Investing in 2023: A Look into Mokosak Advisory Group's Q4 2022 vs. Q1 2023 Holdings

As the new year kicks off, it's essential to reflect on the previous year's investments and look at what changes to make in the current one. With this in mind, Mokosak Advisory Group's recently released Q4 2022 vs. Q1 2023 13F Holdings Comparison report is an excellent place to start. The report shows how the company's investments changed from the end of last year to the beginning of the current one. Let's delve into the report and see what insights we can gain from it.

The report has listed 24 investment options and compared the number of shares held and the percentage value change between Q4 2022 and Q1 2023. Let's start by looking at the options where Mokosak Advisory Group held the most shares. In Q4 2022, the company held 757956 shares of Schwab Strategic TR, which reduced to 743504 shares in Q1 2023, a decrease of 2.6% in value. Vanguard Index FDS was another option where the group held a substantial number of shares with 242614 and 240523 shares in Q4 2022 and 2023, respectively, with a value decrease of 1.1%.

Schwab Strategic TR was the option with the highest percentage value change, with a 24.3% increase, from 19567 shares in Q4 2022 to 24322 shares in Q1 2023. Another option with a noticeable increase in percentage value was Fidelity Covington Trust, which increased by 25.2%, with 26584 shares in Q4 2022 and 27623 shares in Q1 2023.

It is interesting to point out that Mokosak Advisory Group sold all of its shares in AMGN Inc. in Q1 2023, which is a drastic change, considering it held 774 shares in Q4 2022, with a value of 203, which plummeted to 0 shares in Q1 2023. Besides this, the group had minor variations in all the other investment options.

After analyzing Mokosak Advisory Group's report, it is clear that the company took a conservative approach to its investments. It is worth noting that the group is continuously monitoring its investments and making the necessary changes to improve its portfolio over time. It's essential to remember that no investment strategy is perfect, and changes do occur based on market conditions.

In conclusion, Mokosak Advisory Group's Q4 2022 vs. Q1 2023 13F Holdings Comparison report provides valuable insights for investors looking to make informed investment decisions. By analyzing the report's data, we can see how the group has adjusted its investments and the reasons for doing so. It's essential always to keep a close eye on market trends, constantly reviewing and adjusting your investment strategy accordingly.