Comparing Q3 and Q4 2022: Simplicity Solutions LLC 13F Holdings

With the nature of the stock market, continuous changes in investment portfolios are a norm. It's not surprising when a company's holdings change when comparing different quarters. Simplicity Solutions LLC's 13F Holdings in Q3 2022 versus Q4 2022 has changed significantly, with holdings increased or decreased, as well as some new additions to their portfolio. In this blog post, we'll take a closer look at the changes in Simplicity Solutions LLC's 13F Holdings and what could be driving those changes.

VTEB – Vanguard Municipal Bond Funds

In Q3 2022, Simplicity Solutions LLC's holdings of VTEB were at 317,833 shares, valued at $15.3 million. But by Q4 2022, the holdings increased to 500,747 shares valued at $24.8 million, which is a significant change of 62%. This increase could be due to the government's decision to keep interest rates low, which in turn increases the value of bonds.

VOO – Vanguard Index Funds

Simplicity Solutions LLC's holdings of VOO decreased from Q3 to Q4 2022. In Q3, the holdings were at 73,797 shares valued at $24.2 million, while in Q4, the holdings dropped to 70,335 shares valued at $24.7 million. The change percentage was minor as it only dropped by 2%. It's important to note that VOO is an index fund, which tracks the S&P 500, so any changes in the index could directly affect the holdings.

AAPL – Apple Inc.

Apple is one of the most consistent performers in the stock market, and it's reflected in Simplicity Solutions LLC's holdings. In Q3 2022, the holdings were at 167,075 shares valued at $23.09 million, and by Q4 2022, the holdings increased to 184,411 shares valued at $23.96 million. The percentage change was 3.8%, reflecting the incremental increase in holdings. With Apple's strong reputation, plus new products being released in the market, it's not surprising that investors would want to keep or increase their holdings.

MSFT – Microsoft Corporation

Similar to Apple, Microsoft is another technology giant that has been performing well for years. In Q3 2022, Simplicity Solutions LLC held 92,971 shares of Microsoft, valued at $21.65 million, which increased to 94,061 shares valued at $22.56 million in Q4 2022. The percentage change was 4.2%. It's no doubt that Microsoft's growth has been consistent, and with the company expanding its services to the cloud, it's not surprising that investors are holding or increasing their Microsoft shares.

IVV – iShares TR

IVV is an exchange-traded fund (ETF) that tracks the S&P 500 Index. Simplicity Solutions LLC's holdings decreased by 15.4%, from 44,814 shares valued at $16.07 million in Q3 to 35,373 shares valued at $13.59 million in Q4 2022. The decrease could be due to the fact that the ETF market has been volatile lately, and investors are changing their strategies to minimize their risks and maximize their gains.

Conclusion

In conclusion, Simplicity Solutions LLC's 13F Holdings have gone through some significant changes from Q3 to Q4 2022. While some stocks like Apple and Microsoft remain consistent performers, others like the iShares TR had a significant decrease. Nevertheless, it's important to note that the stock market is highly unpredictable, and investors must stay on their toes to monitor their investments consistently. As for Simplicity Solutions LLC, it's clear that they are making bold moves to manage a dynamic investment portfolio.