Investing in Q3 vs Q4 2022: Comparing Harbor Advisory Corp's 13F Holdings
Ava Hoppe | 25 April, 2023
Harbor Advisory Corp/Ma/ is a Massachusetts-based investment management firm that offers portfolio management, financial planning, and investment advisory services to its clients. The firm recently filed its 13F holdings report with the US Securities and Exchange Commission, detailing its portfolio changes between Q3 2022 and Q4 2022. In this blog, we will discuss some of the significant changes in Harbor Advisory Corp's holdings and what they can mean for investors.
Vanguard Index Funds dominate Harbor Advisory Corp's portfolio Holdings, with VOO, VB, and VTI among its top holdings. In Q4 2022, Harbor's position in VOO (Vanguard Index Funds) increased by 106.1%, compared to the previous quarter, with a total value of $13985. Similarly, the firm's allocation to VB increased by 94.4%, with a total value of $6410. However, Harbor Advisory Corp reduced its position in VTI, with a 6.5% decrease in its allocation.
Harbor Advisory Corp also has a significant position in Berkshire Hathaway Inc, with BRK-B among its top holdings. In Q4 2022, the firm's position in BRK-B saw a 16.5% increase, with a total value of $9115.
In contrast, the firm reduced its investment in Apple Inc, with a decrease of 8% in the number of shares in its portfolio. The value of the investment also decreased by 8%, totaling $8494.
Harbor Advisory Corp's investment in Brookfield Infrastructure Partners decreased by 14.4%, with a total decrease in value of $9453. Additionally, the firm's position in SPDR Ser TR reduced significantly in Value percentage, resulting in an overall reduction of -12.6%.
The firm also increased its holdings in Pfizer Inc and Merck & Co Inc, with PFE's allocation increasing by 20.2% in Q4 2022, and Merck's position remaining the same. Harbor Advisory Corp's portfolio changes indicate an interest in pharmaceutical companies, correlating with the increasing demand for COVID-19 vaccines and treatments.
Another notable change in Harbor Advisory Corp's investment portfolio is its position in several ETFs, including Ishares TR and SPDR Ser TR. While the firm increased its position in Ishares TR, their investment in SPDR Ser TR reduced by over 50%. It's worth noting that Harbor Advisory Corp also added new positions to its portfolio with Brookfield Infrastructure Corporation and First Trust Exchange-Traded Fund.
In conclusion, Harbor Advisory Corp's Q4 2022 13F holdings report reveals several significant changes that investors and analysts can use to evaluate the firm's investment strategy. The firm increased its allocation in some holdings while reducing others, indicating a more focused and calculated approach to investment. While these changes do not necessarily reflect the quality of the investments, they provide valuable insights that investors can use to make informed decisions.
Other Posts
- Technological Transformation: Milestone Technologies Inc. Unveils New Logo and Brand Identity
- Keel Point, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Black Diamond Capital Management's Q3 vs Q4 13F Holdings Comparison: Notable Changes and What They Could Mean
- M.D. Sass Holdings Report: Changes in Q3 Vs. Q4 2022 Holdings
- Dean Investment Associates, LLC: A Q3 2022 vs. Q4 2022 13F Holdings Comparison
- Eagle Asset Management Q3 vs. Q4 2022 13F Holdings Comparison: Insights and Analysis
- Investment Strategy Comparison of Strategic Wealth Partners Group LLC Q3 2022 and Q4 2022
- Glassman Wealth Services reveals significant changes in Q4 2022 vs. Q1 2023 fund holdings
- An Inside Look at Anson Funds Management LP's Q3 2022 vs. Q4 2022 13F Holdings
- The Ups and Downs of Q4 2019 vs. Q1 2020 13F Fund Holdings in JOYN Advisors