The Shifts and Trends in Wealth: A Look into Cliftonlarsonallen Wealth Advisors' Q4 2022 vs. Q1 2023 13F Holdings Comparison

The changes to aggregate investment holdings of 13F filers are always a subject of great interest to market analysts and investors alike. With the release of Cliftonlarsonallen Wealth Advisors' Q4 2022 vs. Q1 2023 13F Holdings Comparison report, a lot of fascinating developments have been observed. In this article, we'll analyze the significant changes in holdings of this fund and try to understand what the numbers indicate for investors.

First, let's give a quick overview of what 13F holdings entail. Institutional investment managers who hold a certain amount of assets are required to file these reports with the Securities and Exchange Commission (SEC). These reports disclose the firm's holdings of publicly traded equity securities at the end of every calendar quarter.

The Cliftonlarsonallen Wealth Advisors' Q4 2022 vs. Q1 2023 13F Holdings Comparison report shows the following changes in percentage:

VOO

Vanguard Index FDS has seen an increase of 26.7% in shares from Q4 2022 to Q1 2023. In dollar value, this translates to a share increase of $81,167, from $303,564,000 to $384,731,000.

VEA

Vanguard Tax-Managed FDS decreased by 3% in shares from Q4 2022 to Q1 2023. This amounts to a share decrease of $6,739, from $223,735,000 to $216,996,000.

IEFA

iShares Tr's shareholding of International Developed Equity was notably up by 6.7% from Q4 2022 to Q1 2023.

VTV

Vanguard Index FDS increased by a significant 3165.9% in shares from Q4 2022 to Q1 2023. This results in a share increase of $128,750, from $4,035,000 to $131,785,000.

After analyzing the data from CLA Wealth, it's clear that the company purchased shares of Vanguard Index FDS for Q1 2023, indicating its bullish stance on the market. iShares Tr also seemed to make a worthy investment in Q1 2023 and seems to indicate a continuation of its bullish stance on the developed markets, and its decisions seem to have paid off.

In conclusion, the Cliftonlarsonallen Wealth Advisors' Q4 2022 vs. Q1 2023 13F Holdings Comparison report provides an insight into the company's investment portfolio's shifts and trends. It's crucial to note that the holdings of this fund may not be indicative of the broader market or other market participants. Nonetheless, it provides an overview of the company's investment strategy and insights into its decision-making approaches. As always, investors should exercise caution when interpreting the report and considering its implications for their investments.