Nikulski Financial, Inc. Q3 2022 vs. Q4 2022 13F Holdings: A Deep Dive into the Shifting Trends of Top Stocks

The last quarter of 2022 has seen an interesting shift in the 13F holdings of Nikulski Financial, Inc. The financial firm has seen significant changes in the shares and value of top stocks in their portfolio. From an increase in holdings to a decrease in some of the most popular tech stocks, the market has seen some surprising developments over the past few months. In this article, we will take a closer look at some of the trends and discuss what this could mean for the future.

Vanguard Specialized Funds and Invictus Mortgage Fund witnessed an increase in their shares, with Vanguard holding a maximum of 101,865 shares at the end of Q3 2022, which increased slightly to 101,671 shares by the end of Q4 2022. The total value of the shares also increased by a significant 12.1%, going from $13,768,000 to $15,438,000. On the other hand, Apple saw a decrease in shares from 81,117 to 78,871, translating to a -8.6% change.

Amazon also experienced a decline, with a -26% change in shares from 67,901 in Q3 2022 to 67,584 in the last quarter of 2022. The total value of shares also decreased by 26% from $7,673,000 to $5,677,000. While this sudden change in share value may be concerning for investors, it is worth noting that there have been several factors, including logistics issues and supply chain disruptions that may have caused this decrease.

In contrast, some companies saw a remarkable increase in their holdings by Nikulski Financial, Inc. with some performing up to 966.8% better in most cases. One such surprise was in the Vanguard Index Funds, which saw the Q3 2022 shares of 26,632 skyrocket to 26,459 in the later quarter of 2022. The total value of shares increased by 7.7%. Similarly, JP Morgan Chase saw an increase of 29.2% in total shares and shares value rising from $3,189,000 to $4,119,000.

The healthcare sector was another area where Nikulski Financial, Inc. increased their holdings during Q4 2022. Companies such as UnitedHealth Group Inc, AbbVie, Inc., and Pfizer, Inc witnessed positive changes in the total value of their shares, with increases of 8.7%, 20.9%, and 22.3% respectively. Such changes in holdings could be a reflection of increased investor confidence in the healthcare and pharma sectors, which have been under close scrutiny since the start of the pandemic.

In conclusion, 13F holdings are highly valuable for investors as they offer insight into the changing trends and sentiments of the top stocks in the industry. The changes from Q3 2022 to Q4 2022 may indicate the start of a new investment approach that has been affected by the ongoing supply chain and logistic disruptions. It is essential to keep an eye on these trends as they may pave the way for new investment opportunities and significant fluctuations in stock prices.