Revamping Your Investment Strategy: Comparing Prospera Financial's Q3 vs. Q4 2022 13F Holdings

As an investor, it is essential to keep track of changes in your portfolio's holdings. One company that has recently updated its investment strategy is Prospera Financial Services Inc. In this article, we will cover their Q3 vs. Q4 2022 13F Holdings and discuss what this means for investors.

One significant change that Prospera Financial Services Inc. made is reducing their holdings in Apple Inc. (AAPL). In Q3 2022, they held 691,417 shares worth $95,568,000. In contrast, their Q4 2022 holdings dropped to 635,759 shares worth $82,604,000, a 13.6% decrease in value. This move could be due to the recent decline in Apple Inc.'s stock price, and Prospera Financial may be avoiding the risk of further losses.

In contrast to the decline in Apple Inc.'s holdings, Prospera increased their holdings in First Trust Exchange-Traded Fund (FTSM). In their Q3 2022 holdings, they held 441,152 shares worth $26,170,000. However, in Q4 2022, they increased their holdings to 1,307,345 shares worth $77,708,000, a 196.9% increase in value. This ETF has a diverse range of holdings, making it an attractive investment option in a volatile market.

Another ETF that saw a significant increase in Prospera's holdings was First Trust Exchange-Traded Fund (IFV). In Q3 2022, they held 299,650 shares worth $4,828,000. However, in Q4 2022, their holdings rose to 1,292,737 shares worth $21,627,000, a 348% increase in value. This ETF focuses on undervalued companies with a history of consistent dividends, making it an excellent choice for long-term investors.

On the other hand, there were holdings that experienced a decline in value. For instance, Prospera reduced their holdings in First Trust Exchange-Traded Fund (FV) by 34.2%. In their Q3 2022 holdings, they held 2,001,813 shares worth $82,166,000. However, in Q4 2022, they only held 1,161,252 shares worth $54,056,000. This ETF invests in companies that have a history of capital appreciation, but the decline could be due to a shift in investment strategy.

Overall, Prospera Financial Services Inc. has made several changes to their investment strategy, shifting their focus from some holdings to others. While it is wise to pay attention to these changes, it is essential to keep in mind that investments come with associated risks, and changes in stock prices and market conditions can lead to potential losses. As an investor, it's always crucial to assess your risk tolerance and create a diversified portfolio that aligns with your investment goals.