Aj Wealth Strategies, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the ever-evolving landscape of finance, keeping a close eye on investment holdings is crucial for investors and fund managers alike. The 13F filings provide a glimpse into the changing landscape of fund holdings, giving valuable insights into the investment strategies of various market players.

Aj Wealth Strategies, LLC's 13F Holdings Comparison for the first quarter (Q1) and the second quarter (Q2) of 2023 showcases interesting shifts and changes in their portfolio. Let's delve into some of the key highlights.

SCHWAB STRATEGIC TR (SCHX):

Aj Wealth Strategies, LLC increased their holdings in SCHWAB STRATEGIC TR from 3,528,797 shares in Q1 to 3,792,444 shares in Q2, reflecting a 16.4% change. The value of their holdings also increased from $170,687,000 to $198,610,000.

VANGUARD INDEX FDS (VOO):

Aj Wealth Strategies, LLC experienced a significant increase in their holdings of VANGUARD INDEX FDS, expanding from 242,240 shares in Q1 to 376,933 shares in Q2—a remarkable 68.5% change. The value of their holdings also soared from $91,099,000 to $153,517,000.

ISHARES TR (SGOV):

Aj Wealth Strategies, LLC's holdings in ISHARES TR underwent notable growth from 1,033,914 shares in Q1 to 1,323,537 shares in Q2, representing a 28.1% change. The value of these holdings increased from $103,991,000 to $133,187,000.

INVESCO QQQ TR (QQQ):

Aj Wealth Strategies, LLC maintained a consistent position in their holdings of INVESCO QQQ TR, with a marginal increase from 215,028 shares in Q1 to 218,352 shares in Q2—an increase of 16.9%. The value of their holdings also experienced a slight uptick from $69,008,000 to $80,663,000.

As we analyze Aj Wealth Strategies, LLC's 13F holdings comparison, it becomes evident that they made strategic moves to diversify their portfolio and capitalize on emerging opportunities in the market. By increasing their holdings in certain funds, they exhibit their confidence in the future prospects of these investments.

While this overview provides an informative snapshot of the changes in Aj Wealth Strategies, LLC's portfolio, it is important to note that the 13F filings are just one aspect of their investment strategy. These filings reflect historical actions and might not necessarily indicate future course of action.

Investors should always conduct comprehensive research and due diligence before making any investment decisions. The world of finance is dynamic and unpredictable, and market conditions can change rapidly. It is always advisable to consult with a financial advisor who can provide personalized guidance based on individual investment goals and risk tolerance.

In conclusion, the Aj Wealth Strategies, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison sheds light on the changing tides of the investment landscape. These insights not only provide valuable information to investors, but they also serve as a reminder of the importance of adaptability and strategic decision-making in the world of finance.