Smith, Salley & Associates' 13F Holdings Comparison Reveals Top Performers and Shift Towards Technology Holdings for Q3 to Q4 2022.

Smith, Salley & Associates recently released their Q3 2022 vs. Q4 2022 13F Holdings Comparison. The data highlights the changes in holdings for the firm's portfolio from Q3 to Q4 in terms of shares, value, and percentage change.

One of the top performers for the quarter was Berkshire Hathaway Inc DEL (BRK-B), which saw an increase in shares from 108,817 to 109,606, and an increase in value from $29,055 to $33,856, a 16.5% change. Another strong performer was Merck & Co Inc (MRK) with an increase in shares from 177,811 to 187,348, and an increase in value from $15,312 to $20,786, a 35.8% change.

However, not all holdings performed well during the quarter. Amazon Com Inc (AMZN) saw a decline in shares from 255,181 to 251,139, and a decline in value from $28,835 to $21,095, a 26.8% change. Dominion Energy Inc (D) also saw a decline in shares from 229,215 to 168,868, and a decline in value from $15,841 to $10,354, a negative change of 34.6%.

It's important to note that the holdings change also reflects the firm's strategy during the quarter. For example, the data shows a large increase in holdings for ASML Holding N V (ASML) with 1,900 shares in Q3 and 21,527 shares in Q4, which correlates with the company's strong performance during the quarter.

The data also highlights the shift towards technology holdings, with Microsoft Corp (MSFT) and Apple Inc (AAPL) being two of the top holdings for the quarter. Visa Inc (V) and Mastercard Incorporated (MA) also saw an increase in shares and value during the quarter, indicating the firm's bullish standing on the financial technology sector.

On the other hand, the portfolio saw a decrease in holdings for Intel Corp (INTC), Cisco Sys Inc (CSCO), and Disney Walt Co (DIS). It could suggest that the firm is moving away from these companies for the time being.

Overall, the data provided in the Smith, Salley & Associates Q3 2022 vs. Q4 2022 13F Holdings Comparison indicates the firm's portfolio changes during the quarter. It's important to note that this data alone shouldn't be the sole basis for investment decisions. Investors should conduct further research and analysis before making any investment decisions, considering their investment objectives and risk tolerance.