The Evolution of Stratos Wealth Partners LTD.'s Holdings: A Q3 2022 vs. Q4 2022 Comparison
Ava Hoppe | 24 April, 2023
Investment firms are constantly reviewing and adjusting their portfolios to accommodate the ever-changing market trends and to maximize returns for their clients. Stratos Wealth Partners LTD. is no exception. In this blog post, we'll take a closer look at Stratos Wealth Partners LTD.'s Q3 2022 vs Q4 2022 13F holdings comparison and summarize the changes in holdings of this fund.
Introduction:
Stratos Wealth Partners LTD. is a comprehensive wealth management and financial planning firm that works with individuals, families, and businesses. They offer a range of financial strategies and investment options to help their clients achieve their financial goals. One of their investment options is their 13F holdings, which are publicly disclosed on a quarterly basis.
Main Body:
The Q3 2022 vs Q4 2022 13F holdings comparison for Stratos Wealth Partners LTD. shows that the total market value of their holdings has increased from $2.19 billion to $2.52 billion, an increase of approximately 15%. This significant increase can be attributed to the strategic changes that were made to their portfolio.
The top 5 companies in which Stratos Wealth Partners LTD. held the most shares during Q4 2022 were Vanguard Index Funds (VOO), SPDR S&P 500 ETF Trust (SPY), Apple Inc. (AAPL), iShares TR (IDEV), and iShares TR (IVV). The number of shares held in these companies increased between Q3 2022 and Q4 2022, except for Apple Inc. where they decreased by 7%.
One of the most significant changes in holdings for Stratos Wealth Partners LTD. was the massive increase in shares held for PGIM ETF TR (PULS), with a jump of 2349.3% from 22,232 shares to 544,225 shares. Additionally, the number of shares held for INVESCO EXCH TRADED FD TR II (QQQM) increased by 8131.5%, from 2,385 shares to 196,899 shares. This rise in shares held in both these companies can be linked to their impressive financial performance during this period.
Another notable change in holdings was the addition of new shares in Goldman Sachs ETF TR (GBIL) and WisdomTree TR (USFR). The number of shares held for these companies increased significantly during Q4 2022, by -0.7% and -7.4%, respectively.
The decrease in shares held for Amazon Com Inc. (AMZN), Thermo Fisher Scientific Inc (TMO), and Alphabet Inc, Class C (GOOG) was also notable. These companies saw a decrease of -27%, -4.4%, and -6.7%, respectively, in the number of shares held. The decrease in shares held for these companies can be attributed to various factors such as poor financial performance or strategic repositioning.
Conclusion:
In conclusion, Stratos Wealth Partners LTD.'s Q3 2022 vs Q4 2022 13F holdings comparison shows a considerable increase in the total market value of their holdings, as well as several strategic changes made to their portfolio. While some companies saw a significant rise in the number of shares held, others saw a decrease. These changes reflect the constantly evolving market trends and the firm's strategic investment decisions to maximize profit for their clients.
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