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Investing in the Future: A Comparison of Arlington Financial Advisors' Q3 vs. Q4 2022 Holdings

Ava Hoppe | 2 May, 2023

As the world shifts and changes at an incredible pace, those with an eye towards the future have an exciting opportunity to invest in industries and companies that are shaping our world. Arlington Financial Advisors, LLC is a firm dedicated to helping investors identify and invest in these opportunities for growth. In their Q3 vs. Q4 2022 13F Holdings Comparison, a number of exciting changes can be seen, showcasing potential for the future of the market.

One of the most fascinating changes in holdings in this comparison comes from Matthews Asia FDS. In Q3 2022, the firm held 0 shares in the company, but by Q4 2022, they had acquired 655,161 shares, amounting to a value of $15,915,000. This significant shift suggests that the firm has identified opportunities for growth in this space and is betting on Matthews Asia FDS to deliver.

Another interesting shift in holdings is seen with the Schwab Strategic TR, as they saw changes in a number of their holdings between Q3 and Q4 2022. The SCHWAB STRATEGIC TR FNDX dropped from 527,401 shares to 495,586 shares, while the FNDF and FNDA funds saw slight upticks in shares held. This type of rebalancing can often signal a strategic shift in focus or a new outlook on the market.

There were notable changes in holdings surrounding some of the biggest names in the tech industry as well. In Q4 2022, Apple Inc saw a slight dip in shares held by Arlington Financial Advisors, while Amazon.com Inc saw a drop of 23.4%. On the flip side, Intuitive Surgical Inc and Microsoft Corp both saw slight upticks in shares held. These changes suggest that even established giants in the tech industry are not immune to market fluctuations and that there is still much to learn about the future of these companies.

As one might expect, with the changing trends in the market, a number of exciting opportunities for growth can be seen in renewable energy and sustainable investment. In Q4 2022, there was a slight uptick in the Ishares Tr ICLN holdings, which is a fund dedicated to clean energy companies. Additionally, the Invesco Exchange Traded Fd T PRF, which is focused on companies deemed "green" by the index provider, saw a significant increase in shares held by Arlington Financial Advisors.

Finally, it is worth noting some of the biggest gainers in terms of percentage changes in holdings. The BlackRock MuniHldngs Cali Ql MUC saw a 44.2% drop in shares held, while Procore Technologies Inc saw a 100% drop in shares held. This latter shift is likely due to the fact that the company recently went public in the second half of 2021, and Arlington Financial Advisors may have decided to cash out their position.

In conclusion, the Q3 vs. Q4 2022 13F Holdings Comparison from Arlington Financial Advisors, LLC showcases exciting shifts in the market as well as the firm's dedication to investing in the future. While there were some notable drops in shares held, there were also tremendous opportunities identified in renewable energy and sustainable investment. This comparison provides an opportunity for investors to learn and potentially take action on the current state of the market.

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