Investment Advisors Shuffle Holdings: Q3 2022 vs. Q4 2022

In the world of finance, change is the only constant. As companies grow, some of their investment strategies change, and their holdings evolve. Resources Investment Advisors, LLC, a leading investment advisory firm, recently released its Q3 2022 and Q4 2022 13F holdings comparison. The comparison shows interesting changes in some of the top holdings of the company. In this blog post, we will discuss some of these changes and what they mean for investors.

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One of the most significant shifts in holdings is the dropping of SCHZ, the Schwab Strategic Trust, by a staggering 25.5%. The company sold 864,255 shares between the two quarters, resulting in a 25.5% reduction in the value of the position. In contrast, Resources Investment Advisors, LLC increased its position in AAPL, Apple Inc., by 6.2%, which translates to 26,012 shares. The company also added another technology giant, MSFT, Microsoft Corp., to its list of top holdings, with a 36.9% increase in shares.

Another interesting change in holdings is the increase in shares of VOO, the Vanguard Index Funds. The company added 217,837 shares, resulting in a 450.6% increase in the value of the position. In contrast, the firm reduced its holdings in the VanEck ETF Trust, MOAT, by 17.7%. The company sold 38,543 shares, which is a significant reduction in the position's value.

The company also reduced its holdings in GSEW, the Goldman Sachs ETF Trust, by 18.9%. This reduction occurred after the firm sold 403,777 shares between the two quarters. On the other hand, the firm increased its position in another iShares ETF, IUSB, by 305.9%. The company added 1.067 million shares, which is a more than three-fold increase in the position value.

Another interesting addition to the firm's holdings is AVDE, the American Century ETF Trust. The company added the ETF to its top holdings, with 137,4517 shares, accounting for a value of $62.7 million. In contrast, the firm reduced its holdings in the IndexIQ ETF Trust, MNA, by 46.6%, resulting in a reduction of 56,672 shares.

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In conclusion, Resources Investment Advisors, LLC's Q3 2022 vs. Q4 2022 13F Holdings Comparison shows some interesting shifts in holdings. The company reduced its holdings in some ETFs while increasing its position in others. The addition of AVDE to the top holdings is also notable, while the reduction in the position of MNA shows that the company is continually reevaluating its investment strategies. Predicting the reasons for these changes is not always possible, but we hope this blog post provides investors with new insights into how large investment firms like Resources Investment Advisors, LLC adjust their holdings over time.