Analyzing Adviser Investments LLC Q4 2022 vs. Q1 2023 13F Holdings: Changes in Top Stocks and ETFs

Adviser Investments LLC recently disclosed its holdings in its 13F filing, which revealed several changes in its top stocks and ETFs between Q4 2022 and Q1 2023. In this article, we’ll break down the key takeaways from the filing and what it could mean for investors.

Vanguard Index Funds Remain Popular

According to the 13F filing, Adviser Investments LLC increased its holdings in several Vanguard index funds, including VUG, VTV, and VWO. These funds saw an increase in shares and value, showing that Adviser Investments LLC continues to have confidence in Vanguard's index funds. VEA, VGIT, VTC, and VMBS also saw a slight increase in shares and value.

Apple Inc. Sees a Significant Increase

One of the most notable changes in the 13F filing is the massive increase in Adviser Investments LLC’s holdings in Apple Inc. The firm increased its shares in the company from 284,264 in Q4 2022 to 287,629 in Q1 2023, resulting in a 25% increase in value. This move comes as no surprise, as Apple remains a popular choice among investors due to its consistent growth and dividend payouts.

Microsoft Corp. Also Sees Growth

Adviser Investments LLC also increased its holdings in Microsoft Corp. from 132,809 shares to 135,698 shares, resulting in a 24.9% increase in value. Microsoft has been a popular choice among investors owing to its dominance in the technology industry and cloud computing market. The company continues to develop new products, and its growth potential is attracting many investors.

Several Stocks Experience Decreased Holdings

While Adviser Investments LLC increased its holdings in several stocks and ETFs, it also decreased its holdings in several others. VFVA, BND, and HD in particular saw notable decreases in both shares and value. VFVA saw the biggest drop, with a 9.9% decrease in shares and a 9.2% decrease in value. BND saw a decrease in both shares and value, while HD saw a 8.4% decrease in value.

Meta Platforms Inc. Sees a Massive Increase in Holdings

Meta Platforms Inc., previously known as Facebook, saw a 56.3% increase in shares held by Adviser Investments LLC. The firm increased its shares from 34,116 in Q4 2022 to 33,428 in Q1 2023, resulting in a massive increase in value from $4,533 to $7,084. Meta Platforms remains a popular choice among investors despite the various controversies surrounding the social media company.

Conclusion

In sum, the latest 13F filing from Adviser Investments LLC reveals several changes in its holdings between Q4 2022 and Q1 2023. While the firm continued to have confidence in Vanguard index funds, it also increased its holdings in Apple Inc. and Microsoft Corp. The company also decreased its holdings in several stocks and ETFs such as VFVA and BND, while Meta Platforms Inc. saw a significant increase in shares. It’s important to note that 13F filings only reveal a snapshot of a company’s holdings at a specific time and do not necessarily reflect long-term investment strategies. As always, investors should conduct their due diligence before making any investment decisions.