Divergent Wealth Advisors Shifts Holdings: Q4 2022 vs. Q1 2023

Divergent Wealth Advisors has recently released their Q4 2022 and Q1 2023 13F holdings comparison report, which provides insight into the changes in holdings of the firm over a quarter. The report includes a summary of holdings changes across 29 stocks, including the issuers, option types, and value changes.

Introduction:

Investors are always on the lookout for stock market trends that can help them make informed decisions when it comes to investing. One way to do this is by analyzing 13F filings that institutional investors must file with the Securities and Exchange Commission (SEC) each quarter. In this post, we'll take a closer look at Divergent Wealth Advisors' 13F filings for Q4 2022 and Q1 2023 to identify trends and changes in their holdings.

Main Body:

Divergent Wealth Advisors' Q4 2022 vs. Q1 2023 13F holdings comparison report reveals that the firm has made several significant changes to its portfolio. In the Q1 2023 report, Divergent Wealth Advisors' total value of holdings was $786,289, up from $711,858 in Q4 2022. This is a 10.4% increase over the quarter.

One of the most notable changes in Divergent Wealth Advisors' holdings is their increased investment in iShares TR (IVV), with the firm increasing their shares from 515,470 in Q4 2022 to 544,917 in Q1 2023, bringing the total value of holdings from $198,048 to $224,004. With a change percentage of 13.1%, this marks a significant move by Divergent Wealth Advisors.

Another notable change was in Fidelity Comwlth Tr (ONEQ), where the firm increased its shares from 479,527 in Q4 2022 to 493,627 in Q1 2023. This move increased the total value of holdings from $19,646 to $23,669, a change percentage of 20.5%.

However, Divergent Wealth Advisors did make some reductions in their portfolio as well. For instance, the firm reduced its holdings in iShares TR (ITOT) from 147,916 in Q4 2022 to 130,621 in Q1 2023. This change reduced the value of the holdings from $12,543 to $11,827, a percentage drop of 5.7%.

Conclusion:

Divergent Wealth Advisors' Q4 2022 vs. Q1 2023 13F holdings comparison report shows that the firm has made substantial changes to its portfolio, some positive, and some negative. Overall, the firm shows increases in many of its holdings and a positive outlook for future investments. Investors can use this report as a guide to see where Divergent Wealth Advisors sees potential in the stock market and perhaps leverage this information to make more informed and profitable investments.