The Changing Landscape of Wealth Management: A Look at BerganKDV's Q4 2022 vs. Q1 2023 Portfolio Holdings

BerganKDV Wealth Management is a registered investment advisory firm operating in Minnesota, Iowa, and Nebraska. The company is focused on providing wealth management services to clients through a team of advisors. Their mission is to help clients grow, preserve, and distribute wealth while also minimizing taxes and risk. As such, BerganKDV regularly updates its portfolios to ensure they meet their clients' financial goals. In this blog post, we'll analyze the changes in holdings of the BerganKDV Wealth Management Q4 2022 vs. Q1 2023 13F form to give readers a better understanding of this financial firm's investment strategy.

Overview of the BerganKDV Wealth Management Q4 2022 vs. Q1 2023 13F Holdings Comparison

We begin our analysis by looking at the issuers with the highest change in percentage between the two filings. One notable issuer with a significant increase in holdings is IEMG-IShares Inc, with a 23789.2% increase in shares held, which indicates that BerganKDV could be taking bullish positions on emerging market equities.

Another issuer with a significant increase in holdings is MDT- Medtronic PLC. BerganKDV's holdings of MDT increased by 77.4%, which could be attributed to the improving financial performance of the company. Furthermore, Microsoft Corp (MSFT), Apple Inc (AAPL), and Amazon Com Inc (AMZN) also saw significant increases in the number of shares held.

On the other hand, some issuers' holdings declined between the two filings. Notably, UnitedHealth Group (UNH) had a -13.6% decrease in the number of shares held. This decline could be due to potential negativity surrounding the healthcare industry due to the pandemic.

Overall, BerganKDV Wealth Management made some noticeable changes to their holdings between Q4 2022 and Q1 2023. While it is challenging to ascertain their motivation, we can infer that the firm is allocating capital based on its perception of the issuers' future prospects.

BerganKDV Wealth Management's Top Holdings

We continue our analysis by looking at BerganKDV's top five holdings as reported in Q1 2023. Microsoft Corp (MSFT) is the largest holding, making up 13.3% of the firm's total portfolio. Following Microsoft Corp (MSFT) is IJR-iShares TR, which makes up 10.6% of the portfolio. The other top holdings include Medtronic PLC (MDT), Apple Inc (AAPL), and Amazon Com Inc (AMZN).

It is worth noting that technology-based companies significantly dominate BerganKDV's top holdings. Industries like healthcare and consumer goods are also present but are relatively less represented. It is essential to understand if this bias is unique to BerganKDV or if it is a common tendency among other advisory firms that focus on tech-based companies.

Conclusion

In conclusion, a detailed analysis of BerganKDV Wealth Management's Q4 2022 vs. Q1 2023 13F form suggests a notable shift in investments. By analyzing the largest percentage increases and decreases in holdings between the two filings, we infer that BerganKDV could be bullish on emerging market equities, and some pharmaceutical corporations' financial performance. Moreover, by examining the firm's top holdings, we discover that technology-based firms heavily dominate its portfolio. As always, past performances do not guarantee future results, and investing comes with potential risk. As such, it is crucial to conduct thorough research before making investment decisions.