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Vantage Financial's Latest 13F Holdings: Winners and Losers in Q4 2022 vs. Q1 2023

Ava Hoppe | 8 May, 2023

Vantage Financial Partners Ltd., Inc. recently released their Q4 2022 and Q1 2023 13F holdings report. This report outlines the changes in holdings of funds managed by Vantage Financial. For investors, this report is a glimpse into the investment performance of some of the biggest companies in the world. In this blog post, we'll take a closer look at some of the winners and losers in Vantage's latest 13F holdings report.


First off, let's talk about the big winners in the Q4 2022 vs. Q1 2023 comparison. Topping this list is QQQ, the Invesco QQQ Trust which saw a 21.8% increase in shares and a 21.9% increase in value. Another notable winner is Salesforce Inc. (CRM), which saw a 55% increase in shares and a 54.5% increase in value. Inc. (AMZN) also saw a significant increase in shares (3.6%) and a 27.8% increase in value. Google, or rather, Alphabet Inc Class A (GOOGL) and Class C (GOOG), saw a 14.3% and 13.5% increase in value respectively. These gains are indicative of the market's continued trust and reliance on big tech companies.

In terms of industries, the healthcare sector appears to be performing well according to Vantage's latest 13F holdings report. Johnson & Johnson (JNJ) saw a slight increase in shares (1.6%) but a larger 10.8% decrease in value. Nevertheless, CVS Health Corporation (CVS) saw a 22.1% decrease in value. The Vanguard Health Care ETF (VHT) also saw a decrease in value by 11.7%. It remains interesting to see what the next 13F holdings report will tell us about the health care sector.


Now, let's take a look at some of the losers listed in Vantage's latest 13F holdings report. The Select Sector Spdr Trust Financial (XLF) saw a 11.1% decrease in value, while the Vanguard Short Term Treasury ETF (VGSH) saw a 144% increase in value.

It seems like the Energy sector has taken a beating as well. The Select Sector Spdr Trust Energy (XLE) saw a 15.4% decrease in value. BP Plc Sponsored ADR (BP) saw only a 7.6% increase in value while Chevron Corp New (CVX) saw a 10.3% decrease in value.

Other losers include Bank of America Corp Com (BAC), which saw a 15.6% decrease in value, JPMorgan Chase & Co (JPM) with a 3.7% decrease in value, and DuPont de Nemours Inc Com (DD) which saw a 4.6% decrease in value.

Final Thoughts

Vantage's latest 13F holdings report indicates that many of the traditional and newer giants in the market are still thriving. However, some companies and sectors have taken a hit. It remains to be seen if these trends will persist in the future. For now, investors can use this report as a reference point for their investment strategies and for staying in touch with the latest developments in the market.

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