Wealthcare Advisory Partners LLC Q3 2022 vs. Q4 2022 Portfolio Analysis: A Look at the Top 30 Holdings
Ava Hoppe | 4 May, 2023
In the world of finance, tracking and analyzing the investment portfolios of institutional investors can offer valuable insights into the market. For instance, the recent 13F filings by Wealthcare Advisory Partners LLC, a registered investment adviser, show that the firm made significant changes to its holdings in Q4 2022. In this article, we'll take a closer look at the top 30 holdings of the firm and the reasons behind their buying and selling decisions.
One of the most notable changes in the firm's portfolio was its increased stake in SPDR Portfolio S&P 500 ETF (SPLG), with shares rising from 3,255,989 to 3,516,523, and its value increasing by 15.7%. The firm also increased its holdings in SPDR Portfolio S&P 1500 Composite Stock ETF (SPTM), with shares rising from 1,914,574 to 2,220,362, and its value increasing by 24.3%.
Vanguard Total Stock Market (VTI) was another stock that saw an increase in holdings, with shares rising from 386,778 to 415,239, and its value increasing by 14.4%. On the other hand, iShares National Muni Bond (MUB) saw a decline in holdings, with shares decreasing from 463,647 to 373,007, and its value decreased by 17.2%.
Some of the other noteworthy changes include:
- SPDR Portfolio SmallCap (SPSM) saw an increase in shares from 1,303,490 to 1,435,282, and its value increased by 19.5%.
- iShares Barclays 7-10 Yr Treasury Bond (IEF) saw an increase in shares from 461,886 to 502,359, and its value increased by 8.5%.
- Vanguard FTSE All-World ex US Index ETF (VEU) saw an increase in shares from 625,019 to 685,424 and its value increased by 24%.
- iShares 0-5 Yr TIPS Bond ETF (STIP) saw a massive increase in shares from 24,096 to 279,210, and its value increased by 1068.9%.
- SPDR Portfolio S&P 400 Mid Cap (SPMD) saw an increase in shares from 500,363 to 585,495, and its value increased by 29%.
Apart from these, there were several other significant changes in holdings throughout the portfolio, with some stocks going up while others going down. The firm's top holdings remained mostly the same, however, with SPDR S&P 500 Trust (SPY) and iShares Core S&P 500 ETF (IVV) remaining the top two holdings in Q4 2022, although with slightly lower values compared to Q3.
In conclusion, the recent 13F filings by Wealthcare Advisory Partners LLC show that the firm made significant changes to its portfolio in Q4 2022, with some stocks seeing an increase in holdings and others seeing a decrease. Studying institutional investors' 13F filings can be a helpful tool for investors seeking to gain insights and ideas for their investment strategies and long-term goals.
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