Edmonds Duncan Registered Investment Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

In the world of investments, one of the most closely watched metrics is fund holdings. The latest data from Edmonds Duncan Registered Investment Advisors, LLC shows some interesting changes from Q4 2022 to Q1 2023.

Vaneck IG Floating Rate ETF and SPDR Portfolio Developed World Ex-US ETF were the top performers, with a 42.5% and 8.6% increase in shares, respectively. On the other hand, Capitol Federal Financial and BlackRock Municipal Income Com didn't perform well, with a decrease in shares of -22.2% and -1.4%, respectively.

The CSV shows that several popular holdings like NVIDIA, Tesla, and Disney have seen strong growth in value over the past quarter. NVIDIA grew by 89.2%, while Tesla increased by 68.4%. Meanwhile, Disney grew by 15.3%, indicating an overall trend in the entertainment and technology sectors.

The CSV also reveals that portfolio managers at Edmonds Duncan are favoring ETFs over individual stocks. Vanguard Dividend Appreciation ETF, SPDR Portfolio S&P 500 Value ETF, and SPDR Portfolio S&P 500 Growth ETF were all in the top five holdings, with a total portfolio value of $105,003,000.

Another notable trend is the shift towards environmental, social, and governance (ESG) investments. Ishares MSCI USA ESG Select ETF saw a 6.6% increase in shares, indicating a growing interest from investors towards companies that follow sustainable and socially responsible practices.

Overall, the data from Edmonds Duncan Registered Investment Advisors, LLC shows a diverse portfolio that reflects the current market trends and investors' changing preferences towards ETFs and ESG investments. It will be interesting to see how these trends will shape the future of the investment industry.