The Changing Landscape of Mutual Advisors, LLC Q4 2022 vs. Q1 2023 Holdings
Ava Hoppe | 11 May, 2023
The fund holdings of Mutual Advisors, LLC witnessed significant changes from Q4 2022 to Q1 2023. According to the 13F filings, some stocks saw a sharp increase while others experienced a significant decline. Despite the volatility in the market, Mutual Advisors, LLC stood its ground by making strategic moves that resulted in gains for some stocks.
One of the biggest winners for Mutual Advisors, LLC was Apple Inc. (AAPL), which experienced a 28.7% increase in Q1 2023 compared to Q4 2022. The fund held 599,079 shares worth $77,838,000 in Q4 2022, which rose to 607,287 shares worth $100,141,000 in Q1 2023. Apple has been performing well in the market, and the increase in its stock value has been reflected in Mutual Advisors, LLC's holdings.
Similarly, the fund's holdings in Invesco QQQ TR (QQQ) showed a whopping 69.7% increase in Q1 2023 compared to the previous quarter. The fund held 54,775 shares worth $14,585,000 in Q4 2022, which increased to 77,115 shares worth $24,748,000 in Q1 2023. Invesco QQQ TR has been performing well in the market, and its performance has been reflected in Mutual Advisors, LLC's holdings.
On the other hand, some stocks experienced a significant decline in their holdings for Mutual Advisors, LLC. The biggest loser for the fund was with iShares TR (AGG), which showed a decline of 43.9% in Q1 2023 compared to Q4 2022. The fund held 305,284 shares worth $29,609,000 in Q4 2022, which decreased to 166,608 shares worth $16,600,000 in Q1 2023. The decline in AGG's value can be attributed to the rising interest rates and the volatility in the bond market.
Another stock that experienced a significant decline in holdings for Mutual Advisors, LLC was with SPDR Ser Tr (SPTI), which showed a decline of 29.7% in Q1 2023 compared to Q4 2022. The fund held 436,578 shares worth $12,328,000 in Q4 2022, which decreased to 299,520 shares worth $8,668,000 in Q1 2023. The drop in SPDR Ser Tr's value can possibly be attributed to the changing economic conditions and market trends.
In conclusion, Mutual Advisors, LLC's holdings have undergone significant changes from Q4 2022 to Q1 2023, with some stocks experiencing gains and others facing losses. The fund's strategic moves towards stocks like Apple Inc. and Invesco QQQ TR have been successful, while other holdings like iShares TR and SPDR Ser Tr have faced a decline in value. Despite the market's volatility, Mutual Advisors, LLC has shown its resilience by making strategic moves that have resulted in gains for the fund.
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