Redhawk Wealth Advisors' Q3-Q4 2022 13F Holdings Comparison shows significant shifts in portfolio preferences.

Redhawk Wealth Advisors, Inc. is a registered investment advisor that provides professional investment management and financial planning services for individuals and businesses. As part of its investment management services, the company manages a variety of investment portfolios, including mutual funds, exchange-traded funds (ETFs), and individual securities.

In this blog post, we will take a closer look at the recent changes in holdings of one of Redhawk's investment portfolios, as reported in the Q3 2022 vs. Q4 2022 13F Holdings Comparison CSV. This report lists the various securities held by the portfolio, their option type, the number of shares held in each quarter, their value in USD thousands, and the percentage change between the two quarters.

The portfolio in question holds a diverse range of securities, including popular ETFs like SPDR S&P 500 ETF TR (SPY), FIRST TR MORNINGSTAR DIVID L (FDL), and VANGUARD INDEX FDS (VTV). The report indicates that there have been significant changes in the holdings of this portfolio between the third and fourth quarters of 2022, with some securities seeing substantial increases in shares held while others saw notable decreases.

Overall, the portfolio decreased its holdings by 5.4% between Q3 and Q4 2022. The largest decrease in the portfolio's holdings was seen in DVY, an iShares ETF that tracks high dividend yield companies, with a decrease of 77.8% in shares held. This represents a significant shift in the portfolio's preferences, as it reduced exposure to dividend-paying equities.

On the other hand, there were several securities that saw substantial increases in shares held between Q3 and Q4, with many of them being ETFs or mutual funds. XLE, a Select Sector SPDR ETF that tracks the Energy sector, saw an increase of 26.2% in shares held, while VBR, another Vanguard ETF that tracks small-cap value stocks, saw an increase of 30.2% in shares held. These changes suggest that the portfolio increased its exposure to select sectors and asset classes that have gained popularity in the current market.

In addition to these broader changes, there were also notable shifts in the portfolio's holdings of individual stocks. For example, the portfolio added to its holdings in AbbVie Inc (ABBV), a global biopharmaceutical company, with shares held increasing by 246.9%. The portfolio also added to its holdings in Pfizer Inc (PFE), a leading pharmaceuticals company, with shares held increasing by 356.3%. These increases suggest that the portfolio increased its exposure to healthcare stocks, particularly those in the pharmaceuticals space.

Overall, the changes in holdings reported by Redhawk Wealth Advisors, Inc. in the Q3 2022 vs. Q4 2022 13F Holdings Comparison are significant and suggest a shift in the portfolio's preferences towards select sectors and asset classes. As with any investment portfolio, it is important to remember that its holdings are subject to change based on market conditions and the investment manager's strategy. Nonetheless, this report provides valuable insight into the portfolio's recent activity and can inform investors looking to make investment decisions based on the portfolio's holdings.