Venturi Wealth Management's Q4 2022 vs. Q1 2023 Fund Holdings: A Closer Look

Venturi Wealth Management, LLC, a reputable financial firm, has recently released its Q4 2022 vs. Q1 2023 13F holdings comparison, revealing some potential surprises in their funds. While investors await a clearer picture of what's ahead for financial markets, looking at the data in Venturi's report can provide some insight into how certain sectors are performing and which companies the firm is putting its trust in. In this article, we'll take a closer look at the report's findings and analyze what they might mean for investors.

First, let's break down the basics of the Venturi Wealth Management Q4 2022 vs. Q1 2023 13F holdings comparison report. It includes a list of issuers and their respective option types, as well as shares and value changes in percentages over the quarter. While we won't delve into every stock the report covers, let's analyze some of the more significant changes.

One of the most notable changes in holdings occurred in Wisdomtree Tr shares (USFR) which increased from 398,228 shares in Q4 2022 to 2,099,435 shares in Q1 2023, representing a 427.2% change in value. Meanwhile, holdings in Ishares Tr (IEFA) rose by 14.5%, while Ishares Tr (IUSR) saw a decline of 43.7%. The report also showed a 35.2% stake increase in Spdr Index Shs Fds (SPEM), whose value increased by 11420 in Q1 2023.

Apple Inc shares (AAPL), which took a slight dip of 0.4%, retained its position in the holdings. However, Modena Inc (MRNA) experienced a significant loss of 8.9% during the quarter, and Texan Instrs Inc (TXN) also saw an increase of 12%.

Looking at the financial sector, American Pvt Equity ETF Tr (AVUV) registered an increase of 12%, representing an increase in value by 12540 in Q1 2023. Further, American Pvt Equity ETF Tr (AVEM) shares rose by 14.6%.

Going beyond individual securities, the report indicates that there was also a significant 81.1% decline in Vanguard Scottsdale Fds shares (VCIT) and a worrying 72.4% decline in Ishares Tr (EMB) shares. Interestingly, the report also shows that some ETFs, like Select Sector SPDR TR (XLF), reported a 35% increase in the number of shares held but with a meager change in percentage value.

Overall, the Venturi Wealth Management Q4 2022 vs. Q1 2023 13F holdings comparison report reveals several potential trends that investors may want to consider in their investment strategies. The increased spectrum of holdings seems to indicate that the company continues to diversify its portfolio to reduce risks, while simultaneously hedging for gains in various markets. It also shows individual securities experiencing significant gains or losses, which could suggest profitable market opportunities or potential risks.

In conclusion, while the report highlights some alarming declines and sizeable gains, it's essential to note that it's just one aspect of the market and investing spectrum. Investors need to consider this information along with careful analysis of a company's financial merits and overall market trends. Ultimately, appropriately balanced portfolios informed by meticulous research and sound investment strategies are key determinants of their success in the market.