Affiance Financial, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Affiance Financial, LLC, a prominent financial firm, recently released its Q2 2023 and Q3 2023 13F Holdings Comparison report. The report analyzes the changes in holdings of various funds between the two quarters, shedding light on the shifting trends in the financial market. Let's delve into the highlights of this insightful report.

Vanguard Index Funds (VTI) witnessed a significant increase in shares held, from 79,652 in Q2 2023 to 94,547 in Q3 2023. This rise of 14.5% in shares indicates a firm belief in the fund's potential. The value of the holdings also increased from $17,545,000 to $20,082,000, indicating a positive outlook for the future.

On the other hand, iShares TR (IJR) experienced a slight decrease in shares held, dropping from 206,352 in Q2 2023 to 211,409 in Q3 2023. Although the percentage change is minimal, it suggests a cautious approach towards this particular fund. The value of the shares also decreased slightly from $20,563,000 to $19,942,000.

Similarly, Vanguard Index Funds (VTV) saw a marginal decline in shares held, from 125,546 in Q2 2023 to 127,014 in Q3 2023. The decrease of 1.8% indicates a slight shift in investment strategy. The value of the holdings decreased from $17,840,000 to $17,519,000.

In contrast, iShares TR (IJH) experienced a more notable decrease in shares held, dropping from 63,138 in Q2 2023 to 62,845 in Q3 2023. This decline of 5.1% reflects a cautious approach towards this fund. The value of the holdings also decreased from $16,509,000 to $15,670,000.

One of the most significant changes in holdings was observed in Invesco Exchange Traded FD T (RHS), where the number of shares held increased drastically from 65,933 in Q2 2023 to 342,932 in Q3 2023. This substantial increase of 422.8% suggests strong confidence in the potential of this fund. The value of the holdings also increased from $11,038,000 to $10,301,000.

Moving on to individual stocks, Apple Inc (AAPL) witnessed a decline in shares held, dropping from 51,137 in Q2 2023 to 50,188 in Q3 2023. This decrease of 13.4% implies a cautious approach towards this particular stock. The value of the holdings also decreased from $9,919,000 to $8,592,000.

These are just a few highlights from the Q2 2023 vs. Q3 2023 13F Holdings Comparison report by Affiance Financial, LLC. The complete report provides a comprehensive analysis of the changes in holdings of various funds and stocks. It offers valuable insights into investment strategies and market trends, helping investors make informed decisions.

It is important to note that 13F filings are required by institutional investment managers who manage portfolios worth $100 million or more. These filings provide transparency and allow the public to gain a better understanding of the investment strategies employed by these managers.

In conclusion, the Q2 2023 vs. Q3 2023 13F Holdings Comparison report by Affiance Financial, LLC sheds light on the dynamic nature of the financial market. The changes in holdings of funds and stocks highlight the need for a flexible investment approach. Investors who closely analyze these reports can stay ahead of the curve and make informed investment decisions.

Please note that the content of this article is for informational purposes only and should not be considered financial advice. Investing in the stock market involves risks, and it is advisable to consult with a professional financial advisor before making any investment decisions.