Comparing Ullmann Wealth Partners Group, LLC's Q4 2022 and Q1 2023 Holdings: An In-Depth Analysis

Investment portfolios are subject to change, and this holds true for Ullmann Wealth Partners Group, LLC's holdings. In this article, we'll take a closer look at the changes that took place in their Q4 2022 and Q1 2023 13F holdings. We'll analyze their top holdings, biggest winners, and losers and what these changes imply for investors.

Starting off with the top holdings, ISHARES TR's ITOT remained their biggest holding in both quarters. However, there was a 5.7% decrease in shares, with 730,769 in Q4 2022 and 723,563 in Q1 2023, which resulted in a decrease in value from $61,969,000 to $65,518,000.

Next, we have DIMENSIONAL ETF TRUST's DFAU, which was their second biggest holding in both quarters. In Q1 2023, they increased their shares by 8.8% to 2,203,386, resulting in a value of $63,391,000. Likewise, ISHARES TR's IVV saw a 11% increase in shares from 87,592 in Q4 2022 to 90,902 in Q1 2023, resulting in a value of $37,368,000.

The biggest winner for Ullmann Wealth Partners Group, LLC was APPLE INC's AAPL, seeing a 43.1% increase in shares from 15,562 in Q4 2022 to 17,551 in Q1 2023, resulting in a value of $2,894,000. This is followed by MICROSOFT CORP's MSFT, which saw a 51.9% increase in shares from 5,754 in Q4 2022 to 7,270 in Q1 2023, resulting in a value of $2,095,000.

On the other hand, INVESCO EXCHANGE TRADED FD T's PWV saw the biggest decrease in shares of -4.1% from 125,873 in Q4 2022 to 125,503 in Q1 2023, resulting in a value of $5,682,000. Planning to invest in PWV? We suggest looking into the reasons behind this decrease to make an informed decision.

Overall, Ullmann Wealth Partners Group, LLC's Q4 2022 and Q1 2023 holdings saw ups and downs, with some of their biggest holdings increasing in shares while others decreasing. Analyzing these changes is essential for investors to stay up to date and make informed decisions.