How Plancorp, LLC's Q3 2022 vs. Q4 2022 13F Holdings Changes Could Impact the Market

As we head into the new year, it's worth paying attention to the changes in holdings of funds like Plancorp, LLC's Q3 2022 vs. Q4 2022 13F Holdings Comparison. While many investors may not pay much attention to these changes, they can have a significant impact on the market.

Diminishing holdings in ETFs of Dimensional ETF Trust

One of the most significant changes was in the ETFs of Dimensional ETF Trust. While DFAC, DFUS, and DFUV saw only a slight decrease in shares, DFAX and DFAS saw an increase. This could be a sign that investors are becoming less interested in the ETFs of Dimensional ETF Trust, with some seeing a possible shift in attention towards other funds.

Ishares TR and American Centy ETF TR

Ishares TR and American Centy ETF TR saw a mix of increases and decreases in holdings. LRGF showed the most considerable growth, with AVDE and AVUV following close behind. On the other hand, ITOT saw a slight decrease in shares, while BSV saw a more significant drop.

Individual stocks

Investors are still showing strong interest in traditional blue-chip stocks, as evidenced by the gains in shares held of the likes of Emerson Elec Co, Unitedhealth Group Inc, and Union Pac Corp. However, there were also some surprises, such as Apple Inc seeing only a minimal gain, while Tesla Inc took a significant jump.

Gold mining and healthcare stocks

It's also worth noting the continued interest in gold mining stocks such as Franco Nev Corp and Newmont Corp. Both saw a slight dip in shares, but this could be seen as investors taking profits from a strong year for the sector. Additionally, healthcare stocks such as Lilly Eli & Co, Johnson & Johnson, and Abbott Labs saw stable gains, possibly signaling that investors are confident in the long-term value of these companies.

Conclusion

Overall, the changes in holdings of Plancorp, LLC's Q3 2022 vs. Q4 2022 13F Holdings Comparison show that investors are continuing to shift their focus from traditional sectors to new opportunities like gold mining and disruptive tech. However, traditional blue-chip stocks and stable healthcare companies also continue to generate strong interest. It will be fascinating to see how these trends continue to evolve over the coming months.