Strategic Wealth Advisors Group, LLC Q2 2022 vs. Q3 2022: A closer look at top holdings

Strategic Wealth Advisors Group, LLC recently released its Q2 and Q3 2022 13F holdings comparison report. The comparison revealed significant changes in the holdings of funds over the two quarters. While some funds maintained their positions, some experienced significant changes. In this article, we'll discuss the top holdings and analyze the changes that occurred between the two quarters.

Apple Inc (AAPL)

Apple Inc held the top position in Strategic Wealth Advisors Group, LLC's Q2 and Q3 portfolio with 998,580 and 1,018,046 shares, respectively. While the number of shares increased, the value remained relatively unchanged.

SPDR S&P 500 ETF TR (SPY)

SPDR S&P 500 ETF TR took the second position on the holdings list for both quarters. The fund had 203,835 shares in Q2, which increased to 211,367 shares in Q3. However, the value of the shares decreased by 3.8%, from $78,518 million in Q2 to $75,496 million in Q3.

Invesco QQQ TR (QQQ)

Invesco QQQ TR was the third top holding in Q2 with 270,985 shares but experienced a significant increase, reaching 259,616 shares in Q3. However, the fund's value plummeted by 10.9%, from $77,876 million to $69,385 million.

Microsoft Corp (MSFT)

Microsoft Corp. was the fourth top holding in both the Q2 and Q3 portfolios. Strategic Wealth Advisors Group, LLC held 209,335 shares in Q2 and reduced the shares to 204,859 in Q3. The value of the shares decreased by 13.2%, from $54,966 million in Q2 to $47,712 million in Q3.

SPDR Ser TR (SPLG)

SPDR Ser TR was another fund with reduced holdings in Q3. In Q2, the fund held 1,183,776 shares, which reduced to 1,081,980 in Q3. The value of the shares also decreased by 15.2%, from $53,560 million to $45,432 million.

Conclusion

The Q2 and Q3 13F holdings comparison report released by Strategic Wealth Advisors Group, LLC revealed significant changes in the top holdings, including Apple Inc, SPDR S&P 500 ETF TR, Invesco QQQ TR, Microsoft Corp, and SPDR Ser TR. Some of these funds experienced an increase in the number of shares held, while others had a reduction. Meanwhile, the value of shares fluctuated, with some funds experiencing a significant decrease, while others remained relatively stable. These changes may be indicative of market trends, the effects of inflation, and investors' choices.