The Rise and Fall of Q3 2022 Investments: A Comparison of New England Private Wealth Advisors LLC Q3 vs. Q4 2022 Holdings

New England Private Wealth Advisors LLC had a mixed quarter in terms of their investments in Q3 and Q4 of 2022. As seen from their 13F holdings comparison, some of their holdings increased in value and shares, while others decreased. In this article, we will take a closer look at the data and analyze the reasons behind the changes.

Starting with the holdings that had the most significant changes, BNL, aka Broadstone Net Lease Inc, decreased by 9.2% in shares and 9% in value between Q3 and Q4 2022. Other holdings that had a decrease in value were XT, aka iShares TR, which decreased by 3%, and TDIV, aka First TR Exchange-Traded FD, which decreased by 7.6%.

On the other hand, VHT, aka Vanguard World FDS, had the highest increase in value with 22.6%, while SPC or Trust for Professional Management had no shares in Q3, but in Q4 2022, they invested in shares worth $2,212.

The increase in value is likely due to several factors, including the market performance of the stocks, any relevant news, and the performance of the funds themselves.

For instance, VHT's performance in Q4 could be linked to numerous factors like new product launches, acquisitions, or changes in regulations. Additionally, the fund might have outperformed its benchmark, leading to increased demand.

In contrast, the decrease in value could be attributed to multiple factors, such as bad market performance, changes in leadership, or scandals. In the case of TDIV, which decreased in shares, it could be due to the underperformance of the underlying stocks, leading to a decrease in demand.

It’s worth noting that some of the holdings that decreased in value didn’t necessarily mean a loss for New England Private Wealth Advisors LLC. For instance, DVY, aka iShares TR, although it decreased in shares in Q4, it still increased in value by 98%, and this could be a result of various factors.

Furthermore, it’s crucial to point out that Q3 and Q4 represent different time periods and with different market conditions. Therefore, it is essential to compare apples to apples. It is possible that if the same comparison was carried out with a slightly different timeframe, the results could have been different.

In conclusion, New England Private Wealth Advisors LLC had some ups and downs in their 13F holdings between Q3 and Q4 2022, with some holdings increasing in value and shares, while others decreased. Investing in stocks and funds always carries a level of risk, and this case shows that even professional fund managers can have varying results. It will be interesting to see how these holdings perform in the future and whether any significant changes occur.