Bramshill Investments, LLC Q3 2022 vs. Q4 2022 13F Holdings: Insights and Analysis

As 2022 came to a close, Bramshill Investments, LLC, a respected investment management firm located in New Jersey, revealed its Q3 2022 vs. Q4 2022 13F holdings. The data unveiled some significant changes in the fund's portfolio, with several holdings experiencing gains in value and others experiencing losses.

The biggest winner was the SPDR S&P 500 ETF Trust, with an astonishing increase of 104,114.1% in value. This is representative of a shift in market confidence in the ETF, which tracks the performance of the S&P 500 Index. It is also notable that BlackRock Short Maturity Bond and Nuveen Quality Municipal Income currently reside at the top of the list in terms of total shares held.

Another notable gain is the Nuveen Quality Municipal Income with 19.9% Chg., followed by Invesco Municipal Opportunity and Nuveen AMT-Free Quality Municipal, with an increase of 16.6% and 12.3%, respectively. All the top four fund gained reflecting a favorable investment opportunity in the Municipal bond sector as most invest in municipal bonds.

In terms of losses, Nuveen Credit Strategies Income and AGNC Investment Corp. suffered sharp defeats, with losses in value of 86.7% and 19.8%, respectively. This could be attributed to a decline in confidence regarding these funds' prospects or a shift towards other forms of investment.

It is also interesting to note that BlackRock Municipal bond funds feature heavily in the top holdings, with BlackRock MuniHoldings Fund and BlackRock MuniYield Quality Fund ranking among the top ten. The inclusion of municipal bonds in the top holdings is incredibly indicative of Bramshill Investments' preference for local investment and a potentially stable long-term return.

In terms of technology stocks, IBM and Pfizer made appearances in the top holdings. IBM saw a small decrease of 16.6% in value, while Pfizer experienced a gain of 16.4%. The presence of these companies might suggest Bramshill Investments' eagerness to participate in companies with strong fundamentals that are capable of withstanding challenging market conditions.

Finally, it is worth noting the complete absence of Chesapeake Energy Corp., a major holding from the previous 13F. This suggests that Bramshill Investments may no longer see the struggling energy company as a viable investment opportunity.

Overall, Bramshill Investments' Q3 2022 vs. Q4 2022 13F holdings reveal a strategic portfolio shift towards municipal bonds and stalwart companies with strong fundamentals. It remains to be seen how these changes will play out in the future, but there is no doubt that Bramshill's portfolio will continue to generate significant market interest.