Bridgeworth, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Bridgeworth, LLC is a known and respected investment firm that manages portfolios for various clients. As an investor, it is essential to stay updated with the latest information regarding the holdings and changes in their investments. In this blog post, we will compare the holdings of Bridgeworth, LLC in Q3 2023 with Q4 2023, as disclosed in the 13F filings.

During Q3 2023, Bridgeworth, LLC held shares in several different issuers, showcasing their diversified portfolio. One noteworthy issuer was the "Dimensional ETF Trust," which saw a decrease in shares from 4,222,459 in Q3 to 4,180,504 in Q4. The value of these shares also increased from $110,628,000 in Q3 to $122,196,000 in Q4, indicating an overall positive change of 10.5%.

Another issuer that caught our attention was the "SPDR SER TR" fund. In Q3, Bridgeworth, LLC held 1,609,837 shares, which decreased slightly to 1,589,224 shares in Q4. However, the value of these shares increased from $95,431,000 in Q3 to $103,394,000 in Q4, resulting in a positive change of 8.3%.

Similarly, the "SPDR SER TR" fund showcased slight changes in Q3 and Q4, with the number of shares increasing from 1,459,136 to 1,467,784 and the value of these shares increasing from $73,336,000 to $82,049,000, resulting in a change of 11.9%.

These are just a few examples of the numerous changes in holdings witnessed by Bridgeworth, LLC during Q3 and Q4 of 2023. As an investor, monitoring such changes can provide valuable insights into market trends and help make informed investment decisions.

It is crucial to note that 13F filings provide investors with insight into the holdings of institutional investors and fund managers. These filings are required by the Securities and Exchange Commission (SEC) and aim to promote transparency in the financial markets. Investors can access these filings to assess the investment strategies and performance of various institutional investors.

In conclusion, Bridgeworth, LLC's Q3 2023 vs. Q4 2023 13F holdings comparison reveals interesting trends in their investment portfolio. By analyzing these changes, investors can gain valuable insights into market trends and adjust their own investment strategies accordingly. It is important for investors to stay updated with such information to make well-informed investment decisions.