Altium Wealth Management LLC Q1 2022 vs. Q2 2022 13F Holdings Comparison

In the world of investing, every detail matters. One small change in the holdings of a company can have a significant impact on the financial market. This is why companies that manage a certain amount of assets are required to disclose their holdings every quarter through a form known as 13F. These filings provide valuable insights into the holdings of some of the world's largest investment firms and can help investors make informed decisions.

Altium Wealth Management LLC recently filed their Q1 2022 vs. Q2 2022 13F Holdings Comparison, and there are some interesting changes to note. In this article, we'll take a closer look at these changes and what they mean for the market.

Vanguard's VOO and VEAsuffer a dip

In Q2 2022, Vanguard Index Funds' VOO and Vanguard Tax-Managed Int'l FD's VEA saw a dip of 13.1% and 4.7%, respectively, in their share values. This marks a significant change in their holdings that cannot be ignored. For investors in these index funds, this means that something is causing the market to lose faith in their ability to generate returns. While this could be a temporary setback, it's worth keeping an eye on these funds to see how they perform in the coming months.

Apple takes a hit, while Microsoft and Amazon see some growth

Apple's AAPL saw a decline of 20% in their share values, while Microsoft's MSFT and Amazon's AMZN saw an increase of 11.2% and 104.42%, respectively. This follows a similar pattern observed in the market, with Apple experiencing a decline in popularity, while Microsoft and Amazon continue to innovate and evolve. It's worth noting that the growth in Amazon's share values is quite staggering and is reflective of their continued dominance in the world of e-commerce.

Exxon Mobil and Chevron Corp see an increase in share values

Exxon Mobil and Chevron Corp saw an increase of 12.3% and 4.2%, respectively, in their share values. This is a positive sign for the energy sector, as it suggests that investors are becoming more optimistic about their future. However, with the ongoing climate crisis, it remains to be seen whether the energy sector can continue to generate positive returns in the long run.

In conclusion, the Altium Wealth Management LLC Q1 2022 vs. Q2 2022 13F Holdings Comparison provides valuable insights into the market and how investors are allocating their assets. While these changes may seem small, they can have a significant impact on the market and provide investors with a glimpse into what the future may hold. As always, it's important to keep track of these changes and make informed decisions based on them.