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Investing Insights: Top Holdings Changes in First Capital Advisors Group, LLC. Q3 2022 vs. Q4 2022

Ava Hoppe | 3 May, 2023

First Capital Advisors Group, LLC. has released its Q3 and Q4 2022 13F holdings comparison, and investors are taking notice. The 13F filings provide a detailed look into the firm's investment portfolio and can offer key insights into its investment strategy. This article will examine the top holdings changes in First Capital Advisors Group, LLC.'s Q3 2022 vs. Q4 2022 13F holdings comparison and provide an analysis of the potential impact on the fund's overall performance.

One of the most significant holdings changes was in WisdomTree TR (USFR), where the firm did not hold any shares in Q3 2022 and then purchased 100,352 shares worth $5,044,000 in Q4 2022. Another noticeable change in holdings was the purchase of 13F shares in Goldman Sachs ETF Trust (GSLC), JPMorgan Exchange Traded Fund (JPUS), and Procter and Gamble Co (PG). The total value of these shares rose from $10,755,000 in Q3 2022 to $12,293,000 in Q4 2022, an increase of 14.3%.

On the other hand, Apple Inc (AAPL) experienced a decrease in shares from 36,547 in Q3 2022 to 32,358 in Q4 2022, resulting in a 16.8% change. Additionally, Microsoft Corp (MSFT) also experienced a decrease in shares from 11,648 in Q3 2022 to 10,861 in Q4 2022, a drop of 4%. It is crucial to note that there were several other changes in the fund's holdings, including an increase in ETFs and a decrease in individual stocks.

The changes in First Capital Advisors Group, LLC.'s holdings can offer insights for investors who are interested in following the fund's investment strategy. However, it is essential to remember that 13F filings only provide a snapshot of the fund's holdings at a particular point in time and do not reflect any trades made after the filing date. Therefore, the fund's holdings might have changed considerably since the Q4 2022 filing.

Moreover, investors should always consider other factors that can affect a fund's performance, such as the state of the economy, geopolitical factors, and company-specific news, to name a few. It is also important to understand that past performance does not guarantee future returns.

In conclusion, First Capital Advisors Group, LLC.'s Q3 2022 vs. Q4 2022 13F holdings comparison provides insights into the fund's investment strategy and highlights the changes in its top holdings. While these changes can offer insights for investors, it is essential to remember that other factors can affect the fund's performance. As always, investors should conduct their research and consult with a financial professional before making any investment decisions.

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