Shifting Fortunes: Comparing Q3 2022 and Q4 2022 Holdings of Strategic Wealth Partners Group LLC
Ava Hoppe | 30 April, 2023
Investment funds continue to be a popular option for people looking to grow their wealth, and Strategic Wealth Partners Group LLC is one of the leading investment firms in the market. The firm's investment strategies and expertise have earned the trust of many investors, and the recent release of their Q3 2022 and Q4 2022 13F holdings shows why. In this blog post, we will discuss the changes that took place in Strategic Wealth Partners Group LLC's 13F holdings from Q3 2022 to Q4 2022. We will delve into the details of the report to identify the high performing funds of the firm and examine how the firm managed to navigate the volatile financial markets of the last quarter successfully.
Overview of the Holdings
The report shows an overall increase in the number of shares held by Strategic Wealth Partners Group LLC from Q3 2022 to Q4 2022, although the growth was relatively mild, at only 2.2%. The total value of the holdings experienced a more significant uptick, growing by 8.3% to $40228 in Q4 2022.
Winners and Losers
When examining the individual funds held by the firm, it is clear that some funds outperformed the others. One of the winners is the iShares Trust Fund (IJR), which saw a 23.6% increase in the number of shares held by Strategic Wealth Partners LLC from Q3 to Q4 2022. This increase translated to a growth of 23.58% in the fund's value during the same period. Another fund that performed well for the firm is the iShares Trust Fund (IWD), which witnessed the second-highest increase in the number of shares held, growing by 15.1%. The fund's value also saw a substantial increase of $7,836 from Q3 to Q4 2022. On the other hand, some funds posted losses during the same period. For instance, the iShares Trust Fund (AOR) saw a reduction of 5.2% in the number of shares held from Q3 to Q4 2022. The fund's value also experienced a decline of $898 during the same period.
Examination of the Top Funds
Besides analyzing the winners and losers, it is also important to examine the top funds held by Strategic Wealth Partners LLC. The Vanguard Index Fund (VTI) remains the firm's top holding, accounting for 12.27% of their portfolio. The fund witnessed a 7% increase in the number of shares held from Q3 to Q4 2022 and a $2,027 growth in its value during the same period. The second most crucial holding of Strategic Wealth Partners LLC is the iShares Trust Fund (IWF), which accounts for 11.63% of their portfolio. The fund had a relatively steady growth from Q3 to Q4 2022, experiencing only a 2.2% increase in the number of shares held and a $1,969 increase in its value.
The Impact of the Market Volatility
The Q3 to Q4 2022 period was a rather volatile one, with the financial markets experiencing uncertainty due to several factors, including the COVID-19 pandemic and political turmoil. However, Strategic Wealth Partners LLC was able to navigate this volatility successfully through a combination of smart investment strategies and diversification. The firm's top holding, the Vanguard Index Fund (VTI), probably played a crucial role in the firm's success during this turbulent period. As a passively managed index fund, it offers broad exposure to the equity market, reducing the risk inherent in investing in individual companies during times of market volatility.
Conclusion
The Q3 to Q4 2022 13F holdings report of Strategic Wealth Partners LLC shows why the firm is one of the leading investment firms in the market. The firm's ability to outperform the market and navigate market volatility is a testament to their expertise and investment strategies. While some funds posted losses, this was more than compensated for by the gains made by the winners. Additionally, the performance of the firm's top holdings underscores the importance of diversification in investing. Investors looking to grow their wealth can take a cue from Strategic Wealth Partners LLC and make informed investment decisions by tracking changes in the holdings of leading investment firms. With the right investment strategies and market insights, they can increase the chances of achieving their investment goals.
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