Bell & Brown Wealth Advisors' Q4 2022 vs. Q1 2023 holdings: Which stocks saw the biggest changes?

In the world of investing, keeping track of a company's holdings is essential for investors, fund managers, and financial advisors. Changes in a company's holdings can affect the market and investors' portfolios. Bell & Brown Wealth Advisors, LLC has recently released its Q4 2022 vs. Q1 2023 13F Holdings Comparison, showing its holdings and changes. In this blog post, we will explore the biggest changes and their significance.

Apple (AAPL) and Alphabet Inc (GOOGL)

The two top holdings for Bell & Brown Wealth Advisors, LLC, Apple (AAPL) and Alphabet Inc (GOOGL), showed significant changes between Q4 2022 and Q1 2023. Apple saw an increase of 2.4% in shares held and a 30% increase in value, bringing its Q1 2023 value to $10,396,000. Alphabet Inc, on the other hand, saw a 2.4% increase in shares held and a 20.4% increase in value, bringing its Q1 2023 value to $6,321,000.

Exxon Mobil Corp (XOM)

Exxon Mobil Corp (XOM) saw the most significant decrease in shares held, declining by 8,217 shares (8.5%) from Q4 2022 to Q1 2023. This decrease affected the company's overall value, which declined by 8.5% to $7,907,000.

Disney (DIS)

Disney (DIS) saw a significant increase of 2.5%, adding 1,138 shares worth $704,000. The company's value saw a sharp increase of 18.2%, bringing its Q1 2023 value to $4,577,000.

Boeing Co (BA)

Boeing Co (BA) saw a 2.9% decrease in shares held, an 8.2% decrease in value, bringing its Q1 2023 value to $6,501,000.

Netflix Inc (NFLX)

Netflix Inc (NFLX) took the biggest hit, losing 92.2% of shares held and 88.5% of total value. The company's value declined from $4,105,000 to $472,000.

Conclusion

Bell & Brown Wealth Advisors, LLC's Q4 2022 vs. Q1 2023 13F Holdings Comparison shows that companies with the largest market caps had significant changes in shares held between quarters. The biggest winners were Apple (AAPL) and Alphabet Inc (GOOGL), which both saw an increase in shares held and overall value. On the other hand, Exxon Mobil Corp (XOM) and Netflix Inc (NFLX) saw a decrease in shares held and value. Overall, this report highlights the importance of regular portfolio reviews to ensure optimal performance and risk control.