The Legacy Financial Strategies Portfolio: Q3 2022 vs. Q4 2022 Holdings Comparison

The Legacy Financial Strategies Portfolio saw some interesting changes between Q3 2022 and Q4 2022. With a 13F Holdings Comparison report showing shifts in holdings among popular financial products and companies, we can derive insights into market trends and investor behavior.

Overall, the fund's total value increased from $198,923,000 to $223,548,000, a 12.4% gain. The number of shares held by the fund increased as well, from 1,204,106 to 1,245,673. This indicates bullish behavior from investors, perhaps due to a stronger economy or other positive indicators.

SCHWAB STRATEGIC TR (SCHD) was the most held company in the fund, with an increase from 545,574 to 549,794 shares. The value of these shares also increased from $36,242,000 to $41,531,000, demonstrating the continued appeal of the company's strategic approach.

Another notable increase was in the Select Sector SPDR TR (XLV), which saw an increase in shares from 57,738 to 65,369. The value of these shares increased significantly from $6,993,000 to $8,880,000, an impressive 27% gain.

There were also several companies that saw a significant decrease in holdings. PIMCO ETF TR (MINT) saw a decrease in shares from 31,313 to 29,528, and the value of these shares decreased from $3,096,000 to $2,912,000, a 5.9% drop. Similarly, TESLA INC (TSLA) saw a drop from 1,961 to 1,966 shares, with the value of these shares decreasing from $520,000 to $242,000, a considerable 53% dip.

Overall, the Legacy Financial Strategies Portfolio showed affirmative behavior in Q4 2022. While some companies experienced a drop in holdings, others achieved notable progress. As investors move forward into the future, we can expect to see continued market trends and changes in investor behavior.