The Rise and Fall of Q4 2022 vs. Q1 2023: A Look at Matthew Goff Investment Advisor, LLC 13F Holdings

As a professional investment advisor, one must monitor market trends and analyze the performance of their clients' investments. The Securities and Exchange Commission (SEC) requires all institutional investment managers with over $100 million in assets to disclose their holdings quarterly through Form 13F. Recently, Matthew Goff Investment Advisor, LLC filed their Q4 2022 and Q1 2023 13F Holdings, and we will explore the changes and trends detected in this blog post.

Technology companies have been dominating the stock market, and this trend is apparent in the Q4 2022 and Q1 2023 13F filings by Matthew Goff Investment Advisor, LLC. Microsoft Corporation (MSFT), with a 9.8% increase in value from Q4 2022 to Q1 2023, continues to be a favorite stock pick. Another tech giant, Oracle Corp (ORCL), saw an increase of 11.4%, while Intel Corp (INTC) rose by 23.7%. The rapid growth of these companies shows the importance of technology in our lives.

While tech stocks have been soaring, the financial sector has not fared well in recent quarters. Bank of America (BAC) saw a 13.6% decrease in value, and Bank New York Mellon Corp (BK) also decreased by 0.1%. Other financial stocks that took a hit include Proctor and Gamble Co (PG), down by 4.1%, and American Express Co (AXP), which decreased by 11.8%. The financial sector's poor performance can be attributed to lower interest rates, fierce competition, and stricter regulations.

The healthcare sector also saw mixed results for Matthew Goff Investment Advisor, LLC holdings. Merck & Co Inc (MRK) saw value decrease by 6.1%, while Novartis AG (NVS) saw a 1% increase. The Johnson & Johnson (JNJ) stock decreased by 12.8%, while AbbVie Inc (ABBV) remained relatively stable, with a decline of 1.5%.

Two staple consumer goods companies showed mixed results, with Coca-Cola Co (KO) down by 2.8%, while PepsiCo Inc (PEP) remained stable with a 0% change in value. These companies' relatively stable performance can be attributed to their consistent revenue, strong brand recognition, and leading positions in their respective markets.

Another interesting trend from the 13F holdings is the increase in Exchange Traded Funds (ETFs) investment by Matthew Goff Investment Advisor, LLC. InvESCO Exchange-Traded Fund Trust, such as SSGA Active ETF Trust (SRLN) and Invesco Exchange Traded Fund Trust (VRP), showed slight increases of 0.9% and 2%, respectively. The popularity of ETFs can be attributed to the benefit of diversified holdings and lower expense ratios.

In conclusion, Matthew Goff Investment Advisor, LLC's Q4 2022 and Q1 2023 13F filings showed mixed results for the companies and industries involved. Technology companies seem to continue dominating the market, with healthcare and financial sectors facing challenges. The wise investment in ETFs can provide diversification and lower costs for clients. As always, it's essential to monitor the trends to make informed investment decisions.