Comparing Strategic Wealth Partners Group's Q3 and Q4 2022 13F Holdings
Ava Hoppe | 1 May, 2023
The third and fourth quarters of 2022 have been both productive and challenging for Strategic Wealth Partners Group LLC. This investment broker-dealer has not shied away from making significant adjustments to its portfolio to take advantage of emerging opportunities.
In this article, we will examine the changes in holdings of Strategic Wealth Partners Group LLC based on the 13F filings submitted to the SEC for Q3 and Q4 of 2022. We will provide insight into the holdings of Strategic Wealth Partners Group by reviewing the 13F filings and discussing the investments that have seen the biggest changes.
The table above highlights the changes in the fund's holdings in Q3 and Q4 of 2022. It shows each issuer's name, option type, the number of shares held in Q3 and Q4 2022, and the value of each holding in dollars.
Looking at the data, it's evident that Strategic Wealth Partners Group LLC executed a significant shift in its investment strategy in Q4 2022. The company increased its holdings in 20 companies while reducing its positions in only three.
The Consumer Discretionary sector saw the biggest gain, with 10 new holdings added in Q4. These were led by companies like iShares TR (IWD), iShares TR (IJR), and iShares TR (IWO). In contrast, the company reduced its holdings in iShares TR (AOR), iShares TR (IJJ), and iShares TR (AGG).
The company's top holdings include iShares TR (IWF), iShares TR (IWD), and iShares TR (IVE), with the top three holdings accounting for more than 30% of the portfolio's total value.
While Strategic Wealth Partners Group LLC has reduced its holdings in some companies, the majority of companies have seen increased investments. The company has taken an aggressive approach to investing in emerging markets, with larger investments in iShares TR (EFA) and iShares TR (IEFA). The Financials sector has also seen an increase in investments, but the company's holdings in this sector still only account for approximately 7% of its total portfolio.
Overall, the changes in the Strategic Wealth Partners Group LLC portfolio reflect a desire to be more aggressive in investing in emerging markets, while still maintaining a diversified portfolio. The company has shown a willingness to take on higher risk investments, while still maintaining a strong focus on value. Investors will no doubt be following the company's progress in subsequent quarters.
In summary, Strategic Wealth Partners Group LLC has made significant changes to its portfolio, with a focus on adding new holdings and increasing investments in emerging sectors. Investors who follow these trends could potentially position themselves to benefit from these emerging investment opportunities.
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