Smart Money Group LLC Q3 vs Q4 2022 Holdings: Changes and Analysis

In the investment world, it's always fascinating to track changes in holdings of major funds to understand their moves and what it could mean for the market. Smart Money Group LLC recently released their Q3 vs Q4 2022 13F Holdings, and the results are interesting.

Firstly, Vanguard Wellington FD made a significant addition of 230,339 shares during Q4, valued at $22.7 million. SPDR SER TR also saw an increase in shares during Q4, with BIL gaining 212,557 shares valued at $19.4 million.

One notable change is SPDR SER TR's SDY, which grew by a substantial 26.6% during Q4, adding 15,388 shares worth $3.5 million. On the flip side, ISHARES TR's IVV saw a minor dip in Q4, with 3,358 fewer shares worth $168.

In contrast, ISHARES TR's USMV surged ahead, adding 5,696 shares worth $1.6 million, marking a 12.2% increase. Similarly, TIDAL ETF TR's RISR added 17,903 shares worth $585k during Q4, showing a steady 4.3% increase.

VANGUARD MALVERN FDS's VTIP saw a huge decline of 251,608 shares, measuring a -49% decrease, and its value dropping by $12.5 million.

SPDR SER TR's SPYD showed encouraging growth, with 44,078 shares worth $2.6 million added in Q4, showing a 34.3% increase.

Similarly, VOO, GDRWX, QQQ, and FXH, enjoyed impressive growth of over 97%, 70%, 3.3%, and 11.8%, respectively, during Q4.

Unfortunately, some holdings saw minor to significant decreases during this time, such as STIP losing 56,504 shares worth $5.5 million (-64.0%), VTI shedding off 3,929 shares worth $517,820 (-14.5%), and SHYD losing all its shares during Q4, representing a 100% decline.

It's worth noting Abbott Laboratories' ABBV, JPMorgan Exchange Traded F's JMST, and Enterprise Prods Partners L's EPD, saw an increase in stock, each measuring 25%, 5.5%, and 9.2%, respectively.

Overall, Smart Money Group LLC's Q3 vs Q4 2022 13F Holdings report reveals that the investment firm made calculated moves during the period. While some holdings showed growth potential and exhibited an upward trend, others lost favor during Q4. It's essential to track these changes to understand the investment landscape and make informed decisions.