The Changing Tides of Investment: D.B. Root & Company's Q4 2022 vs. Q1 2023 Holdings

Investment holdings offer a glimpse into the financial decisions made by investment companies or individuals. These holdings can shift with market trends, company performance, and external events.

One such company, D.B. Root & Company, recently disclosed their Q4 2022 and Q1 2023 investment holdings. The 13F filings reveal the changes made to the company's holdings in terms of shares and value.

The Q4 2022 holdings for J.P. Morgan Exchange Traded Fund (ETF) saw 642,836 shares and a value of $29,525,000. In Q1 2023, this shifted upwards to 712,531 shares valued at $33,766,000 – a 14.4% increase.

Schwab Strategic Fund's overall holdings also increased by 4.4%, with their holdings of SCHX and SCHB seeing an increase in Q1 2023.

On the other hand, Vanguard Index Funds (VTI) saw a decrease of 0.8% in shares held, now down to 50,924 shares valued at $10,393,000.

Vanguard Specialized Funds (VIG) saw a significant gain of 11%, now holding 64,904 shares priced at $9,995,000.

Apple Inc. (AAPL) also saw an increase of 23.6% in Q1 2023, with D.B. Root & Company holding 49,439 shares valued at $8,152,000.

In contrast, Schwab Strategic Fund's SCHR holdings saw a decrease in both shares held and value, down 29.4% in Q1 2023.

Overall, D.B. Root & Company's holdings saw both gains and losses depending on the individual investment. While some companies saw significant increases, others experienced decreases in value or shares held. Stay tuned for future 13F filings to monitor the company's changing investment strategies.