Investing in Q3 2022 vs. Q4 2022: A Look at Laurel Wealth Advisors' 13F Holdings
Ava Hoppe | 2 May, 2023
Laurel Wealth Advisors, Inc. recently released its 13F holdings for Q3 2022 and Q4 2022. The report provides insights into the changes the firm has made in its portfolio during the period. In this article, we will explore the analysis of the report, the significant changes that have taken place in the portfolio, and what it means for investors who may be considering investing in these securities.
The holdings show that Laurel Wealth Advisors, Inc. decreased its shares in AAPL, MSFT, SPY, AMZN, GOOG, GLD, and QQQ. Meanwhile, the firm increased its holdings in UCON, JEPI, SHYG, SOXX, VWO, FTA, CVX, IJK, XLK, ANGL, JNJ, FTLB, KRE, VHT, and FVD. The data also revealed that Laurel Wealth Advisors, Inc. opened new positions in BRK-B, MRK, RDVY, RSP, and ABBV.
One of the most significant changes in the holdings was the decrease in shares of SPY, with a reduction of 26.4% from Q3 2022 to Q4 2022. Meanwhile, the firm's holdings in UCON saw the most significant increase, up 45.2% from Q3 2022 to Q4 2022. This shift may indicate the firm's belief in the potential of the emerging markets.
Another noteworthy change was the increase in holdings of FTLB, with an increase of 14.6%. This change indicates a shift in the firm's strategy as they could be shifting focus to value stocks. Additionally, the new positions taken in RSP and RDVY suggest a preference for more diversified portfolios.
It is worth noting; however, that holding reports may not be the best way to determine whether an investor should invest in a particular stock or fund. Even though the report provides insights into the changes in the firm's portfolio, these changes do not necessarily reflect the market's overall performance. It is essential to conduct thorough research and analysis to make informed investment decisions.
In conclusion, Laurel Wealth Advisors, Inc. made significant adjustments to its portfolio in Q3 2022 and Q4 2022. Investors considering these securities should conduct due diligence before making investment decisions. The report's findings demonstrate that the firm has made sensible moves, but they may not necessarily be the best strategy for all investors.
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