An Overview of TRUE Private Wealth Advisors Q3 2022 vs. Q4 2022 13F Holdings

As the year comes to an end, TRUE Private Wealth Advisors have released their Q3 2022 vs. Q4 2022 13F holdings. The report compares the changes in holdings of the fund from one fiscal quarter to the other. The report covers more than forty various investments, ranging from technology giants like Apple and Microsoft to energy stocks such as ConocoPhillips and Chevron.

The report highlights the performance of the various assets, detailing the percentage change in these assets' values and the shares held during each of the financial periods. In this article, we present an overview of the report's top performers and underperformers, along with their insights.

Top Performers

1. Emerson Electric Co. (EMR)

Emerson Electric Co. (EMR) was one of the top performers in the report, with its shares increasing by 34.7% from Q3 to Q4 2022. The company's revenue growth has been robust, with its technology and software solutions driving its performance. Emerson Electric's strategic partnerships with other major technology firms have also contributed to its growth.

2. Chevron Corp (CVX)

Chevron Corp (CVX) was another top performer, with an impressive 28.1% increase in shares in Q4 2022. Chevron has had a significant rise in production and revenue numbers from its refineries and oil rigs around the world. The company has been implementing cost-cutting measures and has increased its capital investments that resulted in double-digit production growth in Q3 2022.

3. JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. (JPM) also had an impressive 32.6% increase in shares. The financial institution has been exploring different investment alternatives across assets classes and taking advantage of their strong balance sheet and high liquidity levels to capitalize on new growth opportunities.

Underperformers

1. Cowz Pacer FDS TR

Cowz Pacer FDS TR was one of the most significant underperformers, with a drop of more than 83%. The agricultural stock has had a challenging year, with the COVID-19 pandemic leading to disruption of supply chains leading to fluctuating prices. Many market participants remained cautious about the rates in the agricultural industry, which could also have contributed to its underperformance.

2. Amazon.com Inc. (AMZN)

Despite being one of the biggest companies globally, Amazon.com Inc.'s (AMZN) shares fell by 25.8% in Q4 2022. This drop may indicate that the company is facing increased competition in the e-commerce space. Further, the introduction of new policies and fulfillment centers to cope with higher demand have led to higher costs, which may have been a factor in the decline.

3. Direxion Shs ETF TR (TMV)

Direxion Shs ETF TR (TMV) shares declined by 24.1%. The stock's decline can be attributed to several factors, including the ongoing pandemic uncertainties, low-interest rates, and the lack of any significant new development that might drive the stock price up.

Conclusion

TRUE Private Wealth Advisors Q3 2022 vs. Q4 2022 13F Holdings report presents a valuable insight for investors into the company's investment strategies, performance, and areas of interest. The report highlights the top-performing and underperforming stocks, providing a useful guide for any investor seeking the right information. It is essential to note that the report's results are purely informative and do not provide investment advice. Investors are encouraged to carry out due diligence and consult with experienced investment professionals before making any investment decision.