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Pure Financial Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Ava Hoppe | 9 May, 2023

As the investment landscape continues to evolve, so too do the holdings of top financial companies. Pure Financial Advisors, LLC recently released their Q4 2022 vs. Q1 2023 13F holdings comparison, offering a look into the changes in shares and value for some of the most popular investments on the market. From ETFs to individual stocks, here's a closer look at what Pure Financial Advisors' latest report reveals.

At the top of the list, the SPDR S&P 500 ETF saw a significant increase in shares, jumping from 416,242 shares in Q4 2022 to 469,907 shares in Q1 2023, which also represented a 20.9% increase in value from $159,183 to $192,375. Similarly, the Vanguard BD Index FDS, iShares TR, and Dimensional ETF Trust all experienced notable gains in shares and value, ranging from 8.8% to 16.8%.

On the other hand, some holdings saw minimal growth or even a decrease in shares and value. The American Centy ETF Trust, for example, experienced barely any change in shares or value, with just a 1.2% increase in value from $92,330 to $93,419. Other investments, such as the SPDR Index SHS FDS and Fidelity Covington Trust, saw slight decreases in value of 2.6% and 0.5%, respectively.

When it comes to specific stocks, Apple Inc. saw the most significant increase in value, with a 28.1% jump from $16,441 to $21,059. Microsoft Corp. also had notable growth with a 23% increase in value. And though Tesla Inc. saw only a slight increase in value, the electric car manufacturer had a noteworthy increase in shares, going from 20,374 shares in Q4 2022 to 19,681 shares in Q1 2023, representing a 62.7% increase in value from $2,509 to $4,083.

Overall, Pure Financial Advisors, LLC's Q4 2022 vs. Q1 2023 13F holdings comparison provides valuable insights into the changes in holdings for a range of popular investments. While some saw substantial increases in shares and value, others experienced little to no growth or even a decline. It's clear that the investment landscape remains ever-changing, and it's crucial for investors to stay informed and adapt accordingly.

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