Bridgeworth, LLC's Q4 2022 vs. Q1 2023 Holdings Comparison: Top Winners and Losers Revealed

Bridgeworth, LLC has recently filed their 13F forms for both Q4 2022 and Q1 2023. The quarterly 13F filings are required by the SEC for companies that manage over $100 million in assets, detailing their holdings in public companies. This information can be used by traders, investors, and analysts to make informed decisions about their own holdings.

In this article, we will be looking at some of the top winners and losers of Bridgeworth, LLC's holdings over the two quarters – based on the changes in holdings they reported between Q4 2022 and Q1 2023.

Top Winners:

1. DFIC ("Dimensional ETF Trust") – This fund saw the largest percentage increase in shares held by Bridgeworth, LLC, with a whopping increase of 727.8% from Q4 2022 to Q1 2023. The fund saw a massive increase in dollar value as well, growing from $3.8 million to $31.5 million in the same period.

2. BSV ("Vanguard BD Index FDS") – While the increase in shares held wasn't as dramatic as DFIC, BSV was a clear winner for Bridgeworth, LLC. The fund increased its dollar value by over 5,000%, going from $301,000 to $16.8 million.

3. LCR ("Leuthold FDS Inc") – Bridgeworth, LLC increased its holdings in this fund by over 10% between Q4 2022 to Q1 2023, with the dollar value of their holdings growing from $24.5 million to $26.9 million in the same period.

Top Losers:

1. TIP ("iShares TR") – This fund took the biggest hit in Bridgeworth, LLC's holdings, with a staggering decrease of 91.3% in dollar value between Q4 2022 to Q1 2023. The value dropped from $21.9 million to just $1.9 million over the two quarters.

2. BND ("Vanguard BD Index FDS") – While BSV saw huge gains for Bridgeworth, LLC, the same cannot be said for BND. The dollar value of their holdings in this fund decreased by over 24% between Q4 2022 and Q1 2023, going from $1.5 million to just over $1.1 million.

3. XLRE ("Select Sector SPDR TR") – Bridgeworth, LLC's holdings in this fund decreased by just over 20% between Q4 2022 and Q1 2023. The dollar value of their holdings fell from $1.8 million to $1.4 million over the two quarters.

Conclusion:

Bridgeworth, LLC's holdings in Q4 2022 vs. Q1 2023 showed some clear winners and losers. DFIC was the standout winner, with enormous growth in both shares held and dollar value of their holdings. On the other hand, TIP saw the largest loss in dollar value, dropping by over 90% between the two quarters. While the changes in holdings may not necessarily reflect the performance of the underlying companies themselves, they can provide valuable insight into the investment decisions being made by Bridgeworth, LLC.