Hapanowicz & Associates Financial Services, Inc Q4 2022 vs. Q1 2023: A Comprehensive Comparison of 13F Holdings

The quarterly 13F filings provide insight into the stock holdings of institutional investors, and Hapanowicz & Associates Financial Services, Inc's recent filing highlights significant changes in their portfolio between Q4 2022 and Q1 2023. The following analysis focuses on the top holdings, stocks that have been added or trimmed, and the overall percentages of the changes.

Top Holdings

Vanguard Scottsdale FDS is the top holding for Hapanowicz & Associates Financial Services, Inc, represented by VONG and VONV. The combined shares of VONG and VONV between Q4 2022 and Q1 2023 increased by 4,800, with a Chg % of 1.6. Following up as the third-largest holding is iShares TR, represented by IWS, with a change of 1.4 in the same duration.

Stocks Added and Trimmed

Hapanowicz & Associates Financial Services, Inc added new stocks to their portfolio, with the most significant addition being AvidXchange Holdings Inc represented by AVDX. The company holds 206,912 shares with the value of $2,056, which makes up 0.07% of their portfolio. Among the additions, Hershey Co represented by HSY and PPG Inds Inc represented by PPG are noteworthy, with changes of 9.9% and 6.2%, respectively.

On the other hand, Hapanowicz & Associates Financial Services, Inc trimmed some of their stock holdings between Q4 2022 and Q1 2023. The holdings that were significantly decreased are CNX Res Corp represented by CNX, Range Res Corp represented by RRC, Amazon Com Inc represented by AMZN, SPDR Ser TR represented by SPYD, and Alphabet Inc represented by GOOG.

Percentage Changes

As mentioned earlier, the total percentage change for Hapanowicz & Associates Financial Services, Inc between Q4 2022 and Q1 2023 is a 1.6% increase. The funds' largest increase percentage is seen in Vanguard Index FDS represented by VOT, with a change of 14.1%. Meanwhile, the largest decrease percentage is reported by SPDR Gold TR represented by GLD and AlerisLife Inc represented by ALR both with a 100% decrease.

Conclusion

In conclusion, Hapanowicz & Associates Financial Services, Inc's 13F filing has shed light on some exciting changes in their portfolio between Q4 2022 and Q1 2023. The Vanguard Scottsdale FDS dominated their portfolio as the largest holding, and AvidXchange Holdings Inc was the most significant addition. Meanwhile, it was noted that the holdings of CNX Res Corp, Range Res Corp, Amazon Com Inc, SPDR Ser TR, and Alphabet Inc were notably decreased. The changes in the portfolio reflect the decisions of the fund manager and its strategy, and the 13F filing provides a glimpse into their thoughts on the market's direction.