Analyzing Berkshire Money Management's Q3 vs. Q4 2022 13F Holdings

Berkshire Money Management, Inc. recently filed a 13F report disclosing its holdings of various securities. The 13F filings are submitted by institutional investors, asset managers, and hedge funds with more than $100 million in assets under management. These reports give a glimpse into the investment portfolios of some of the most prominent financial institutions in the world.

In this article, we will analyze Berkshire Money Management's Q3 vs. Q4 2022 13F Holdings and highlight the changes in its portfolio. We will go over some of the most significant changes made by the firm during this period.

SPDR DOW JONES INDUSTRIAL AVERAGE (DIA)

Berkshire Money Management decreased its holdings of DIA by 1.3% from Q3 to Q4 2022. The value of the holdings also increased by 13.8% during this period. DIA is an exchange-traded fund (ETF) that seeks to track the price and yield performance of the Dow Jones Industrial Average.

SPDR S&P 500 ETF TR (SPY)

The company also decreased its SPY holdings by 2.4% from Q3 to Q4 2022. The value of the holdings increased by 4.5% during this period. SPY is an ETF that tracks the S&P 500 index, providing exposure to the 500 leading companies in the United States.

VANGUARD SPECIALIZED FUNDS (VIG)

Berkshire Money Management decreased its VIG holdings by 3.9% from Q3 to Q4 2022. VIG is an ETF that tracks the performance of companies with a record of increasing their dividends year over year.

INNOVATOR ETFS TR (BOCT, BNOV, BSEP, POCT, BMAY, BAUG, BJAN, UJAN, KJAN, BJUN, BFEB, BAPR, NJAN, BJUL, NOCT)

The firm increased its holdings in various ETFs from Innovator ETFS TR by an average of 9.4% during Q3 to Q4 2022. BOCT, BNOV, BSEP, POCT, BMAY, BAUG, BJAN, UJAN, KJAN, BJUN, BFEB, BAPR, NJAN, BJUL and NOCT are the ETFs included in this category, which represent various industries.

Other Stocks

Aside from ETFs, Berkshire Money Management also made significant changes to its holdings in individual stocks between Q3 to Q4 2022. For instance, the company decreased its holdings in Apple Inc. (AAPL) by 11%. The company also increased its holdings in Pfizer Inc. (PFE) by a whopping 139.6%, Exxon Mobil Corp. (XOM) by 26.5%, and decreased its holdings in Invesco S&P 500 Equal Weight ETF (RSP) by 8.2%.

Final Thoughts

Berkshire Money Management's 13F Holdings show a decrease in holdings for some ETFs and stocks and an increase in holdings for others. The changes made by Berkshire and other institutional investors can provide useful insights into the market's outlook. Investors can use this information to make informed decisions about their investments in the stock market. Always remember that the 13F filings are only a snapshot of institutional investors' holdings, which they are required by law to disclose. However, these disclosures may not fully represent an investor's complete portfolio or reflect current or future trends.