Investment Shifts: A Comparative Analysis of Wilbanks Smith & Thomas Asset Management LLC Q3 2022 vs. Q4 2022 Holdings

In the ever-changing financial world, it's crucial to stay up-to-date with the latest investment trends and changes. As the world grapples with ongoing economic challenges, investors are continuously trying to find ways to stay on top of their game. This is where Wilbanks Smith & Thomas Asset Management LLC comes into play.

In this blog post, we will explore the changes in holdings of this fund as reported in the Q3 2022 vs. Q4 2022 13F comparison. We will discover the new additions to their portfolio, the shifts in their existing holdings, and the areas where they reduced their positions. Without further ado, let's dive into the main content.

New Additions

Several new companies have now appeared in the Q4 2022 holdings list. These are Dollar Tree Inc., Alibaba Group Holding ADR, and First Trust Advisors LP. Dollar Tree Inc. has been a game-changer in the retail industry, providing affordable products that attract both lower and higher-income consumers. Alibaba Group has been a pioneer in the Chinese e-commerce industry, while First Trust Advisors LP specializes in ETFs.

Shifts in Holdings

Wilbanks Smith & Thomas Asset Management LLC has made some significant shifts in their existing holdings. Vanguard Index FDS experienced an increase of 9.9% in value over Q3 2022 vs. Q4 2022 13F, with VTV also experiencing a strong shift of 15.3%. Other companies that increased their values are Norfork Southn Corp, SPDR Index Shs Fds, Invexo Exch Trd Slf Idx Fd, and SPDR Ser Tr. At the same time, there were companies that experienced a decline, such as AGG, Alphabet Inc, and Amazon Com Inc.

Reductions in Positions

Despite several companies' increase in value, some of them experienced a reduction. These include Apple Inc, Ishares Tr, and Cisco Sys Inc. However, the most notable decrease was in the holdings of Ishares Tr AGG, which fell by 22.7%, indicating a shift in the market.

Conclusion

The Wilbanks Smith & Thomas Asset Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison reflects some significant changes in their holdings. The new additions, shifts in existing holdings, and the reduction in positions all reflect the dynamic nature of the stock market. Investors need to keep abreast of the latest trends and changes while keeping a close eye on their portfolios. Wilbanks Smith & Thomas Asset Management LLC's ability to spot opportunities and invest in the right companies has enabled them to remain competitive in the market- a valuable lesson for all investors.