Analyzing Centaurus Financial, Inc.'s Q3 2022 vs. Q4 2022 13F Holdings: Changes in Top Stock Holdings

Centaurus Financial, Inc. is a renowned investment management firm that primarily focuses on providing financial services and solutions to high-net-worth individuals and companies. As part of its investment strategy, the firm frequently files 13F forms with the SEC, revealing changes in its top stock holdings every quarter. In this article, we'll analyze Centaurus Financial, Inc.'s Q3 2022 vs. Q4 2022 13F holdings and explore its top stock changes.

Let's see which stocks the company has bought and sold in the past quarter.

Top Stocks Bought by Centaurus Financial, Inc.

1. SHYF - SHYFT GROUP INC

One of the top stocks that Centaurus Financial, Inc. bought is the SHYFT GROUP INC. The company added 470,446 shares to its portfolio, making it the sixth-largest stockholding. SHYFT GROUP is a provider of mobile-based products and services that help businesses improve their operational efficiency and productivity.

2. SGOV - ISHARES TR

Centaurus Financial, Inc. also bought 59,393 shares of SGOV - ISHARES TR. SGOV is a fund that invests primarily in US government treasury bonds, which makes it an excellent option for investors seeking a safe and stable investment.

3. IUSV - ISHARES TR

Centaurus Financial, Inc. added 28,684 shares of IUSV - ISHARES TR, which is a fund that tracks the performance of the US small-cap value sector. The fund's primary holdings are in financial, industrial, and healthcare sectors, which are predicted to see significant growth in the coming year.

Top Stocks Sold by Centaurus Financial, Inc.

1. AAPL - APPLE INC.

AAPL - APPLE INC. was one of the top stocks that Centaurus Financial, Inc. sold in Q4 2022. The firm sold 2,143 shares of the company, resulting in a 6.9% reduction in holdings. However, Apple remains the largest holding of Centaurus Financial, Inc.

2. CLM - CORNERSTONE STRATEGIC VALUE

Centaurus Financial, Inc. also reduced its holdings in CLM - CORNERSTONE STRATEGIC VALUE, selling 162,840 shares in Q4 2022. Despite the significant reduction, CLM is still the company's second-largest holding.

3. MINT - PIMCO ETF TR

MINT - PIMCO ETF TR is another prominent stock that Centaurus Financial, Inc. sold in Q4 2022. The firm sold 126,320 shares of the ETF, resulting in a significant 56.3% reduction in holdings.

Conclusion

These are just a few of the top stock changes revealed in Centaurus Financial, Inc.'s latest 13F filings. From the data shared, it's evident that Centaurus Financial, Inc. is optimistic about the growth of the US small-cap value sector, evidenced by its purchase of IUSV - ISHARES TR. As an investment manager, Centaurus Financial, Inc. is continuously analyzing and making adjustments to its portfolio to ensure it is well-positioned for the future. It's essential to note that fund 13F filings are released quarterly and lag by 45 days or more. Therefore, any potential future changes in the fund's holdings may not be captured in this latest filing.