The Rise and Fall of BDO Wealth Advisors' Q3 2022 vs. Q4 2022 Holdings

In the unpredictable world of finance, holdings can rise and fall with blinding speed. The BDO Wealth Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison reveals just how much can change in a few months. In this article, we will delve into the details of BDO Wealth Advisors' shifts in holdings and what it means for investors.

Let's start with some background information. BDO Wealth Advisors, LLC is a registered investment advisory firm that provides services to high net worth individuals, families, and institutions. The company's investment philosophy is based on a long-term investment approach that focuses on maximizing returns within an acceptable risk level. The firm uses a combination of strategic and tactical asset allocation strategies to achieve its goals.

Now, let's take a closer look at the 13F Holdings Comparison. The Sym column is the ticker symbol for each stock. The Issuer Name column is the name of the company that issued the stock. The Option Type column indicates if the holding is in the form of shares or in other financial instruments.

The Q3 2022 (SHARES) column shows the number of shares held by BDO Wealth Advisors as of September 30, 2022. The Q4 2022 (SHARES) column shows the number of shares held by BDO Wealth Advisors as of December 31, 2022. The Q3 2022 VALUE ($000) column shows the value of the holdings as of September 30, 2022. The Q4 2022 VALUE ($000) column shows the value of the holdings as of December 31, 2022. Finally, the Chg % column shows the percentage change in holdings between the two dates.

The first stock on the list is IEFA, which stands for iShares Core MSCI EAFE ETF. BDO Wealth Advisors decreased its holdings in this stock by 9.8% between Q3 and Q4 2022. The next stock on the list is RSP, which stands for Invesco S&P 500 Equal Weight ETF. BDO Wealth Advisors increased its holdings in this stock by 27.3% between Q3 and Q4 2022.

One notable change in holdings is IEF, which stands for iShares 7-10 Year Treasury Bond ETF. BDO Wealth Advisors had no holdings in this stock in Q3 2022, but as of Q4 2022, it had acquired 235,768 shares worth $25,087,000.

Another significant change is in the stock of IXUS, which stands for iShares Core MSCI Total International Stock ETF. BDO Wealth Advisors decreased its holdings in this stock by 32.1% between Q3 and Q4 2022. This was the biggest decline in holdings, and it is worth investigating further.

It is also worth noting that BDO Wealth Advisors acquired 39,073 shares of the First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW) in Q4 2022, despite having no holdings in the stock in Q3 2022.

In conclusion, BDO Wealth Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison reveals that the company made significant changes to its holdings in the last few months. While some stocks saw an increase in holdings, others saw a decrease. These changes in holdings may indicate a shift in BDO Wealth Advisors' investment strategy. As always in the world of finance, it is important for investors to stay informed and make informed decisions based on the latest information.