Investment Insights: Nwam LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

As an investor, staying up-to-date with the latest market trends and changes is essential to making informed decisions that align with your investment goals. In this blog post, we'll take a look at the Q3 2022 vs. Q4 2022 13F Holdings comparison of Nwam LLC, a prominent investment firm. Let's dive in and explore the insights that this comparison provides and what they mean for investors.

First, let's understand what 13F filings are. A 13F is a quarterly report filed by institutional investment managers with more than $100 million in assets under management. The report provides detailed information on the fund's holdings, including the number of shares held and the value of each holding. These reports also provide insights into the investment firm's strategy and can help investors make informed decisions.

Now, let's take a closer look at the Nwam LLC Q3 2022 vs. Q4 2022 13F Holdings comparison. The data shows that there were some significant changes in the fund's holdings during this period. In Q3 2022, the total value of the fund's holdings was $713,125, while in Q4 2022, it increased to $927,106, representing a significant increase of 29.8%.

One of the most notable changes in Nwam LLC's holdings was its top holdings. In Q3 2022, the top five holdings were IVV, AAPL, MSFT, VTV, and VUG, with a total value of $175,920. However, in Q4 2022, the top five holdings were AAPL, MSFT, VTV, BRK-B, and IVV, with a total value of $204,341. The total value of the top five holdings increased by 16.1%, indicating confidence in these companies by Nwam LLC.

Let's take a closer look at some of these top holdings, starting with AAPL. The data shows that Nwam LLC reduced its holdings in AAPL by 4.1%. While this might seem like a significant reduction, it's important to note that AAPL remains the fund's top holding. Similarly, the data shows that Nwam LLC consolidated its holdings in MSFT, which remained one of the top holdings in Q4 2022.

One of the most significant changes in the fund's holdings was the increase in its position in BRK-B. In Q3 2022, Nwam LLC held 60,229 shares of BRK-B, with a total value of $16,083. However, in Q4 2022, the firm increased its position to 61,269 shares, with a total value of $18,926. This represents an increase in value of 17.7%, indicating confidence in BRK-B's performance.

It's also important to note that Nwam LLC reduced its holdings in other companies, such as AMZN and COST, which saw decreases in value of 23.1% and 3.5%, respectively. This suggests that the fund didn't have as much confidence in the future performance of these companies, leading them to reduce their holdings.

In conclusion, the Nwam LLC Q3 2022 vs. Q4 2022 13F Holdings comparison provides useful insights for investors. The data shows that the fund increased its total holdings' value and consolidated its position in key holdings such as AAPL, MSFT, and BRK-B. Similarly, reducing positions in AMZN and COST indicates changes in the investment firm's strategy. As an investor, staying up-to-date with these trends can help you make informed decisions that align with your investment goals.