Ibex Wealth Advisors Q3 2022 vs. Q4 2022: A Deep Dive into the Holdings Comparison

The holding comparison of Ibex Wealth Advisors Q3 2022 vs. Q4 2022 depicts a lot of changes that have taken place in the market. The 13F filings from the advisors indicate the number of shares and the total value of each stock held by them. With the help of this data, we can gauge the overall investor sentiment and the direction in which the market is moving. In this blog post, we will analyze the changes in the holdings of funds and try to understand the factors that have led to these changes.

Firstly, let's take a look at the top holdings of the fund. Microsoft Corp (MSFT) continues to be the top holding, with a slight decrease of 2.7% in the number of shares held. The total value of MSFT also increased from Q3 2022 to Q4 2022. Following MSFT is Apple Inc (AAPL), with a decrease of 7.2% in the number of shares held and a decrease in the total value from Q3 2022 to Q4 2022.

One of the significant changes that have taken place is the increase in holdings of Oneok Inc (OKE) and Chevron Corp (CVX). OKE has a surge of 33.4% in the number of shares held, with a significant increase in the value of the shares. CVX has seen an increase in the number of shares held, with a substantial increase in the total value from Q3 2022 to Q4 2022. This rise is reflective of the bullish trend observed in the energy sector during this period.

Nvidia Corp (NVDA) and Williams Cos (WMB) are also among the top holdings of the fund. While the number of shares held decreased slightly, the total value of these stocks increased between Q3 2022 and Q4 2022.

The fund has seen a considerable increase in holdings of Broadcom Inc (AVGO) in Q4 2022, with a significant increase in the number of shares held and total value, indicating a positive sentiment in the sector. Another interesting observation is the increase in holdings of United Parcel (UPS) and Marathon Petroleum (MPC), with the number of shares held going up and total value increasing from Q3 2022 to Q4 2022.

One of the surprising changes during this period is the sharp increase in holdings of Invesco S&P (RSP), with a whopping 221.2% increase in the number of shares held and a significant increase in total value. This indicates a bullish trend in the S&P sector, and it will be interesting to see how this trend develops.

Verizon Communications (VZ) has witnessed a massive decrease in the number of shares held, with the total value also decreasing between Q3 2022 to Q4 2022. Broadly speaking, there has been a fall in holdings of telecom and pharma stocks, such as Block H&R (HRB), Pfizer Inc (PFE), and ABBVIE Inc (ABBV).

Another notable trend is the increase in holdings of Nextera Energy (NEE) and Thermo Fisher (TMO), with the number of shares held going up, and total value increasing from Q3 2022 to Q4 2022. This trend indicates a positive outlook for the energy and science sectors.

In conclusion, the holding comparison of the Ibex Wealth Advisors Q3 2022 versus Q4 2022 reveals a shifting trend in the market. We have witnessed an increase in holdings of energy and semiconductor stocks, while pharma and telecom stocks have seen a decrease in holdings. The bullish trend observed in the S&P and energy sectors is an indication of the current investor sentiment. However, it is essential to keep a close eye on the market trends and be aware of the factors driving these changes.