The Changing Landscape of O'Dell Group, LLC's Q3 2022 vs. Q4 2022 13F Holdings
Ava Hoppe | 24 April, 2023
Investing can be a rollercoaster ride with ups and downs, twists and turns, and unexpected changes along the way. As an investor, it's important to stay on top of your portfolio's performance and adjust your holdings accordingly. O'Dell Group, LLC seems to have taken this advice seriously as they made significant changes to their 13F holdings between Q3 2022 and Q4 2022.
Let's take a closer look at some of the changes made to their holdings and what it could mean for the group's profitability.
SPDR S&P 500 ETF TR
The SPDR S&P 500 ETF TR is the largest ETF in the world, providing exposure to the 500 largest publicly traded companies in the U.S. O'Dell Group, LLC increased their holdings of this ETF by 77, bringing their total to 46,929 shares, worth $17,946, an increase of 7.2%.
ISHARES TR (SDY, DGRO, IJR, EEM, IYK, IWF, IYJ)
O'Dell Group, LLC added to their holdings of several ISHARES TRs, including SDY, DGRO, IJR, EEM, IYK, IWF, and IYJ. These funds provide exposure to companies with high dividend yields, large-cap U.S. companies, small-cap U.S. companies, emerging markets, U.S. consumer goods, and U.S. industrials.
First Trust Exchange-Traded Funds (FTXN, FXN, FXR, FTXG, FXZ, FV, FDN, FTLS)
O'Dell Group, LLC also made substantial additions to their portfolio with several First Trust Exchange-Traded Funds. These include FTXN, FXN, FXR, FTXG, FXZ, FV, FDN, and FTLS, which provide exposure to technology, industrials, consumer discretionary, and other sectors.
Other Holdings
The O'Dell Group, LLC made significant additions to Amazon, Microsoft, Chevron, and ExxonMobil. They also added new holdings in Churchill Downs, VICI Properties, and Shopify.
Conclusion
O'Dell Group, LLC's Q3 2022 vs. Q4 2022 13F holdings comparison shows that they made significant changes to their portfolio. These changes reflect the group's strategy of diversification and investing in a broad range of companies and sectors. It remains to be seen how these changes will impact the group's profitability, but with the right investment strategy, the group may be on the path to success. As an investor, it's crucial to stay informed about market trends and changes to your portfolio, and O'Dell Group, LLC's strategy might provide valuable insights.
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