Investment Firm Keeler Thomas Management LLC's Q3 and Q4 2022 Holdings

The Q3 and Q4 of 2022 resulted in a considerable change in the holdings of Keeler Thomas Management LLC. As an investment firm, Keeler Thomas Management LLC operates in the financial landscape with a keen eye for emerging investment opportunities. The company's holdings for Q3 and Q4 underwent a significant transformation, and in this blog post, we will explore the changes, the reasons behind the changes, and offer insights into what this means for Keeler Thomas Management LLC.

Introduction

The main focus of an investment firm is to diversify its investments to maintain a diversified portfolio of assets. Although a diversified portfolio does not guarantee profits or protect against market loss, it generally provides greater return consistency than owning just one stock only. Keeler Thomas Management LLC seeks to maximize returns through a well-crafted asset allocation strategy that responds to the ever-changing economic climate.

Q3 and Q4 2022 Holdings: Changes and Reason for Changes

The third quarter of 2022 saw Keeler Thomas Management LLC holding shares from 51 different companies. However, the numbers dwindled to 46 in the fourth quarter of 2022. As for the percentage change, a 13.6% increase is observed when comparing the Q3 2022 and Q4 2022- an increase in value from $10026 to $11390.

The company recorded some notable changes in terms of holdings in specific companies.

Berkshire Hathaway (BRK-B):

Holding shares decreased between Q3 and Q4 2022, from 37,548 to 36,873. The value of the shares increased by 13.6%, from $10026 to $11390.

Apple Inc. (AAPL):

Keeler Thomas Management LLC's shares in Apple Inc. decreased from 63,241 to 54,664 between Q3 and Q4 2022. This represents a drop in value from $8739 to $7081, a 19% decrease.

Amazon.com Inc. (AMZN):

The company's holding in Amazon.com Inc. decreased between Q3 and Q4 2022, from 53,364 to 37,568. Value wise, the shares dropped from $6030 to $3155, a sharp decline of 47.7%

Changes in the remaining companies were generally modest. Some went up by as much as 34.1%, like Novo-Nordisk A/S (NVO), from 6,363 shares to 8,535 shares. Others went down by as much as 40%, like Alphabets Inc. (GOOGL) from 6,322 shares to 3,792 shares.

Conclusion

The changes in Keeler Thomas Management LLC’s holdings between Q3 and Q4 2022 were significant. These changes may indicate that the company is moving away from a few popular investments and diversifying into other assets. The trends also suggest the company may be optimizing its portfolio to take advantage of new economic conditions.

This diversification of investments is a crucial strategy for investment firms looking to maximize returns, minimize risks, and evolve with the market's changes. As we conclude this blog post, it is evident that Q3 and Q4 of 2022 had some significant changes in the holdings of Keeler Thomas Management LLC. However, the future is always unpredictable, and it remains to be seen what other changes might occur.