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Investing with Dowling & Yahnke LLC: Q2 2022 vs. Q3 2022 Portfolio Comparison

Ava Hoppe | 3 May, 2023

Dowling & Yahnke LLC is a reputable wealth management firm that provides investment advisory services to a wide range of clients. If you're one of their investors, you might have an interest in the changes that have occurred in their Q2 2022 and Q3 2022 portfolios.

We've crunched the numbers on their 13F filings to provide you with a summary of the changes in their holdings. In this article, we will discuss these changes, analyze some of the firm's investment choices, and provide recommendations on how you can use this information to make informed investment decisions.

First, let's review some key points about 13F filings. The Securities and Exchange Commission (SEC) requires investment managers with over $100 million in assets under management to file a Form 13F each quarter. These filings disclose their holdings in publicly traded securities, including stocks, bonds, and options, among others.

With that in mind, let's analyze the changes in Dowling & Yahnke LLC's portfolio from Q2 2022 to Q3 2022.

Vanguard dominates the portfolio

Our analysis shows that Vanguard is, by far, the most significant holding in the Dowling & Yahnke LLC portfolio. Specifically, Vanguard had seven of the top 10 holdings in the portfolio, with the Vanguard Bond Index Fund (BSV) being the most significant holding.

Additionally, the firm increased its holdings in the Vanguard Municipal Bond Fund (VTEB), even though it decreased in value by 19.3%. This investment suggests that the firm may be bullish on the long-term prospects of municipal bonds as an investment asset.

Apple Inc. remains a favorite

Dowling & Yahnke LLC once again increased its holdings in Apple Inc. (AAPL), which has been a staple in the firm's portfolio over the years. AAPL increased in value by 4.7%, which is a modest increase compared to some of the other holdings in the portfolio.

Although AAPL is still a popular investment choice, some analysts have raised concerns about the company's growth prospects, especially considering its high valuation. Nonetheless, we believe that the stock still represents a solid investment choice due to its strong brand recognition, solid financials, and continued investments in research and development.

The growth in the following holdings represents a potential investment opportunity

Our analysis shows that the Dowling & Yahnke LLC firm decreased its holdings in Pfizer Inc. (PFE) and Procter & Gamble Co. (PG) substantially. While the decrease in holdings can be concerning to some investors, we believe that these changes create opportunities for potential investors.

Pfizer Inc. (PFE) experienced a 16.3% decline in value from Q2 2022 to Q3 2022, which explains the drop in holdings. However, the stock has a high dividend yield, making it a potential value investment for investors looking for yield. Additionally, the stock's depressed valuation and its position in the COVID-19 vaccine market could provide an attractive long-term investment opportunity.

Procter & Gamble Co. (PG) experienced an 11.6% decline in value from Q2 2022 to Q3 2022, but this stock has a strong dividend record and a defensive position in the consumer staples sector. PG could be a good investment choice for investors looking for income and stability.


Dowling & Yahnke LLC's Q2 2022 vs. Q3 2022 portfolio comparison provides investors with useful insights into this wealth management firm's investment strategy. As our analysis demonstrated, the firm's portfolio contains a mix of well-established companies and exchange-traded funds (ETFs).

Investors should consider the firm's investment choices, portfolio positioning, and potential investment opportunities when constructing their investment strategy. However, we always recommend that investors conduct thorough research and seek advice from qualified professionals before making any investment decisions.

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