Analyzing Camarda Financial Advisors' Q3-Q4 2022 13F Holdings: A Closer Look at Changes in Investments

As we near the end of 2022, it's important for investors to review the changes in their portfolio over the past year. Recently, Camarda Financial Advisors, LLC released their Q3-Q4 13F holdings comparison which provided valuable insights into changes in investments. In this blog post, we'll take a closer look at the changes that the firm made and analyze the potential implications for investors.

Introduction

For those unfamiliar, 13F filings are quarterly reports filed with the Securities and Exchange Commission (SEC) by institutional investment managers with at least $100 million in assets under management. These filings provide insight into the securities held by these institutional investors, and can be valuable for individual investors looking to understand the investment strategies of these firms.

Camarda Financial Advisors, LLC is an investment advisory firm that manages over $1.5 billion in assets. Their recent 13F filings show that the firm has made several changes to their portfolio over the past quarter. Let's dive into the details.

Main Body

One of the most significant changes that Camarda Financial Advisors made was in their investment in IBB - iShares TR. The firm increased its holdings by over 100% from Q3 to Q4, going from 17,795 shares to 36,695 shares. This move was accompanied by a 131.5% increase in the value of their investment in IBB - iShares TR, which was valued at $2,081,000 in Q3 and increased to $4,817,000 in Q4.

Another change that stood out was the firm's investment in QID - ProShares TR. Camarda Financial Advisors' investment in this security increased by a whopping 169.3% from Q3 to Q4, going from 38,106 shares to 108,356 shares. The firm also saw a significant increase in the value of their investment in QID - ProShares TR, going from $1,045,000 in Q3 to $2,813,000 in Q4.

It's worth noting that some of the changes made by Camarda Financial Advisors were not as significant. For instance, the firm increased its investment in AMGN - Amgen Inc. by 30.8% from Q3 to Q4, going from 7,486 shares to 8,404 shares. The value of their investment in AMGN - Amgen Inc. also increased from $1,687,000 in Q3 to $2,207,000 in Q4. While this change may not seem significant compared to others, it still provides valuable insight into the investment strategy employed by Camarda Financial Advisors.

Conclusion

In conclusion, Camarda Financial Advisors' Q3-Q4 13F filings show that the firm made several significant changes to their portfolio over the past quarter. These changes included significant increases in their holdings in IBB - iShares TR and QID - ProShares TR. These filings provide a valuable opportunity for individual investors to understand the investment strategy employed by Camarda Financial Advisors and make educated decisions about their own investments. As always, it's important to remember that past performance is not indicative of future results, and investors should always conduct their own due diligence before making any investment decisions.