Green Square Capital Advisors LLC's Q4 2022 and Q1 2023 13F Holdings: Increase in QQQ and Alphabet, Decrease in MUB

Green Square Capital Advisors LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

In the world of finance and investments, 13F filings are an important way to keep track of changes in the holdings of large investors. These filings are required by the Securities and Exchange Commission (SEC) and detail the positions held by investment management firms with more than $100 million in assets under management. One such firm is Green Square Capital Advisors LLC, which recently filed its Q4 2022 and Q1 2023 13F holdings comparison report.

According to the report, Green Square Capital Advisors LLC increased its holdings in Vanguard Index Funds (VOO) and Invesco QQQ Trust (QQQ) by 7.3% and 20.6% respectively. The firm also saw a slight increase in its position in SPDR Dow Jones Industrial Average ETF Trust (DIA) by 0.4%. These are all well-diversified and popular index funds that offer exposure to a broad range of companies across different sectors.

On the other hand, Green Square Capital Advisors LLC reduced its holdings in iShares Trust (MUB) by 4.4%. MUB is a municipal bond fund that invests in debt issued by state and local governments. It could be possible that the firm decided to reduce its exposure to municipal bonds due to recent uncertainty in the bond market, such as rising interest rates and inflation fears.

One interesting addition to the firm's portfolio is ETF Series Solutions (DSTL), where Green Square Capital Advisors LLC increased its position by 9.8%. This is an actively managed ETF that invests in companies involved in technology, healthcare, and consumer goods. The fund aims to provide long-term growth and strong returns with lower volatility than the broader market.

Another notable change in the firm's holdings is the increase in its position in Alphabet Inc. (GOOGL) by 17.7%. Alphabet is a holding company that owns Google and other technology companies. This increase in position could be a bet on the continued growth in the technology sector and Alphabet's dominance in the search engine and online advertising markets.

While there were several increases and decreases in positions, there were also some positions that remained relatively stable. Berkshire Hathaway Inc. (BRK-B), for example, only saw a slight decrease of 1.6% in Green Square Capital Advisors LLC's holdings. Similarly, Vanguard Tax-Managed Funds (VEA) and iShares Trust (AGG) saw only a slight increase of 11.3% and 4.5% respectively.

It's important to note that no single investor or investment management firm can predict the future of the market or individual stocks, and investment decisions should be based on individual financial goals, risk tolerance, and investment horizon. As with any investment, there are always risks involved, and past performance is never a guarantee of future success.

In conclusion, Green Square Capital Advisors LLC's Q4 2022 and Q1 2023 13F holdings comparison report shows a mix of increases and decreases in its holdings. The portfolio continues to be well-diversified, with exposure to different sectors, and the addition of actively managed ETFs could signal a shift towards more strategic investments. As always, it's important for investors to conduct their own research and analysis before making any investment decisions.