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Growth and Changes: Comparing Kwmg, LLC's 13F Holdings Between Q4 2022 and Q1 2023

Ava Hoppe | 24 April, 2023

The reports of Kwmg, LLC’s Q4 2022 and Q1 2023 13F holdings have been released, and the results may surprise you. The data indicates a staggering 36 changes in holdings from one quarter to the next. In this blog post, we'll take a look at the biggest movers and shakers in Kwmg, LLC’s portfolio.

First up, we have VEA or Vanguard Tax-Managed Funds. This fund has seen a 9.8% increase in shares held, along with a value increase of $3,281,000. TIP or iShares TR has seen a growth in shares held with a value increase of $1,314,000.

Another notable increase was VOE or Vanguard Index Funds, which saw a 11.1% increase in shares held, along with a value increase of $2,351,000. The other Vanguard Index Funds, VNQ and VOE, saw smaller but still significant increases in shares held of 3.4% and 1.3% respectively. These fund increases are likely due to the strong stock market performance in Q1 2023.

There was also growth in iShares TR funds, particularly IVW which has seen a 12% increase in shares held, and HYG which has seen a 5.1% increase in shares held. Meanwhile, AFL or AFLAC INC, has seen a decrease in shares held of 9.8%, while XLU or Select Sector SPDR Trust saw a decrease in shares held of 1.2%.

One of the most significant changes in holdings can be seen with QQQ or Invesco QQQ Trust which has seen a 24.3% increase in shares held, along with a value increase of $3,292,000. This may be due to the growing popularity of technology stocks such as Tesla, Amazon, and NVIDIA.

Another major increase came from VGT or Vanguard World Funds, which saw a 21.1% increase in shares held and an astounding value increase of $1,673,000. This was likely driven by investors looking to capitalize on the continued growth in the tech sector.

It is important to note that many of the holdings with significant changes are exchange-traded funds (ETFs), which are viewed as less risky than individual stocks. ETFs can provide a level of diversification and potential for growth without the risk associated with betting on one or two individual companies.

In conclusion, Kwmg, LLC has seen significant changes in their holdings from Q4 2022 to Q1 2023, including both increases and decreases. The increase in ETF holdings may indicate a shift towards a more cautious investment philosophy, while the growth in tech ETF holdings may show a desire to capitalize on the continued growth in the tech industry. Whatever the reason may be, it will be interesting to see how these holdings evolve in the coming quarters.

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