Aj Wealth Strategies, LLC Portfolio Changes Q4 2022 vs. Q1 2023

In the world of investments, it's important to keep track of the changes that occur in portfolio holdings. The Q4 2022 vs. Q1 2023 13F holdings comparison for Aj Wealth Strategies, LLC provides insight into the firm's investment decisions. Let's take a closer look at some of the key takeaways from this report.

First, we notice that the overall value of the portfolio increased slightly from $1.660 billion to $1.715 billion, a change of 3.3%. However, the number of shares held decreased from 22.2 million shares to 21.7 million shares, a decrease of 2.3%. This indicates that the firm may have sold off some of their holdings to lock in profits or to take losses for tax purposes.

Looking at individual holdings, we see some interesting changes. The largest position in the portfolio is still the Schwab Strategic Trust (SCHX), but the number of shares held decreased from 3.7 million to 3.5 million, a decrease of 5.1%. The value of the holding remained relatively stable. This may be a sign that the firm is starting to reduce its exposure to this particular investment.

Another notable change is the increase in shares held of the iShares Trust (SGOV), which went up by 10.6%. This shows that the firm has increased its exposure to this particular investment, possibly due to a bullish outlook on the specific sector in which this holding operates.

One of the more dramatic changes was seen in the SPDR Series Trust (BIL), where the number of shares held increased by almost 300%. This was accompanied by a similar increase in the value of the holding, indicating that the firm may have a newfound interest in this particular investment.

The holdings in the Vanguard Index Funds (VOO) and the Schwab Strategic Trust (SCHF) also saw increases in shares held, indicating that these investments are still a strong focus for the firm.

However, not all changes were positive. The iShares Trust (AGG) saw a significant decrease in the number of shares held, along with a corresponding decrease in value. This could mean that the firm is starting to lose confidence in this particular investment.

Overall, the changes in Aj Wealth Strategies, LLC's portfolio holdings show a mix of bullish and bearish outlooks. While some investments saw large increases in shares held, others saw decreases. It will be interesting to see if these trends continue in future reports.

In conclusion, keeping a close eye on 13F holdings can provide valuable insights into the investment decisions of firms such as Aj Wealth Strategies, LLC. The Q4 2022 vs. Q1 2023 comparison showed a mix of positive and negative changes, indicating that the firm is adjusting its portfolio to respond to changing market conditions.