Comparing Wooster Corthell Wealth Management's 13F Holdings in Q4 2022 and Q1 2023

Wooster Corthell Wealth Management, Inc. recently released their Q4 2022 and Q1 2023 13F holdings report, revealing some interesting changes in their stock portfolio. 13F is a form that is required to be filed with the Securities and Exchange Commission by institutional investment managers. It discloses the manager's holdings of publicly traded securities.

In the Q4 2022 and Q1 2023 report, Wooster Corthell's top holdings were largely composed of bonds and ETFs from prominent fund providers like Vanguard, iShares, and Schwab Strategic. However, there were some notable changes in the holdings between the two quarters.

Firstly, Wooster Corthell increased their holdings of Vanguard World Fund (MGC) and Vanguard Index Funds (VTI) by 9.5% and 7%, respectively. They also increased their holdings of Schwab Strategic (SCHF) by 6.6%, iShares TR (ITOT) by 7.6%, and Vanguard Scottsdale Funds (VGIT) by 3%.

On the other hand, they decreased their holdings of Barnes Group Inc (B), a leading global industrial and aerospace manufacturer, by 1.4%. They also sold all their shares of Microsoft Corp (MSFT) and Johnson & Johnson (JNJ) over the two quarters. Interestingly, Wooster Corthell had no holding of MSFT in Q4 2022, but they bought 828 shares worth $238,000 in Q1 2023.

Moreover, the Q4 2022 and Q1 2023 report showed a change of -100% in Wooster Corthell's holdings of JNJ, indicating that they had previously held stocks in the company but sold them all off by Q1 2023. Other holdings that saw a slight decrease in shares held include Ishares TR (IJH) at 2.3%, Chevron Corp (CVX) at 9.1%, and Montrose Environmental Group (MEG) at 19.6%.

Overall, the portfolio adjustments made by Wooster Corthell Wealth Management, Inc. suggest that they are actively managing their holdings, with a focus on increasing their positions in popular ETFs from renowned fund providers. However, it is worth noting that their major stake in bonds remains unchanged, with Vanguard Scottsdale Funds (VCIT) and IShares TR (GNMA) being their top bond holdings in both quarters.

In conclusion, with the current volatility in the stock market, investors are keen on monitoring the holdings of fund managers, like Wooster Corthell Wealth Management, Inc., to gain insights into their investment strategies. The Q4 2022 and Q1 2023 13F report gives an idea of the portfolio adjustments made by the firm during the period and reflects their sentiment towards particular investments.