The Rise and Fall of Gradient Capital Advisors' Q4 2022 vs. Q1 2023 Holdings

In the world of investment, stock brokers and traders are always keen on identifying new opportunities to maximize their returns. Gradient Capital Advisors, LLC is no different. The company's Q4 2022 vs. Q1 2023 holdings comparison shows some interesting trends and changes in their portfolio. In this blog post, we will take a closer look at these changes and what they mean for Gradient Capital Advisors.

Introduction

Gradient Capital Advisors, LLC's Q4 2022 vs. Q1 2023 holdings comparison provides an insight into the company's investment strategies and performance within the given period. The comparison shows an overall increase in the number of shares held; however, the percent change in value interestingly varies across different holdings.

Main Body

The first observation we can make from the holdings comparison is that most of the companies that experienced an increase in shares held also recorded an increase in value. For instance, Apple Inc. (AAPL) showed a reduction in the number of shares held but a 25.3% increase in value, while Tesla Inc. (TSLA) recorded a 70.3% increase in value with only a marginal increase in the number of shares held. It is also notable that Gradient Capital Advisors had the highest share increase percentage for Meta Platforms Inc. (META) at 74.6%.

On the other hand, there were some holdings that experienced a decrease in value, despite the increase in the number of shares held. Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) recorded a -6.1% change in value despite a 10.8% increase in the number of shares held. Similarly, Pfizer Inc. (PFE) experienced a -20.6% change in value despite a 0.3% increase in the number of shares held.

Another observation we make is that some holdings had no value change despite the number of shares held changing. For example, the Dimensional U.S. Targeted Value ETF (DFAT) recorded a 0% change in value despite a 1.2% decrease in shares held.

Furthermore, it is interesting to note that some holdings experienced a decrease in both the number of shares held and value, such as the Vanguard Short-Term Corporate Bond ETF (VCSH), which recorded a -4.5% change in value despite a 5.8% decrease in shares held.

Conclusion

Gradient Capital Advisors, LLC's Q4 2022 vs. Q1 2023 holdings comparison shows that their investment strategy produces mixed outcomes. While some holdings show significant increases in value, others experience a decrease despite changes in the number of shares held. These observations suggest that Gradient Capital Advisors should review their investment strategy with a more careful consideration of changes in market forces and precise knowledge of company prospects. In conclusion, the holdings comparison highlights the intricacies that come with stock investment and the importance of careful analysis before determining growth opportunities.