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Investment Report: AdvisorNet Financial, Inc Q4 2022 vs. Q1 2023 13F Holdings

Ava Hoppe | 10 May, 2023

The latest changes in the AdvisorNet Financial, Inc Q4 2022 vs. Q1 2023 13F holdings have brought some exciting announcements. We have analyzed and compiled the data and have created this report to keep you informed. Below is a summary of the top changes in the holdings of the fund.

One of the most notable changes in the Q4 2022 vs. Q1 2023 13F holdings is the surge in Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). The fund witnessed an increase of sixteen point three percent in the number of shares held, bringing the count to 473,174. This rise resulted in an increase in value by $3,178,266 to stand at $22,627,434.

Apple Inc (AAPL) also witnessed a decline in the number of shares held by the fund. The Q1 2023 sharers' count stood at 221,206, a drop of 3.07 percent from the Q4 2022 count of 224,636. Even with the drop in the number of shares, the value of the shares held increased by $7,290,760, with the Q1 2023 value standing at $36,476,147.

There was also a notable and significant increase in the Vanguard FTSE Emerging Markets ETF (VWO) shares held. The Q4 2022 count of 196,830 rose by 103.3 percent to stand at 386,053 in Q1 2023. The value of shares for VWO held by the fund also rose significantly by 102.8 percent, with the Q1 2023 value standing at $15,596,530.

What is interesting about this period's data is the overall increase in the number of shares and value held by the fund. The fund began Q4 2022 with holdings worth $476,189,675, with the number of shared held being 2,779,639. However, the fund saw an increase of eight point nine percent in the number of shares held, and the value rose by twenty point eight percent, bringing the final count to $575,819,626.

In conclusion, the data indicates that the AdvisorNet Financial, Inc Q4 2022 vs. Q1 2023 13F holdings are primarily on the rise, with a few exceptions. The fund has increased its investments and is positive that they will pay off over the coming quarters. As an investor, it is essential to keep an eye on these changes and make sound decisions based on your investment strategy.

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