Investing in 2023: Analyzing Horan Securities' Q4 2022 vs. Q1 2023 13F Holdings

As the new year begins, investors and traders are eager to strategize and make profitable decisions. Horan Securities, Inc. recently released their Q4 2022 vs. Q1 2023 13F holdings comparison, providing valuable insights into the changes in the fund’s investment portfolio. In this blog post, we analyze these changes, examine the reasons behind them, and offer our own insights and analysis of the current investment environment.

iShares Core S&P 500 ETF (IVV)

Horan Securities has increased their holdings of the iShares Core S&P 500 ETF, with a 10.5% increase in shares and an 11% increase in value. This ETF is a good investment for long-term investors who want exposure to U.S. large-cap companies. As the economy continues to recover, the S&P 500 is expected to do well, making this ETF a safe investment option.

iShares Core S&P Small-Cap ETF (IJR)

Horan Securities has also increased their holdings of the iShares Core S&P Small-Cap ETF, with a 10.6% increase in shares and a 10.6% increase in value. This ETF is composed of companies with a market capitalization between two billion and ten billion USD. Small-cap companies tend to perform well in times of economic growth, making this ETF a great option to invest in during a market recovery.

Apple Inc (AAPL)

Horan Securities has increased their holdings of Apple Inc., with a 28.8% increase in value. Apple continues to be one of the most valuable companies globally and has been performing well. With new product launches on the horizon, the company is expected to continue to prosper in the market.

iShares Russell 1000 Growth ETF (IWF)

Horan Securities has decreased their holdings of the iShares Russell 1000 Growth ETF, with a 12.7% decrease in shares and an 11.1% decrease in value. Growth ETFs are typically characterized by strong earnings performance and high valuations, making them more susceptible to market downturns. Horan Securities may have decreased their holdings in anticipation of a market correction.

Microsoft Corp (MSFT)

Horan Securities has increased their holdings of Microsoft Corp, with a 22.9% increase in value. Microsoft is one of the largest technology companies globally and has been performing well in the current market environment. With a strong lineup of products and potential acquisitions on the horizon, Microsoft is expected to continue to be a profitable investment for the foreseeable future.

Conclusion

Horan Securities, Inc.’s Q4 2022 vs. Q1 2023 13F holdings comparison provides valuable insights into their investment decisions. The fund has increased their holdings in large-cap and small-cap ETFs, as well as in companies such as Apple Inc. and Microsoft Corp. While reducing their holdings in the iShares Russell 1000 Growth ETF may indicate a potential market correction, the fund’s overall holdings suggest a bullish outlook for the near future. Investors looking for safe investment options may consider investing in the aforementioned ETFs, while those looking for technology companies with potential for future gains may consider investing in companies such as Apple Inc. and Microsoft Corp. The economy continues to recover, and prudent investment decisions may reap the benefits of the current market environment.