Comparing Bruderman Asset Management's Q1 and Q2 2022 Holdings: A Comprehensive Analysis

Investment management companies such as Bruderman Asset Management, LLC play a crucial role in the economy by investing money in various securities, such as stocks, bonds, and other financial assets, on behalf of their clients. As a result, the quarterly holdings report issued by these companies provides valuable insights into their investment strategies and portfolio performance. In this article, we will take a closer look at Bruderman Asset Management's Q1 2022 vs. Q2 2022 13F holdings comparison for their top holdings.

Microsoft secures its position as the top holding

As per the latest holdings, Microsoft continues to hold the top spot among Bruderman Asset Management's holdings. The company showed a 4.6% increase in shares from Q1 to Q2 2022, with the number of shares held rising from 12,039 to 12,592. However, the value decreased by 12.9%, from $3.7 billion to $3.2 billion, regardless of the increase in the number of shares. Despite the decrease in value, Microsoft seems to be a reliable bet for the investment house.

Apple, NextEra Energy, Costco, and Duke Energy: all slightly declining

The holdings of Apple, NextEra Energy, Costco, and Duke Energy also witnessed minor decreases in the number of shares held from Q1 to Q2 2022. Apple saw a decline of 6.9% in value, despite an increase of 7.2% in the number of shares held. NextEra Energy witnessed a decline of 11.1% in the value of the shares held, while Costco saw a decrease of 19.6%. Duke Energy also decreased by 12.3%, demonstrating a slight lack of faith in these companies.

Google, Broadcom, and Amazon take a hard hit

The biggest losers among Bruderman Asset Management's holdings were Google, Broadcom, and Amazon. Google and Broadcom saw a drop of 22.3% and 24.2% in value from Q1 to Q2 2022, respectively. Amazon, on the other hand, saw the most significant drop of all the holdings, with a decrease of 32.7% in value. This decrease in value indicates that Bruderman Asset Management is not confident about the future of these companies and is looking to reduce its investment in them.

Other noteworthy changes in holdings

Apart from the companies mentioned above, there were other notable changes in Bruderman Asset Management's holdings. Visa and ABBV also saw a decrease in value, with reductions of 8.5% and 12.3%, respectively. Verizon Communications and P&G, however, saw a minor dip of 8.4% and 9.5%, respectively. There were a few holdings that showed growth as well, with UnitedHealth Group, Johnson & Johnson, and Monster Beverage Corporation seeing increases in the value of shares held.

Conclusion

In conclusion, Bruderman Asset Management's Q1 2022 vs. Q2 2022 13F holdings comparison demonstrates a trending pattern of decreasing values in some of the top holdings. The biggest losses were incurred by Google, Amazon, and Broadcom. However, some stocks, such as Microsoft, demonstrated slight growth and hence continued to hold their spot as top holdings. It is essential to be cautious when interpreting these changes in holdings, as they only reflect the company's portfolio at a particular point in time. Nonetheless, these comparisons provide us with insights into Bruderman Asset Management's investment strategies, and which companies they believe have a future in the marketplace.