A Comprehensive Look into Buckingham Strategic Wealth's Q3 2022 vs. Q4 2022 13F Holdings

Buckingham Strategic Wealth, LLC is a registered investment advisor that provides quality investment management services. As an investor, it is essential to keep up with the latest market trends, investment opportunities and investment moves by hedge funds and investment managers. Buckingham Strategic Wealth recently filed their Q3 2022 and Q4 2022 13F Holdings, revealing their new positions and liquidated holdings. This article aims to provide a comprehensive analysis of the changes that occurred and evaluate their impact on the company's investment strategy.

During Q3 2022, Buckingham Strategic Wealth increased their holdings in 24 companies compared to Q4 2022, and 14 companies recorded a reduction in the company's holdings. The top five companies with increased holdings include "DIMENSIONAL ETF TRUST," "ISHARES TR," "VANGUARD INDEX FDS," "AMERICAN CENTY ETF TR," and "JOHN HANCOCK EXCHANGE TRADED." The top five companies with decreased holdings are "TESLA INC," "ALPHABET INC," "NORFOLK SOUTHN CORP," "PROCTER AND GAMBLE CO," and "ISHARES TR."

Buckingham Strategic Wealth invested in 32 companies in Q4 2022, which is two companies less than Q3 2022. DIMENSIONAL ETF TRUST remains the most significant holding of Buckingham Strategic Wealth, with an increase of 1.67% of the company's holdings. The company also invested in new positions in "META PLATFORMS INC" and "CASS INFORMATION SYS INC."

Another notable change in Buckingham Strategic Wealth's Q3 and Q4 2022 13F holdings is the increase in invested value from $6,697,299 to $7,520,418, which represents a whopping 12.29% change. The company's investments in Information technology, Healthcare, and Finance saw significant increases.

Buckingham Strategic Wealth's decision to reduce its holdings in Tesla Inc by 54% is the most notable move in Q4 2022. The reduction is surprising, considering Tesla has been a darling of many hedge funds as it continues to dominate the electric car market. On the other hand, the company's reduction in Alphabet Inc. holdings by 9.6% is unsurprising because the company had seen consistent growth in value over the years.

In conclusion, Buckingham Strategic Wealth's Q3 2022 vs. Q4 2022 13F Holdings Comparison reveals a massive increase in the company's value of holdings, the decision to liquidate some positions, and the acquisition of new positions in promising industries. Keeping up with the holdings of prominent investment management firms can be a useful strategy for investors seeking to follow professional investors' tracks while making informed investment decisions.