Q3 vs. Q4 2022 13F Holdings Comparison: Notable Changes in Holdings and Investment Strategy Revealed.

Arete Wealth Advisors, LLC is a financial company that aims to provide clients with the best possible investment solutions. The company recently released its Q3 2022 vs. Q4 2022 13F Holdings comparison CSV file, which summarizes the changes in holdings of their fund. In this blog post, we will take a closer look at the CSV and analyze the changes in holdings.

The CSV file consists of 37 different stocks and exchange-traded funds (ETFs). The first column lists the names of the securities, the second column lists their respective issuer names, and the third column specifies the option type.

The fourth and fifth columns display the number of shares of the respective securities held in Q3 2022 and Q4 2022, respectively. The sixth and seventh columns show the value of the holdings for Q3 2022 and Q4 2022 in thousands of dollars. The eighth and final column of the CSV file displays the percentage change in holdings from Q3 2022 to Q4 2022.

Looking at the CSV file, one can notice significant changes in holdings for various securities. One of the most significant changes was in the holdings of the INVESCO EXCHANGE TRADED FD T (RSP), which experienced an increase of 92,481 shares, leading to a significant increase of 116% in value. Another notable change was in the holdings of ABBVIE INC (ABBV), which experienced an increase of 13,907 shares, amounting to a 2% increase in value.

The VANGUARD SPECIALIZED PORTFOL (VIG) experienced a decrease in its holdings, dropping by 29,970 shares, which represents an 11% drop in value. APPLE INC (AAPL) experienced a minor decrease in its holdings, dropping by 2,097 shares, leading to a 3% decrease in value.

ABBOTT LABS (ABT) holdings increased significantly from 0 shares to 252,591 shares, accounting for an increase in value of over $27 million. One can also notice the increase in holdings of ISHARES TR (IEF), which increased by 15,024 shares, leading to an 8% increase in value.

The largest holding for Q4 2022 was INVESCO EXCHANGE TRADED FD T (RSP), with a total of 632,478 shares, followed by BROOKFIELD INFRASTRUCTURE CO (BIPC) with a total of 2,350,537 shares, demonstrating strong faith in infrastructure stocks.

The CSV file also contains some interesting changes in the holdings of key ETFs such as SPDR S&P 500 ETF TR (SPY) and VANGUARD INDEX FDS (VOO). Both ETFs experienced an increase in their holdings, with SPY increasing by 19,274 shares and VOO increasing by 3,639 shares.

Other notable changes in holdings were seen in JUMIA TECHNOLOGIES AG (JMIA), with an increase of 140,829 shares, and VIRGIN GALACTIC HOLDINGS INC (SPCE), with an increase of 158,506 shares. These changes may indicate that Arete Wealth Advisors has confidence in the growth potential of these companies.

In conclusion, Arete Wealth Advisors, LLC has made significant changes in its holdings of various securities, indicating its confidence in the growth potential of some of these companies. The CSV file shows key changes in holdings of certain stocks and ETFs and offers insight into the investment strategy of Arete Wealth Advisors. It is essential for investors to keep an eye on changing market trends and adjust their portfolios accordingly to take advantage of growth opportunities.