Investing in the Future: Analyzing Bks Advisors' Q4 2018 vs. Q1 2019 13F Holdings Comparison

As the world of investing constantly evolves, it's important for companies and individuals to stay up-to-date on trends and changes in the market. One way to do so is through analyzing 13F filings, which require institutional investors to publicly disclose their holdings. In this article, we'll take a close look at Bks Advisors, LLC's 13F filings from Q4 2018 and Q1 2019 and analyze the changes in their holdings.

First, let's take a look at some key takeaways from Bks Advisors, LLC's holdings in Q4 2018:

- Their top holding was ARK ETF TR, with 174,874 shares valued at $6,504,000.

- Other top holdings included SPDR SERIES TR (SLYV), APPLE INC (AAPL), and SELECT SECTOR SPDR TR (XLK).

- Overall, Bks Advisors, LLC's total portfolio value in Q4 was $54,173,000.

Now, let's shift our focus to Q1 2019:

- Bks Advisors, LLC's top holding remained ARK ETF TR, though the number of shares slightly decreased to 174,263.

- Other top holdings included SPDR SERIES TR (SLYV), APPLE INC (AAPL), and SPDR INDEX SHS FDS (SPY).

- Overall, Bks Advisors, LLC's total portfolio value in Q1 was $65,455,000.

Looking at the changes in holdings between Q4 2018 and Q1 2019, there are a few notable trends:

- Bks Advisors, LLC increased their holdings in SPDR SERIES TR (SLYV) by over 10,000 shares, a 11.3% increase from Q4.

- They also increased their holdings in SPDR INDEX SHS FDS (SPY) by 10 shares, a marginal increase, but it moved the holding into their top 10.

- On the other hand, their holdings in PALO ALTO NETWORKS INC (PANW) decreased by 3,993 shares, or a 73.3% decrease from Q4.

- They also sold out of their holdings in CSX CORP (CSX), selling 13,625 shares between Q4 and Q1.

Overall, despite some changes in their holdings, Bks Advisors, LLC maintained their top positions with ARK ETF TR, SPDR SERIES TR (SLYV), and APPLE INC (AAPL). Their total portfolio value also increased by roughly $11.3 million, or a 20.9% increase from Q4 2018 to Q1 2019.

Analyzing these changes in holdings can provide insight into Bks Advisors, LLC's investment strategies and potential outlook for the future. As the market continues to evolve, keeping track of institutional holdings and trends can be a key component to successful investing.