Investment Strategies: Analyzing Live Your Vision, LLC Q4 2018 vs. Q1 2019 13F Holdings

When it comes to investing, staying on top of changes in holdings can give you insight into the strategy of investment firms. Live Your Vision, LLC is one such firm that recently filed their 13F report for Q4 2018 and Q1 2019. Comparing the two reports, we can see shifts in the holdings of 44 stocks and ETFs. In this article, we will explore these changes and analyze the investment firm's strategy in these two time periods.

In Q4 2018, Live Your Vision's top five holdings were SCHZ (SCHWAB US AGGREGATE BOND ETF), SCHE (SCHWAB EMERGING MARKET EQ ETF), SCHF (SCHWAB INTERNATIONAL EQUITY ETF), IVW (ISHARES S&P 500 GROWTH ETF), and FLRN (SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF). By Q1 2019, the top five had shifted to IVW, SCHZ, SPHQ (INVESCO S&P 500 QUALITY ETF), DGRW (WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND), and SCHF. The total value of Live Your Vision's holdings for Q4 2018 was $328,082, while in Q1 2019, it was $317,910.

It is interesting to note that Live Your Vision decreased their position in some previously top holdings, including SCHZ with a -10.6% change and SCHF with a -9.9% change. At the same time, the investment firm increased their position in some other holdings, such as IVW with a 23.1% change and DGRW with a 24.6% change. Such a shift in holdings indicates that the investment firm is favoring certain sectors in the market and perhaps even certain investment strategies.

One sector that Live Your Vision seems to be favoring is large-cap growth stocks. This is evident from their increased holdings in IVW, which tracks the S&P 500 Growth Index, and SCHX (SCHWAB STRATEGIC TR US LRG CAP ETF), which saw a significant increase of 1013.9% in Q1 2019. This shift towards large-cap growth stocks might indicate that the firm is bullish on the U.S. economy and is positioning itself for gains in this sector.

Another interesting observation is the investment firm's increased position in ETFs that focus on dividend-paying stocks. For example, they have increased their position in DGRW and SPHQ, and even SCHD (SCHWAB US DIVIDEND EQUITY ETF) saw a 22.1% increase. Given that dividend-paying stocks tend to provide stable returns, this shift in holdings could indicate that Live Your Vision is taking a more conservative approach to investing.

Yet, it is not all conservative investments for Live Your Vision. We also observed increased holdings in PDP (INVESCO DWA MOMENTUM ETF), a fund that tracks companies with strong relative strength characteristics. Furthermore, we saw that the investment firm increased their holdings in AAPL (APPLE INC) with a 37.9% change. These shifts could indicate that the investment firm is also looking for growth opportunities in the market.

In conclusion, the changes in holdings for Live Your Vision, LLC Q4 2018 vs. Q1 2019 13F reports suggest that the investment firm is positioning themselves for gains in large-cap growth stocks, dividend-paying stocks, and possibly even momentum stocks. However, the decreased holdings in some previously top positions and increased holdings in more conservative investments indicate that the firm is also taking a cautious approach. As an investor, keeping an eye on shifts in holdings can give valuable insights into investment firm's strategies and help you make informed investment decisions.