Key Findings from SVA Wealth Management, LLC Q3 vs. Q4 2020 13F Holdings Comparison

SVA Wealth Management, LLC Q3 2020 vs. Q4 2020 13F Holdings Comparison

In the world of finance, the significance and interpretation of data can never be overstated. As an investor or finance enthusiast, you need to keep an eye on financial indicators and market data to make informed financial decisions. One of such indicators is the 13F filings. When it comes to analyzing 13F filings, the SVA Wealth Management, LLC Q3 2020 vs. Q4 2020 is one of the most important comparisons for investors to make.

In its simplest form, the SVA Wealth Management, LLC Q3 2020 vs. Q4 2020 comparison is simply an analysis of the changes in holdings of a particular fund between the third and fourth quarters of 2020. However, the significance of this analysis goes beyond providing a simple comparison. It provides valuable insights into the investment strategy of the fund manager and could also serve as a guide for investors who are looking to enter the market.

In this article, we will discuss some of the key findings of the analysis of the SVA Wealth Management, LLC Q3 2020 vs. Q4 2020 comparison.

Analysis Overview

The analysis of the SVA Wealth Management, LLC Q3 2020 vs. Q4 2020 comparison revealed that the total value of the fund's holdings increased by over 20% between the two quarters. In Q3 2020, the total value of the fund's holdings was $497,153, and by Q4 2020, it had increased to $599,029.

The analysis also revealed that the fund increased its holdings in 24 stocks and reduced its holdings in 13 stocks. One stock was added to the portfolio while no stock was removed from the portfolio.

Top Holdings in Q4 2020

VXUS and SCHX, two exchange-traded funds, were among the top holdings of the SVA Wealth Management, LLC in Q4 2020. VXUS saw a significant increase in holdings, rising from 1,207,298 shares in Q3 2020 to 1,928,011 shares in Q4 2020, representing an increase of 84.2%.

SCHX also experienced an increase in shareholding from 1,105,488 shares in Q3 2020 to 1,251,340 shares in Q4 2020, representing an increase of 27.7%.

Other stocks that featured strongly in the fund's Q4 2020 holdings include JPUS, IJR, and AAPL, with holdings of 747,959, 577,799, and 333,616 shares, respectively.

Top Holdings That Saw a Reduction in Shareholding

While the fund increased its holdings in 24 stocks, it also reduced its holdings in 13 stocks. One of the stocks that saw a significant reduction in shareholding was DON. The fund held 1,654,996 shares of the stock in Q3 2020, which reduced to just 214,496 shares in Q4 2020, representing a decrease of 84.4%.

Another stock that saw a reduction in shareholding was INTC, with holdings dropping from 110,137 shares in Q3 2020 to just 61,672 shares in Q4 2020, representing a decrease of 46.1%

Other stocks that saw a reduction in shareholding include FISV, LMT, and HD.

Conclusion

The analysis of the SVA Wealth Management, LLC Q3 2020 vs. Q4 2020 comparison provides valuable insights into the investment strategy of the fund manager. The fund's significant increase in value between the two quarters suggests that it was a good period for the market.

The fund's significant increase and reduction in holdings of various stocks could be an indicator of a shift in its investment strategy. Investors can leverage this analysis to make informed decisions in their investment activities.