Institutional and Family Asset Management's Q3-Q4 2022 Holdings: An Analysis of the Changes

Institutional and Family Asset Management, LLC is a well-renowned company that provides investment management services. The firm has a diversified portfolio spanning across various industries in the United States and is widely recognized for its exceptional investment strategies. Recently, the company's 13F filings for Q3 2022 and Q4 2022 were released, showcasing the changes in their holdings over the last quarter. In this article, we will analyze the alterations that have been made to their portfolio and examine the reasons behind them.

One of the most notable changes that the company made was a 33.5% increase in holdings of SPDR S&P 500 ETF TR. The value of shares went up from $24,768,000,000 to $33,055,000,000, which is a substantial increase in value. The reason behind this could be that the company has identified the S&P 500 as an attractive investment opportunity and expects it to perform well in the future.

Another notable holding that saw a significant increase in value is IShares TR. The company's shares in IShares TR rose by 31%, increasing the value from $24,029,000,000 to $31,481,000,000. This increase could be attributed to the rise in popularity of exchange-traded funds (ETFs), of which IShares TR is a prominent player.

Vanguard Index FDS, which is another significant holding of the company, saw a minor decrease in shares from Q3 2022 to Q4 2022. The company's shares in Vanguard Index FDS fell by 0.5%, decreasing the value from $28,769,000,000 to $28,906,000,000. Despite this decrease, Vanguard is still one of the most significant holdings for the company.

Exxon Mobil Corp is another notable holding for Institutional and Family Asset Management. The company's shares in Exxon fell by 9% with shares decreasing from 97,310,000 to 83,920,000. This decrease in shares could reflect the oil industry's recent struggles and could signify that the company wants to reduce its exposure to the oil industry.

Ishares TR also saw a significant increase in holdings for the company, with the number of shares going up from 29,985,000 to 31,320,000. The value of shares also increased from $10,754,000,000 to $12,033,000,000, showcasing a notable increase of 11.9%. The reason behind this increase could be a reflection of the company's bullish stance on the technology sector.

AFLAC Inc, which is a well-known insurance company, saw shares increase by 28.6% for Institutional and Family Asset Management. The number of shares went up from 76,992,000 to 77,339,000 and the value of shares increased from $4,327,000,000 to $5,563,000,000. The reason behind this increase in holdings could be due to the current economic climate and the need for more insurance coverage.

In conclusion, Institutional and Family Asset Management's Q3-Q4 2022 holdings showcased some significant changes, with the company making some notable changes to its portfolio. The holdings that saw the most significant changes were Vanguard Index FDS, SPDR S&P 500 ETF TR, and IShares TR. The company's investment strategy seems to focus on the growth, technology, and insurance sectors. It will be interesting to see how these investments perform in the future and whether they'll generate the returns that the company is expecting.