Shifting Fortunes: A Look at IHT Wealth Management Q3 2022 vs. Q4 2022 Holdings Comparison

In the world of investing, change is the only constant. And nowhere is this truer than in the world of equity funds. The third and fourth quarters of 2022 have seen considerable changes in the holdings of IHT Wealth Management's 13F portfolio. This article will look closely at these changes and try to discern what they may mean.

Before we start, it is worth explaining what is meant by a 13F portfolio. In the United States, institutional investment managers with assets under management of $100 million or more, including ETFs, are required to file a 13F report with the SEC at the end of every quarter. The 13F report lists all equity assets held by the institution in question. These reports are made public, and many investors use the information to make informed investment decisions.

With that out of the way, let us delve into IHT Wealth Management's Q3 2022 vs. Q4 2022 holdings comparison.

One of the most striking changes is in the Apple Inc shares held. In Q3 2022, IHT Wealth Management held 411,558 shares of Apple, which decreased by 10% to 394,054 shares in Q4 2022. The value of these shares also decreased by 10% from $56,877,000 to $51,199,000. This is surprising news given that Apple Inc has been performing well in recent quarters. The drop could be due to many factors, but it will be interesting to see how IHT Wealth Management handles this holding in the future.

Another noteworthy change was in the holdings of the SPDR Portfolio ETFs. In particular, the SPDR Portfolio S&P 500 Value ETF (SPYV) increased by 104.8%. This is a substantial increase and speaks to IHT Wealth Management's confidence in the current market. Similarly, the SPDR Portfolio S&P 600 Small Cap ETF (SPSM) increased by 11.1% from Q3 2022 to Q4 2022.

Meanwhile, the INVESCO QQQ Trust (QQQ) decreased by 2.9%, the iShares 20+ Year Treasury Bond ETF (TLT) decreased by 7.3%, and the iShares Core U.S. Aggregate Bond ETF (AGG) decreased by 7.7%. These decreases could be attributable to interest rate concerns that have weighed on the bond market in recent quarters.

One of the most substantial percentage increases in shares held was in the SPDR Series Trust Homebuilders ETF (XHB). In Q3 2022, IHT Wealth Management held 8,698 shares, which increased by an impressive 1,089.7% to 103,195 shares in Q4 2022. This is a significant increase in a relatively short period and possibly signals IHT Wealth Management's confidence in the ongoing strength of the housing market.

Overall, IHT Wealth Management's Q3 2022 vs. Q4 2022 holdings comparison reveals some interesting changes. Some holdings, such as Apple, have decreased in value over this short period, while others have increased in value. It will be interesting to see how these changes play out in the future and whether they represent sound investment decisions.

In conclusion, change is part and parcel of investing, and the holdings of IHT Wealth Management's 13F portfolio reflect this fact. Whether you are a seasoned investor or just starting, keeping up with changes in 13F holdings is valuable information that can help make informed investment decisions.