Investment Firm L & S Advisors Inc Q3 vs Q4 2022: A Deep Dive into Their 13F Holdings

As an investor, it's always fascinating to see how different funds and investment firms shift their holdings from one quarter to the next. Today, we'll be taking a closer look at L & S Advisors Inc's Q3 2022 vs Q4 2022 13F holdings comparison. This firm, which specializes in managing investment portfolios for high net worth individuals, family offices, and institutions, has made some interesting moves in the past few months. Let's dive in and see what we can learn.

First, let's start by going over some of the basics. A 13F filing is a quarterly report that institutional investors with over $100 million in assets under management are required to submit to the Securities and Exchange Commission (SEC). These filings disclose the firm's holdings of publicly traded securities, including stocks, options, and convertible debt. While there is a 45-day reporting delay, 13F filings are a valuable resource for investors looking to gain insight into the moves of big players in the market.

According to L & S Advisors' Q3 vs Q4 2022 13F holdings comparison, the total value of their portfolio decreased from $197,113,543 to $192,579,199, a decline of 2.3%. Of note, L & S Advisors made significant changes to their holdings in the Technology, Healthcare, Financials, and Industrials sectors.

In Q3 2022, L & S Advisors held 140,187 shares of Apple Inc (AAPL). However, in Q4 2022, they reduced their holdings to 137,276 shares, marking a decrease of 7.9%. Similarly, their holdings in Microsoft Corporation (MSFT) increased by 11.2%, from 53,061 shares in Q3 to 57,317 shares in Q4.

One of the most notable changes in L & S Advisors' portfolio was their holding in Merck & Co Inc (MRK). In Q3 2022, they held 65,211 shares of the pharmaceutical giant, but by Q4 2022, this number had jumped to 117,563 shares, reflecting an increase of 132.3%.

In the Financials sector, L & S Advisors made some interesting moves. While their holdings of JP Morgan Chase & Co (JPM) remained steady at 17,445 shares, their holdings in Goldman Sachs Group (GS) decreased from 6,502 shares in Q3 2022 to 6,415 shares in Q4 2022. This represents a decrease in value of 15.6%. Additionally, L & S Advisors purchased 32,526 shares of Chubb Ltd (CB) in Q4 2022, marking a new position for the firm.

In the Healthcare sector, L & S Advisors decreased their holdings in UnitedHealth Group (UNH) from 20,170 shares in Q3 2022 to 16,361 shares in Q4 2022, a decrease in value of 14.9%. Their holdings in Eli Lilly & Company (LLY) also decreased by 11.1%, from 46,055 shares in Q3 to 36,184 shares in Q4.

In the Industrials sector, L & S Advisors' holdings of Deere & Company (DE) increased impressively from 6,685 shares in Q3 2022 to 23,039 shares in Q4 2022, an increase of 342.6%. They also bought a new position in United Rentals Inc (URI), purchasing 7,918 shares in Q4.

Overall, L & S Advisors' Q3 vs Q4 2022 13F holdings comparison shows a portfolio with significant changes. While the total value of their holdings decreased, they made some interesting moves in the Technology, Financials, Healthcare, and Industrials sectors. These changes reflect the firm's assessment of the current market conditions and their outlook for the future.

In conclusion, reviewing 13F filings allows investors to gain insight into the moves made by some of the biggest players in the market. While these filings come with a delay, they can still provide valuable information to investors looking to better understand a firm's strategy. L & S Advisors' Q3 vs Q4 2022 13F holdings comparison offers a fascinating look at the recent changes made to their portfolio, and it will be interesting to see how these moves pan out over the coming quarters.