Changes in Holdings of Fund: Jackson Wealth Management, LLC Q3 2022 vs. Q4 2022

When it comes to investing, staying on top of market changes is critical. One tool that can help with this is Form 13F, which requires institutional investors to report their holdings of publicly-traded securities. Recently, Jackson Wealth Management, LLC reported their Q3 2022 vs. Q4 2022 holdings, and the changes are worth analyzing.

The following is a breakdown of some of the more notable changes in holdings:

- Microsoft Corp (MSFT) saw a decrease of 9.4% in shares held from Q3 to Q4 2022, with the value dropping from $32,506,000 to $29,444,000.

- Apple Inc (AAPL) also saw a significant decrease in shares held, dropping 19.8% from Q3 to Q4 2022. The value dropped from $34,139,000 to $27,373,000.

- One company that saw an increase in shares held was Lockheed Martin Corp (LMT), with shares increasing 11.6% from Q3 to Q4 2022. The value increased from $8,291,000 to $9,251,000.

- American Centy ETF Tr (AVUV) had no holdings in Q3 2022, but in Q4 2022, they reported holdings of 77,376 shares valued at $5,765,000.

- Similarly, Select Sector SPDR TR (XLE) also had no holdings in Q3 2022 but reported holdings of 64,946 shares valued at $5,680,000 in Q4 2022.

- AstraZeneca PLC (AZN) saw an increase of 25% in shares held from Q3 to Q4 2022, with the value increasing from $1,535,000 to $1,918,000.

- Broadridge Finl Solutions In (BR) saw a decrease in shares held of 34.7% from Q3 to Q4 2022, with the value dropping from $2,048,000 to $1,337,000.

- SPDR Gold Tr (GLD) also saw a significant decrease in shares held, dropping 26.3% from Q3 to Q4 2022, with the value decreasing from $641,000 to $472,000.

- Finally, the SPDR Ser TR (BIL) saw an enormous decrease in shares held of 98.7% from Q3 to Q4 2022. In Q3, the value was $34,011,000, but it dropped to $427,000 in Q4.

Overall, Jackson Wealth Management, LLC made a lot of changes to their portfolio in Q4 2022. It's worth keeping an eye on these changes to see how they affect the market in the coming months.