Peddock Capital Advisors, LLC: A Deep Dive Into Fund Changes in Q4 2022 and Q1 2023

Peddock Capital Advisors, LLC, a registered investment advisor, has recently released its 13F holdings report for the last quarter of 2022 and the first quarter of 2023. As an investor, it's important to be aware of any changes to the funds you hold or intend to invest in, as the holdings within a fund can greatly affect its performance. In this article, we'll take a closer look at the top holdings that Peddock Capital Advisors, LLC has increased, decreased, or maintained in the last two quarters.

The data reveals that Peddock Capital Advisors, LLC has made significant changes to its holdings. Let's dig into the numbers and see what they mean.

Top Increased Holdings

Nvidia Corporation (NVDA), a multinational technology company, saw a staggering 89.7% increase in its holdings. Peddock Capital Advisors, LLC added 8,958 shares, bringing its total holdings to 60,596. Similarly, Invitae Corporation (NVTA) saw a 69% increase in its holdings. The company provides genetic information to the healthcare sector, and the increase in holdings demonstrates the faith the investor has in the growth potential of the company.

Top Decreased Holdings

Peddock Capital Advisors, LLC decreased its holdings in Pfizer Inc. (PFE), an American multinational pharmaceutical corporation, by 15.3%. The company sold 4,038 shares, bringing its total holdings to 67,171. Exxon Mobil Corporation (XOM) also saw a decrease in holdings by 7.2%. The investor sold 21,462 shares, reducing its holdings to 299,300.

Maintained Holdings

Peddock Capital Advisors, LLC maintained its holdings in several companies, including Apple Inc. (AAPL), Microsoft Corp. (MSFT), and Amazon.com Inc. (AMZN). Apple, the multinational technology company, remained a top holding with no change in its holdings. The same goes for Microsoft and Amazon.com. Peddock Capital Advisors, LLC's maintained holdings indicate that they believe the companies are poised for continued growth.

Conclusion

In conclusion, Peddock Capital Advisors, LLC's 13F holdings report reveals that the investor has made some significant changes to its holdings in the last two quarters. In some cases, it has added to its holdings, showing faith in a company's future growth potential. In other cases, it has decreased its holdings, indicating that it may not be as optimistic about a company's future prospects. As always, it's important to keep an eye on your investments and any changes within the funds you hold or are interested in.