Quattro Financial Advisors LLC Q4 2022 vs. Q1 2023: A Deep Dive into the Changes in Fund Holdings
Ava Hoppe | 11 May, 2023
Over the course of Q4 2022 and Q1 2023, Quattro Financial Advisors LLC underwent significant changes in their fund holdings. While some holdings saw a decrease in shares, others experienced a marked increase - all resulting in substantial changes in portfolio value.
One of the biggest changes in holdings was seen in MSFT, with a staggering 71.1% increase in shares held. Similarly, MRNA saw a massive 71% increase in shares held. On the other hand, SPY experienced a dramatic decrease of 84.6% in shares held, while VBR saw a dip of 82.4%.
It's also worth noting the significant decrease in shares held in XLV by 12.7%, as well as the drop in VCSH shares by 10%. However, XLK and GLD both saw a significant increase in shares of 10.5% and 19% respectively.
But let's take a closer look at some of the standout holdings and their changes over the two quarters.
MSFT
Microsoft Corporation saw the largest increase in shares held by Quattro Financial Advisors LLC with a jump of 71.1%. This increase in shares amounted to a value of $3,952 million, doubling its value from $5,559 million in Q4 2022 to $9,511 million in Q1 2023. This notable jump is likely due to Microsoft's robust quarter with strong earnings and revenue growth. Many investors view Microsoft as a steady long-term growth stock with a strong track record, leading to increased investor confidence and investment.
SPY
SPDR S&P 500 ETF Trust saw by far the largest decrease in shares held, with a plummet of 84.6% from 26,496 shares in Q4 2022 to just 3,824 in Q1 2023. Furthermore, the value of these shares fell from $10,132 million to just $1,565 million, marking a significant decrease in portfolio value. This large decrease in holdings could be due to concerns about market volatility or a shift in focus towards other investments.
XLV
Select Sector SPDR Trust's healthcare ETF saw a notable decrease of 12.7% in shares held by the firm. The number of shares held decreased from 74,220 to 68,053 over the two quarters. This decrease could be attributed to investors shifting their focus towards growth stocks, as the healthcare sector is typically viewed as more stable.
GLD
SPDR Gold Trust saw a significant increase of 19% in the number of shares held, amounting to a growth of $2,007 million in portfolio value. This rise in shares could be attributed to the ongoing uncertainty in global markets and investors turning to gold as a hedge.
In conclusion, Quattro Financial Advisors LLC saw some notable changes in their fund holdings over Q4 2022 and Q1 2023. While some holdings experienced significant growth, others saw a decrease, leading to a reshuffling of investments. As with any investments, past performance does not guarantee future success, but these changes in holdings offer insight into the firm's investment strategies and their outlook on market trends.
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