The Rise and Fall: Q3 2022 vs. Q4 2022 Holdings Comparison of NVCC Wealth Management

Nelson, Van Denburg & Campbell Wealth Management Group, LLC released its Q4 2022 13F filings, showing some significant changes in their holdings compared to the previous quarter. The firm, which has been in the wealth management business for years, has a diverse portfolio of stocks and ETFs that cater to the needs of their high-net-worth clients.

According to the 13F filings, the company's top holdings include iShares Core Dividend Growth ETF, Vanguard Index FDS Mid-Cap Value Index VIPER Shs ETF, and Vanguard Growth ETF. While these holdings remained the same between Q3 and Q4 2022, there were some significant changes in the other holdings.

JPMorgan Active Value ETF took a considerable hit, declining by 16.5% in value from the previous quarter. Meanwhile, some holdings, such as the SPDR Portfolio Intermediate Term Corporate Bond ETF, rose exponentially, increasing by 11,399.5%. It was followed by Powershares QQQ TR, which saw significant growth of 169.8% in value.

Let's take a closer look at some of the notable gainers and losers in the Q3 2022 vs. Q4 2022 comparison.

Winners:

1. Powershares QQQ TR: This ETF topped the list of gainers, rising by 169.8% in value from the previous quarter. The gains can be attributed to the tech sector's overall performance, which rebounded from the previous quarter's lows.

2. SPDR Portfolio Intermediate Term Corporate Bond ETF: The second-largest increase in value was seen in this ETF, with an increase of 11,399.5%. The ETF tracks US dollar-denominated, investment-grade corporate bonds with maturities between one and ten years, investing in fixed-income securities with varying maturities.

3. Vanguard FTSE Developed Markets ETF: This ETF rose by 13% in value, thanks to the overall performance of international stocks and growth in the healthcare and technology sectors.

Losers:

1. SCHWAB US LARGE CAP GROWTH ETF: The ETF declined by 32.9% in value from the previous quarter. Despite being an ETF that focuses on large-cap growth stocks, it failed to keep up with the market's recent performance.

2. JPMorgan Active Value ETF: As previously mentioned, this ETF took a severe hit, declining by 16.5% in value from the previous quarter. The ETF invests in undervalued US large-cap companies and follows the value-based investment strategy.

3. APPLE INC: The tech giant saw a decline of 5.6% in value from the previous quarter, which can be attributed to the company's recent supply chain and production issues.

In conclusion, while some holdings proved to be more successful than others, Nelson, Van Denburg & Campbell Wealth Management Group, LLC continues to hold a diverse portfolio of assets catering to their clients' various needs and risk preferences. These gains and losses are part of the investment business's normal ups and downs, and it remains to be seen how these assets will perform in the future.