Cahill Financial Advisors Inc Q3 2022 vs. Q4 2022: A Look at the Shifting Landscape of 13F Holdings

As the year comes to a close, many financial firms are taking a closer look at the data surrounding their 13F holdings. One such firm, Cahill Financial Advisors Inc, recently released their Q3 2022 vs. Q4 2022 comparison report. The report offers valuable insights into the changing landscape of holdings for a variety of funds. In this article, we'll take a closer look at some of the key takeaways from the report and what they could mean for investors moving forward.

One of the most notable changes found in the report is the increase in holdings for the VanEck Vectors Morningstar Wide Moat ETF (MOAT). This ETF saw an increase of 17.2% in the number of shares held by Cahill Financial Advisors Inc from Q3 to Q4 2022. The increase in shares held also resulted in a corresponding increase in value, with the Q4 2022 value sitting at $27,070,000 compared to $21,276,000 in Q3 2022.

Another ETF that saw a significant change in holdings was the iShares ESG Aware MSCI USA ETF (ESGU). However, the change for this ETF went in the opposite direction, with Cahill Financial Advisors Inc holding 19.7% fewer shares in Q4 2022 compared to Q3 2022. This decrease in holdings also resulted in a corresponding decrease in value, with the Q4 2022 value sitting at $17,031,000 compared to $21,204,000 in Q3 2022.

The report also indicates that there were several other notable changes in holdings for other funds. For example, the Schwab Fundamental US Large Company Index ETF (FNDX) saw a massive increase of 97.7% in the number of shares held by Cahill Financial Advisors Inc from Q3 to Q4 2022. Similarly, the Invesco Buyback Achievers ETF (PKW) saw a 15.5% increase in shares held, while the Pimco Corporate & Income Oppor Com (PTY) saw a staggering 546.9% increase in value from Q3 to Q4 2022.

On the other hand, several other funds saw decreases in holdings from Q3 to Q4 2022. For instance, the Vanguard Total Bond Market Index Fund (BND) saw a decrease of 14.4% in value held, while the Vanguard Short-Term Bond ETF (BSV) saw a decrease of 15.8% in value. Additionally, the iShares Core S&P 500 ETF (IVV) saw a decrease of 28.9% in value held.

While the report offers a comprehensive overview of Cahill Financial Advisors Inc's changing holdings for a variety of funds, it's worth noting that these changes may not be reflective of broader market trends. Additionally, the report only covers one financial firm's holdings and doesn't provide a complete picture of holdings across the entire industry. However, the insights provided by the report can be valuable for investors looking to gain a deeper understanding of how holdings can shift over a short period of time.

In conclusion, the Q3 2022 vs. Q4 2022 comparison report from Cahill Financial Advisors Inc offers a fascinating look at the shifting landscape of 13F holdings. While there were several notable changes across a variety of funds, it's important to note that these changes may not be indicative of broader market trends. However, the report does provide valuable insights into how holdings can change over a short period of time, which can be useful for investors looking to stay up-to-date on the latest market developments.