Strategic Advisors LLC's Investment Strategy: A Q3 vs. Q4 2022 13F Holdings Comparison Report

Strategic Advisors LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

Strategic Advisors LLC is one of the prominent investment firms in the United States, and it recently released its Q3 and Q4 13F holdings comparison report. The report shows the changes in shares and values held by the firm in various companies between Q3 2022 and Q4 2022. The report allows us to get an idea of the investment strategies of the firm and the sector they are focusing on in the current market scenario.

Apple Inc.

The report shows that Strategic Advisors LLC reduced its holdings in Apple Inc. during Q4 2022 by 8.4%. This is a significant decrease given the dominance of Apple in the technology sector. However, it is essential to note that the decrease is not massive and could be part of a rebalancing attempt given the rise of other tech companies.

Microsoft Corp.

Strategic Advisors LLC's holdings in Microsoft Corp. decreased only slightly during Q4 2022 by 2.6%. This shows that the firm is still bullish on Microsoft and anticipates the value of the company to remain strong in the coming months.

Schwab Strategic TR

Schwab Strategic TR is an exchange-traded fund (ETF) that tracks the S&P 500 index. Strategic Advisors LLC reduced its holdings in the fund by 2.4% during Q4 2022. This decrease could be indicative of a larger move away from ETFs that track the S&P 500 or could be part of a broader shift in the firm's investment strategy.

Johnson & Johnson

Strategic Advisors LLC's holdings in Johnson & Johnson increased by 8.4% during Q4 2022, indicating that the firm is focusing on healthcare stocks in the current market. Johnson & Johnson is a highly diversified healthcare company and is well-positioned to benefit from the ongoing COVID-19 pandemic.

SPDR S&P 500 ETF TR

The report shows that Strategic Advisors LLC reduced its holdings in the SPDR S&P 500 ETF TR, which is another ETF that tracks the S&P 500 index, by 5.6% during Q4 2022. This may be part of a broader trend of reducing investments in this sector due to concerns about market volatility or could be a sign of a shift to other sectors.

Home Depot Inc.

Strategic Advisors LLC increased its holdings in Home Depot Inc. by 12.5% during Q4 2022. The home improvement sector has seen significant growth in recent years, with the COVID-19 pandemic causing many people to stay home and invest in home improvement projects. It is possible that Strategic Advisors LLC is betting on a continuation of this trend in the coming months.

Amazon.com Inc.

One of the most significant decreases in Strategic Advisors LLC's holdings was in Amazon.com Inc. during Q4 2022, which decreased by 27.8%. This is a surprising move, given the continued growth of Amazon in recent years. However, it is possible that the firm believes that the stock is overvalued and that there are better investment opportunities in other sectors.

Conclusion

The Strategic Advisors LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison report shows a mixed bag of holdings with some overall trends. The firm appears to be optimistic about the healthcare sector, focusing on companies such as Johnson & Johnson and Medtronic. It also seems to be moving away from ETFs that track the S&P 500 index, which may indicate concerns about market volatility. However, it is essential to note that the report only provides a snapshot of the firm's holdings at a particular time and may not represent a long-term investment strategy.