Investment Insights: A Look at United Capital Financial Advisers' Q3 2022 vs. Q4 2022 13F Holdings Comparison

United Capital Financial Advisers, LLC recently released their Q3 2022 and Q4 2022 13F holdings reports. These reports outline the changes in the firm's positions and holdings for the two quarters, including the option type, number of shares held, value of the shares in thousands of dollars, and percentage change. In this blog post, we will explore the highlights of the report and share our insights on some of the notable changes.

Introduction

United Capital Financial Advisers, LLC is one of the leading investment advisory firms in the United States. Their quarterly 13F reports offer valuable insights into the firm's investment strategy, including their holdings and any changes they make to their portfolio. The Q3 2022 vs. Q4 2022 comparison reveals some interesting trends and can help investors make more informed decisions.

Main Body

One of the most significant changes in United Capital's holdings is the increase in shares of Vanguard S&P 500 ETF (VOO) by 8.4%. This move is not surprising, given the recent stock market recovery and the resurgence of tech stocks. Interestingly, the firm also increased their holdings in Vanguard Short-Term Bond ETF (BSV) by 7.4%. This may be a sign that the firm is positioning themselves for a potential rise in interest rates.

Another notable change is the decrease in holdings of iShares U.S. Treasury Bond ETF (GOVT) by 8.6%. This reduction suggests that United Capital may be shifting some of their investments away from government bonds and towards other assets. The firm also reduced their holdings in Apple Inc. (AAPL) by 8.3%. This move may be due to concerns about the tech giant's high valuation and increased competition in the industry.

Investors may be interested in United Capital's increase in holdings of Vanguard Value ETF (VTV) by 8.6%. This ETF invests in companies with lower valuations and higher dividend yields, making it a potential value play. United Capital also increased their positions in Chevron Corporation (CVX) by 25.3% and JPMorgan Chase & Co. (JPM) by 27.3%. These moves suggest that the firm is bullish on these companies' prospects and may have a positive outlook on the energy and finance sectors.

Another interesting change in United Capital's holdings is the addition of Medtronic Plc (MDT) to their portfolio, with an increase in shares by 100.6%. Medtronic is a leading medical device company, and this move may indicate that United Capital believes in the growth potential of the healthcare industry.

Conclusion

United Capital Financial Advisers, LLC's Q3 2022 vs. Q4 2022 13F holdings comparison provides valuable insights into the firm's investment strategy and potential market trends. The shifts in their holdings reveal trends such as increased focus on value plays and potential positioning for a rise in interest rates. The additions of Chevron Corporation and JPMorgan Chase & Co. to their portfolio, as well as their increase in Medtronic Plc shares, suggest that the firm is optimistic about the future of the energy, finance, and healthcare sectors, respectively. As always, investors should conduct their own research and consider their own investment goals and risk tolerance before making any investment decisions.