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Lucia Wealth Services' Q2 & Q3 2020 13F Holdings Comparison: Which Stocks Saw Major Changes?

Ava Hoppe | 26 April, 2023

The world of investing is unpredictable and consistently changing. That is why Lucia Wealth Services releases their 13F Holdings Comparison every quarter, to keep their clients up-to-date on what they're investing in. In this comparison, we will be taking a closer look at the changes in holdings for Q2 and Q3 of 2020.

During Q3 of 2020, Lucia Wealth Services added to their current holdings in "Johnson & Johnson," "Apple Inc," "Microsoft Corp," "Broadridge Finl Solutions In," "ViacomCBS Inc," "Merck & Co. Inc," "Kimberly Clark Corp," "Alphabet Inc," "Hershey Co," "Automatic Data Processing In," "Kellogg Co," "SPDR Ser Tr," and "Bristol-Myers Squibb Co."

Of all the additions, the biggest percentage changes were seen in "ViacomCBS Inc," "Salesforce Com Inc," "Gold Trust," "Facebook Inc," "Alibaba Group Hldg Ltd," and "IQVIA HLDGS Inc." In contrast, Lucia Wealth Services decreased their holdings in "First Tr Exch Traded FD III," "First Trust Lrgcp GWT Alphad," "SPDR S&P 500 ETF Tr," "SDY," and "First Tr Exchange-Traded FD."

In general, during Q3 of 2020, Lucia Wealth Services increased their holdings and investment in the technology and healthcare sectors. Their investment in the technology sector was mainly in "Apple Inc," "Microsoft Corp," "Alphabet Inc," and "Salesforce Com Inc," while the healthcare sector saw significant investment with "Johnson & Johnson," "Merck & Co. Inc," and "Medtronic PLC."

But what led to these changes? In Q2 and early Q3 of 2020, the world saw a massive shift in priorities due to COVID-19. Industries were forced to pivot, and companies that were resilient and quick to adapt to the new normal saw an increase in demand and subsequently, stock prices. Large tech companies such as "Apple Inc" and "Microsoft Corp" have been booming due to the increase in remote work and online learning, further cementing their dominance in the industry.

Moreover, the healthcare sector saw massive changes in demand, particularly with the development of potential vaccines for COVID-19. Investors see the potential for these companies to create a significant profit and save lives at the same time. In contrast, the Consumer Discretionary and Energy sectors saw a significant decrease in investment after they were hard-hit during the pandemic.

In conclusion, Lucia Wealth Services' Q2 and Q3 2020 13F Holdings Comparison show that there have been significant changes in holdings for the company. The pandemic has forced industries to pivot, and companies that have adapted well are now experiencing growth. Lucia Wealth Services' investment in technology and healthcare sectors during Q3 of 2020 aligns with these trends. As we move further into Q4, it will be interesting to see how these investments evolve as the world continues to respond to the pandemic's impact.

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