The Big Players: A Look at Moloney Securities Asset Management's Q3/Q4 2022 13F Holdings Comparison

Moloney Securities Asset Management, LLC recently released its Q3/Q4 2022 13F holdings report, showing changes in shares and values for a range of issuers across various sectors. While some holdings demonstrated a decrease, others saw an increase, many of which may come as no surprise to seasoned investors.

One of the most noticeable holdings that saw an increase is Exxon Mobil Corp (XOM), with a 23.5% change. This may be attributed to the recent rise in oil prices and a potential increase in demand as pandemic regulations continue to loosen. Chevron Corporation (CVX) also saw an increase with a 22.8% change, potentially for similar reasons.

In the tech industry, the report shows that Microsoft Corp (MSFT) saw an increase of 5.9%, while Apple Inc (AAPL) saw a decrease of 4.8%. However, both companies remain highly valued and are known for their strong performance in the market.

Financial holdings saw mixed results, with JPMorgan Chase & Co (JPM) seeing an increase of 24.7%, while Truist Financial Corporation (TFC) saw a decrease of 2.7%. Healthcare holdings also demonstrated mixed results, with Johnson & Johnson (JNJ) seeing a decrease of 1.9%, while Abbott Laboratories (ABT) saw an increase of 11.5%.

While some may point to the recent pandemic as a driving force behind some of the changes in holdings, it's important to note that investing is a dynamic and ever-changing industry. As global events unfold and industries continue to shift, it's likely that the holdings of Moloney Securities Asset Management and other firms will continue to evolve as well.

Overall, the Q3/Q4 2022 13F holdings comparison from Moloney Securities Asset Management, LLC offers an interesting glimpse into the current state of the market and the investments of a well-known investment management firm. As always, investors should carefully assess their own risks and investment strategies when making decisions.