HCR Wealth Advisors Q3 2022 vs. Q4 2022: A Look at the Fund's Changing Holdings

As the world of investing is constantly evolving, HCR Wealth Advisors has released its Q3 2022 vs. Q4 2022 13F Holdings Comparison. This report highlights the changes in holdings for the fund over the course of the past few months. As an investor, it's essential to stay informed about the shifts in the market and the performance of your investments. In this blog post, we'll take a closer look at the report and its implications for the current investment landscape.

Main Body:

The report is based on a CSV that outlines the changes in shares and value of various assets.

Some notable changes in holdings for the fund include a decrease in Apple Inc shares by 7.6%, a decrease in Alphabet Inc shares by 10.1%, and a significant increase of 57% in Boeing Co shares. These fluctuations reflect the shifting market trends and individual company performance, including supply chain disruptions and rising inflation.

The most significant increase of 29% in value was in Exxon Mobil Corp shares, which may be attributed to the rebounding demand for oil and gas as global restrictions begin to ease. The second-largest increase of 28.5% occurred in Chevron Corp, likely influenced by similar market conditions.

Despite some significant decreases in shares and value, including a 14.8% decrease in Palo Alto Networks Inc and 29.1% decrease in Ishares TR, the fund overall experienced a modest increase in value of 0.82%.

It's crucial to note that these shifts are not uncommon and are part of the inherent risks and rewards of investing. While it's essential to stay informed about the evolving market, it's equally crucial to hold a long-term investment strategy that can withstand the ups and downs of the market.

Additionally, investors should ensure their investment strategies align with their personal risk tolerance and long-term financial goals. Any changes to a portfolio's holdings should be made strategically and in consultation with a qualified investment advisor.

Conclusion:

The HCR Wealth Advisors Q3 2022 vs. Q4 2022 13F Holdings Comparison highlights the fluctuations in the market and indicates the necessity of staying informed about these shifts. While some assets experienced a significant increase in value, others saw a decrease. These changes reflect the ongoing evolution of the market and the risks and rewards of investing. As always, it's essential to remain strategic and aligned with one's long-term financial goals when considering any adjustments to a portfolio.