Analyzing Welch Group, LLC's Q4 2022 vs. Q1 2023 13F Holdings: Changes to Investment Portfolio.

Welch Group, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

In the world of finance, investments are constantly changing. Welch Group, LLC, a financial advisory firm, has recently released its Q4 2022 and Q1 2023 13F holdings comparison CSV file. This file details the changes in holdings for this fund over the past three months. Let us take a closer look at this CSV file and see what changes the Welch Group has made to its investment portfolio.

The CSV file starts by providing some basic information about the different stocks the Welch Group is invested in. This includes the company's symbol or ticker, the issuer's name, option type, Q4 2022 (SHARES), Q1 2023 (SHARES), Q4 2022 VALUE ($000), Q1 2023 VALUE ($000), and Chg %. The Chg % column shows the percentage change in the shares held by the Welch Group between Q4 2022 and Q1 2023.

ServisFirst Bancshares Inc (SFBS) was the first company listed in the CSV file. The Welch Group reduced its shares in this company by almost 21.5% between Q4 2022 and Q1 2023. Similarly, the Welch Group has reduced its holdings in other companies such as Chevron Corp New (CVX) and Emerson Electric Co (EMR) by 12.4% and 9%, respectively. These changes in holdings seem to indicate that the Welch Group is trying to move away from these stocks.

On the other hand, the Welch Group has increased its holdings in other companies such as Microsoft Corp (MSFT). The Welch Group increased its shares in Microsoft by 20.8% between Q4 2022 and Q1 2023. Similarly, the Welch Group has increased its holdings in PepsiCo Inc (PEP) and Targert Corp (TGT) by 0.4% and 29.3%, respectively. This indicates that the Welch Group is interested in investing more in these companies.

The CSV file also includes other interesting changes made by the Welch Group. For instance, the Welch Group reduced its shares in Pfizer Inc (PFE) by 16% between Q4 2022 and Q1 2023. Similarly, the Welch Group increased its shares in Nvidia Corporation (NVDA) by 85.9% during the same time period. These changes indicate that the Welch Group is trying to allocate its investments to match the current market trends.

Another interesting change in the CSV file is the Welch Group's investment in SPDR S&P 500 ETF TR (SPY). The Welch Group reduced its shares in SPY by 45.1% between Q4 2022 and Q1 2023. This could indicate that the Welch Group is changing its investment strategy from an ETF-centered approach to a more targeted approach.

The CSV file also includes other notable changes made by the Welch Group, such as its investments in companies like Alphabet Inc (GOOG), Amazon.com Inc (AMZN), and Qualcomm Inc (QCOM). These companies have seen significant changes in their stock prices over the past few months, and it is interesting to see the Welch Group adapting to these changes through its investment decisions.

In conclusion, the Welch Group's Q4 2022 and Q1 2023 13F holdings comparison CSV file shows that the group is constantly adjusting its investment portfolio to match market trends. The Welch Group has increased its holdings in some companies while reducing its shares in others. This shows that the Welch Group is willing to adapt to the changes in the market to maximize its returns. Overall, the CSV file provides interesting insight into the Welch Group's investment strategy, and it will be interesting to see how the group's investments evolve in the coming months.