Marino, Stram & Associates LLC: Q4 2022 vs Q1 2023 13F Holdings Comparison

Marino, Stram & Associates LLC is one of the leading financial advisory firms that is dedicated to providing clients with valuable investment advice for creating and managing wealth. The firm has recently released the Q4 2022 vs Q1 2023 13F Holdings Comparison report. This report provides insights into the changes in holdings of this fund during the last quarter of 2022 and the first quarter of 2023. In this article, we will analyze this report to understand the changes in the holdings of this fund and what these changes mean for investors.

The Q4 2022 vs Q1 2023 13F Holdings Comparison report provides a detailed analysis of the changes in holdings of Marino, Stram & Associates LLC. This report covers a wide range of sectors, including healthcare, energy, finance, technology, and consumer goods. The report reveals that the total value of the holdings of this fund has decreased from $282,706,000 in Q4 2022 to $282,187,000 in Q1 2023, representing a decrease of 0.18%.

VYM (Vanguard Whitehall Fds) is the top holding of the fund, with 486,254 shares worth $51,299,000 in Q1 2023, representing an increase of 1.8% from Q4 2022. SDY (SPDR Ser TR) is the second-largest holding of the fund, with 263,486 shares worth $32,595,000 in Q1 2023, representing a decrease of 1.2% from Q4 2022. IVV (iShares TR) is the third-largest holding of the fund, with 76,523 shares worth $31,456,000 in Q1 2023, representing an increase of 7.8% from Q4 2022.

Among the top holdings of the fund, VUG (Vanguard Index Fds) saw the highest increase in the value of its holdings, with an increase of 17.5% from Q4 2022 to Q1 2023. On the other hand, JNJ (Johnson & Johnson) saw the highest decrease in the value of its holdings, with a decrease of 35.5% from Q4 2022 to Q1 2023.

In addition to the top holdings, the Q4 2022 vs Q1 2023 13F Holdings Comparison report also covers the changes in holdings of other companies. AAPL (Apple Inc) saw an increase of 19.8% in the value of its holdings, while PFE (Pfizer Inc) saw a decrease of 19.2%. QQQ (Invesco QQQ TR) saw an increase of 29.5% in the value of its holdings, while IVW (iShares TR) saw a decrease of 13.2%.

In conclusion, the Q4 2022 vs Q1 2023 13F Holdings Comparison report provides valuable insights into the changes in holdings of Marino, Stram & Associates LLC. The report reveals that while the total value of the holdings of the fund has decreased, some of the top holdings of the fund have seen significant increases in the value of their holdings. The report provides investors with valuable information that can help them make informed investment decisions.