Unison Advisors LLC Q4 2022 vs. Q1 2023 Holdings Comparison: Analyzing Investments in Top Companies

Unison Advisors LLC has recently revealed its Q4 2022 and Q1 2023 13F holdings, indicating the changes in holdings of various funds. While 13F filings are meant for institutional investors managing over $100 million in assets, they represent the investment activities of some of the biggest Wall Street firms and can provide valuable insights for individual investors. In this article, we will analyze the holdings comparison between Q4 2022 and Q1 2023 and highlight the top companies where Unison Advisors has invested its funds.

American Centy ETF TR (AVDV and AVUV)

Unison Advisors' investment in American Centy ETF TR has seen a considerable rise in Q1 2023. They held 1.59 million shares of AVDV in Q4 2022, which increased by 20.4%, amounting to 1.92 million shares in Q1 2023. In terms of AVUV, Unison Advisors held 1.08 million shares in Q4 2022, and it rose to 1.23 million shares, indicating a 14.0% rise in Q1 2023.

Schwab Strategic TR (FNDE and FNDF)

Another noteworthy investment of Unison Advisors is in Schwab Strategic TR's FNDE and FNDF ETFs. Unison Advisors increased its holdings in both funds by 22.2% and 1.5%, respectively. They held 2.28 million shares in FNDE, which increased to 2.79 million shares in Q1 2023. Similarly, their holdings in FNDF increased from 0.94 million shares in Q4 2022 to 0.96 million shares in Q1 2023.

iShares TR (IQLT and META)

Unison Advisors has also invested in iShares TR's IQLT and META ETFs. Their holdings in IQLT have increased by 17.9%, with 1.70 million shares in Q4 2022 that rose to 2.00 million shares in Q1 2023. Their holdings in META, although minor relative to IQLT, have increased by 2.2%, with 55.6 thousand shares in Q4 2022 compared to 56.4 thousand shares in Q1 2023.

Dimensional ETF Trust (DEHP)

Dimensional ETF Trust's DEHP is another company where Unison Advisors has placed its bets. In Q4 2022, they held 2.08 million shares, which increased to 2.71 million shares in Q1 2023, indicating solid growth.

Notable Stocks

Apart from ETFs, Unison Advisors has also invested in various top companies. One of the noticeable stocks is Regeneron Pharmaceuticals (REGN), where their holdings of 5.99 thousand shares did not change in Q1 2023. In contrast, their holdings in Advanced Micro Devices (AMD) rose by 51.3%, with 35.0 thousand shares in Q4 2022 compared to 35.0 thousand shares in Q1 2023. Similarly, for Align Technology (ALGN), their holdings of 10.6 thousand shares in Q4 2022 increased to 10.6 thousand shares in Q1 2023, representing a 58.4% growth.

Conclusion

Unison Advisors LLC has increased its holdings in various ETFs and top companies. This shows that they are bullish on the future prospects of these companies and ETFs. Investors can use this information to analyze their own holdings, compare them with Unison Advisors, and make informed investment decisions. However, it's crucial to do your due diligence and not solely rely on the information mentioned in this article.