Financial Advocates Investment Management Q3 2022 vs. Q4 2022 13F Holdings Comparison

As an investment management firm, Financial Advocates tracks various funds and their holdings to make informed decisions on behalf of their clients. One such fund is the Q3 2022 vs. Q4 2022 13F Holdings, which has seen some significant changes in its holdings over the course of the quarter. In this blog post, we will take a closer look at these changes and what they might mean for investors.

Introduction:

The Q3 2022 vs. Q4 2022 13F Holdings is a fund that tracks various equities in the market. As with any fund, changes in its holdings over time can provide insights into market trends, investment strategies, and more. In this post, we will examine the changes in holdings for this fund between Q3 and Q4 2022 based on the provided CSV. By doing so, we hope to provide some valuable information for anyone interested in this particular fund or investing in general.

Main Body:

Of the top holdings in the Q3 2022 vs. Q4 2022 13F Holdings, Apple Inc. (AAPL) saw the most significant increase. Its shares rose from 317,506 to 392,158, an increase of 16.3%. With a value of $43,807 in Q3 2022, this number rose to $50,952 in Q4 2022. This increase in holding can be attributed to the strong performance of the company, as well as the belief that it will continue to do well in the future.

Microsoft Corp (MSFT) also saw a significant increase in its shares, rising from 113,288 in Q3 2022 to 132,524 in Q4 2022. Its value also increased from $26,013 to $31,782, an increase of 22.2%. This increase in holding can be attributed to the company's strong financials, as well as its continued innovation in the technology sector.

Other notable increases in holdings include Vanguard Index Funds (VTI), which rose from 77,735 to 95,852, an increase of 32.4%. First Trust Exchange-Traded Funds (FTCS) also saw an increase in its shares, rising from 229,646 to 236,417, an increase of 16.2%. Both of these holdings are reflective of the strong performance of the companies and are indicators of positive market trends.

Not all holdings in the fund saw an increase in shares, however. Invesco Exchange Traded Fund (RSP) saw a decrease in shares, falling from 105,561 in Q3 2022 to 87,065 in Q4 2022, a decrease of 8.5%. Its value also decreased from $13,436 to $12,297. This decrease in holding can be attributed to changes in the market and a shift away from this particular sector.

Conclusion:

Overall, the Q3 2022 vs. Q4 2022 13F Holdings saw some significant changes in its holdings over the course of the quarter. While some holdings saw significant increases, others saw decreases or little change. By examining these changes, investors can gain valuable insights into market trends and investment strategies. As with any investment, it is essential to conduct research and analysis before making any decisions. The changes in holdings for this particular fund can serve as a starting point for this research and provide a foundation for informed decision-making.