Investing in the Top-Rated Q2 2022 Stocks: Advisor Partners LLC Q1 2022 vs. Q2 2022 13F Holdings Comparison

The recently released 13F filings have become a popular way for investors to monitor the changes in holdings of a given fund over a certain period. One firm that has released its holdings is Advisor Partners LLC, and we’ll be discussing the top-rated stocks in Q2 2022 and comparing them to their Q1 2022 holdings.

Note that past performance doesn't guarantee future results, and this article is strictly informative. Also, we will not be covering every single stock in the Advisor Partners LLC portfolio but will focus on the top holdings based on their value.

Apple, Inc. (AAPL)

AAPL was the top-rated holding of Advisor Partners LLC in both Q1 and Q2 of 2022. There was a slight increase in the number of shares held from 678,764 in Q1 to 691,576 in Q2. However, the value dropped from $118,519 thousand in Q1 to $94,552 thousand in Q2, marking an overall decline of 20.20%.

Microsoft Corp (MSFT)

Coming in second was MSFT, with 274,212 shares held in Q1. The number of shares increased to 287,654 in Q2, but its value fell from $84,542 thousand in Q1 to $73,878 thousand in Q2, resulting in a decline of 12.60%.

Amazon.com, Inc. (AMZN)

Amazon.com, Inc. (AMZN) saw a significant increase in the number of shares held, up from 14,152 in Q1 to 296,648 in Q2. Although there was a decrease in value from $46,133 thousand in Q1 to $31,507 thousand in Q2, the percentage change was only 31.70%.

UnitedHealth Group Inc. (UNH)

Advisor Partners LLC held 45,033 shares in UNH in Q1, which increased to 46,427 in Q2. The value of shares in this company appreciated from $22,965 thousand in Q1 to $23,846 thousand in Q2, marking a 3.80% change.

Alphabet Inc. (GOOGL and GOOG)

The company that owns the search engine giant Google had two different listings in the 13F filings. GOOGL saw a decrease in the number of shares held, dropping from 10,160 in Q1 to 10,369 in Q2. The value also decreased from $28,259 thousand to $22,597 thousand, resulting in a 20% decline. GOOG, on the other hand, saw an increase from 9,271 in Q1 to 9,556 in Q2, but its value declined from $25,894 thousand in Q1 to $20,903 thousand in Q2, marking an overall decline of 19.3%.

Overall, the top-rated stocks in Advisor Partners LLC Q2 2022 holdings have shown mixed results when compared to their Q1 2022 holdings. AAPL, MSFT, and GOOGL stock values decreased, while AMZN, UNH, and JNJ appreciated. As always, it is important to conduct your own due diligence and consult with financial experts before making investment decisions.